Resume

2024

• Deloitte

  • Audit Senior Associate

    Oct 2024 – Jun 2026 · Costa Mesa, CA

    AUM under fair value procedures

    $1T+

    Unicus rating (of 5)

    1.2 → 4.6

    Pages per structured report

    30+

    • Analyzed ASC 820 valuation inputs for Level II/III holdings, derivatives, and alternatives across $1T+ AUM fund complexes.
    • Led fair value and transaction testing across mutual funds, ETFs, hedge funds, fund-of-funds, and private credit vehicles.
    • Rebuilt v2 of “Unicus,” a proprietary AI-powered IPO readiness tool, lifting its internal performance rating from 1.2/5 to 4.6/5.
    • Engineered an LLM-to-LLM pipeline turning M&A interview transcripts into 30+ page reports on FP&A, tax, controls, and risk.
    • Resolved accounting issues with C-suite leaders and fund administrators through working sessions, accelerating close timelines.
    • Mentored junior staff and interns, reviewing workpapers and refining testing procedures to raise team efficiency.
    • Fair Value (ASC 820)
    • Level II/III Investments
    • LLM Prompt Engineering
    • Python
    • Excel

• HCVT

  • Audit and M&A Advisory Intern

    Jan 2024 – Mar 2024 · Irvine, CA

    Sell-side adjusted EBITDA

    $4.0M → $5.7M

    Middle-market transactions

    4

    Saved per engagement

    3+ hrs

    Containers reconciled

    427

    • Ran QoE diligence on 4 middle-market deals, analyzing EBITDA bridges, working capital, and customer concentration.
    • Quantified pro forma and diligence adjustments and tied out cash proofs, supporting $5.7M adjusted EBITDA vs. $4.0M reported
    • Modeled income statements, balance sheets, and three-year monthly working capital from standardized trial balances.
    • Automated QuickBooks trial balance preprocessing into QoE databooks via Excel VBA, saving 3+ hours per engagement.
    • Reconciled cost flows across 427 containers and 65+ SKUs, validating inventory pricing and margins for an e-commerce client.
    • Quality of Earnings
    • EBITDA Normalization
    • Net Working Capital
    • Excel VBA
    • QuickBooks

2023

• Deloitte

  • Audit and Assurance Intern · Controllership Transformation · RPA

    Jun 2023 – Aug 2023 · Costa Mesa, CA

    Saved per engagement

    2+ hrs

    • Selected for the Controllership Transformation team, supporting UiPath robotic process automation deployments for clients
    • Designed a three-dimensional scoring framework weighing build difficulty against ROI to rank client automation opportunities.
    • Automated client-ready PowerPoint reporting with SharePoint, Copilot Studio, and VBA, saving 2+ hours per engagement.
    • UiPath (RPA)
    • SharePoint
    • Copilot Studio
    • Excel VBA

2022

• UCI Center for Investment and Wealth Management

  • Program Associate

    Oct 2022 – Jun 2023 · Irvine, CA

    Candidates tracked

    300+

    • Designed an executive dashboard giving the Board oversight of LIFEvest program performance and outreach metrics.
    • Automated applicant tracking for 300+ candidates in Python, streamlining data management and reporting.
    • Python
    • Dashboard Design