Summary
Overview
Work History
Education
Skills
Timeline
Generic

Melissa Wahlgren, CPA

New York,NY

Summary

Seasoned Big 4 auditor specializing in the asset and wealth management industry. Engaged in financial statement audits for SEC-registered investment advisers and public/private funds with AUM ranging from $5 billion to $2.8 trillion, including leading firms in private equity, real estate, and alternative investments. Skilled in assessing complex investment portfolios, evaluating business processes for risk, testing internal controls, and ensuring compliance with GAAP, PCAOB, and SEC standards. Recognized for delivering high-quality audit outcomes, solving problems independently, collaborating across teams, and consistently meeting tight deadlines.

Overview

4
4
years of professional experience

Work History

Audit Associate

PricewaterhouseCoopers (PwC)
Austin, TX & New York, NY
10.2022 - 05.2025
  • Prepared detailed workpapers documenting all audit evidence obtained during the course of an engagement.
  • Reviewed client's reports to identify discrepancies or irregularities in accounting practices.
  • Researched technical accounting literature when needed to resolve complex issues related to financial statement preparation.
  • Performed substantive testing on investments, financial highlights, cash, contributions, distributions, and revenue (mutual fund, CIT, custody, 12b-1), among other areas.
  • Coached offshore team members and new staff.
  • Maintained effective communication with clients via emails and weekly touchpoint meetings.
  • Gained understanding of client business processes and evaluated for risk factors during planning phases.

Audit Intern

PricewaterhouseCoopers (PwC)
Washington, D.C.
06.2021 - 08.2021
  • Analyzed year-over-year changes in balance sheet accounts to identify significant variances.
  • Reconciled financial statement figures with those in audit workpapers for accuracy.

Education

Virginia Board of Accountancy

Certified Public Accountant
09-2024

Bachelor of Science - Accounting

Virgina Tech
Blacksburg, VA
05-2022

Skills

  • Audit documentation
  • Substantive testing
  • Technical accounting
  • Variance and trend analysis
  • Written communication
  • Attention to detail
  • Advanced proficiency: Microsoft Excel, Workday, Workiva
  • Responsiveness to coaching and feedback

Timeline

Audit Associate

PricewaterhouseCoopers (PwC)
10.2022 - 05.2025

Audit Intern

PricewaterhouseCoopers (PwC)
06.2021 - 08.2021

Virginia Board of Accountancy

Certified Public Accountant

Bachelor of Science - Accounting

Virgina Tech
Melissa Wahlgren, CPA
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