Sam Engelken, CPA
Milwaukee,WI
Summary
Assurance professional at PricewaterhouseCoopers with expertise in financial statement analysis and workflow automation. Successfully led audit engagements, enhancing margins through AI tool implementation. Proven project management skills and a commitment to mentoring staff, driving efficiency and driving quality outcomes for clients.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Assurance Senior Associate
PricewaterhouseCoopers
07.2025 - Current
- Led Statutory and GAAP financial statement audits through planning and execution phases for large and medium sized entities.
- Conducted comprehensive data analysis to support audit procedures and compliance requirements.
- Collaborated with cross-functional specialist teams to streamline workflows and improve efficiency.
- Implemented AI tools to drive engagement efficiency and led AI demos across the market to assist other engagement teams.
Assurance Associate
PricewaterhouseCoopers
09.2023 - 06.2025
- Reviewed financial statements for accuracy and adherence to established accounting principles.
- Increased efficiency in audit procedures by automating project workflows and data analysis, increasing engagement margin.
- Mentored junior staff through effective coaching and communication.
- Assisted clients maintain compliance with complex regulatory requirements.
Assurance Intern
PricewaterhouseCoopers
06.2022 - 08.2022
- Supported engagement teams with audit procedures, financial data analysis and control testing.
Accounting Intern
Badger Meter
06.2021 - 08.2021
- Assisted in preparing reports for monthly close processes.
- Conducted account reconciliations to ensure accuracy of financial data.
Tax Intern
Tostrud and Temp SC
02.2021 - 05.2021
- Prepared and reviewed tax returns for individuals and businesses, in accordance with tax regulation.
- Assisted in tax planning strategies to optimize client financial outcomes.
Education
Bachelor of Science - Accounting
University of Wisconsin, La Crosse
La Crosse, WI12-2022
Skills
- Financial statement analysis
- Workflow automation
- AI tool implementation
- Project management skills
- GAAP & Statutory Reporting
- Data Analysis
Certification
- CPA - Certified Public Accountant
Timeline
Assurance Senior Associate
PricewaterhouseCoopers
07.2025 - Current
Assurance Associate
PricewaterhouseCoopers
09.2023 - 06.2025
Assurance Intern
PricewaterhouseCoopers
06.2022 - 08.2022
Accounting Intern
Badger Meter
06.2021 - 08.2021
Tax Intern
Tostrud and Temp SC
02.2021 - 05.2021
Bachelor of Science - Accounting
University of Wisconsin, La Crosse