Evie Underwood
Assurance Associate at PwC | Real Estate and Asset Wealth Management
- Role
- Assurance Associate at PwC
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
About Evie Underwood
Hi there! My name is Evie and I’m an experienced Assurance Associate at PwC in Dallas, Texas specializing in the Asset and Wealth Management industry. At PwC, I have experience within many different areas of AWM, but particularly within Real Estate. I have audited a range of real estate-focused investment funds, with experience including portfolios of operating properties and development-stage assets across various industries including multi-family housing and industrial, as well as niche sectors like self-storage, manufactured housing, student housing, and convenience-based retail. Additionally, I am comfortable with reviewing and understanding valuation models, assumptions, inputs, and supporting data for real estate investments and other investments. I also have a strong understanding of GP/LP structured investments and co-investment arrangements. I frequently work with complex organizational structures involving multi-tiered entities and hybrid investment strategies. Additional experience I have gained includes auditing investments under both fair value and historical cost reporting frameworks to ensure accurate and proper disclosure. I’m also well-versed in fund accounting concepts relating to partner’s capital (commitments, calls, distributions), performance and management fees, and waterfall (promote/carried interest) allocations.I’m a graduate of the University of Georgia’s Terry College of Business, where I earned a BBA in Finance and a Master of Accountancy from the J.M. Tull School of Accounting. I have successfully passed all four sections of the CPA exam and bring a detail-oriented mindset, strong technical foundation, and an eagerness to learn. I enjoy working closely with both audit teams and clients to deliver high-quality product in a collaborative environment.I am extroverted, hard-working, and friendly!
Experience
Assurance Associate
Oct 2024 — Present · Dallas, TX, US
Financial Services | Asset & Wealth Management (Real Estate & Private Equity)
Education
Jenks High School
High School Diploma
2016 — 2019
University of Georgia - Terry College of Business
Master of Accountancy - MAcc, Accounting
University of Georgia - Terry College of Business
Bachelor of Business Administration - BBA, Finance, General
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