Ivan Garcia

Assurance Associate at PwC | Fund Valuation & Audit | CPA Candidate

Role
Associate, Asset & Wealth Management Assurance at PwC
Location
Houston, TX, US
LinkedIn followers
500 followers

About Ivan Garcia

I\'m an Assurance Associate in PwC\'s Asset & Wealth Management practice in Houston, where I perform fund audit and fair value testing across equity, fixed income, and alternative investment funds. Texas A&M former student with a BBA in Accounting. Prior to PwC, I gained experience in data analytics and risk intelligence at Control Risks. I\'m pursuing my CPA with a target completion of 2026.

Experience

  1. Associate, Asset & Wealth Management Assurance

    PwC

    Sep 2025 — Present · Houston, TX, US

    Performed fair value testing of Level 2 and Level 3 inputs under ASC 820, including retrospective analysis of management estimates versus actual outcomes across fixed income securities, derivatives, and foreign exchange instruments-Executed remeasurement procedures for liquidating private and collective investment funds with complex structures, including insurance sidecars, side pockets, and top-side arrangements-Led the adoption of Microsoft Copilot to automate a recurring reporting process, significantly increasing workflow efficiency.

Education

  • Texas A&M University

    Bachelor of Business Administration - BBA, Accounting

    2021 — 2024

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Ivan Garcia — Associate, Asset & Wealth Management Assurance at PwC in Houston, TX, US | Unifers