Diane Nguyen
Assurance Associate for Asset and Wealth Management
- Role
- Assurance Associate at PwC
- Location
- San Leandro, CA, US
- LinkedIn followers
- 500 followers
About Diane Nguyen
Hello everyone! I’m someone who loves solving messy problems, finding patterns in…
Experience
Assurance Associate
Oct 2023 — Present · San Francisco, CA, US
Collaborate with clients and cross-functional teams to understand operations and compliance, resolve reporting issues, optimize processes, and deliver actionable financial insights.• Review and interpret client agreements, assessing financial and pricing obligations under GAAP/IFRS, SEC, and CES regulations.• Analyze large datasets from client reporting systems, applying reconciliation, anomaly detection, and financial modeling to identify discrepancies, revenue leakage, and compliance risks.• Develop and maintain complex Excel models to monitor fund performance, track pricing compliance, and improve reporting accuracy.• Identify process inefficiencies during audits, designing and implementing workflow improvements to enhance billing accuracy, data integrity, and reporting turnaround time.
Education
UC Irvine
Bachelor's degree, Economics and Biology
2018 — 2020
San Leandro High School
High School Diploma
2016 — 2017
UCLA Extension
Pre-Medical and General Sciences Studies Certification
2020 — 2021
California State University, Long Beach
Medical/Clinical Assistant
2020 — 2021
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