Julia Ortiz

About Julia Ortiz

I’m an Experienced Associate at PwC in the Asset and Wealth Management Assurance practice, where I perform detailed audits of investment portfolios and work closely with cross-functional teams to ensure compliance and manage risk. My work involves leveraging data analytics to identify irregularities and enhance audit efficiency, while also maintaining strong client relationships through clear communication and professionalism. Before transitioning into public accounting, I gained valuable leadership and client-facing experience as a Sales Manager in the consumer goods industry. I recruited, trained, and managed high-performing sales teams, developed strategic processes, and consistently exceeded performance goals. That early foundation sharpened my ability to lead, adapt, and deliver results in fast-paced, high-stakes environments. I hold a Bachelor of Science in Accounting and Finance from Florida State University and am licensed in Health, Life, and Variable Annuities in Florida. I’m passionate about combining analytical precision with strong interpersonal skills to drive meaningful impact in the financial services industry.

Experience

1. Benefits Consultant

   Aflac

   Jun 2025 — Present · New York, NY, US

Education

• Florida State University

  Accounting and Finance

  2020 — 2023