David W. Liu

David W. Liu Email and Phone Number

Investment Banking Associate @ Takenaka Partners LLC
Los Angeles, CA, US
David W. Liu's Location
Los Angeles, California, United States, United States
David W. Liu's Contact Details

David W. Liu work email

David W. Liu personal email

n/a
About David W. Liu

I’m an MBA student at USC Marshall, passionate about utilizing data with qualitative insights to develop and operationalize strategies. I enjoy working cross-functionally, learning from different teams, and connecting the dots in order to identify and scale new opportunities for growth. As someone with quantitative background, I look forward to expanding my creative and strategic skillset into a new role. My mindset can be summed up to 4 words: “Can this be better?” As a curious and strategic thinker who values collaboration in the pursuit of finding creative solutions for customers, I enjoy working with teams to thoughtfully examine consumer needs, ideate on the various connections and context, and determine avenues that lead to win-win results.

David W. Liu's Current Company Details
Takenaka Partners LLC

Takenaka Partners Llc

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Investment Banking Associate
Los Angeles, CA, US
Employees:
38
David W. Liu Work Experience Details
  • Takenaka Partners Llc
    Investment Banking Associate
    Takenaka Partners Llc
    Los Angeles, Ca, Us
  • Handmade Ventures
    Investment Banking Associate
    Handmade Ventures
    Los Angeles, Ca, Us
  • Handmade Ventures
    Senior Mergers & Acquisitions Associate
    Handmade Ventures May 2024 - Present
    San Francisco, California, Us
    Mobile/enterprise/AI SaaS M&A advisors- Advised 5 M&A deals. Created industry and trends reports on AI, SaaS, Mobile, Cybersecurity, Edtech
  • Paramount Pictures
    Senior Financial Analyst Intern
    Paramount Pictures Jun 2023 - Sep 2023
    Los Angeles, Ca, Us
    Responsible for Reviewing license agreements and prepare the corresponding royalty statements. Maintaining royalty statements, license agreements, and various trackers utilized to streamline the monthly/quarterly royalty processing. Extract/analyze large data sets sourcing data from SAP, and prepare marketing accruals and month end close allocations.
  • Maze & Associates
    Senior Audit Associate
    Maze & Associates Sep 2019 - Aug 2022
    Pleasant Hill, Ca, Us
    Assess risk and internal controls by identifying areas of non-compliance; evaluating manual and automated financial procedures; identify process weaknesses and inefficiencies and operational issues.Prepare audit reports and statements for top level management of municipalities and non profit organizations.Completes audit work papers and memoranda by documenting audit tests and findings.Communicates audit progress and findings by providing information in status meetings; highlighting unresolved issues; reviewing workpapers; preparing Comprehensive Annual Financial Report (CAFR)
  • Kenny'S Trading
    Sales Associate
    Kenny'S Trading May 2016 - Aug 2019
    Managed and organized the store’s inventory to optimize the placement of each product to align with the store’s objectivesProvided customer care with the goal of promoting loyalty, ensuring satisfaction and increasing salesResolved and identified discrepancies through cash drawer reconciliations at the end of each shift
  • Delta Sigma Pi
    Vice President Of Collegiate Relations And Director Of Internal Funding
    Delta Sigma Pi Dec 2017 - May 2019
    Oxford, Oh, Us
  • Pacific Accounting Service
    Tax Intern
    Pacific Accounting Service Jun 2017 - Aug 2017
    Prepared and filed various tax forms for clients of the firmCalculated daily payroll wages, Social Security wages, and Medicare wages of the employees for the firm’s clientsPrepared work papers related to the accounting firm’s book/tax differences, along with reconciling amounts of tax returns to underlying financial statementsCross-referenced bank statements with QuickBooks to do bank reconciliations for firm's clients
  • Alpha'S Insurance
    Accounting Intern
    Alpha'S Insurance May 2015 - Jul 2015
    Prepared and filed various tax forms for clients of the firmCalculated daily payroll wages, Social Security wages, and Medicare wages of the employees for the firm’s clientsPrepared work papers related to the accounting firm’s book/tax differences, along with reconciling amounts of tax returns to underlying financial statementsCross-referenced bank statements with QuickBooks to do bank reconciliations for firm's clients

David W. Liu Education Details

  • Usc Marshall School Of Business
    Usc Marshall School Of Business
    Master Of Business Administration - Mba
  • University Of Southern California
    University Of Southern California
    Master Of Business Administration - Mba
  • University Of San Francisco
    University Of San Francisco
    Accounting And Business/Management

Frequently Asked Questions about David W. Liu

What company does David W. Liu work for?

David W. Liu works for Takenaka Partners Llc

What is David W. Liu's role at the current company?

David W. Liu's current role is Investment Banking Associate.

What is David W. Liu's email address?

David W. Liu's email address is da****@****tes.com

What schools did David W. Liu attend?

David W. Liu attended Usc Marshall School Of Business, University Of Southern California, University Of San Francisco.

Who are David W. Liu's colleagues?

David W. Liu's colleagues are Samantha Green, Peter Genito, Spencer Shin, Andy Sato, Yoshio Takai, Samantha D., Takaharu Tanaka.

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