Pree Wakharkar, CPA, has more than 12 years of public accounting experience. Her focus on accounting ranges a wide variety of clients including manufacturing, technology, investment companies such as registered investment advisors (RIA’s), business development companies (BDC’s), closed-end/ open-ended funds (private equity/ hedge funds), banks and non-banking financial institutions, among others. Pree has served the financial services sector and has assisted with a variety of fund audits including broker-dealers, hedge funds and private equity funds. She has performed various statutory audits for public entities in the finance, banking, insurance, brokering industries and more, as well as 401k benefit plan audits and reviewing other audit aspects, such as risk assessment, analytics and substantive testing. She is also experienced in managing large and complex engagements that could run anywhere from 1,000 to 3,000 hours.
Pree is a Certified Public Accountant in the state of Texas as well as a member of Texas Society of CPAs (TXCPA), Texas Wall Street Women (TXWSW), Kayo Conference Series – The Corner, and the Institute of Chartered Accountants of India (ICAI). She graduated with a Bachelor of Commerce degree in accounting from the University of Mumbai, India. Pree is a designated Chartered Accountant (CA) from India and meets Texas State Board of Accountancy’s requirements for continuing professional education.
Currently, Pree is continuing her professional education by concentrating in provision of internal audits and consulting services in accordance with Standards for Consulting Services issued by the AICPA Management Consulting Services Executive Committee, SOX audits in accordance with Sarbanes Oxley Act of 2002 and FDIC audits in accordance with the Federal Deposit Insurance Corporation’s (FDIC) regulation. Entities served by Pree include banks and other entities in the financial services industry.
