Julia Harrington

About

Financial professional with experience at PwC supporting financial audits for large asset and wealth management clients, and experience in operations and customer success at iCapital managing institutional client onboarding, cross-functional launch coordination, and pipeline/process optimization for a SaaS fintech investment platform. Strong background in data analysis, process automation, and client-facing execution across both internal and external stakeholders.

Experience

• Operations & Strategy Consultant · Freelance (self employed)04-01-2026

  Engaging in projects across a range of industries including hospitality, tech, wellness, social media etc... Skills include project management, financial analysis, sales and marketing operations, fundraising and capital management, copywriting, and content production.

• Associate, Fund Origination · iCapital, Inc12-01-2025 – 04-01-2026

  • Support a growing SaaS fintech platform by managing end-to-end onboarding and lifecycle support for institutional clients launching investment products on a digital platform, ensuring seamless execution and client satisfaction • Lead cross-functional coordination across legal, tax, product, fund administration and custodian teams to align on GTM strategies for product launches and ensure compliance with tight timelines • Manage product pipeline within a central data management system, identifying process inefficiencies and implementing improvements that enhanced workflow scalability and reduced turnaround time • Drove process automation initiative by partnering with external vendors to build scalable templates, timelines, and procedures to produce updates to product marketing materials (pitch decks and fact cards), reducing manual effort and improving data accuracy • Designed and implemented standardized intake processes to improve pipeline visibility, enhance data accuracy, and streamline product onboarding across teams

• Senior Associate, Audit · PricewaterhouseCoopers, LLP07-01-2024 – 12-01-2024

  • Supported engagements by coordinating across internal teams to deliver high-quality outputs under tight deadlines • Performed financial audits for large asset and wealth management clients ($100B+ AUM hedge fund) with exposure to hedge, private equity, and co-investment fund structures • Analyzed large financial datasets to identify discrepancies, surface insights, and support data-driven decision-making for client deliverables • Maintained professional skepticism and keen attention to detail while continuously researching accounting guidance in order to produce high quality audit documentation and results • Tracked project plan status and escalated potential roadblocks in a timely manner • Coached new team members on testing execution and answered questions by utilizing firm guidance and best practices

• Experienced Associate, Audit · PricewaterhouseCoopers, LLP07-01-2023 – 07-01-2024
• Associate, Audit · PricewaterhouseCoopers, LLP09-01-2022 – 07-01-2023

Education

• University of ConnecticutB.S. in Business, Accounting (Minor: Global Studies)
• ISI FlorenceEducation Abroad, Focus in International Commerce

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