Samuel Epp Email and Phone Number

• Performed financial statement analysis to target high risk audit areas on 4 different audits in government, nonprofit, and for-profit industries.• Conducted 1 complete audit and 2 complete reviews. Resulting in assurance gained as to reliability of financial statements assertions.• Created statistical testing methods in Excel to prove adherence to new government pension fund standards. Confirmed adherence to standard for all 8 of the firm’s government clients.

Instructed 10 students how to form discount rates using the WACC model and how to apply financial statement analysis and taught ACCT 3103 Intermediate Accounting.

• Prepared and analyzed consolidated financial statements for trends and discrepancies. Found $100,000 in cost savings and uncollected receivables.• Conducted monthly reconciliations of all general ledger accounts and prepared and posted monthly journal entries.• Improved adherence to GAAP by overseeing 3 bookkeepers.• Applied WACC, DCF, CAPM and NPV to potential purchase of $3 million corporate aircraft. Delivered knowledge directly to CFO of sales level needed to make acquisition profitable. • Developed $2 million cash flow model with Excel, leading to improved forecasting of short-term and long-term cash flows.

• Applied DCF and a regression study to provide Managing Partner with an adjustable valuation model for the negotiation of a $70 million real estate sale. • Strategically analyzed partnership for change in strategy in the timberland investment industry over a 10 year period. Determined partnership needed $270 million in AUM for strategy change.• Created 2 joint venture pitch books and 3 financial models containing investment profiles, investment returns, equity waterfalls, and required disclosures.

Due to success in Dr. Juan Castro's various finance classes, notably "Business Research Methods," was commissioned to rewrite Dr. Castro's Research Methods textbook. Resulted in rewrite of chapters on simple and multiple linear regressions that provided a clearer understanding to students attending the class.