Summary
Overview
Work History
Education
Skills
Timeline
Generic

Ethan Lentz

Prairie Du Sac,WI

Summary

My fundamental value as a finance professional is the ability to make an impact on human welfare. I add value to each organization by adapting to changing environments and providing creative solutions.

Overview

6
6
years of professional experience

Work History

Valuation Associate

Houlihan Capital
Chicago, IL
12.2022 - Current
  • Performed valuations of various private equity investments for hedge funds.
  • Created an automated option pricing model used in the valuation of a Company's equity.
  • Corresponded directly with clients to coordinate the proper exchange of required information to value a Company's equity.
  • Prepared full valuation reports describing the valuation analysis of a Company in detail.

Valuation Associate

CliftonLarsonAllen LLP
Middleton, WI
01.2022 - 12.2022
  • Performed asset, income, and market approach valuations of private companies for gift and estate tax, acquisition, and other valuation purposes.
  • Populated valuation reports, analyzed financial statements, justified discount rates, and addressed company specific risk factors.
  • Performed economic and industry research. Corresponded directly with clients to understand their business operations.
  • Performed purchase price allocations, goodwill impairment testing, total stockholder return, and option pricing valuations for ASC 805, 350, 718 and IRC 409(a) compliance.

Loss Control Specialist

Mutual of Wausau Insurance Corporation
Wausau , WI
05.2020 - 08.2020
  • Inspected 50 homes, four days a week across, north and north central Wisconsin. Conducted field underwriting using home valuation guidelines to assist underwriter modifications to home policies, resulting in lower claim payouts and effective valuation of properties.

Corporate Finance Intern

Bio-Rad
Minneapolis, MN
09.2019 - 05.2020
  • Collaborated with financial team to prepare the 5-year strategic plan for the firm by compiling information from divisions across the globe into one presentation.
  • Identified discrepancies in Microsoft Dynamics AX accounting software and made journal entries to correct the information for corporate departmental reports. This improved budgetary management and increased accuracy in financial forecasting.

Student Worker, Process Improvement

University of Minnesota Physicians
Minneapolis, MN
06.2018 - 08.2019
  • Created clinic provider scheduling dashboard tool for staff to maximize utilization. Coordinated with external software developers to implement new dashboard functionality. Trained clinic directors to manage and maintain dashboard. This resulted in efficient provider scheduling, maximizing limited clinical space, driving patient access, and increasing revenue.
  • Extracted data from patient tracking system and compiled itin excel to create a weekly wait time and utilization dashboard. Briefed clinic directors on the new dashboards to adopt into weekly reports. The improved metric tracking resulted in increased patient satisfaction and revenue.

Education

Bachelor of Science - Finance

University of Minnesota - Twin Cities
Minneapolis, MN
12-2021

Skills

  • Financial Modeling
  • Adaptability and Flexibility
  • Project Management
  • Microsoft Office
  • Teamwork and Collaboration
  • Problem-Solving
  • Report Preparation and Presentation
  • Written Communication
  • Time Management

Timeline

Valuation Associate

Houlihan Capital
12.2022 - Current

Valuation Associate

CliftonLarsonAllen LLP
01.2022 - 12.2022

Loss Control Specialist

Mutual of Wausau Insurance Corporation
05.2020 - 08.2020

Corporate Finance Intern

Bio-Rad
09.2019 - 05.2020

Student Worker, Process Improvement

University of Minnesota Physicians
06.2018 - 08.2019

Bachelor of Science - Finance

University of Minnesota - Twin Cities

Similar Profiles

CREATE PROFILE
Ethan Lentz