Overview
Work History
Education
Skills
Leadership and Activities
Timeline
Generic

Sean Poznar

Chicago

Overview

3
3
years of professional experience

Work History

Financial Consulting-Valuation Services Associate

RSM US LLP
07.2023 - Current
  • Assisted clients to help identify and measure the value of their assets by providing independent and well-supported valuations following ASC 820 fair value standards, ASC 805 purchase price allocation, and ASC 842 leasing standards
  • Analyze local, national, and international market trends on a wide range of public and private entities using all accepted and relevant valuation approaches including the income approach, cost approach, and sales comparison approach
  • Performed various DCF analyses to yield both controlling or minority-level value, following fair market value

Financial Consulting-Valuation Services Intern

RSM US LLP
05.2022 - 08.2022

Private Company-Specialty Underwriting Intern

Everest National Insurance
01.2021 - 08.2021
  • Reviewed and analyzed financial statements, policy forms, binding authorities, and loss runs for various private companies to assess risk and company valuations
  • Developed an understanding of various underwriting techniques to write summaries and workups on private companies to assist through the underwriting process


Intern

Ryan Turner Specialty
04.2020 - 08.2020


  • Gained an understanding of various departments including finance, accounting, sales, and operations


  • Presented capstone project to executive team summarizing learnings in the insurance industry, team won first place

Education

Bachelor of Science - Business, Finance

Indiana University, Kelley School of Business
Bloomington, IN
05.2023

Skills

  • Leadership, Analytical, Collaborative, Adaptable, Strong Communication, Problem Solving
  • Proficient in Microsoft Office – Word, Excel, PowerPoint; Access

Leadership and Activities

  

Kelley Business School Mentor     2020-2023

  • Provide professional, academic, and social guidance to freshman business students
  • Helped freshman business students navigate through and adapt to remote coursework during COVID-19


Autism Mentoring Program           2019-2023

  • Mentor for students on the autism spectrum in the Bloomington community who are in 3rd through 6th grade



Timeline

Financial Consulting-Valuation Services Associate

RSM US LLP
07.2023 - Current

Financial Consulting-Valuation Services Intern

RSM US LLP
05.2022 - 08.2022

Private Company-Specialty Underwriting Intern

Everest National Insurance
01.2021 - 08.2021

Intern

Ryan Turner Specialty
04.2020 - 08.2020

Bachelor of Science - Business, Finance

Indiana University, Kelley School of Business

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