SAMUEL SCHULTZ
Philadelphia
Summary
Results-driven Senior Associate with 4.5+ years of experience in machinery and equipment valuations. Proven ability to analyze complex data to drive key decision-making. Strong communicator with expertise in Excel-based modeling and financial analysis.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Senior Associate
Valuation Research Corporation
Yardley, PA
05.2025 - Current
- Perform machinery and equipment valuations for purchase price allocations, financial and tax reporting, fresh start accounting, and impairment. Utilize the cost, market, and income approaches to derive conclusions using Excel-based modeling.
- Serve clients across diverse industries including manufacturing, food processing, retail, and telecommunications. Collaborate with operations personnel—such as plant and maintenance managers, engineers, and controllers—to gain insights into assets and production processes. Also have experience in the paper, plastics, steel, and engineered wood products industries.
- Lead and coordinate site visits to facilities in Canada, Europe, and the United States to assess machinery and equipment and operational processes.
- Prepare comprehensive reports summarizing valuation methodologies, approaches, and conclusions.
- Work with clients’ auditors to review models, clarify methodologies and address any questions related to valuation conclusions.
- Mentor and train analysts on full range of work responsibilities.
Senior Associate
Kroll, Inc.
Philadelphia, PA
07.2021 - 05.2025
- Perform machinery and equipment valuations for purchase price allocations, financial and tax reporting, fresh start accounting, and impairment. Utilize the cost, market, and income approaches to derive conclusions using Excel-based modeling.
Manufacturing Intern
Niagara Bottling LLC
Allentown, PA
01.2020 - 01.2020
- Collaborated with production, injection molding, warehouse, and quality departments on continuous improvement, safety, space-layout and economic projects.
Senior Project Team Member
Armstrong World Industries
State College, PA
01.2020 - 01.2020
- Collaborated with a team of senior industrial engineering students, to optimize Armstrong World Industries manufacturing processes using simulation software (Simio).
- Simulated product runs to identify inefficiencies, bottlenecks, and downtime. Presented key findings and actionable recommendations to management.
- Developed an exhaustive instruction manual for AWI employees, detailing the functionality of the simulation software for use across other plants and projects.
Education
Bachelor of Science - Industrial Engineering
Pennsylvania State University
University Park, PA05-2021
Bachelor of Science - Economics
Pennsylvania State University
University Park, PA05-2021
Skills
- Microsoft Office
- SolidWorks
- MATLAB
- C
- Stata
- Simio
- Lindo
- Minitab
LEADERSHIP
- IME Ambassador Program (State College, PA) 2019
- Team Member
- Gave tours to prospective Industrial Engineering students and led IME involvement opportunity events.
- Youth Committee at Swarthmore Presbyterian Church (Swarthmore, PA) 2012-2016
- Committee Member
- Planned and coordinated activities and summer trips for high school and middle school youth groups, managing budgets, logistics, interviewed and selected summer interns.
Certification
- Progress toward the American Society of Appraisers (ASA) Machinery & Technical Specialties designation.
Timeline
Senior Associate
Valuation Research Corporation
05.2025 - Current
Senior Associate
Kroll, Inc.
07.2021 - 05.2025
Manufacturing Intern
Niagara Bottling LLC
01.2020 - 01.2020
Senior Project Team Member
Armstrong World Industries
01.2020 - 01.2020
Bachelor of Science - Industrial Engineering
Pennsylvania State University
Bachelor of Science - Economics
Pennsylvania State University