Title of RFx · Web view73 Locations 25+ years executive search experience 4,500+ direct hire placements annually Proven vetting process Focused and deep candidate pool in accounting

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Aligning Top Companies with Exceptional TalentAt Parker + Lynch, we align world-class organizations with superior professional accounting and finance talent. Our deep industry experience and national network of clients and talent makes us the definitive insider firm for executive search.

To us placement is an art and one that requires the proper alignment of talent with opportunity; experience with need; personality with environment; and aspirations with values.

Redefining Executive SearchWe measure our success in terms of a client’s return on investment in leadership talent. This requires more than simply finding an individual to fill a position. Today, we find that newly appointed executives face an increasingly brief window in which to overcome substantial cultural barriers, build relationships with an array of stakeholders, and reach critical make-or-break objectives. The result is a need for an expanded consulting commitment – incorporating services such as behavioral assessment and coaching – that we believe should be the standard in the executive search industry. We have taken the lead on this by redefining our executive search solutions to include these services.

For over 25 years, Parker + Lynch has been an established leader in executive recruiting services. Some of the professionals we place include senior financial analysts, senior accountants, accounting managers, controllers, tax manager, CFOs, etc. - BRANCH MAY CUSTOMIZE BASED ON YOUR CLIENT’S NEEDS

A division of the second largest accounting and finance staffing provider in the United States

73 Locations 25+ years executive search experience

4,500+ direct hire placements annually

Proven vetting process

Focused and deep candidate pool in accounting and finance

©2018 All Rights Reserved

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Meet Your Implementation TeamSAMPLE BIOS WITH HEADSHOTS BELOW – TO BE CHANGED OUT AS APPROPRIATEBRANCH

Travis Lewis, Area Managing Director, Parker +LynchAfter graduating from Benedictine College with a degree in Business Management, Travis has amassed a successful 16-year career in the staffing industry. Prior to his current position, Travis served as a top producer in a variety of roles, including: Account Executive, Executive Recruiter, Manager and Area Director. Under his direction, Overland Park’s Accounting Principals, Ajilon Professional Staffing and Parker Lynch have been nationally recognized as one of the premiere markets in the country and won numerous awards. He has also been recognized and assisted in implementing many company initiatives to enhance our services. These areas include: national training, SEO training for recruiting, on boarding training for new hires

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Managing Your Account

NAME, TITLE will be the primary account contact for CLIENT. In this role, NAME and the local account team will be responsible for overall account management, including our performance, quality assurance and any issue resolution.

Your local account team in CITY averages XX years of executive recruitment and industry experience. Our recruiting team includes former industry professionals who leverage their vast networking and knowledge base to deliver the best talent for our clients. Key responsibilities of the account team will include:

+ Dedicated recruiting support to CLIENT to facilitate superior placements+ Monitoring and reporting back on the progress throughout the search+ Liaise with our back-office teams at our corporate headquarters for seamless

support+ Providing input on benchmarks related to our service+ Consulting and industry insight on talent pipeline in your market+ BRANCH TO ADD MORE RESPONSIBILITIES, IF APPLICABLE

You are never dependent on an individual – but will have the support of the entire local team as well as full back office resources at our corporate headquarters. Our corporate office provides strong back-office services including accounting, legal, human resources, training, marketing, IT, operations and more. With this level of support, our local teams are able to focus on our core responsibility of aligning our clients with quality candidates.

Our Commitment to Quality+ We commit to a search timeline, which highlights the products, services and

delivery schedule.+ We conduct weekly progress meetings that include: search updates to provide

status of candidates being interviewed and in the pipeline; notation of any specific issues that have come up regarding the search; and specific industry intelligence gained during search activity.

+ We offer as part of our executive search process, transitional coaching to ensure the candidate is successful.

+ We offer a performance guarantee for every search we conduct. Should a candidate leave within the first 90 days of hire, we will only charge CLIENT for respective travel expenses.

+ Client satisfaction survey letters are sent to all clients and candidates upon the completion of each search.

+ For six months after the successful completion of a search, our recruiters keep in contact with the client and successful candidate to follow up on their satisfaction and progress.


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Our Search Process Aligns with Your NeedsGetting to know you and your business objectives helps us target the most qualified individuals. We look for talented people who will understand your organization and help implement your goals. We thoroughly screen, interview and evaluate each candidate prior to presenting our recommendations.

+ Search Strategy – We get to know your organization so we can identify candidates who will be compatible with your culture and professional requirements.

+ Sourcing Candidates – We rely on multiple sources to identify potential candidates, including: our nationwide industry partnerships, strong local networks, proprietary candidate database and supplemental research.

Our employees are involved with numerous local, regional and national professional organizations, many serving as board members. Some of the professional organizations we are involved with include Financial Executives Institute, National Society of Public Accountants, Society of Human Resource Management and the American Woman’s Society of Certified Public Accountants. - BRANCH TO CUSTOMIZE BASED ON THE NETWORKS IN YOUR LOCAL AREA

Additionally, by maintaining an active presence on social media sites, such as Linkedin, Facebook, Twitter, YouTube, and Google+, our recruiters are able to connect with a large number of candidates on a personal level.

+ Presentation of Qualified Candidates – Potential prospects are then interviewed and evaluated for both their technical skills and their cultural fit with your organization.

+ Reference Checks and Verification – We conduct thorough reference checks by calling upon managers, peers, subordinates and others who can evaluate a candidate’s performance, expertise, people skills and work habits.


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+ Negotiations and Offer – We manage negotiations in a timely manner, with confidentiality and sensitivity to the needs of both the client and the candidate. Once an offer is made and accepted, we follow up with the employee and our client to ensure that the engagement is successful.

Finding your Next Hire is our Priority To ensure you connect with top talent quicker and to speed up your hiring process, we’ve implemented a consolidated interviewing process that provides value and prevents you from losing out on top candidates. Our Priority Hire Interview Process gives clients the opportunity to evaluate the best candidates quickly and efficiently. We will schedule a time with CLIENT to conduct back-to-back interviews (in our office or yours) with the most relevant candidates, allowing you to choose the top applicants for final interviews. Rather than stretching the interview process out over several days, evaluating multiple candidates during a scheduled time block allows you to make accurate evaluations and comparisons while providing immediate feedback. This proven hiring strategy is our fastest and most successful way to fill an open position.

Parker + Lynch has several strategies to facilitate large numbers of candidates for our clients when ramping up their workforce in a new location or as you are building your team, including:

+ Initial telephone interviews+ Block interviews+ After-hours application and interview sessions+ Off-site skills evaluation facilities+ BRANCH TO PROVIDE ADDITIONAL STRATEGIES, AS APPLICABLE

Back-to-back interviews for

immediate comparison

Client gets to quickly pick the best candidates

for final interviews

Presentation to clients during one

appointment

Prescreen and identify the most

qualified candidates


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The Parker + Lynch DifferenceThe Parker + Lynch Difference is simple:

+ Our approach starts with an in-person discussion. We develop an understanding of your organizational structure, business success measures, competitive landscape, short/long-term goals, and the leadership needs required by the individual we will recruit. We work with you to define the responsibilities, reporting relationships and compensation for the position.

+ We help you determine the required experience, skill sets and competencies, and other personal characteristics the successful candidate must possess.

+ With your specific needs in mind, we research and compile a pool of potential candidates through our networks and partnership sources, proprietary database and research records, directories, associations, periodicals and client and candidate recommendations.

+ We have proven success in volume hiring and recruiting for organizations that need to fill a large number of positions in a short timeframe or are looking for key personnel to lead their company.

+ Parker + Lynch is a highly respected and well-known staffing provider in CITY for XX years and has a well-established practice in this market, as well as nationally. This is a significant asset when recruiting top professionals.

+ We interview potential candidates in person to evaluate their experience, personality, aspirations and values. We also conduct comprehensive reference checks to get another perspective on the candidate’s qualifications and approach to work.

+ We proactively share our industry knowledge through providing clients with access to our library of industry specific resources including our annual salary guides, monthly jobs report with insights on the economy, our quarterly white papers relevant to industry trending topics and more.

+ We are committed to ethical business practices. Our core values are at the heart of our efforts to promote a positive, ethical, working atmosphere for our employees and candidates.

+ Finally, we present optimal candidates to you for approval and conduct salary negotiations on your behalf.

+ BRANCH TO ADD ANYTHING MORE THAT MAKES YOU STAND OUT PERSONALLY OR IN YOUR LOCAL MARKET


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Local Focus with National SupportConnect with Parker + Lynch Experts in Your AreaThroughout the country, our recruiting and staffing experts leverage their local job market knowledge as well as our extensive national resources to help distinguished accounting finance and legal technology professionals align with world-class businesses.


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Our Fees BRANCH TO COMPLETE THIS PAGE OR OMIT IF YOU DO NOT WISH TO PROVIDE PRICING AT THIS STAGE

BRANCH TO PROVIDE % BEFORE SENDING TO CLIENT

Our fee to CLIENT would be XX% of the candidate’s first year’s salary plus any additional guaranteed compensation.

Our GuaranteeWe guarantee our placements for 90 days. Should the employee resign or be terminated for cause within 90 days, Parker + Lynch will locate an acceptable replacement at no additional fee. This does not include circumstances such as lay-offs or changes in job description.

TennesseeKnoxvilleNashville

TexasAustinDallas DowntownDallas NorthFt. WorthHouston

VirginiaMcLeanNorfolkRichmond

WashingtonBellevueSeattle

WisconsinMilwaukee

New MexicoAlbuquerqueNew YorkLong IslandNew York City

North CarolinaCharlotteGreensboroRaleigh

OhioCincinnatiClevelandColumbus

OklahomaOklahoma CityTulsa

OregonPortland

PennsylvaniaKing of PrussiaPhiladelphiaPittsburgh

MarylandBaltimore

Massachusetts Boston MichiganDetroitGrand Rapids

MinnesotaMinneapolis

MissouriKansas CitySt. Louis

NevadaLas Vegas

New JerseyEdison/BridgewaterParamusParsippanyPrinceton

FloridaFort LauderdaleJacksonvilleMiamiOrlandoTampaWest Palm Beach

GeorgiaAtlantaColumbus

IllinoisChicagoDeerfieldOakbrookSchaumburg

IndianaIndianapolis

KansasOverland Park

KentuckyLouisville

ArizonaMesaPhoenix

CaliforniaBurbankEast BayLos Angeles DowntownLos Angeles WestNewport BeachOntarioSacramentoSan DiegoSan FranciscoSan Gabriel ValleySilicon ValleyTorranceWoodland Hills

ColoradoDenver

ConnecticutStamford

D.C.Washington


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Case Studies Case Study: Addressing High-Volume, Short Timeframe Constraints Through a Consolidated Interview ProcessBELOW ARE EXAMPLES OF CASE STUDIES, BRANCH TO PROVIDE ADDITIONAL CASE STUDIES FROM THE LIBRARY, AS NEEDED

Business ChallengeDue to a strategic decision to consolidate offices and relocate its domestic headquarters, our client needed to fill over 35 professional roles within a short timeframe. Many of the positions required veterinary pharmaceutical industry experience in addition to education, certifications and role-specific experience.

Engagement/Our SolutionParker + Lynch began serving this client early in the transition process of consolidating its U.S. headquarters location and placing seven key roles. Based on satisfaction with these efforts, the client’s CFO reached out to Parker + Lynch exclusively to fill over 20 additional executive, management, accounting and finance roles. Some of these positions included business unit controller, financial analyst, chief accounting manager and staff accountant. For the client’s supply chain, logistics and customer service roles, we partnered with our contract supply chain and office division.

Due to the aggressive volume and timeframe required, our client chose to implement our consolidated interview process. Our client’s hiring managers interviewed three to four finalists within our offices for each position, each of whom had been recruited, screened and matched for skillset and cultural fit by our executive recruiters. This consolidated process allowed hiring managers to compare and choose top candidates within one to two hours per position rather than the typical two to three weeks after interview finalist selection.


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The ResultsWorking in partnership with our supply chain, logistics and office contract division, Ajilon, we filled each role within the client’s desired timeframe, allowing company leadership to focus on other important aspects of transitioning to a new physical location. In an increasingly candidate-driven market in which companies face competitive challenges and brief windows of opportunity to recruit ideal candidates, Parker + Lynch recruited passive candidates with very specialized skillsets who were not actively seeking new opportunities.

Our client continues to enjoy success with Parker + Lynch. We aligned our recruiting expertise and our efficient consolidated interview process to place six additional roles for this client, and we remain their go-to executive recruiting firm as they continue to expand.

Case Study: Saving Time and Money During a Major RelocationBusiness ChallengeOur client, a global workforce solutions provider, was in the process of making major organizational changes in the United States. After deciding to consolidate their North American corporate headquarters, more than 150 positions were scheduled to move from their New York location to their operations in Florida. During the transition, discretion, speed and due diligence were paramount to the project’s success. Our client needed to prepare for the inevitable attrition and ensure that strong leadership was in place during the transition.

Engagement/Our SolutionWe provided support throughout every phase of the transition, including the planning process, logistics, knowledge transfer and post-placement support. Our client invested in our consolidated hiring process, trusting our tenured staffing experts to confidently make placements with minimal involvement from client hiring managers and representatives. In order to ensure that the highest quality talent was selected quickly and efficiently, our own senior-level executives personally interviewed the candidates.

Many members of our team made our client a true priority, screening candidates and scheduling interviews as needs arose. Our relationship with our client’s internal talent development department enabled us to communicate needs, select candidates and seamlessly integrate them into the onboarding process.


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The ResultsThe quality of candidates and the commitment of our staff have led to high retention and a smooth transition. More than six months after placing senior managers, our client experienced a 100% retention rate. In all, our client estimates that our hard work and dedication shaved months off the timeline. Because of the positive experience, as well as the cost and time savings we provided for our client, we continue to deliver similar services as the project progresses and for other needs.


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Case Study: Uncompromising Standards Align with Unparalleled Service to Produce Uncommon ResultsBusiness ChallengesA small Kansas based tax solutions firm approached Parker + Lynch after experiencing difficulties finding skilled professionals aligned with their corporate culture. Our client places a premium on personal values and cultivates their corporate environment carefully. Every candidate for a senior level position must pass a cultural assessment and a stringent credit screening. While the emphasis on expertise, personality, and personal responsibility enriches their environment, it poses a significant hiring challenge.

Engagement/Our SolutionIn order to find candidates who adhere to our client’s high standards, a multitude of qualified professionals are recruited. Parker +Lynch recruiters scoured our networks to find an extensive selection of exceptional candidates for our client to choose from. Our team customized job descriptions, allowing the firm to flexibly tailor skills sets to job function. In addition, we produced candidate tracking tools to assist our client with the demands of volume candidate recruiting. Our account manager was even available after hours to address needs with speed and agility.

Since our relationship began, Parker + Lynch has placed their CFO, Director of Tax Compliance, Accounting Manager, as well as four Tax Compliance Analysts. Our seasoned recruiters were able to perform two consolidated searches, placing senior level candidates within 14 days of receiving the job order.

The ResultsThe quality of our candidates combined with our customer service and quick turnaround has made Parker + Lynch the firm’s “go-to” staffing solution. We have outlasted every other staffing organization. The firm selected us to pilot their first contract-to-hire position, further demonstrating Parker + Lynch’s ability to rise to the challenge.


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ReferencesOut of respect of our current clients and their time, we are happy to facilitate a discussion between our references and CLIENT.

BRANCH - THE FOLLOWING ARE EXAMPLES OF REFERENCES THAT CAN BE USED. WE HIGHLY SUGGEST THAT YOU USE LOCAL REFERENCES AS WELL – EACH REFERENCE SHOULD BE FULLY VETTED AND HAVE THEIR PERMISSION BEFORE PROVIDING THEIR CONTACT INFORMATION

Reference 1 Company Name: Burns & McDonnellCompany Address: 9400 Ward Parkway, Kansas City, MO 64114Contact Name and Title: Amy Lewis, Division Financial ManagerContact Phone and Email: 816.822.3952, [email protected] of Service(s) Requested: (Temporary, Contract-to-Hire, Direct Placement)

Direct Placement

Types of Placement (s) Filled: Entry level accountant through 5-7 years’ experience

Length of Relationship: approximately 4 years

Brief description of Services:

We have hired numerous candidates for numerous positions from Travis. He successfully obtains an understanding of the type of candidate we like to hire and provides us with good quality candidates. Travis provides very timely service and makes himself very accessible. For a number of years, Travis has been one of two "go-to's" for our department and we've formed a great working relationship.

Company Size: (Small 1-50, Medium 51-1000, Large 1001+, Government)

Large

Industry: Architecture/Engineering

Reference 2Company Name: Burns & McDonnell


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Company Address: 9400 Ward Parkway, Kansas City, MO 64114Contact Name and Title: KayLa Marti, HR GeneralistContact Phone and Email: 816.349.6176, [email protected] of Service(s) Requested: (Temporary, Contract-to-Hire, Direct Placement)

Temporary, Contract-to-hire, Direct Placement

Types of Placement (s) Filled: Accounting, AdministrativeLength of Relationship: 7+ years

Brief description of Services:

Working with Ajilon, Accounting Principals, and Parker + Lynch has been a pleasure. They are large enough to offer a wide range of support for various roles, but still develop a personal connection with every individual that they work with at our firm. I appreciate their honesty and transparency in all areas of the hiring process. They are an excellent resource.


Large

Industry: Architecture/Engineering

Reference 3 Company Name: Ceva Animal HealthCompany Address: 8735 Rosehill Road, #300, Lenexa, KS, 66215Contact Name and Title: Craig Wallace, CEOType of Service(s) Requested: (Temporary, Contract-to-Hire, Direct Placement)

Direct placement

Types of Placement (s) Filled: Finance, IT, Purchasing, Customer ServiceLength of Relationship: 3 yearsBrief description of Services: We have filled a number of positions with a high

degree of success. The service has been outstanding and the talent solid. Our projects have ranged from large hiring needs with a high sense of urgency and short time lines to longer leads and individual placements. In all


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circumstances we have received excellent service, support, communication and execution.


Medium

Industry: Manufacturer


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Documents

Title of RFx · Web view73 Locations 25+ years executive search experience 4,500+ direct hire placements annually Proven vetting process Focused and deep candidate pool in accounting