This document provides information about Andrews & Cole, a boutique search and consulting firm specializing in finance, accounting, tax, audit and treasury roles in the DC metropolitan area. It outlines their philosophy of understanding clients' needs and candidates' goals to make the best matches. It also details their search and consulting capabilities for various levels and functional areas. Finally, it describes their full-service process for recruitment including developing search criteria, recruiting candidates, conducting interviews, and hiring. Sample consulting engagements are provided for ERP implementation, technical accounting, and SOX/internal controls projects.

1. Andrews & Cole, LLCaccounting and finance search and consulting

2. About Us
Andrews & Cole is a boutique search
and consulting firm specializing in the
functional areas of finance, accounting,
tax, audit, and treasury within the
Metropolitan DC area. Our philosophy
hinges on four key principles:
• Understanding a client's business and
financial risk areas, and corporate
culture to provide custom-tailored
solutions and understanding candidates’
skills and career and personal goals, to
make the right match for everyone
involved.
• Access to relevant, real time information
about local market conditions.
• Hiring partners who have significant
business experience, which add
significant value to staffing and career
management services.
• Integrity, honesty, and mutual respect in
all relationships and interactions.

3. Search and Consulting Capabilities
LEVELS
Chief Financial Officer
Chief Accounting Officer
Corporate Controller
Vice President
Assistant Controller
Divisional Controller
Director
Manager
Treasurer
Assistant Treasurer
FUNCTIONAL AREAS
Financial Reporting
Accounting Policy
Corporate Accounting
Financial Planning & Analysis
Internal Audit/SOX/Compliance
Corporate Development/M&A
Tax
Cash Management
Capital Markets
Budgeting & Planning
Search and Consulting Capabilities

4. Services
Andrews & Cole is a full service firm,
assisting our clients with every aspect
of the hiring process. Each service can
be specifically tailored to meet your
company’s hiring needs.
Consulting Services
We continually cultivate a distinguished
network of experienced consulting
professionals in order to match them to the
specifics of each engagement efficiently and
effectively, and to provide the best talent for
each project.
Direct Hire Services
We are focused on understanding the
requirements of each organization as it grows
and develops, and strive to recognize the
most suitable background and skills
necessary to allow everyone involved to
achieve their goals.
Retained Services
Our established network of senior executives
and rising stars who have the caliber to fulfill
the most demanding roles allows us to
identify finance leaders with the skills and
cultural fit to match the needs of our clients.
Services

5. Process
STEP 1: DEVELOP SEARCH
Meet with you to discuss the organization, the department in its current and future states, challenges, and the specific position(s).
Develop position descriptions and qualifications.
Determine the appropriate search method: contingency, partial retainer, full retainer.
Timeline interviews, follow up, offer, and start date.
STEP 2: RECRUIT
Match current candidates and begin active recruitment for additional candidates utilizing proprietary database, wide network of business
contacts and professional associations, and direct marketing methods.
Interview all new candidates, assessing both technical and “soft” skills through our unique interviewing process.
STEP 3: INTERVIEW
Screen and pre-qualify candidates and present you with a package for each interested candidate that includes: Accurate resume, a report of
the candidate’s tangible and intangible skills that match your needs, current and expected salary ranges, reasons for looking, expectations
in a new opportunity, availability for an interview.
Facilitate and coordinate interviews among all involved parties.
Prepare candidate for interview so that your time together can be spent more effectively.
Follow up with candidate post-interview and provide you will a verbal report of feedback, interest level and possible issues such as
timing, other offers, etc.
STEP 4: HIRE and RETAIN
Negotiate mutually agreeable employment terms, arrange for all necessary paperwork to be completed and returned.
Counsel candidate throughout resignation period, start, and beyond, facilitating the flow of information to minimize problems.
Executive Search Process

6. Search and Consulting Capabilities
ERP IMPLEMENTATION/FINANCE TRANSFORMATION
Andrews & Cole, LLC provided an interim CFO to lead the
implementation of a SaaS solution, along with an ERP
consultant to lead the configuration, testing, and training. This
included a complete overall of the finance function, reducing
headcount by 2 staff.
TECHNICAL ACCOUNTING
Filling in for a maternity leave, our consultant, a CPA with 20
years of experience, worked with the European Finance
Director to review all significant transactions to determine the
appropriate accounting treatment, writing memos and
reviewing disclosures.
SOX/INTERNAL CONTROLS
Our consultant successfully documented all accounting
processes and implemented appropriate controls for this newly
formed REIT.
Sample Consulting Engagements