The Chief Financial Officer of a leading multi-disciplined engineering and consulting firm indicated he was considering retiring. After initially considering a search process as an in-house project, the company’s leadership agreed to secure the assistance of an executive search professional.

1. Executive Search Case Study
Issue
The Chief Financial Officer of a leading multi-disciplined engineering and consulting
firm indicated he was considering retiring. After initially considering a search process
as an in-house project, the company’s leadership agreed to secure the assistance of an
executive search professional. The company’s HR Director reached out to Leslie Shaw
of EFL Associates, CBIZ’s Talent & Compensation Solution, based on prior successful
project work.
Solution
Employing the “Consult First, Search Second” approach, Leslie and her team set about
a process of internal interviews, including conversations with the leadership team.
With 100 years of history under its belt, Leslie knew that a match with the company’s
well-established culture was a primary consideration in the search process.
Working through an extensive process of primary research, networking with prospects,
video and in-person interviews with the candidates, and robust conversations with
references, a final selection was made based on industry alignment, tenure, strategic
leadership, and cultural fit.
Outcome
The company selected their new CFO from a well-qualified and thoroughly vetted
group of 15 candidates. The successful outcome was due to a number of criteria,
including, first and foremost, gaining a thorough understanding of company culture,
comprehensive industry research, rigorous candidate interviewing, and consistent and
open communication with the client throughout the recruitment process.
Experienced Consulting Approach
Leads Engineering Firm to the Right CFO
eflassociates.cbiz.com
“Consult First” is key
when searching
for the best
executive match.
Industry: Engineering
Entity type: Private (LLC)
Annual revenue: $200M
Number of employees: 800+
Geographic footprint: Midwest Midsouth
Client Profile
© Copyright 2021. CBIZ, Inc. NYSE Listed: CBZ. All rights reserved.
EFL Associates is a CBIZ, Inc.
company providing retained
executive search, talent
recruitment and management
solutions. We help clients meet
c-suite talent needs using a
consulting approach that
focuses on company culture –
unique in the industry and a
major contributor to our many
successful placements. As a
trusted business consultancy,
we provide expert counsel,
market intelligence, and
process guidance to help
organizations identify, attract,
reward, develop, and retain
quality talent.
Leslie Shaw
Senior Vice President
EFL Associates
lshaw@eflassociates.com
816.945.5416