2. Project | Interim | Interim to Hire
Financial and Accounting Services
3. What We Do
What’s in the Name
Our Clients
Operating Model
Our Consultants
Our Services
Interim CFO & Controller
An Etonien Interim CFO
An Etonien Interim Controller
M&A | M&I Transaction Support
Accounting & Financial Reporting
Financial Planning & Analysis
Sarbanes-Oxley (SOX)
Internal Audit & Business Risk
Financial Systems Solutions
Corporate Tax Support
CFO Mentoring
02
04
05
08
09
10
11
12
13
14
16
17
18
19
Table of Contents
877 ETONIEN — info@ETONIEN.com — www.ETONIEN.com
4. Etonien, LLC was founded in 2008 by a leadership team that believed there
was a way to bridge the gap between a transactional staffing firm and the
traditional corporate employment path.
Etonien is an elite provider of Interim CFO & Interim Controller services with
clients including the nation’s largest private equity firms, Fortune 1000 and
middle market privately owned companies. Etonien’s employed model al-
lows accounting and finance professionals to provide their skills and experi-
ence to a wide range of clients through project, interim and interim-to-hire
assignments.
The root of the name Etonien is from Eton, a prestigious English school
established in 1440 by King Henry VI to cultivate leaders and captains of
industry. Eton College became the elite recruiting post for the English par-
liament system as well as the largest, most well-respected businesses in the
land.
We work to embody the principals rooted in the Etonien name, by creating
a home for top accounting and finance talent and offering them continuing
education, mentoring, and career development.
What We Do
What’s in the Name?
21
5. We are proud to represent a wide array of clients ranging from Fortune 50
companies to start-ups, publicly traded to portfolio companies of some of
the largest private equity firms across all industry verticals. We are proud of
the relationships that we have built and fostered and we are happy to discuss
relevant references as needed.
Our Clients
Etonien’s founders draw on 30 years of combined leadership experience at
Big 4 international public accounting and consulting firms to bring clients a
unique operating model that redefines the project/interim financial manage-
ment industry, providing a market alternative to hiring independent consult-
ants or utilizing traditional staffing firms.
Etonien’s employed model for professional accounting and finance consult-
ants gives resources the option of flexible, variable opportunities coupled
with a more secure, fully employed alternative. By offering flexible, immedi-
ate, and longer-term solutions, Etonien attracts a broader talent pool, essen-
tial to meeting unique client needs. Our resources have a MBA and/or CPA
with an average of 10 – 30 years of progressive work experience with public
companies, in complex private equity environments, and/or privately-held
middle market companies.
We not only offer the most highly qualified project / interim resources to our
clients, but we also allow for an interim -to -hire provision in our contracts.
It has proved mutually beneficial to our consultants and clients alike to not
restrict the option for longer term employment opportunities after having
worked together on a project / interim basis. Whether your organization has
a specific project with clear goals, objectives, and end dates, or simply needs
the flexibility of a career consultant, Etonien can offer resources from our elite
team of professionals.
Operating Model
43
6. Our “most placeable consultant” is a term we coined to describe the
ideal candidate for a given project. Our strict hiring process allows us to
select an MPC whose educational background and specific technical skill
set meet your needs. Beyond the resume, we carefully consider how our
resource’s personal attributes will promote successful integration into
your organization.
Our resources join us with a minimum of 8 years experience in manageri-
al to CFO level positions in Fortune 1000, public and private middle mar-
ket companies, and complex private equity environments. In addition to
remarkable professional experience, Etonien resources have MBAs and/
or CPAs from leading educational institutions.
We only invest in and put forward individuals who we believe will best
serve your needs. This is why every Etonien consultant is an experienced
professional with the ability to immediately enter your organization and
embrace, facilitate, and manage change.
That the marketplace is looking for something beyond the transactional, an
almost mercenary approach that tends to define financial staffing and con-
sulting firms today.
Our Consultants
Industry Leading Professionals
We believe...
“
65
7. — Interim CFO & Controller
— An Etonien Interim CFO
— An Etonien Interim Controller
— M&A | M&I Transaction Support
— Accounting & Financial Reporting
— Financial Planning & Analysis
— Sarbanes-Oxley (SOX)
— Internal Audit & Business Risk
— Financial Systems Solutions
— Corporate Tax Support
— CFO Mentoring
Our Services
87
8. Interim CFO & Controller
Etonien was founded to provide exceptional Interim CFO and Interim Control-
ler services. Our firm’s founders drew from their management experience within
the Big 4 Accounting and National Consulting firms to provide much needed
services to the nation’s largest private equity firms, fortune 1000 businesses and
a variety of complex middle market companies.
Etonien Interim CFOs and Interim Controllers not only have exemplary educa-
tional backgrounds and industry experience, but their ability to seamlessly assim-
ilate into complex situations makes our firm the industry leader in Interim CFO
and Interim Controller services.
“
An Etonien Interim CFO
Our Interim CFOs have the much needed experience to assist their companies in
affecting change, managing transitions, and improving operational efficiency - all
at the speed of now. We employ only highly educated CFOs possessing a MBA
and/or CPA with a minimum of 20 years of progressive business experience within
complex public and private organizations.
An Etonien Interim Controller
At Etonien we understand the critical nature of accurate and timely financial con-
trols, supporting our intense Interim Controller requirements of an MBA and/or
CPA and a minimum of 15 years business operating experience in Fortune 1000
businesses, complex private equity companies, and public and private middle
market organizations.
Due to the growing number of CFOs in our employ, as well as our CFO clients that
we support, we realize the intrinsic value of a Controller being in place so the CFO
can get their job done effectively.
We are the pioneers of an employed business model at this
level of experience, driving our clients to continuously choose
us as their partner for high-level interim engagements.
109
9. M&A | M&I Transaction Support
Our seasoned mergers and acquisitions (M&A) resources have experience suc-
cessfully coordinating, managing and implementing strategy, operations, systems
and staff. This corporate, hands-on experience in highly acquisitive companies
means efficiency and effectiveness that routinely saves our clients time and money.
Our M&A and M&I clients not only expect a high level of technical transaction
experience but also a significant level of “political savvy” that will help throughout
the acquisition and/or integration process.
Our M&A professionals also support departments in transition, having dealt with
both planned and unplanned departures common to merger and integration deal
structure.
Specific Solution Areas
Merger preparation and support
Acquisition support
Post acquisition integration, planning and management
Financial due diligence
Preparation and maintenance of financial information
Financial management of virtual data rooms
Analysis and evaluation of target accounting/finance staff pre and post sale
Accounting & Financial Reporting
Etonien provides as-needed individual and team-based accounting and finance
resources to clients seeking technical assistance. Our resources serve a range of
companies from start-ups first establishing their financial records to private and
public companies looking to enhance their accounting and financial reporting.
Extensive operational and deep technical accounting experience means seam-
lessly assisting departments with projects ranging from busy seasonal demands
for quarterly and annual financial report preparation to unique projects requiring
highly specialized skills. Additionally, our accounting and financial reporting ser-
vices are used to facilitate private equity firms’ transitioning of portfolio compa-
nies and also to assist companies with “going public” documentation and related
regulatory filings.
Specific Solution Areas
Financial and SEC reporting including 10K’s and 10Q’s
GAAP and FASB pronouncements - implementation of new
accounting standards
IPO readiness projects
Financial statement consolidations
IFRS implementation
Complex revenue recognition projects
Process re-engineering
Streamlining the month end close process
That no amount of size, scale, or marketing polish can change the fact that a
company’s ability to assist its clients begins and ends with a commitment to
providing the highest caliber and best matched talent for any given situation.
We believe...
“
Relationships beyond the transactional
1211
10. Financial Planning & Analysis
The Financial Planning & Analysis (FP&A) func-
tion supports senior management decision
making by designing and leading effective fi-
nancial processes. Analytical financial support
is an integral component of sound organiza-
tional strategies.
Etonien provides FP&A function support with
project and interim accounting and finance
consultants able to handle “busy season” and
ad-hoc reporting. Our project-based resourc-
es can address more complex assignments for
special FP&A projects or simply help with the
normal “ebb and flow” of a large department.
For organizations without an FP&A function we
can assist in developing the internal capabili-
ties needed to implement these integral plan-
ning processes.
That building a lasting and
career advancing relation-
ship with our talent is not just
about a competitive paycheck,
but about creating a career
environment where peer rec-
ognition, high-impact project
opportunities, and on-going
professional development en-
sure that our people are proud
to be associated with us.
We believe...
“
Sarbanes-Oxley (SOX)
SOX and J-Sox have changed the way the domestic and global business communi-
ties operate. The compliance and documentation processes are demanding a more
controlled environment across the board and increasing corporate accountability at
all levels. Our resources have extensive experience managing SOX programs within
the Fortune 1000 environment and can quickly acclimate to your unique business
environment.
Etonien’s SOX project and interim resources support chief audit executives, audit
committees and senior executives of public companies, private companies and not
-for -profits looking to improve internal controls or to bring valuable experience to
a short term project.
Specific Solution Areas
Staff augmentation
Testing, documentation and remediation
Process improvement
On-going training and in-house education
Need help with your SOX?
1413
11. Internal Audit & Business Risk
In today’s dynamic and evolving business environment, companies are challenged
to attract, hire, train, mentor, and retain the most effective resources to address
their Internal Audit and Business Risk requirements.
Many companies now find themselves resource constrained and without the ability
to effectively address discretionary projects required by management. Etonien’s
project and interim accounting professionals allow a company to have the man-
power needed without the risk and rigidity of making full-time employment deci-
sions.
All Etonien Internal Audit & Business Risk resources have extensive experience pro-
viding both internal and external audit solutions. Our resources have CPA creden-
tials combined with corporate operating audit expertise and a minimum of 8 years
total experience. Consequently, our clients benefit from efficiency in both time and
cost.
KNOW RISK Preparation pays offKNOW RISK Preparation pays off
1615
12. Financial Systems Solutions
Our financial systems resources embody a unique combination of skills that con-
tinue to grow in value and are in increasing demand by clients requiring on-time
and on-budget solution implementations.
The background and experience of our resources are a perfect blend of deep ac-
counting and finance expertise with a strong understanding of information technol-
ogy and the application of large scale Enterprise Resource Planning (ERP) systems.
The hybrid skill sets of our resources prove invaluable to clients experiencing diffi-
culties uploading or analyzing financial information using new ERP systems. Wheth-
er needing interim help with implementation or deployment of financial systems
solutions, Etonien resources have the experience to ensure successful transitions.
We can offer an experienced resource to handle the day to day department roles
in accounting, finance, tax and internal audit in order to free up your staff to focus
on using the new ERP system. Alternatively, we can train your staff directly and help
them to retain practical end user knowledge of a variety of large scale ERP systems.
Corporate Tax Support
Combined with the recent economic downturn, the continually increasing com-
plexity and fee structures of public accounting firms are forcing finance executives
to source cost effective alternatives for tax support.
Etonien’s project and interim corporate tax resources come at a lower cost than the
entry level point of the public accounting firms, and because of their experience
make projects more efficient in terms of overall hours.
Our project and interim tax resources join us with a minimum of 10 years combined
public accounting and corporate department tax experience, posses a CPA and
also hold advanced tax degrees.
Our specific tax solutions include
FASB ASC 740 (formerly FAS 109) calculations and process reviews
FIN 48 reviews
Assistance with tax regulatory audits
Assistance with tax preparation for international, federal and
state/local tax authority filings
Review and documentation of internal tax controls
Sales and use tax, property tax and associated tax filing issues support
In addition to general support for your tax function, Etonien resources also offer
you expertise in tax software implementations, tax due diligence for mergers and
acquisitions and litigation support.
That clients have challenges to be addressed, not job orders to be filled.
We believe...
“ 1817
13. Above all else, we believe that the success of our clients and people, will
always precede and produce, our own success at Etonien.
We believe...
“
CFO Mentoring
In the wake of Sarbanes-Oxley legislation and the recent economic downturn
the role of the CFO has changed considerably, shifting the position’s focus
away from strategy to compliance. Increased professional and personal liability
moved many CFOs to opt out of their careers, forcing many companies to invest
in Etonien’s mentoring services.
Etonien’s resources help evaluate, mentor, and train a client’s most valued asset,
internal staff, in order to avoid the time and expense of replacing them through
an external search. Clients investing in mentoring services also foster a culture
committed to staff development, resulting in greater employee retention and
productivity.
Etonien CFOs can mentor newly promoted CFOs, advise management on stra-
tegic matters, and even train leaders on effective communication. Etonien CFO
Mentors also provide an unbiased, independent review of professionals within
any level of your accounting and finance department. The review process pro-
motes improvement in performance by identifying strengths and weaknesses to
determine future areas of focus.
ETONIEN
877 ETONIEN (386 6436) — www.ETONIEN.com
Please contact us for any national inquiries to be
connected to the appropriate local contact.
{
19
