Egon Zehnder

Analyst

• **Key Responsibilities**
• We are seeking an experienced and enthusiastic candidate to join our Lead to Cash (L2C) Global Support Team. The ideal candidate will possess a strong understanding of the L2C application, invoicing processes, with a specific focus on project administration and invoicing best practices.
• The role will be located in our Knowledge Center India and will report to the L2C Team Lead (based in London).
• - Assist internal business users at various stages of the Lead-to-Cash process, ensuring compliance with global standards.
• - Collaborate with cross-functional teams to address specific requirements and enhance process efficiency.
• - Utilize fundamental knowledge of the L2C application and end-to-end process to support internal business users
• - Develop and expand expertise in NetSuite, particularly in relation to L2C and expense processes
• - Guide end users on intercompany invoicing processes, ensuring alignment with internal standards.
• - Assist in interpreting the financial aspects of the Letter of Proposal (LoP), offering insights and recommendations as necessary.
• - Conduct data quality checks related to financial data and processes to ensure accuracy and reliability.
• - Assist during the launch of new L2C platform actively participate in preparation of targeted training and knowledge sharing.
• - Providing technical support by being part of help desk, dedicated support team to address the technical issues and provide assistance. Conducting thorough testing and promptly resolving any identified problems
• - Support creating user-friendly guidance and FAQ’s to address common issues
• - Collaborating with change management team to strengthen the transition process effectively
• - **Use case collection and documentation support -post launch support**
• - Gather and document relevant use cases to ensure comprehensive understanding and support for L2C processes. This includes collaborating with team members to identify key scenarios, compiling necessary documentation, and maintaining an organized repository for easy access and reference
• - Conduct testing of new developments to ensure seamless integration and functionality, while monitoring and optimizing process and data flow for efficiency and effectiveness.

L2C Analyst – 12 Months Contract

Executive Assistant

• **The Opportunity**
• The **Executive Assistant** supports one or more consultants by providing ongoing assistance in all aspects of client engagements and playing an ownership role in the oversight of administrative tasks. The role requires an individual capable of planning, executing and finalizing projects according to strict deadlines. This includes acquiring resources and coordinating the efforts of team members and clients in order to deliver projects according to plan. The Executive Assistant must proactively manage changes in project scope, identify potential crises and devise contingency plans on a regular basis.
• The successful candidate will be highly flexible, a strong multitasker on many levels and relish the variety and unpredictability of juggling multiple projects and changing priorities. The Executive Assistant is expected to feel a sense of ownership and involvement in the process, so as to be able to stage-manage all the elements that come together in a successful mandate. The Executive Assistant must ensure discreet handling of all interactions with clients, candidates, etc.
• **What You’ll Do**
• ***Administrative***
• - Arrange all scheduling, including but not limited to, candidate meetings and interviews, client meetings and interviews, business development meetings, assignment related meetings, internal meetings, video conferencing, etc.
• - Manage complex calendars and prioritize meetings/calls as needed.
• - Arrange and coordinate complex and detailed travel plans, itineraries, and agendas for both consultants and candidates. Compile documents for travel-related meetings.
• - Process expense reimbursements for consultants and candidates.
• - Compose, prepare, and edit confidential correspondence.
• - Perform additional administrative support activities, including but not limited to, fielding telephone calls, receiving and directing visitors, event planning, and other ad-hoc projects as requested.
• - Ensure that our global database is up-to-date and accurate; including but not limited to, all client/internal documents, client/candidate information, notes, emails, and appointments.
• - Hold additional office/reception responsibilities as needed to ensure the office is operating smoothly. Provides ad-hoc support to other Executive Assistants when requested to assist with work overflow as capacity allows, and as determined by Regional Administration Manager.
• ***Search Coordination***
• - Serve as client and candidate liaison assisting consultant in maintenance of daily search activities. Acts as the single point of contact for all key logistics matters.
• - Communicate directly, and on behalf of the consultant, on client, candidate, and internal mandates. Provides a bridge for smooth communication between the consultant and external/internal team members.
• - Take a proactive approach to assist with various client needs during a consultant’s absence.
• - Work closely and effectively with consultant and research stakeholders to ensure deadlines are met and client and candidate needs are served.
• - Produce high quality client and candidate deliverables, ensuring completion within designated timeframes. Successfully complete critical aspects of deliverables with a hands-on approach.
• - Prioritize conflicting needs; handle matters expeditiously, proactively, and follow-through on time-sensitive projects to successful completion.
• - Assist accounting department with billing, client invoicing, and receivables.
• - Build positive relationships and interface regularly with high-level executive candidates (Fortune 500 client executives & candidates) involved in highly confidential projects.
• ***Business Development***
• - In partnership with the Consultant, create and own the process to drive the Consultant’s business development strategy.
• - Collaborate with consultant, research and others on the team in the production of high quality marketing presentations and materials and holds responsibility for the finalization of materials for pitches and events.

Financial Planning and Analysis

• **The Opportunity****
• **Position Summary**
• We are seeking a highly motivated and proactive candidate to join our Research team based in Atlanta. In this fast-paced role, the Researcher will be responsible for guiding internal client teams of consultants and other Researchers in the execution of Executive Search, Board, and Advisory projects for multiple clients within an industry or function. Primary responsibilities include project planning, market and candidate research, the production of high-quality client deliverables, business development, and knowledge management.** **The Researcher provides specialized market insight, strategic guidance, and client engagement support as a crucial member of the client engagement team. In conjunction with internal consultant stakeholders, you will operate as part of a team that delivers powerful, effective human capital solutions to our clients. The ideal candidate will have strong problem-solving skills, excellent communication and interpersonal skills, and the ability to balance multiple projects at the same time.
• **Practice Team Summary**
• Finance executives have been securely positioned at the center of corporate and business strategies. Next to their financial skills these leaders need to be able to seize opportunities and forge strategic alliances, both internally and externally. They must also act as a full business partner to the rest of the C-suite.
• At Egon Zehnder, our CFO & Audit Chair Practice finds and develops leaders from across industries and geographies with the ability to lead organizations and transform businesses.
• We continually track and identify top finance talent across all industries including Industrial, Manufacturing, Technology and Telecommunications, Life Sciences, Consumer Products, Services, Financial Services and Retail. Egon Zehnder has extensive experience working with our clients in building finance organization talent strategies, addressing succession planning and professional development. Our expertise spans the full spectrum of the finance function, including Accounting, Controlling, Internal Audit, Investor Relations, Financial Planning & Analysis, Mergers & Acquisitions and Member of Audit Committee.
• **Essential Duties and Responsibilities**
• *Research & Project Strategy*
• - Research the client, client’s performance, and their ecosystem at the start of a project
• - Dictate and monitor project milestones and coordinate with various stakeholders to determine responsibilities
• - Serve as the lead Research for multiple simultaneous client projects in collaboration with Consultants and other Researchers
• - Act as a thought partner to the team on all aspects of projects by identifying and developing a rigorous approach and strategy (e.g., priority targets through market research, utilizing data tools, and scoping out parameters to deliver client solutions at scale and scope)
• - Guide the project team throughout the search processes to drive strategy, candidate solutions and supporting client materials with a consistent focus on quality and speed
• - Identify, calibrate and prioritize potential candidates through a thorough research process, the internal Firm network and external resources
• - Work broadly across different Firm offerings to continue developing a well-rounded understanding of our solutions to identify the best solutions for individual client needs
• - Create high-quality client documentation (e.g., candidate profiles, role specifications, search strategies, assessment and client progress reports, etc.)**
• *Business Development *
• - Develop an understanding of the Firm’s network and expertise to leverage their experience and knowledge in adapting and co-creating a client-centric approach
• - Partner with client teams to develop pitch presentations and business development materials, adapting deliverables and solutions to address specific client needs
• - Proactively initiate, shape, and drive effective business development activities and other business-related projects, including monitoring relevant market shifts in a segment or function, company updates, and people moves
• - Act as a partner with consultants to build targeted event lists for business development-related dinners, conferences, and other points of connection
• *Knowledge Management*
• - Contribute to the Firm’s knowledge management activities by looking for opportunities to share expertise and best practices, developing a network of people within an industry or functional area and recording pertinent information
• - Deepen existing areas of subject matter expertise, providing strategic guidance and high-quality insights on important trends and topics to support client teams

Researcher, Executive Search – CFO Practice Team

• Research the client, client’s performance, and their ecosystem at the start of a project
• Dictate and monitor project milestones and coordinate with various stakeholders to determine responsibilities
• Serve as the lead Research for multiple simultaneous client projects in collaboration with Consultants and other Researchers
• Act as a thought partner to the team on all aspects of projects by identifying and developing a rigorous approach and strategy (e.g., priority targets through market research, utilizing data tools, and scoping out parameters to deliver client solutions at scale and scope)
• Guide the project team throughout the search processes to drive strategy, candidate solutions and supporting client materials with a consistent focus on quality and speed
• Identify, calibrate and prioritize potential candidates through a thorough research process, the internal Firm network and external resources
• Work broadly across different Firm offerings to continue developing a well-rounded understanding of our solutions to identify the best solutions for individual client needs
• Create high-quality client documentation (e.g., candidate profiles, role specifications, search strategies, assessment and client progress reports, etc.)
• Develop an understanding of the Firm’s network and expertise to leverage their experience and knowledge in adapting and co-creating a client-centric approach
• Partner with client teams to develop pitch presentations and business development materials, adapting deliverables and solutions to address specific client needs
• Proactively initiate, shape, and drive effective business development activities and other business-related projects, including monitoring relevant market shifts in a segment or function, company updates, and people moves
• Act as a partner with consultants to build targeted event lists for business development-related dinners, conferences, and other points of connection
• Contribute to the Firm’s knowledge management activities by looking for opportunities to share expertise and best practices, developing a network of people within an industry or functional area and recording pertinent information
• Deepen existing areas of subject matter expertise, providing strategic guidance and high-quality insights on important trends and topics to support client teams

• We are seeking a highly motivated and proactive candidate to join our Research team based in Dallas.
• The Researcher will be responsible for guiding internal client teams of consultants and other Researchers in the execution of Executive Search, Board, and Advisory projects for multiple clients within an industry or function.
• Primary responsibilities include project planning, market and candidate research, the production of high-quality client deliverables, business development, and knowledge management.
• The Researcher provides specialized market insight, strategic guidance, and client engagement support as a crucial member of the client engagement team.
• In conjunction with internal consultant stakeholders, you will operate as part of a team that delivers powerful, effective human capital solutions to our clients.
• The ideal candidate will have strong problem-solving skills, excellent communication and interpersonal skills, and the ability to balance multiple projects at the same time.
• Research the client, client’s performance, and their ecosystem at the start of a project.
• Dictate and monitor project milestones and coordinate with various stakeholders to determine responsibilities.
• Serve as the lead Research for multiple simultaneous client projects in collaboration with Consultants and other Researchers.
• Act as a thought partner to the team on all aspects of projects by identifying and developing a rigorous approach and strategy.
• Guide the project team throughout the search processes to drive strategy, candidate solutions and supporting client materials with a consistent focus on quality and speed.
• Identify, calibrate and prioritize potential candidates through a thorough research process, the internal Firm network and external resources.
• Work broadly across different Firm offerings to continue developing a well-rounded understanding of our solutions to identify the best solutions for individual client needs.
• Create high-quality client documentation (e.g., candidate profiles, role specifications, search strategies, assessment and client progress reports, etc.).
• Develop an understanding of the Firm’s network and expertise to leverage their experience and knowledge in adapting and co-creating a client-centric approach.
• Partner with client teams to develop pitch presentations and business development materials, adapting deliverables and solutions to address specific client needs.
• Proactively initiate, shape, and drive effective business development activities and other business-related projects. Include monitoring relevant market shifts in a segment or function, company updates, and people moves.
• Contribute to the Firm’s knowledge management activities by looking for opportunities to share expertise and best practices, developing a network of people within an industry or functional area and recording pertinent information.
• Deepen existing areas of subject matter expertise, providing strategic guidance and high-quality insights on important trends and topics to support client teams.

• Serve as the lead expert for multiple simultaneous client projects in collaboration with Consultants and other Researchers
• Act as a thought partner to the team on all aspects of projects by identifying and developing a rigorous approach and strategy (e.g., priority targets through market research, utilizing data tools, and scoping out parameters to deliver client solutions at scale and scope)
• Guide the project team throughout the search processes to drive strategy, candidate solutions and supporting client materials with a consistent focus on quality and speed
• Identify, calibrate and prioritize potential candidates through a thorough research process, the internal Firm network and external resources
• Work broadly across different Firm offerings to continue developing a well-rounded understanding of our solutions to identify the best solutions for individual client needs
• Create high-quality client documentation (e.g., candidate profiles, role specifications, search strategies, assessment and client progress reports, etc.)
• Partner with client teams to develop pitch presentations and business development materials, adapting deliverables and solutions to address specific client needs
• Proactively initiate, shape, and drive effective business development activities and other business-related projects, including monitoring relevant market shifts in a segment or function, company updates, and people moves
• Act as a partner with consultants to build targeted event lists for business development-related dinners, conferences, and other points of connection
• Contribute to the Firm’s knowledge management activities by looking for opportunities to share expertise and best practices, developing a network of people within an industry or functional area and recording pertinent information
• Develop an area of subject matter expertise, providing strategic guidance and high-quality insights on important trends and topics to support client teams

Egon Zehnder

L2C Analyst – 12 Months Contract

Executive Assistant

Researcher, Executive Search – CFO Practice Team

Researcher, Executive Search – CFO Practice Team

Researcher, Executive Search – CFO Practice Team

Consumer Finance Researcher, Financial Services Practice

Banking and Markets Researcher, Financial Services Practice

Banking and Markets Researcher, Financial Services Practice

Consumer Finance Researcher, Financial Services Practice