Candidate Questionnaire

It is beneficial for you to provide ample information which will enable us to identify suitable roles for
you. If a question is not applicable, just skip it. Thanks!

1. Why do you wish to leave your current position? Time Frame?

Currently comfortable with present positon. The company was acquired by Panera Bread
towards the end of November 2017. Panera Brea promised current jobs until June 2018
when the company as a whole will experience significant changes in terms of cafes and
workforce. It is expected most people will either transfer to Panera Brea cafes in similar
or new roles within the brand. Looking just to see what positions are out there in job a
market, preferably one without an uncertain future

2. What are you looking for in your next role? (title, industry, size of company, location, etc.)

Stability, growth, and great upper management that is supportive of all levels. Indifferent
on location as long as company is right fit. Title would be experienced staff accountant or
financial analyst. Any job that involves heavy excel use and G/L programs is what I’m
most interested.

3. What salary are you seeking in your next role?

$53,000 – $62,000

4. Are you a U.S. Citizen or Green Card Holder? If not, what authorization would you need to work
in the US?

U.S Citizen

5. What are the top 3 broad activities in your current role (What % of your time is devoted to each?)

75% reconciling SAP and ReconNET data

15% handling external an internal customer concerns/issues
10% Completing monthly and weekly reports

6. Are you willing to travel overnight? If so, how much (%)? International vs Domestic?

Indifferent on traveling as long as company is right fit. No percentage to give

7. When was your last promotion? When is your next expected promotion?

Last promotion was from first job I received, it was in 2011 Next expected promotion is
when I find a company I would like to grow with
 8. Do you have any interviews scheduled or offers on the table?
No

9. Are you currently pursuing an MBA, MST, CPA, CIA, CISA and/or graduate programs that are
not on your resume? If so, where do you stand with it?

Currently pursuing CPA exam. Have not passed any parts

Relocation (only answer if you are looking to relocate)

In order of preference where are you open to relocating? What kind of relocation reimbursement do you
require?

Depends on company location. Flexible on relocating with right company. As for reimbursement,
again depends on how far; Local not much but different states would look for moving cost coverage

For Candidates in Professional Services only:

What are the top 3 industries that you have spent your time in and what % for each?

Financial Institutions – 100%

What percentage of your time is spent with SEC clients vs. private clients?

No SEC experience, all private clients

What were your last 2 years’ performance evaluation ratings?

CLA did not have a rating system to my knowledge. I was labeled as a worker above average
staff, not much else was revealed

Are you open to a smaller or larger CPA firm?

Neither

Are you open to accounting advisory roles?

Depends on industry/topics I’m advising on

(For Audit Only) Percent of time spent on external audit vs Controls/SOX/Internal audit?

0%