Jim Eutsler, Cfp® Chfc® Cma Ea Email and Phone Number
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As a former or current P&G employee, have you ever felt that the financial adviser community doesn’t understand your unique compensation and retirement plans P&G provides its employees?Now imagine that you found that person who did understand? Now how would you feel about your long-term financial future? I can help you navigate the waters of your P&G retirement plan so you have this feeling of financial security.In 2015, I joined HCM to take a new direction with my career - to help people understand the importance of financial and retirement planning and saving for their kids' college. With my vast knowledge of P&G’s retirement plan, keen analytical skills, and love for investing, I can help you build a financial and retirement plan to help you accumulate, protect and transfer your wealth.With 15 years’ experience at P&G working primarily in corporate finance and accounting, I enjoy working with P&G alumni, retirees and employees. My roles at P&G have given me first-hand knowledge of the unique compensation and retirement plans that P&G provides its employees. I spent years as the lead accountant on stock-based compensation and the annual proxy statement, and have direct knowledge about the financial aspects of the compensation, bonus, and retirement plans that are distinctive to P&G. In other words, I speak your language.I work closely with three groups of P&G professionals:1. Existing P&G employees looking for a trusted wealth advisor to help them manage their wealth accumulation planning.2. P&G employees who have, or are considering, taking a voluntary separation package. As someone who has taken a package himself, Jim has detailed knowledge of the process, offer and long-term financial impact of voluntarily separating.3. P&G Retirees and Alumni who have moved on from P&G and would appreciate help in managing one or more aspects of their wealth plan.
Hengehold Capital Management, Llc
View- Website:
- hcmwealthadvisors.com
- Employees:
- 19
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Wealth AdvisorHengehold Capital Management, Llc Jul 2015 - PresentCincinnati, Ohio AreaAs an advisor for HCM, I oversee holistic wealth planning for new and existing clients. While my background gives me an in-depth perspective on P&G's retirement plan and the nuances associated with it, our planning and advising services are not specific to any one company. We work with prospective clients to truly understand their retirement aspirations, goals, and objectives. We discuss topics ranging from risk tolerance to asset allocation to scenario planning for retirement. If… Show more As an advisor for HCM, I oversee holistic wealth planning for new and existing clients. While my background gives me an in-depth perspective on P&G's retirement plan and the nuances associated with it, our planning and advising services are not specific to any one company. We work with prospective clients to truly understand their retirement aspirations, goals, and objectives. We discuss topics ranging from risk tolerance to asset allocation to scenario planning for retirement. If currently in retirement, we discuss Social Security planning, tax bracket optimization and required distributions if applicable. We look at a client's income through a tax focused lens to ensure we are optimizing their post-retirement dollars. We discuss estate planning, as well as education planning and charitable gifting strategies where applicable.As an advisor, I take the time to truly understand not just where you are now, but where you want to be and work with you to outline the most financially beneficial road map to get you there. Show less
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Sr Accountant - Corporate Accounting (Share-Based Compensation)P&G Dec 2010 - Jun 2015Cincinnati, Ohio AreaOwner of equity compensation accounting (ASC 718), Comprehensive Income and the annual Proxy Statement.• Responsible for P&G’s interpretation of US GAAP guidance on share-based compensation and the accounting implications of booking corporately over $400 million in compensation expense and related deferred tax assets in excess of $1 billion.• Owner of the Consolidated Statement of Comprehensive Income, Consolidated Statement of Shareholder’s Equity and accounting lead for the Proxy… Show more Owner of equity compensation accounting (ASC 718), Comprehensive Income and the annual Proxy Statement.• Responsible for P&G’s interpretation of US GAAP guidance on share-based compensation and the accounting implications of booking corporately over $400 million in compensation expense and related deferred tax assets in excess of $1 billion.• Owner of the Consolidated Statement of Comprehensive Income, Consolidated Statement of Shareholder’s Equity and accounting lead for the Proxy Statement.• Led the implementation of a first-of-its-kind automated share-based compensation system for the Company which effectively replaced the prior process of multiple manual (Excel) calculations and entries. Show less -
Sr Finance Analyst - Global Health & Well-Being/Global Feminine CareP&G May 2008 - Dec 2010Cincinnati, OhManaged global H&WB competitive intelligence and global financial analysis for select Fem Care initiatives. • Analyzed the earnings release and call transcript of approximately 15 competitors on a quarterly basis and recommended proposed actions for P&G based on the P&L, Balance Sheet and qualitative analysis.• Ad hoc competitive financial analysis such as gross/operating margin comparisons as well as B/S and P&L comps.• Led the development and management reporting for both the… Show more Managed global H&WB competitive intelligence and global financial analysis for select Fem Care initiatives. • Analyzed the earnings release and call transcript of approximately 15 competitors on a quarterly basis and recommended proposed actions for P&G based on the P&L, Balance Sheet and qualitative analysis.• Ad hoc competitive financial analysis such as gross/operating margin comparisons as well as B/S and P&L comps.• Led the development and management reporting for both the commercial and technical financial assessment of a global initiative including establishing financial targets and driving tough choices to amplify the economics.• Led the Global analysis of 40 initiatives over a 3-year in market tracking, driving an understanding of hits and misses on NPV, volume, sales and profit targets. Show less
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Sr External Reporting AnalystP&G Feb 2006 - May 2008Cincinnati, OhResponsible for 10-Q, 10-K, foreign exchange and ad hoc financial statement analysis.• Project managed the overall quarterly (10-Q) and annual (10-K) financial reporting process by collecting, analyzing, certifying, and proofing the externally reported SEC documents.• Designed the model that analyzed and determined the impact of foreign exchange on the Company’s revenue. • Led the external reporting audits, compliant with SOX 404, resulting in zero outages.• Wrote the quarterly… Show more Responsible for 10-Q, 10-K, foreign exchange and ad hoc financial statement analysis.• Project managed the overall quarterly (10-Q) and annual (10-K) financial reporting process by collecting, analyzing, certifying, and proofing the externally reported SEC documents.• Designed the model that analyzed and determined the impact of foreign exchange on the Company’s revenue. • Led the external reporting audits, compliant with SOX 404, resulting in zero outages.• Wrote the quarterly SEC Reconciliation Memo, sent to senior management providing a summary of the key business drivers behind the company’s and segments’ results.• Supported External Relations and Investor Relations in the preparation of executive presentations. Show less
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Assistant Brand ManagerProcter & Gamble May 2004 - Feb 2006Cincinnati, OhLed health & beauty ethnic scale programs and created in-store cross category marketing platforms.• Led the financial payout analysis on the ethnic scale programs, utilizing in-market sales and sampling data to determine both brand and retailer revenue and contribution payout.• Developed design briefs and worked with multiple creative agencies producing print advertising, websites, and in-store marketing platforms.• Acted as a consultant to customer teams in helping them create… Show more Led health & beauty ethnic scale programs and created in-store cross category marketing platforms.• Led the financial payout analysis on the ethnic scale programs, utilizing in-market sales and sampling data to determine both brand and retailer revenue and contribution payout.• Developed design briefs and worked with multiple creative agencies producing print advertising, websites, and in-store marketing platforms.• Acted as a consultant to customer teams in helping them create merchandising platforms.• Analyzed ethnic shopper basket data (AC Nielsen) for all health & beauty brands, creating indices which revealed brand “health” among Hispanic and African American consumers. Show less
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Sr ResearcherProcter & Gamble Dec 1999 - May 2004Responsible for advancing a product from inception through the product development cycle, primarily focusing on New Business Development and Febreze.• Collaborated with marketing and technology teams to enhance product attributes and consumer understanding.• Developed concepts and white boards to test product appeal to consumers.• Moderated focus groups, 1:1 interviews, long-duration consumer panels, and in-home visits.• Created and tabulated a wide range of questionnaires… Show more Responsible for advancing a product from inception through the product development cycle, primarily focusing on New Business Development and Febreze.• Collaborated with marketing and technology teams to enhance product attributes and consumer understanding.• Developed concepts and white boards to test product appeal to consumers.• Moderated focus groups, 1:1 interviews, long-duration consumer panels, and in-home visits.• Created and tabulated a wide range of questionnaires designed to understand product attribute shortfalls and strengths. Show less
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Rotating Equipment SpecialistBp Jun 1999 - Dec 1999Lima, OhOil refinery rotating equipment engineer responsible for all aspects of pumps, turbines, motors, compressors, and any other equipment that involved lubrication or rotating parts. Primary area of focus was vibrations analysis with the intent to increase mean time between failure. -
Bulk Store MerchandiserThe Coca-Cola Company Jun 1995 - Dec 1998Lima, OhBulk store (Meijer, Save-A-Lot, Wal-Mart, etc) merchandiser responsible for ensuring customer service and on-site presence at each of 8 locations around the Lima area. -
Starch ChemistCargill Oct 1997 - Feb 1998Dayton, OhResponsible for conducting multiple chemical analysis on starch and other corn by-products as part of the analytical process before the raw material was shipped to the customer.
Jim Eutsler, Cfp® Chfc® Cma Ea Skills
Jim Eutsler, Cfp® Chfc® Cma Ea Education Details
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Marketing -
Magna Cum Laude
Frequently Asked Questions about Jim Eutsler, Cfp® Chfc® Cma Ea
What company does Jim Eutsler, Cfp® Chfc® Cma Ea work for?
Jim Eutsler, Cfp® Chfc® Cma Ea works for Hengehold Capital Management, Llc
What is Jim Eutsler, Cfp® Chfc® Cma Ea's role at the current company?
Jim Eutsler, Cfp® Chfc® Cma Ea's current role is P&G Retirement Planning | Wealth Advisor | Partner | Investments | Table Tennis | Pickleball.
What is Jim Eutsler, Cfp® Chfc® Cma Ea's email address?
Jim Eutsler, Cfp® Chfc® Cma Ea's email address is eu****@****ail.com
What is Jim Eutsler, Cfp® Chfc® Cma Ea's direct phone number?
Jim Eutsler, Cfp® Chfc® Cma Ea's direct phone number is +151351*****
What schools did Jim Eutsler, Cfp® Chfc® Cma Ea attend?
Jim Eutsler, Cfp® Chfc® Cma Ea attended Xavier University, Wright State University.
What are some of Jim Eutsler, Cfp® Chfc® Cma Ea's interests?
Jim Eutsler, Cfp® Chfc® Cma Ea has interest in Game Nights With Friends, Social Services, Children, Investing, Weight Training, Education, Billiards, Bowling, Playing Softball.
What skills is Jim Eutsler, Cfp® Chfc® Cma Ea known for?
Jim Eutsler, Cfp® Chfc® Cma Ea has skills like P&g Retirement Planning, Financial Statements, Accounting, Consumer Products, Financial Analysis, Forecasting, Strategy, Financial Forecasting, Fmcg, Tax, Account Management, Marketing.
Who are Jim Eutsler, Cfp® Chfc® Cma Ea's colleagues?
Jim Eutsler, Cfp® Chfc® Cma Ea's colleagues are Matthew Calme, Cfp®, Angelo Dimarzio, Kacidee Gemperle, Kimberly Penzes, Trí Toàn, Daniel Rinck, Laura Adams.
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