ABOUT THE ROLEWe are seeking a highly motivated finance professional to support Investor Relations and Capital Markets during a transformational period in the Company's evolution.
This individual will serve as a key member of the finance organization, supporting investor communications, earnings preparation, capital markets activities, valuation analysis, executive presentations, and public company readiness efforts.
KEY RESPONSIBILITIESInvestor Relations & External Communications- Support development and refinement of the Company's equity story, investment thesis, and investor messaging.
- Prepare investor presentations, earnings materials, conference presentations, management talking points, and roadshow materials.
- Assist in quarterly earnings preparation, including earnings scripts, Q&A materials, analyst briefing documents, and investor communications.
- Prepare briefing materials for meetings with institutional investors, sell-side analysts, lenders, and rating agencies.
- Monitor analyst estimates, consensus expectations, and investor sentiment.
- Support investor targeting and shareholder analysis initiatives.
- Assist in coordinating investor conferences, non-deal roadshows, and other investor engagement activities.
- Coordinate financial and operational information requests from investment banks, auditors, legal counsel, and external advisors.
- Benchmark peer disclosures, earnings presentations, investor communications, and valuation metrics.
- Assist in establishing best practices for investor relations and public company communications.
Financial Reporting & Cross-Functional Partnership- Partner closely with FP&A, Accounting, Treasury, and Business Unit Finance teams to support the development of accurate, consistent, and compelling external financial communications.
- Gather, reconcile, validate, and analyze financial and operating data from multiple internal systems and reporting sources.
- Perform detailed tick-and-tie reviews of financial and operating metrics across earnings presentations, investor materials, Board presentations, management reports, and public filings.
- Ensure consistency of key performance indicators (KPIs), non-GAAP measures, segment reporting, and operational metrics across all external communications.
- Work with Accounting and FP&A teams to understand quarterly business performance drivers, variances, trends, and key messages.
- Translate complex financial and operational results into clear, concise, and investor-focused narratives.
- Support preparation of quarterly earnings commentary, investor messaging, management Q&A, and external disclosures.
- Assist in developing processes and controls supporting public company reporting and disclosure requirements.
Capital Markets & Valuation Analysis- Develop and maintain valuation models, including:
- Public company comparable analyses
- Precedent transaction analyses
- Discounted cash flow models
- Market performance analyses
- Monitor debt and equity capital markets.
- Track valuation trends and investor sentiment across relevant public company peers.
- Support analyses related to capital allocation, financing alternatives, capital structure optimization, and strategic initiatives.
- Assist with debt financing, refinancing, and other capital markets transactions as needed.
Strategic Finance & Executive Support- Support strategic initiatives including M&A, corporate development, financing transactions, and long-range planning activities.
- Prepare Board, Audit Committee, and private equity sponsor materials.
- Develop executive-level presentations and analyses for senior leadership.
- Conduct ad hoc financial and operational analyses to support strategic decision-making.
- Assist in communicating business performance, strategic priorities, and financial results to internal and external stakeholders.
Market Intelligence & Competitive Analysis- Monitor peer earnings releases, investor presentations, conference presentations, and public disclosures.
- Review sell-side research and summarize key investor themes and market developments.
- Analyze competitor performance, industry trends, and macroeconomic developments.
- Prepare recurring market intelligence updates for executive leadership.
JOB REQUIREMENTS- Bachelor's degree in Finance, Accounting, Economics, Engineering, Business, or a related discipline.
- MBA, CFA, or progress toward CFA designation is a plus.
Senior Manager: 7-9 years of relevant experience
Experience in one or more of the following areas:
- Investment Banking
- Equity Research
- Investor Relations
- Strategic Finance
- Corporate Finance
- Valuation Advisory
- Transaction Advisory Services
- Corporate Development
Preferred Candidate Profile- Strong financial modeling and valuation capabilities.
- Experience preparing executive-level presentations and supporting senior management communications.
- Understanding of public company reporting, earnings processes, and capital markets.
- Experience working cross-functionally with Accounting and FP&A teams.
- Ability to analyze large data sets, reconcile information from multiple sources, and ensure data integrity.
- Exceptional attention to detail and commitment to accuracy.
- Strong written communication and financial storytelling skills.
