Investor Relations – Senior Financial Analyst

Investor Relations – Senior Financial Analyst

Requirements

• Bachelor’s degree in Accounting, Finance, Economics, or Business required
• A minimum of 3-6 years of buy/sell-side experience or corporate FP&A/IR experience is strongly preferred
• MS Office Suite experience, with very strong Excel skills
• Intellectual curiosity and displaying a willingness to learn, understand, and synthesize data
• Exceptional interpersonal and communication skills, with the ability to articulate complex data sets in a timely and efficient manner
• Self-motivated and driven
• Excellent attention to detail and written/verbal communication skills
• Strong analytical and problem-solving skills
• Outstanding judgment around confidential and/or sensitive information
• Understanding of financial statements, modeling, and valuation
• Strong cross-functional skills and a “team player” mentality
• Ability to work independently and contribute positively in a team environment

Responsibilities

• Support the Investor Relations Process, including quarterly earnings releases, investor conferences, and analyst/investor days preparation
• Lead (with close collaboration with FP&A) the updating of the internal “Fact Book” of key performance indicators that supports the earnings process
• Closely collaborate with the FP&A, SEC Reporting, Legal, Marketing, and Operations teams to collect and verify the information to support script drafting and Q&A (i.e. “tie-out”)
• Draft investor conference presentations (i.e. ‘fireside chats”) and quarterly supplemental investor slides
• Manage the IR calendar along with the coordination and execution of investor events
• Maintain the company’s IR website
• Support investor and analyst outreach and engagement efforts, including investor targeting, corporate access, and monitoring analyst consensus/sentiment
• Assist with investor targeting and corporate access efforts, including scheduling, attending, and tracking investor and analyst meetings (CRM), site visits, and conferences (1-pagers, tear sheets)
• Monitor analyst consensus and sentiment, closely reviewing all BROS research reports and identifying key gaps in understanding
• Participate on investor calls
• Execute industry, investor, and business intelligence and deliver meaningful insights for the competitive benefit of the company
• Conduct data analysis and competitive benchmarking (listening and summarizing key peer news and earnings reports)
• Prepare ad-hoc analysis to support the CEO, CFO, and other key leaders to aid in understanding our business and competitive positioning
• Partner with cross-functional teams to develop quarterly communication for internal and external materials to advance knowledge of our business
• Other duties as assigned

Preferred Qualifications

• Experience working with and presenting to C-Suite executives (preferred)