- Professional
- Optionales Büro in Charlotte
Develops communications, presentations, and supporting content for quarterly earnings events (i.e. Shareholder, Lender, and Vendor Presentations) ensuring clear and concise communication of financial performance, market insights, and strategic initiatives.
Organizes, facilitates, and leads internal process for successful earnings meetings, calls, and presentations.
Stays up to date on industry news and trends, competitor performance, and other market news.
Analyzes, summarizes, and distributes quarterly competitor earnings and relevant press releases to management.
Develops, maintains, and modifies financial models and makes recommendations with limited direction from management.
Conducts ad hoc business due diligence, financial analysis/modeling, industry research, and prepares Management Presentations.
Prepares Management Presentations as needed to clearly and concisely communicate company strategy, financial performance, etc. to various parties.
Presents proposed earnings/ad hoc materials to CEO and CFO, presents Strategy/Financial Updates to vendors, and builds strong relationships with both internal and external partners.
Collaborates with internal and external teams on recurring deliverables and ad hoc projects.
Aids CEO, CFO, and/or Treasurer with any needs for lenders, shareholders, banks, vendors – e.g., meeting materials preparation, Q&A, follow ups, etc.
Education:
Bachelor's degree and/or equivalent years of experience
Experience:
3+ years of experience engaging specifically with investors, shareholders, lenders, vendors, etc.
3+ years of experience working cross-functionally with finance, accounting, acquisitions, and capital markets teams.
3+ years of experience and understanding of the investment industry
3+ years of experience advising and communicating with senior leadership, and/or institutional clients/investors.
Ability to create prepared remarks and presentations for leadership to communicate earnings, strategy, and performance.
Ability to handle direct inquiries from shareholders, banks, vendors, etc. and resolve issues.
Proven ability to develop a sense of credibility within the investor community and the organization's management team.
Excellent verbal and written communication skills and the ability to explain complex topics in a clear, simple, and concise manner.
Exceptional attention to details combined with strong organizational skills, follow-through, and discretion
Strong analytical and problem-solving skills with experience in financial modeling.
Ability to thrive in a fast-paced, dynamic environment, and manage multiple priorities while meeting tight deadlines.
Demonstrated strategic thinking and ability to translate insights into actionable plans.
Self-motivated with a positive and professional approach to management.
Strong proficiency in Microsoft Word, Excel, and Powerpoint.
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