Lead Analyst, Investor Relations
Orrville, OH, United States3d ago
Key details
- Location
- Orrville, OH, United States
- Work style
- Onsite
- Level
- Senior
- Job type
- Full-time
- Experience
- 3–6 yrs
- Function
- Operations & Strategy
- Focus area
- other
- Posted
- 3d ago
Skills
About the role
Your Opportunity as the Lead Analyst, Investor Relations
Lead key Investor Relations priorities and deliverables, including investor event preparation and support, financial results reporting, analysis of Wall Street and peer perspectives, and customized ad hoc analyses and presentations. Provide the broader IR team and senior management with industry and financial insights that inform decision-making and support key communication needs. Partner closely with senior leaders across the organization, translating complex financial information into clear, concise insights and actionable recommendations.
Location: Orrville, OH
Work Arrangements: Hybrid, 35% onsite expectation
In this role you will:
- Facilitate the quarterly earnings process by partnering and collaborating cross functionally within the Finance department and across the organization to establish timelines, gather information related to quarterly financial performance, managing SharePoint site, preparing analyses, leading the initial draft of the quarterly earnings press release, and reviewing and providing feedback on management’s prepared remarks.
- Support the creation of external Investor Relations presentations for CPG conferences, SJM investor day, and other investor events.
- Lead the preparation of supplemental materials to be published externally.
- Lead creation of Board of Directors materials, Company Business Review, and Connect & Cascade slides.
- Analyze, summarize, and provide insights to senior management through the following: peer, customer, and analyst news and commentary, consensus estimate information, market performance, shareholder composition, and lead the preparation of a monthly reporting package.
- Lead preparation of reference materials for executive officers participating in investor meetings and conferences, which includes investor targeting analyses, summaries of financial results and business reports, and support of event coordination.
- Support various ad-hoc requests from senior leadership, FP&A, and strategy such as peer benchmarking and stock price analysis.
What we are looking for:
Minimum Requirements:
- Bachelor’s degree in Accounting or Finance
- 3 + years of finance or accounting experience
- Strong understanding of key operational, business finance, and financial accounting concepts
- Strong verbal & written communication skills
- High level of attention to detail and accuracy
- Strong PowerPoint skills
- Ability to work independently and as part of a team
- Ability to multi-task, prioritize, and meet deadlines with accuracy
Additional skills and experience that we think would make someone successful in this role (not required):
- MBA, CMA, or CPA
The Right Place for You
We are bold, kind, strive to do the right thing, we play to win, and we believe in a strong community that thrives together. Our culture is rooted in our Basic Beliefs, and we believe in supporting every employee by meeting their physical, emotional, and financial needs.
Stay connected with us on LinkedIn®
We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, genetic information, age, national origin, disability status or protected veteran status.
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