Head- Fp&A And Investor Relations

Responsibilities -

Financial Planning and Analysis

• Leads corporate budgeting, forecasting, long-term planning, and financial analysis that support key decision-making across the Company.
• Evaluates business and industry trends and provides insightful analysis and recommendations that help drive business activities toward achieving financial goals.
• Develop a deep understanding of the logistics industry and key customer platforms and programs that can help inform business decisions that will drive long term revenue growth.
• Develops and prepares reports that assist in the implementation of goals, policies, and procedures relating to the financial performance of the Company.
• Develops and manages the measurement of key KPIs and metrics to track the operational performance of each business.

• Analyzes budget to actuals with various leaders and department heads.
• Manages the monthly, quarterly, and annual forecasting processes.
• Oversees the work of the FP&A team; works closely with other accounting/finance team members, business partners, and leaders across the organization.
• Quarterly reporting matters including Board / Audit Committee submissions.
• Preparation of quarterly earnings presentations, peers/competition performance summary report

Investor Relations

• Communicates the Company’s strategies and financials to existing/target/potential investors
• Builds relationships with the investment community.
• Develop the investor targeting strategy through research, prioritization and building a pipeline of new investors.
• Synthesizes investor feedback, sentiment, and questions; helps frame potential responses and/or disclosures.
• Provide business, financial and market intelligence by identifying industry trends, shareholder concerns and competitor actions that might impact the company.
• Collaborates with CFO, CEO, and various other key players as needed, to develop and communicate key messaging regarding financials and strategy.
• Organizes investor conferences and meetings, including preparing schedule, coordinating logistics, and developing commentary and presentation.
• Monitors peer/competitor/industry-related earnings calls, presentations, and media commentary; compare financial performance/positioning relative to peers, relay highlights to CFO and CEO, and assess messaging opportunities.
• Maintain investor CRM database with details from meetings/calls conducted.
• Manages and coordinates Company financial press releases.
• Produces quarterly and annual shareholder reports.

Critical Competencies:

• Subject Matter Expertise: Deep knowledge of financial statements, strong understanding of the financial community, modeling, and the stock market.
• Project Management: Can create and manage projects with specific timelines.
• Communication Skills: Excellent communication, presentation, and reporting skills with the ability to interact at all levels and across functions within the organization.
• Adaptability: Ability to work in a fast-paced environment while managing multiple priorities.
• Collaboration: Brings a track record of working effectively with various and diverse individuals and groups, and a willingness to actively listen and invite different views and opinions across all levels to build alignment in support of a common goal.
• Data Analysis: Excellent financial modeling and analysis skills. Strong analytical and problem-solving skills with the ability to identify trends and discern root cause from data sets.
• Integrity: Possesses impeccable integrity and personal and professional values

Unlock Your Potential: Desired Skills & Qualifications

• Bachelor’s degree in accounting, Finance, Economics, or Statistics required.
• MBA/CA preferred.
• Significant finance and Investor Relations experience and aptitude
• 14+ years FP&A experience
• 5+ years leadership experience
• Strong executive presence and ability to present effectively and clearly.
• Strong attention to detail and accuracy.