Financial Planning & Investor Relations Specialist
- Contribute to the definition of strategic priorities and identify improvement opportunities based on financial analysis working closely with senior leaders. Use structured problem-solving approach to conduct analysis and uncover insights on key strategic questions for the company and present these to company’s leadership.
- Support strategic initiatives for Electrify America and engagement with business units, ensuring that insights translate into impact by working with ad-hoc cross functional implementation teams. Analyze how business performance will impact specific business units’ day-to-day processes. Ensure that there is a communication/feedback path back to the Strategy team.
- Support development of key financial metrics for relevant business units in order to iterate and refine Electrify America’s overall strategy.
- Iterate and refine Electrify America’s mid and long term financial model in order to maximize transparency on underlying business rationale
- Monitor and evaluate progress of strategic initiatives. Structure and conduct meetings for the purpose of reviewing implementation accomplishments and shortfalls with each business unit and report results to leadership.
- Organize and manage investor meetings
- Support investors’ decision making process through visits, meetings and collaboration with analysts and appropriate senior leaders
- Speaks on behalf of the company at presentations, meetings, and discussions
- Provide senior speakers preparation for meetings
- Educate investors and address investor inquiries, concerns and requests for information
- Supports production of annual and interim reports with research, analysis, writing and editing.
- Conduct in-depth reviews of deliverables to verify the integrity and reliability of information presented to investors and shareholders.
- Meticulous attention to detail and a commitment to maintaining high standards of accuracy and integrity.
- Deliverables: Board of Directors presentations; strategy communications, and quarterly investor meetings
- Prepare, analyze and comment financial reporting for various stakeholders across the organization
- Foster strong relationships with internal and external stakeholders, ensuring effective communication and alignment between finance and business objectives
- Contribute to special projects related to financial analysis, process optimization, and technology enhancements, driving operational efficiency
- 2-5 years of relevant experience in EV infrastructure, automotive or utility space.
- Undergraduate Degree
- Master
- MBA
- Structured problem solving
- Attention to detail
- Business acumen and ability to synthesize insights
- Cross-functional coordination
- Project management
- Self-starter
- Analytical skills – ability to collect, organize, and analyze data
- Comfort with taking responsibility for strategic sub-topics and working groups
- Proven track record in financial modelling (“translating business into numbers and conducting analyses to derive decisions”)
- Market and competitor analysis skills
- Translate numerical insights into clear messages and actionable recommendations
- Proficiency in Excel, Power Point and SAP
- Advanced communication skill across hierarchy and functional levels including executives and board members
- Knowledge or interest in the EVs, EV charging, and/or the energy transition
- Experience writing and executing Python
- Experience in management consulting, internal corporate strategy, or equity research
- Travel—Domestic and International, approximately 10%
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