Responsibilities
- Lead end-to-end preparation of board reports, including narrative development, financial consolidation, commentary validation, and storytelling coherence, while collaborating closely with the CFO to align messaging and defend detailed line items.
- Manage all aspects of the monthly finance review, including compiling materials, explaining performance variances, and enabling efficient decision-making by senior leadership through clear and concise reporting.
- Take full ownership of quarterly lender reporting, including covenant calculations, financial summaries, and management commentary, meeting institutional standards for accuracy and timeliness.
- Build and maintain relationships with lender groups, serving as a key point of contact for ongoing compliance and information exchange.
- Lead preparation for annual credit rating agency reviews and unscheduled engagements, ensuring a consistent, evidence-based narrative through well-structured data rooms and presentations.
- Support debt capital markets activities such as refinancing, facility extensions, or restructurings by coordinating advisors, preparing executive materials, managing information flow, and enabling CFO decision-making under tight deadlines.
- Provide analytical and operational support during equity-related events, including secondary transactions, investor onboarding, and liquidity planning, with responsibility for investor materials, Q&A readiness, and cross-functional coordination.
- Ensure all financial communications are strategically aligned, factually rigorous, and tailored to the expectations of institutional stakeholders.
- Maintain a deep understanding of financial performance drivers to anticipate questions and support executive leadership in high-stakes discussions.
- Act as a trusted partner to the CFO by combining strategic insight with operational precision across multiple reporting cycles.
- Deliver high-quality financial packs that enable fast, informed decision-making at the executive level.
- Balance big-picture strategy with granular financial detail across all reporting functions.
- Coordinate with internal teams to gather accurate financial data and operational context for external reporting.
- Ensure consistency in financial messaging across board, lender, and rating agency channels.
- Anticipate stakeholder questions and prepare robust, data-driven responses in advance of key meetings.
Compensation
Competitive salary and performance-based incentives
Work Arrangement
Hybrid
Team
Part of the corporate finance function, working closely with the CFO and senior leadership team
Equity event support
For any equity-related process — whether secondary transactions, new investor onboarding, or eventual liquidity events — you provide the analytical backbone. Investor materials, Q&A preparation, data room management, and coordination across finance and the business. You will be in the room for conversations that most people in finance never see.
Not available
