Job Details

Purpose of Job

We are seeking an experienced Sr. Finance Director with a strong background in investor relations, capital markets, and M&A to drive capital strategy, investor communications, and strategic transactions. This role will partner closely with executive leadership on capital strategy, investments, and M&A activities, working cross‑functionally with the SEC reporting and FP&A teams to leverage their outputs.

Job Description

• Partner with the SEC reporting team on public company filings (10-K, 10-Q, 8-K), earnings releases, and supporting disclosures—ensuring investor‑facing narratives align with reported financials
• Maintain working knowledge of U.S. GAAP, SEC regulations, and SOX to inform capital markets and M&A decisions
• Lead investor relations activities, including earnings calls, investor presentations, analyst communications, and shareholder engagement
• Support and execute capital markets activities, including equity/debt offerings, refinancing, and credit facility management
• Evaluate investment opportunities, including financial modeling, valuation analysis, and return assessments
• Lead and support M&A transactions, including due diligence, deal structuring, negotiation support, and post‑merger integration
• Develop and maintain relationships with external auditors, legal counsel, banks, investors, and advisors
• Provide financial insights and strategic analysis to senior leadership to support decision‑making
• Leverage FP&A outputs (budgeting, forecasting, long‑range planning) to support capital allocation, investor guidance, and M&A modeling
• Drive process improvements across investor relations, capital markets, and M&A workflows

Job Requirements

• Bachelor's degree in finance, Accounting, or related field; CPA preferred (MBA a plus)
• 10+ years of progressive finance/accounting experience
• Strong working knowledge of SEC reporting, U.S. GAAP, SOX compliance, and FP&A
• Direct experience with capital markets transactions (equity, debt, credit facilities)
• Proven experience in investment analysis, corporate development, and M&A execution
• Strong financial modeling and valuation skills (DCF, comparable analysis, transaction modeling)
• Demonstrated ability to manage complex transactions and cross-functional projects
• Strong analytical, communication, and leadership skills
• Ability to influence senior stakeholders and operate in a fast‑paced environment

Preferred Experience

• Background in investment banking, private equity, or Big 4 transaction advisory
• Experience with ERP systems (e.g., SAP, Workday) and financial reporting tools
• Exposure to e-commerce, technology, or retail industries is a must