Director, Strategic Finance & Investor Relations

Cloudflare • San Francisco, CA

1d • Hybrid

About The Position

Cloudflare is looking for a Director of Strategic Finance & Investor Relations to serve as a key leader on our Investor Relations team and a trusted partner to the CFO, CEO, and senior leadership. This role reports to the VP of Strategic Finance, Treasury, Deal Desk, & Investor Relations and is the engine room of how Cloudflare tells its financial story to the public markets — translating one of the most differentiated technology platforms in the world into a clear, credible, and compelling investment narrative. You will own the end-to-end quarterly earnings cycle, drive our long-term financial model and consensus discipline, partner directly with the CFO and senior leadership on guidance, and lead the analytical and communications work behind every major investor and analyst touchpoint — quarterly calls, conferences, our annual Investor Day, and ad-hoc executive projects. You will be the connective tissue between Finance, Accounting, Legal, Communications, Product, Sales, and the executive team, and the person who makes sure every number, every claim, and every word we put in front of Wall Street is accurate. This is a high-visibility, high-ownership role on a very lean IR team. We move fast, we ship work that goes directly to the CEO, CFO, Board, and public markets, and we hold ourselves to an exceptionally high bar on accuracy — and we are AI-native in how we work, treating modern tooling as a force multiplier on insight, productivity, and rigor.

Requirements

• 10+ years of experience combining investor relations, equity research, investment banking, FP&A, corporate finance, or equity investing — ideally with meaningful time in-house at a high-growth public technology company.
• Deep technical fluency with public-company reporting, financial statements, capital markets, valuation methodologies, and SaaS / consumption-based revenue models.
• Comfort debating modeling assumptions and valuation mechanics.
• Exceptional written and verbal communication skills — including the ability to draft in the voice of senior executives, translate complex technical or financial concepts into clear narratives for non-technical audiences, and operate confidently in high-stakes external communications.
• Advanced financial modeling skills — fluency in building, maintaining, and stress-testing operating models, share-count and dilution forecasts, guidance sensitivity analyses, and consensus benchmarks.
• An ownership mindset — comfort owning a process end-to-end, driving operational structure in a fast-paced environment, and operating with the integrity and accuracy demanded by external disclosure.
• High-trust collaboration — the ability to build credibility quickly with senior internal stakeholders (CFO, CEO, Board, Legal, Accounting, FP&A) and external stakeholders (sell-side analysts, institutional investors).
• AI-native curiosity and skill — fluency with modern AI tooling and a track record of using it to amplify your impact. We are building an AI-forward organization and the right candidate sees AI as a partner, not a threat.
• Sound judgment with confidential information — a clear understanding of materiality, fair disclosure, Reg FD, and the discretion required when working with pre-announcement financial data.
• Bachelor's degree in Finance, Economics, Accounting, Business, or a related field; MBA, CFA, or CPA preferred.

Nice To Haves

• Sector background in cybersecurity, cloud infrastructure, developer platforms, or AI preferred
• Existing relationships with top-tier infrastructure / software sell-side analysts and institutional investors a plus.

Responsibilities

• Own the end-to-end quarterly earnings process: press release, supplemental financial information, prepared remarks (CEO and CFO scripts), Q&A prep, investor deck, and supporting validation work.
• Partner with the CFO and senior leadership to develop the company's guidance (including share count forecasting) and own the executive-facing materials that frame guidance decisions, sensitivity ranges, and the trade-offs in how we communicate them.
• Lead the Q&A preparation process — anticipated questions, suggested answers, peer transcript triangulation, key stats and proof points, and live-call backup material.
• Lead the post-earnings analyst callback program, including coordinating callbacks with ~30 sell-side analysts across CEO and CFO sessions.
• Drive earnings materials validation — the cross-check pass that ensures every figure, claim, and disclosure across the press release, supplemental, scripts, Q&A, deck, 10-Q, and 10-K ties out and is internally and externally consistent.
• Serve as a primary point of contact for sell-side analysts and institutional investors; build and maintain strong, trust-based relationships with our covering analysts and shareholders.
• Articulate the Cloudflare investment narrative — our connectivity cloud strategy, the Workers and Developer Platform story, and our long-term financial model — in a way that is both compelling and credible.
• Plan and execute the calendar of investor events: sell-side conferences, one-on-ones, on-site investor visits, and our annual Investor Day.
• Prepare the CEO, CFO, and other senior executives for every investor interaction with tailored briefing materials, talking points, and Q&A prep.
• Develop and maintain core IR collateral: investor presentation, fact sheets, IR website content, and board-of-directors investor update materials.
• Co-lead the planning and execution of our annual Investor Day — invite tracker and registration management, co-author all presentation content and prepared remarks across all presenters, own the supporting documentation, validation, day-of logistics, and post-event follow-through.
• Lead select strategic finance projects: peer benchmarking analyses, long-range financial modeling, competitive analyses, and ad-hoc executive-level financial analyses.
• Be a trusted partner to Finance, Accounting, Legal, Communications, FP&A, and the executive team — the person who knows where every number comes from and what it means.
• Monitor and synthesize analyst coverage, peer performance, investor sentiment, market dynamics, and industry trends; provide actionable insights to the CFO, CEO, and Board of Directors.
• Build and maintain the internal analytical infrastructure that powers the function — the models, dashboards, trackers, and validation systems that let a small team operate at scale.
• Drive the IR function's use of AI-native tooling and automation, treating modern tools as a force multiplier on insight, productivity, accuracy, and stakeholder communications.

Benefits

• Medical/Rx Insurance
• Dental Insurance
• Vision Insurance
• Flexible Spending Accounts
• Commuter Spending Accounts
• Fertility & Family Forming Benefits
• On-demand mental health support and Employee Assistance Program
• Global Travel Medical Insurance
• Short and Long Term Disability Insurance
• Life & Accident Insurance
• 401(k) Retirement Savings Plan
• Employee Stock Participation Plan
• Flexible paid time off covering vacation and sick leave
• Leave programs, including parental, pregnancy health, medical, and bereavement leave

What This Job Offers

• Job Type: Full-time
• Career Level: Director