About The Position

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.

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

Nice To Haves

  • 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

Responsibilities

  • 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
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