Vice President, Investor Relations and Treasury
COMPANY:
A leading global, publicly traded technology company providing advanced manufacturing solutions and innovative technologies to customers across a diverse range of industries. The organization serves a broad international customer base and is focused on developing solutions that support the future of manufacturing and product development.
REPORTS/RELATIONSHIPS:
This Vice President, Investor Relations and Treasury will report directly to the Chief Financial Officer (CFO).
BASIC FUNCTIONS:
The Vice President, Investor Relations and Treasury will lead the company’s investor relations strategy and treasury operations, serving as a trusted advisor to the CFO and executive leadership on stakeholder communications, capital strategy, and financial risk. This individual will serve as the primary voice of the company to the investment community and will direct all treasury functions, including cash management, capital structure, and risk management.
Specific duties will include, but not necessarily be limited to:
- Lead and execute the company’s global investor relations strategy.
- Serve as the primary point of contact for analysts, investors, and the broader financial community.
- Shape the company’s narrative on strategy, financial performance, and long-term value.
- Lead the quarterly earnings process, including scripts, press releases, presentations, and executive Q&A preparation.
- Plan and execute investor events, including Investor Days, conferences, roadshows, and site visits.
- Develop and maintain investor-facing materials, including earnings decks, investor presentations, and external messaging.
- Monitor and analyze share performance, analyst models, investor sentiment, and peer benchmarking.
- Conduct competitive intelligence and market analysis to inform messaging and leadership decisions.
- Partner with the CFO, CEO, and senior leadership to ensure alignment and consistency in external communications.
- Advise executive leadership on investor perceptions, market expectations, and potential risks or opportunities.
- Oversee the investor relations section of the corporate website; manage external IR consultants.
- Ensure compliance with all regulatory and disclosure requirements, including SEC filings and public communications.
- Direct all global treasury operations, including cash management, working capital, collections, short-term investing, and liquidity forecasting.
- Optimize the company’s capital structure; guide financing strategies and lead debt and equity transactions.
- Monitor and manage debt covenant compliance across all financing arrangements; ensure timely reporting and adherence to financial and non-financial covenants.
- Manage foreign exchange exposure and oversee global insurance programs, including property, liability, and D&O coverage.
- Lead the credit and collections teams; ensure disciplined customer financing practices and strengthen controls, including SOX compliance.
- Partner with the CFO on high-impact strategic initiatives, including M&A, technology upgrades, and process transformations.
- Chair the capital approval process; represent treasury on the Investment Plan Committee for 401(k) oversight.
- Maintain strategic relationships with banks, rating agencies, and insurance providers.
REQUIREMENTS:
- Minimum of 15 years’ progressive experience in investor relations, treasury, corporate finance, or equity research, ideally within a public company.
- Prior leadership experience in a global technology manufacturing environment with $500 million or more in revenue strongly preferred.
- Deep understanding of capital markets, financial performance metrics, investor expectations, and financial risk management.
- Proven ability to craft compelling financial narratives and communicate complex information clearly.
- Strong executive presence, with experience presenting to senior leadership, the Board of Directors, and external stakeholders.
- Exceptional written and verbal communication skills.
- Highly analytical, with strong financial modeling, valuation, and risk management skills.
- Strategic thinker who can connect the financial dots and anticipate what is ahead.
- Ability to influence cross-functional stakeholders and operate effectively in a fast-paced environment.
- Proven track record building strong teams, processes, and cross-functional partnerships.
- Experience managing investor relations platforms, tools, and external partners.
- Proficient with Excel, PowerPoint, and ERP systems; Oracle preferred.
- Familiarity with SEC regulations, disclosure practices, and corporate governance standards.
- Knowledgeable in SOX compliance and internal controls.
- Bachelor’s degree in finance, accounting, business, or a related field; MBA, CFA, CPA, or CTP is a plus.
COMPENSATION:
Compensation will be commensurate with experience including a competitive base salary, bonus opportunity, and competitive benefits package.
