Finance Manager - Shareholders Relations

Overview

Manage internal shareholder communications, education, governance, and reporting.

Key Responsibilities

• report preparation
• compliance monitoring
• data analysis
• document management
• vendor coordination
• shareholder communication

Tasks

-Supports with the preparation and distribution of reports, earnings updates, and other relevant communications to internal shareholders, and supports with internal shareholder meetings and other company presentations. -With a strategic mindset, consider existing processes for continuous improvement and customer value delivery. -Assist in the preparation and distribution of proxy materials, voting instructions, and other governance-related documents. -Monitor compliance with internal shareholder policies and procedures, ensuring alignment with regulatory requirements. -Analyze internal shareholder trends and feedback to identify areas for improvement in shareholder engagement and communication. -Responsible for the distribution, reception, tracking, and management of all necessary agreements, forms, vouchers, notes, and other shareholder program documentation. -Manage and coordinate external vendors and service providers to manage internal shareholder services. -Manage and maintain accurate records and generate reports of internal shareholder holdings, transactions, and communications. -Ensure internal shareholders are aware of their rights and responsibilities under the company’s governance framework. -Develops and implements communication strategies to keep internal shareholders informed about company performance, financial results, and related strategic initiatives. -Serves as a primary point of contact, providing resources and support to internal shareholders, on topics such as repurchase and related transactions, distributions, and tax implications. -Develops and delivers educational programs and materials to help internal shareholders understand key aspects of the program and their investment, including strategy and financial performance. -Work closely with Talent First, Legal, Finance, Retirement Plan Committee, L&D, and Corporate Communications teams to ensure consistent messaging and alignment with overall company strategy.

Requirements

• microsoft office
• shareholder software
• bachelor's
• problem solving
• investor relations
• esop

What You Bring

-Ability to work independently as well as collaboratively in a team environment. -Understanding in financial reporting and ability to interpret financial statements and reports. -Understanding of corporate finance, governance, and regulatory requirements related to shareholder relations. -High level of professionalism and discretion, with the ability to handle confidential information. -Strong problem-solving skills and the ability to navigate complex shareholder issues. -Excellent communication and interpersonal skills, with the ability to build relationships and communicate effectively with a diverse range of internal stakeholders. -Strong organizational skills with the ability to manage multiple projects and deadlines. -Related experience in investor relations, corporate communications, or a related field, with a focus on internal or shareholder relations desired. -Bachelor’s degree in business, finance, communications, legal/paralegal or a related field. -Experience working with companies with an Employee Stock Owner Program (ESOP) is preferred. -Proficiency in Microsoft Office Suite and shareholder management software.

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About Swinerton

-Tackles projects ranging from high-rise buildings to energy facilities with a diverse portfolio. -Known for adaptability in delivering both traditional and cutting-edge projects. -Operates across multiple sectors, including residential, commercial, energy, and industrial developments. -Combines technical knowledge with a focus on quality and value in every project. -Recognized for expertise in large-scale infrastructure, such as bridges, airports, and transport hubs. -Achievements include iconic skyscrapers and sustainable energy projects.

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