Finance Manager - Shareholders Relations

Description

• Develops and implements communication strategies to keep internal shareholders informed about company performance, financial results, and related strategic initiatives.
• Manage and maintain accurate records and generate reports of internal shareholder holdings, transactions, and communications.
• Analyze internal shareholder trends and feedback to identify areas for improvement in shareholder engagement and communication.
• 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.
• Responsible for the distribution, reception, tracking, and management of all necessary agreements, forms, vouchers, notes, and other shareholder program documentation.
• Assist in the preparation and distribution of proxy materials, voting instructions, and other governance-related documents.
• Manage and coordinate external vendors and service providers to manage internal shareholder services.
• Ensure internal shareholders are aware of their rights and responsibilities under the company’s governance framework.
• 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.
• 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.
• Monitor compliance with internal shareholder policies and procedures, ensuring alignment with regulatory requirements.
• 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.
• With a strategic mindset, consider existing processes for continuous improvement and customer value delivery.

Requirements

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

Benefits

Training + Development

Interview process

Visa Sponsorship

Security clearance