Sr. Financial Analyst, Investor Relations

September 12

Apply Now

Receive Emails with Similar Jobs

BILL

WebsiteLinkedInAll Job Openings

As a champion of SMBs, we are dedicated to automating the future of finance so businesses can thrive.

business bill pay • online invoicing • ePayment • QuickBooks bill payment • ACH payments

1001 - 5000

Description

• Support the investor relations team with important research, analysis, and presentation projects. • Maintain the analyst consensus model. Study and analyze sell-side analysts’ notes and models on BILL and other companies in our industry and highlight important call-outs. • Conduct peer and company analysis, including development of financial models with underlying metrics drivers, performance metrics, and valuation analysis. • Develop a framework for regularly reporting on peers’ significant events, strategy, financial performance, valuation, and communications to investors. This includes a daily email summarizing BILL and peers’ news and analyst notes. • Assist with analytical and communications building blocks for earnings, which flow into script writing and Q&A development. Help develop earnings materials. • Develop easily understood content, strategic analysis, and slides for our quarterly investor decks, earnings materials, and dedicated events related to shareholders and analysts, including investor conferences, webinars, and a potential investor day. • Develop ESG roadshow materials and summarize investors’ and rating agencies’ views on various ESG items. • Collaborate with the corporate communications, SEC accounting, and legal teams to apply an investor lens in reviewing BILL’s external-facing content. • Effectively summarize and communicate key findings in a clear and concise manner, in written, verbal, presentation, and analytical forms. Must be able to present findings in high-level format.

Requirements

• Bachelor’s degree with 5+ years related professional experience in investment banking, sell-side equity research, buy-side equity research, or corporate finance. An MBA or CFA are a plus. • Excellent analytical and communication skills (written, verbal, and presentation development). • Extensive experience reviewing, analyzing, and summarizing companies’ SEC filings, investor presentations, business strategy, financials, metrics, and competitive advantages. Experience with ESG is a plus. • Substantial experience building valuation and financial statement models. • The ability to summarize high-level points of view for executive-level communication while also having a strong command of underlying detail. • Genuine interest in knowing investors’ points of views on companies and industries. • Self-starter with a strong work ethic and an analytical thinker with excellent problem solving and decision-making skills. • Meticulous attention to detail and accuracy. • Positive, proactive work ethic and the ability to build strong relationships across teams. • Ability to prioritize and execute multiple responsibilities with a sense of urgency and follow-through.

Benefits

• 100% paid employee health, dental, and vision plans (choose HMO, PPO, or HDHP) • HSA & FSA accounts • Life Insurance, Long & Short-term disability coverage • Employee Assistance Program (EAP) • 11+ Observed holidays and wellness days and flexible time off • Employee Stock Purchase Program with employee discounts • Wellness & Fitness initiatives • Employee recognition and referral programs • And much more