Senior Vice President- Investor Relations, Corporate Development & Treasury
Location:
5501 Headquarters Dr, Plano, Texas, 75024, United States of America
The Senior Vice President of Investor Relations, Corporate Development & Treasury Management will be responsible for:
- Strategic planning, management, and implementation of our investor relationship programs. You will act as a main point of contact between Upbound and our investors, and will be managing the corporate calendar, organizing investor conferences, meetings, or earning calls, and acting as a liaison between our company and current and future investors.
- Driving growth by creating, assessing and managing business opportunities including, but not limited to acquisitions, mergers, joint ventures and partnerships, and will have a hand in major capital projects.
- Leading the treasury management function of the organization, which includes daily cash activity, monitoring, implementing strategic cash management solutions, maintaining contact with rating agencies and capital markets execution. The leader will have a solid understanding of capital markets, business casing and how to weave opportunities into the company’s strategic plan.
We are seeking a goal-oriented professional with excellent marketing, negotiation, and communication skills as you will be responsible for enhancing our company’s image in the investor community. In this role, you will be a business expert with in-depth knowledge of corporate finance and best investor relations practices.
KEY RESPONSIBILITIES:
Investor Relations:
- Develop, plan and execute a comprehensive, strategic investor relations program to increase Upbound’ s visibility with the investment community.
- Assist with the ongoing refinement of key messaging and market positioning based on company performance, market perception, expectations, peer performance and relative valuation.
- Develop and provide counsel on key metrics, guidance progression, and disclosure policies.
- Analyze internal and external forecasts, data, and assumptions to provide an aggregated view of expectations and implications for stock price and investor and analysts perception.
- Provide strategy and direction for investor relations messaging, positioning and external appearances based on high understanding of market expectations and trends, and the implications of broader economic and financial trends on market sentiment.
- Manage relationships with Wall Street sell-side analysts and broaden exposure to sell-side analysts and investors.
- Advise on optimal communications for analysts and investors including all messaging and communications materials for earnings, post-earnings, and other investor events.
Corporate Development
- Develop a funnel of potential M&A opportunities based on strategic priorities.
- Manage the transaction due diligence process, financial analysis, and negotiation with acquisition targets, including leadership of large multi-functional internal and external teams.
- Monitor progress of acquisitions post-integration to ensure ongoing success and report metrics and recommended actions to management.
- Engage cross-functionally and be an analytical resource to the rest of the business.
- Drive growth through development of new partnerships, organic expansion, and by acquisition while representing the organization during any part of the proposal process.
Treasury Management
- Prepare and manage capital budget for new products, services and enhancements.
- Manage the financial affairs of the organization and serve as the primary contact to third party banks and rating agencies.
- Oversee forecast cash flow positions, related borrowing needs and funds available for investment.
- Ensure sufficient funds are available to meet ongoing operational and capital investment requirements.
- Evaluate hedging and other strategic cash management alternatives to mitigate financial risks related to the currency and interest rates on the company's cash flows and borrowings, as applicable.
- Maintain an efficient system of policies and procedures that impose an adequate level of control over treasury activities and provide support for regulatory reporting.
- Develop appropriate reporting and modelling capabilities required to support short-term and long-term liquidity forecasting needs through indirect modelling working closely with corporate FP&A.
Additional Responsibilities
- Prepare presentations for senior management, shareholders and other key stakeholders.
- Develop a strong team by providing guidance, mentorship and coaching to create an impactful team that can serve as a talent pool for future leadership roles.
JOB REQUIREMENTS:
- 15+ years of experience in finance, investor relations, corporate development or related field.
- An undergraduate degree with a focus in Finance or Commerce; attainment of a MBA, CFA, CBV or CPA, or a combination of the preceding, is desirable.
- A successful track record in evaluating business and/or major capital initiatives that have had a high impact on a high growth company; Financial Services experience is preferred.
- Proven ability to analyze, evaluate and make recommendations on strategic questions.
- Ability to work in a highly dynamic environment where your voice will be heard, and your decisions will have a significant impact.
- High integrity.
- Passion for or familiarity with internet, technology trends and startups.
- A leadership background in investor relations with a public company and experience with B2B, Marketplace or SaaS businesses.
- Deep understanding and passion for two-sided marketplaces and the ability to articulate Upbound’ s value proposition to investors.
- Strong network within investor community including relationships with the buy-side and sell-side internet analysts.
KNOWLEDGE, SKILLS and ATTRIBUTES:
- Domain knowledge of strategic planning, competitive analysis and business development.
- Demonstrated ability to provide thoughtful, fact-based, effective counsel on business issues to a management team.
- Strong leadership skills and demonstrated ability to attract, build, mentor and direct a high-performing team.
- Strategic thinker who balances thought leadership/best practices with strong results.
- Record of success and an ability to gain support and commitment from peers.
- Drives agreement and action through intellect, communications skills and consensus building ability. Creates buy-in at differing levels of the organization.
- Open minded, flexible, values input of others.
- Critical thinker.
- Can clearly and succinctly communicate the operational and strategic results and goals of the company.
- Executive credibility; sought out as an opinion leader.
- Pragmatic.
- Keeps commitments; high professional integrity; strong sense of accountability.
- Treats people with dignity and respect; relationship builder.