Head of Strategic Finance
Job Summary
The Head of Strategic Finance & Investor Relations is a key member of the leadership team, responsible for leading investor relations and supporting corporate development through deal evaluation and M&A financial modeling. This leader partners cross-functionally with the C-suite, FP&A, corporate development, legal, and communications to deliver insights and articulate the company's financial story and vision to external stakeholders. You will manage investor communication, strategic analyses, and lead a high-performing finance team in a fast-paced environment.
Responsibilities
- Develop and execute investor relations strategy
- Lead earnings calls and investor events
- Perform M&A financial modeling and deal evaluation
- Partner with C-suite on financial storytelling
- Manage and mentor finance and IR teams
Required Skills
- 12-15+ years in Finance/IR
- Expert financial modeling and valuation
- Healthcare/Medtech industry experience
- SEC reporting and regulatory compliance
- Public company IR experience
Job Details
### Position Summary
The Head of Strategic Finance & Investor Relations is a key member of the leadership team, responsible for leading investor relations and supporting corporate development through deal evaluation and M&A financial modeling. This leader partners cross-functionally with the C-suite, FP&A, corporate development, legal, and communications to deliver insights and articulate the company's financial story and vision to external stakeholders, including investors and analysts.
### Key Responsibilities
**Investor Relations Leadership**
- Develop and execute comprehensive investor relations strategy to effectively communicate the company's financial performance, strategy, and value proposition.
- Serve as primary liaison with institutional investors, sell-side analysts, and the broader investment community.
- Lead quarterly earnings calls and key investor events, including end-to-end planning, speaker prep, and day-of logistics.
- Own the development, accuracy, and maintenance of core investor materials (earnings deck, IR presentation, fact book/Q&A, KPI definitions, scripts/talking points).
- Drive cross-functional IR workback plans and production calendars for major milestones.
- Monitor investor sentiment, analyst coverage, and peer company performance.
- Ensure compliance with SEC regulations and disclosure requirements.
**Strategic Finance Leadership**
- Lead strategic finance analyses that support investor messaging and enterprise decision-making, in close partnership with FP&A.
- Lead development of the equity story and investment thesis for current and prospective investors.
- Partner with Corporate Strategy/Development to evaluate strategic initiatives and M&A opportunities, including accretion/dilution, synergy, and returns frameworks.
- Establish and track key performance indicators that align with investor expectations and company strategy.
**Executive Partnership & Communication**
- Partner directly with C-suite executives to prepare for investor interactions and board meetings.
- Brief executive team and board of directors on investor feedback, market dynamics, and shareholder composition.
- Collaborate with legal, communications, and marketing teams on external messaging.
**Team & Function Leadership**
- Build and lead a high-performing team across strategic finance and investor relations functions.
- Establish best practices for strategic analysis, deal modeling, and investor communications.
- Drive digital transformation initiatives in financial reporting and investor engagement.
**Market Intelligence & Analysis**
- Monitor capital markets, industry trends, and competitive landscape.
- Analyze shareholder composition and trading patterns to optimize targeting efforts.
### Qualifications
**Education and Experience**
- 12-15+ years of progressive experience in investor relations and/or strategic finance.
- Minimum 5 years of experience in investor relations or extensive investor-facing experience.
- Proven track record in a public company environment.
- Medtech and/or healthcare experience within a payer-reimbursed, highly regulated environment.
**Technical and Functional Expertise**
- Expert-level financial modeling and valuation skills.
- Deep understanding of GAAP/IFRS, SEC reporting requirements, and regulatory compliance.
- Working knowledge of healthcare reimbursement and payer dynamics.
- Experience with financial planning systems, CRM platforms, and IR technology solutions.
**Leadership and Communication Skills**
- Executive presence with ability to represent the company to external stakeholders.
- Exceptional written and verbal communication skills, including public speaking.
- Proven ability to distill complex financial information into clear, compelling narratives.
- Strong relationship-building skills with ability to influence senior stakeholders.