Develop and cultivate relationships with the Street, including sell-side analysts, institutional investors, and other financial community stakeholders to maintain and build investor confidence in Finning and its management
Respond to inquiries from investors and analysts for various types of information related to Finning’s business, performance, and prospects to help investors make informed decisions
Create and manage a strong reputation for the Company by demonstrating consistent and clear communication between Finning executives and the investment community
Participate in calls and meetings with investors and analysts, alongside company spokespersons and attend in investor conferences with Finning executives
Lead IR projects, including investor days, investor tours, investor perception studies, etc.
Develop and maintain relationships with research analysts and trading desks to gain insight into investor perceptions of Finning, buying/selling activity in FTT, and broader market trends
Support the development of marketing and messaging strategies to effectively communicate Finning’s story and value proposition to the investment community
Lead various IR analysis to support investor messaging and ensure that Finning executives are well prepared and fully supported to communicate with the investment community
Collaborate with Finning operations and corporate departments to stay informed on all developments and
initiatives that affect Finning value proposition to capital markets and contribute the IR perspective to
corporate and operational functions
Collaborate with Finning corporate communications to ensure consistent and effective messaging to all internal and external stakeholders
Continuously improve IR deliverables, implement initiatives to advance IR function at Finning, and stay current on best practices and latest developments in the world of IR
Provide IR information, analysis, advice, and recommendations to Finning executives
Provide timely and pertinent investor relations information on FTT shareholders, peers, trading, research,
and other matters that could impact Finning business
Produce IR reports and memos for the Board of Directors to facilitate alignment with the Street’s views and Expectations
Perform complex financial analysis, including: conducting research, identifying gaps in reporting and analysis application tools and process, design and implement solutions to support reporting and analysis requirements, application of modelling to analyze and interpret financial impact, and measure financial results against budget and forecast.
Develop comprehensive financial models to inform recommendations related to profitability of new opportunities, capital investments, revenue models and profit margins.
Ensure the investment community is provided with fair and timely access to Finning spokespersons and regular exposure to Finning operations
Ensure the investment community is provided with timely, accurate, relevant, and clear information about Finning’s business performance and prospects
Ensure Finning investor messages are well understood by the Street
Ensure Finning executives are informed of IR-related developments, well prepared with IR messaging, and fully supported to communicate with the investment community
Deliver an IR program that is best in class, aligned with investor and executive expectations, and in adherence with the
highest disclosure standards
Engage peers and broader Finning organization as appropriate in delivering IR objectives and improving IR function at
Finning to better serve the Company’s shareholders and analysts
Strong interpersonal effectiveness, influence with C-suite, and ability to build relationships with investment community cross-functional corporate teams
Superb written and verbal communication skills, including development and delivery of compelling messages
Deep knowledge and understanding of the capital markets, including key metrics and factors used to assess Finning
Excellent analytical capabilities, including solid financial acumen and accounting literacy
Proven judgment and integrity
Ability to perform in a high-pressure environment and meet tight deadlines
Exceptional attention to detail and accuracy
Very strong organizational skills
