Senior Director of Investor Relations, Workiva
$174-296k
+ A discretionary bonus typically paid annually + Restricted Stock Units
25% travel per quarter
Software for sustainability, GRC & financial reporting
Job no longer available
Software for sustainability, GRC & financial reporting
1001+ employees
Job no longer available
$174-296k
+ A discretionary bonus typically paid annually + Restricted Stock Units
25% travel per quarter
1001+ employees
Company mission
To power transparent reporting for a better world.
Role
Who you are
- Undergraduate Degree or equivalent combination of education and experience in a related field
- 12+ years experience of progressive responsibility in investor relations programs or closely related fields
- Executive presence with the ability to communicate at the most senior level
- Reliable internet access for any period of time working remotely and not in a Workiva office
Desirable
- Expert level program management and change leadership skills, with proven ability to balance collaboration with results
- Demonstrated ability to influence stakeholders and lead cross-functional teams across geographies and functional units
- Proven self-starter with low ego, high humility, high EQ and a demonstrated ability to collaborate at all levels of the organization
- Self-motivated with strong propensity for action, results and continuous improvement
- Ability to work successfully in a high-energy, fast paced, rapidly changing environment
- Ability to handle ambiguity, change and adapt to new priorities, as well as lead others to accomplish new goals as needed to support the business
What the job involves
- Reporting to the Senior Vice President of Corporate Development and Investor Relations, the Senior Director of Investor Relations will serve as a key spokesperson and liaison for the sell-side and buy-side communities
- This role will work closely with executive, finance, product, strategy, legal, and marketing teams to analyze, strategize, and develop impactful messages
- With high visibility among senior executives and the financial community, the Senior Director of Investor Relations will shape and execute a strategically focused investor relations program, significantly impacting Workiva’s financial strategy and messaging
- Cultivate and develop relationships within the investment and analyst communities
- Analyze Workiva business and financial fundamentals and its competitors and peers
- Assist the team with event coordination, prep sessions, speaker coaching, and conference logistics and materials
- Collaborate with the CFO organization to drive corporate financial strategy and execution
- Exhibit strong public presentation skills for both internal and external audiences
- Manage quarterly earnings releases and conference calls, including developing key themes, crafting earnings scripts, investor presentations, and Q&A materials
- Create investor-related communications for calls, conferences, and roadshows
- Play a key role in planning and preparing materials for Investor Day, including managing the overall process and developing presenter scripts and slides
- Understand the Workiva’s strategies, operations, and financial performance to respond accurately to investment community inquiries
- Comprehend the perspectives, concerns, and feedback of the investment community
- Develop strategies to attract and retain long-term investors while expanding the Workiva’s shareholder base
Our take
For large-scale businesses, collecting and sharing data can be a complex and challenging process. Workiva solves this problem with its AI-powered data platform.
Workiva is one of the biggest players in the market, serving around 75% of Fortune 500 companies, including Google and Delta. Workiva's controlled, secure and audit-ready platform has maintained a clear edge over much of its competition.
Workiva's quality product and its commitment to transparency has made it a firm favourite with companies around the world. If it can maintain this, it stands to consolidate its impressive growth even further in the coming years.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
5% employee growth in 12 months
Company
Funding (last 2 of 4 rounds)
Oct 2014
$0.7m
EARLY VC
Dec 2012
$30.7m
SERIES C
Total funding: $46.9m
Company HQ
Ames, IA
Leadership
Julie Iskow
(CEO)Julie joined Workiva in 2019 sa COO/President and became CEO in 2023. Previously, she served as the CTO at Medidate Solutions and as the CIO at WageWorks.
David Haila
(CTO)David has been at Workiva since 2009, joining the team as a Senior Software Engineer. Since then, he has held a number of roles and became CTO in 2023.
Jill Klindt
(CFO & EVP)Jill has been at Workiva since 2008, joining as a Controller before holding a number of roles and becoming CFO & EVP in 2023. Previously, she held Financial roles at Financial Intelligence, Wells Fargo Financial, CitiMortgage, and Principal Financial Group.
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