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Responsibility for communicating to and educating the financial community about the company's strategy, business activities, financial performance, operating model, key metrics, and plans for long-term shareholder value.
Reported directly to and worked with executive management team (C-Suite).
Advised CEO and CFO on feedback and reaction to key activities, such as acquisitions and divestitures, restructurings, capital allocation decisions, and other corporate changes, as well as competitive comparisons with peers.
Communicated daily with investment community, serving as key relationship responsible for quantitative analytics, including detailed knowledge of financial statements.
Led earnings process, including drafting press releases and materials collaborating with internal legal, finance and business divisions.
Wrote annual reports
Prepared speeches and presentations for financial / industry conferences.
Worked with internal communications team to ensure consistent and clear messaging aligned and integrated with the appropriate corporate and cross-functional messages (Shareholder, customer, supplier, dealer, team-member)
Supported senior management with setting guidance and managing expectations, peer benchmarking, market intelligence and investor feedback.
Maintained analyst, investor and competitive intelligence databases
Monitored sell-side estimates, including published financial model details
Provided updates to management and the Board of Directors, as requested, with periodic presentations regarding investor-related topics
Partnered with internal and external corporate counsel on SEC compliance, governance, annual meetings, including proxy solicitation, and a pretty unique shareholder forum on executive compensation
Merger & Acquisition work for company
Strategy work specifically on products in the Aerial Work Platform, Utility Truck and Cranes business, including a detailed analysis of the potential AWP marketplace and competitive landscape in China
#2 M&A team member – over 30 acquisitions and divestitures in this role
Helped manage debt offerings, stock offerings
Strategic planning and competitive analysis
Analyst for small private equity office
Due diligence
Equity and debt raising on a deal by deal basis
Helped establish a third vertical holding company for Household Cleaners
Oversaw diligence of the merger between Johnson Products and Carson Products
Asset based lending division of GE Capital
Investment analysts was a "road auditor" for perspective transactions in support of underwriting.
Heavy travel, with about 75-80% of time spent on site with perspective client
Established a due diligence report to establish credit worthiness, advance rates and collateral criteria and present to underwriting.
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