Sr. Investor Relations Analyst Position Available In Clay, Missouri
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Job Description
Our Company We care about helping people. Our purpose is to provide help and inspire confidence in our clients and communities everywhere. Our associates feel a sense of belonging in an inclusive place with an amazing history and a sharp focus on our future. Our connected culture is who we are and how we work together to achieve our strategies, accelerate our transformation, and achieve extraordinary results. It’s an exciting time to be a part of H&R Block! What you’ll do… The Sr. Investor Relations Analyst will support the Vice President of Investor Relations and ESG in executing strategic communication, regulatory reporting, and ESG-related initiatives. This role plays a critical part in preparing investor-facing materials, identifying new investor targets, sustainability reporting, and ensuring impactful, accurate, and timely analysis of industry and capital markets trends. The role will also support investor-related financial queries and contribute to evaluating investment opportunities and capital allocation strategies. This cross-functional role is highly visible within the organization and requires strong financial acumen, exceptional attention to detail, and a strong team mentality. The successful candidate must be a quick learner, a team player, and have the ability to handle multiple time-sensitive projects within a fast-paced environment. Day to day, you’ll… Assist in the preparation of quarterly earnings materials, investor presentations, annual shareholder and sustainability reports, and other external communications. Help to ensure the Company’s investor messaging is aligned with key financial and operational metrics of the Company’s business strategy. Monitor industry trends, peer performance, investor sentiment, and relevant financial and ESG metrics. Develop and maintain relationships with institutional investors and sell-side analysts. Collaborate on the development of ESG disclosures in alignment with frameworks such as GRI, SASB, and TCFD and support the collection, analysis, and presentation of sustainability data for regulatory and investor use. Contribute to internal and external messaging around ESG performance and strategic initiatives. Coordinate logistics and content development for investor meetings, conferences, and roadshows. Prepare and analyze key performance indicators (KPIs), financial dashboards, and business performance metrics to aid executive decision-making. Maintain investor contacts databases, Q&A documents, and IR calendars. Assist in ensuring compliance with SEC and California environmental disclosure regulations. Assist with preparing board materials and financial summaries for executive and investor audiences. Perform other duties as assigned. What you’ll bring to the team…
Education:
Bachelor’s degree in a related field or the equivalent through a combination of education and related work experience.
Work Experience:
5 years minimum related work experience. Advanced proficiency in Excel, PowerPoint Point and other Microsoft Office programs. Ability to take ownership and bring new ideas to the table. Experienced in maintaining a high level of attention to detail. Knowledge of GAAP principles and financial statement analysis. Written and verbal communication skills. Analytical, financial modeling, and data visualization skills. Ability to see the bigger picture and strategy concepts behind all projects. Demonstrated self-starter with a collaborative mindset and a desire to learn and grow. It would be even better if you also had… MBA, CPA, or CFA certification. Familiarity with ESG reporting standards and investor expectations around sustainability disclosures. Experience in corporate finance, FP&A, investment banking, or financial consulting. Proficiency managing analyst financial models (e.g., cash flow, P&L, balance sheet). Experience presenting financial data to leadership or investor audiences. Experience supporting budgeting, forecasting, and financial reporting processes. Why work for us Since 1955, we have been leaders in tax preparation, financial services, and small business solutions. With 70,000 associates and 9,000 retail tax locations across North America, Australia, Ireland, and India, we have helped millions of clients and countless communities. If you embrace challenges as opportunities, value winning as a team, and seek to make a meaningful difference, join us on our journey. You’ll reap the rewards of helping others along with competitive compensation and benefits to support your health and well-being. Specific benefits may vary based on your role. For detailed eligibility requirements and benefits information, visit blockbenefits.com .
Equal Opportunity Employer :
H&R Block does not tolerate discrimination based on a person’s race, color, religion, ancestry, age, sex/gender (including pregnancy, childbirth, related medical conditions and sex-based stereotypes and transgender status), sexual orientation, gender identity or expression, service in the Armed Forces, national origin, physical or mental disability, genetic information, citizenship status or any other status protected by law.