Investor Relations & Financial Analyst
Investor Relations & Financial Analyst
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Job Description
Position Summary
The Investor Relations & Financial Analyst will support the Director of Investor Relations and Sustainability 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. Additionally this position will support corporate financial planning and analysis (FP&A) efforts including budgeting forecasting variance analysis and strategic financial modeling across the business. 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.
To be successful this position will also exhibit the organizations core values of Stronger Together Own it Breed Excellence Do the Right Thing and Responsible.
Key Accountabilities
- Assists in the preparation of quarterly earnings materials investor presentations annual shareholder and sustainability reports and other external communications.
- Helps to craft corporate communication strategy to external stakeholders and ensures the Companys investor messaging is aligned with key financial and operational metrics of the Companys business strategy.
- Monitors industry trends peer performance investor sentiment and relevant financial and ESG metrics.
- Develops and maintains relationships with industry peers and institutional investors.
- Collaborates on the development of ESG disclosures in alignment with frameworks such as GRI SASB and TCFD and supports the collection analysis and presentation of sustainability data for regulatory and investor use.
- Contributes to internal and external messaging around ESG performance and strategic initiatives.
- Coordinates logistics and content development for investor meetings conferences and roadshows.
- Supports annual budget preparation monthly forecasting and variance analysis across departments and business units.
- Prepares and analyzes key performance indicators (KPIs) financial dashboards and business performance metrics to aid executive decision-making.
- Maintains investor contacts databases Q&A documents and IR calendars.
- Assists in ensuring compliance with SEC and California environmental disclosure regulations.
- Provides support in developing and maintaining budgets forecasts and long-term planning models.
- Assists with preparing board materials and financial summaries for executive and investor audiences.
- Contributes to special projects scenario modeling and M&A strategy analyses.
- Conducts valuation analyses including DCF comparable company and precedent transaction modeling.
- Supports capital planning liquidity forecasting and return on investment analyses.
- Liaises cross-functionally with Legal Finance Operations and HSE teams to ensure cohesive messaging and data alignment.
- Drives new idea generation and process improvement
- Complies with all company safety and environmental policies practices and programs taking corrective action within training limitations and escalating as necessary.
- Participates in and adheres to all training programs designed to enhance HSE knowledge safety standards and job performance.
- Performs other duties as assigned
Education Certificates Licenses
- High School Diploma or equivalent required.
- Bachelors degree in finance accounting economics or related field.
- MBA CPA or CFA certification preferred but not required.
Experience
- 25 years of experience in financial analysis investor relations sustainability reporting equity research or related roles.
Knowledge Skills and Abilities
Critical:
- Analytical financial modeling and data visualization skills.
- Written and verbal communication 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.
Required:
- Advanced proficiency in Excel PowerPoint Point and other Microsoft Office programs.
- Experience with other data visualization or data management tools.
- Familiarity with FactSet Bloomberg CapIQ or other financial database programs.
- Knowledge of the Exploration and Production industry public company reporting regulations/processes and business strategy/capital markets.
- Experienced in maintaining a high level of attention to detail.
- Proficiency in building and managing financial models (e.g. cash flow P&L balance sheet).
- Knowledge of GAAP principles and financial statement analysis.
Desired:
- Familiarity with ESG reporting standards and investor expectations around sustainability disclosures.
- Ability to take ownership and bring new ideas to the table.
- Experience with public energy companies.
- Experience presenting financial data to leadership or investor audiences.
- Experience supporting budgeting forecasting and financial reporting processes.
- Experience in corporate finance FP&A investment banking or financial consulting.
Work Environment
- Primarily an office work environment.
- Routine work involves common office activities during a typical 9-hour day such as standing sitting walking typing and twisting as necessary.
- May be required to occasionally lift up to 25 pounds.
- Must follow all company safety policies including when visiting field locations.
The pay range for this position is between $74880 and $88920 annually based on a full-time schedule. Please note that the annual salary information is a general guideline and that annual salary will vary depending on your location and that Berry Corporation (Berry) will consider factors such as (but not limited to) scope of responsibilities of the position candidates work experience education/training key skills internal peer equity as well as market and business considers when extending an offer. This position is eligible for short-term cash incentive bonus and long-term incentive awarded in restricted share units excellent benefits including full health benefits 401(k) with company match and immediate vesting tuition reimbursement 9/80 flex schedules and generous paid time off.
Equal Employment Opportunity Statement
Berry Corporation is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race color religion age sex national origin disability status genetics protected veteran status sexual orientation gender identity or expression or any other characteristic protected by federal state or local laws and will not be discriminated against on the basis of disability.
LINK to Equal Employment Opportunity Posters: Accommodation Notice
If you are an individual with a disability and would like to request a reasonable accommodation as part of the employment selection process please contact Human Resources at or.
Pay Transparency Notice
Berry Corporation (Berry) will not discharge or in any other manner discriminate against an applicant or employee because they have inquired about or discussed compensation.
Notice to Third Party Agencies
Please note that Berry Corporation (Berry) does not accept unsolicited resumes from recruiters or employment agencies. In the absence of a signed Recruitment Agreement Berry will not consider or agree to payment of any referral compensation or recruiter fee. In the event a recruiter or agency submits a resume or candidate without a previously signed agreement Berry explicitly reserves the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited resumes including those submitted to hiring managers will not be reviewed or considered in part of the application process.
This job description is not intended to be an all-inclusive list of duties nor account for all abilities required to perform the job. It is a general description of the nature of the position.
Required Experience:
IC
Employment Type
Full-Time
