Sr.Team Member - Investor Relations and FP&A

Division

Finance

Department

Corporate Finance

Sub Department 1

Investor Relations and FP&A

Job Purpose

Key Accountabilities (1/7)

Developing and maintaining the company investor relations plan

• Perform a comprehensive competitive analysis, including financial metrics and differentiation
• Monitor performance metrics for the investor relations function
• Establish the optimum type and mix of shareholders and create that mix through targeted initiatives
• Monitor operational changes via ongoing contacts with company management and develop investor relations messages based on these changes
• Create presentations, press releases, and other communication materials for earnings releases, industry events, and presentations to analysts, brokers, and investors

Key Accountabilities (2/7)

Analyzing market and competitor information to prepare benchmarks and derive insights

• Implement benchmarking frameworks and identify/update sources for data collation and analysis
• Conduct best-in-class benchmarking for identified business units and functions

Key Accountabilities (3/7)

Conducting cross-functional due diligence on identified opportunities

• Evaluate identified opportunities by analyzing potential synergies, complementary strengths, and overall fit with the company’s needs
• Build detailed financial models to gauge valuation scenarios and risks of the investment
• Present findings to various levels of management to gain interest and deal approval

Key Accountabilities (4/7)

Ensuring compliance and secretarial approvals as per SEBI guidelines during deal execution

• Collaborate with the company secretarial team and external compliance advisors to ensure adherence to SEBI guidelines.

Key Accountabilities (5/7)

Deliver simplified & comprehensive Board Presentations on results along with detailedscorecards for the month & complete bridge vs plan to enable management identify hits and misses

• Prepare standalone & consolidated management accounts
• Collaborate with Corporate Accounts with the monthly P&L closing activities
• P&L and key performance metrics reporting
• Monthly flash on business performance (sales by BU & provisional P&L / LBE) for the Board
• Provide visibility to the leadership on the key business risks - sales, mix, costs, competition
• Enhance the quality of the investor relations material to provide better externalcommunication

Key Accountabilities (6/7)

Partner with BUs and Functions to achieve cost management and delivery of annual plan

• Holding actual vs budget discussions with BUs
• Understanding and preparing business analysis - DTM / B2B, book integration implications etc.
• Performing monthly variance analysis for corporate functions (HR, Legal, IT etc.) andintervention planning to help deliver the plans
• Identify risks & opportunities in P&L delivery - one offs, recurring costs assessment
• Work with corporate functions & BU CFOs for ring fencing & cost control

Key Accountabilities (7/7)

Design the annual operating plan / budget and forecast future performance for thecompany to monitor and control performance (growth & margins)

• Work with the BUs/Functions on the next year budget planning for bottoms up
• Integrate the budget plans for one central budgeting & P&L prep
• Provide trend based and BU LBE guidance to business leadership team
• Simulation based forecasting for the quarterly & full year P&L

Major Challenges

• Communicating effectively with diverse stakeholders - Ensure transparency through concise and accurate updates, fostering open dialogue.
• Forecast Uncertainty – Improving forecast agility and accuracy (Streamlining the forecasting process to address thechanging market conditions and establishing a driver based rolling forecast process)
• Delivering real-time and up-to-the-minute results to leadership team through consolidating &analysing inputs from multiple sources (Automation & Standardisation)
• Navigating competitive pressures - Stay ahead with regular competitor analyses, benchmarking, and tracking industry trends.
• Ensuring compliance with SEBI regulations - Collaborate with secretarial and compliance teams to adhere to guidelines and remain updated on regulatory changes.

Key Interactions (Internal)

• Coordinate on operational updates, compliance requirements, and investor relations strategy.
• BU CFOs and BU Finance Team (Monthly; Business Analysis & intervention plans for keeping performance on track)
• Corporate Finance Team - Accounts/Costing/Tax/Treasury (Monthly; P&L closing activities)
• Corporate Functions (Monthly; Cost plans, actuals & intervention planning to help deliver the plans)
• CS team of annual report
• CEO and CXO data for comparative analysis

Key Interactions (External)

• External Stakeholders (e.g., Investors, Analysts, Brokers) - Share company performance insights, market information, and build trust to attract investments.
• Compliance Advisors (e.g., Secretarial Team and ESG Team) - Ensure adherence to SEBI guidelines and other compliance-related approvals
• Auditors

Dimensions

• Financial Reports: Preparation and presentation of quarterly and annual reports, earnings releases, and SEC filings.
• Investor Communication: Organizing investor meetings, roadshows, and earnings calls to maintain transparency.
• Stakeholder Engagement: Building relationships with analysts, institutional investors, and media.
• Market Analysis: Monitoring analyst reports and summarizing market trends for senior management.
• Strategic Messaging: Crafting communication materials like press releases and presentations to align with the company's vision.
• Crisis Management: Addressing investor concerns during financial or operational challenges.
• Performance Metrics: Tracking stock price movements, shareholder value, and investment community feedback.

Key Decisions (1/2)

• Decisions related to resolving issues and questions by BU Finance as the first point of contact for issues
• Decisions on Forecasting assumptions based on business insights and sensitivity reporting based on multiple scenarios  
• Early warning signal to financial health of the company – escalate triggers to senior leadership
• Content Creation - Drafting press releases, investor presentations, and communication materials.
• Event Coordination - Planning and executing investor meetings, roadshows, and earnings calls.
• Market Monitoring - Tracking analyst reports and summarizing market trends for internal use.
• Stakeholder Engagement - Managing relationships with analysts and investors​​​​​​​

Key Decisions (2/2)

• Recommendations on budget allocations/ring fencing for BUs/Functions at time of annual budgeting based on analysis of current & past trends of revenue and expenses
• Recommendations on intervention plans for keeping performance on track based on expenditure analysis, industry/peer group comparisons
• Recommendations related to developing standard financial models/templates distributed for use by Finance Team during planning process to ensure quality and accuracy
• Strategic Messaging - Proposing communication strategies aligned with the company's vision.
• Financial Disclosure - Advising on the timing and content of financial reports and disclosures.
• Crisis Management - Suggesting approaches to address investor concerns during challenges.
• Investment Community Feedback - Providing insights on market perception and investor sentiment.

Education Qualification

Qualified Chartered Accountant / MBA – Finance

Relevant Work Experience

4-8 years of work experience.