Investor Relations - Senior Financial Analyst

Posted 9 Days Ago
85251, Scottsdale, AZ
Mid level
Food
The Role
The Senior Financial Analyst will manage Investor Relations initiatives, support C-suite communication, analyze financial data, and enhance investor engagement efforts.
Summary Generated by Built In

It's fun to work in a company where people truly believe in what they are doing. At Dutch Bros Coffee, we are more than just a coffee company. We are a fun-loving, mind-blowing company that makes a difference one cup at a time. 

Position Overview:

This is an opportunity to grow one’s career at Dutch Bros (NYSE:BROS), a fast-growing, people-oriented company with 1,000+ shops across 18 states.  We are looking for someone to help communicate our exciting growth story to the public markets and build upon our investor relations strategies and initiatives. This role reports to the Senior  Manager of Investor Relations and will be a key member of the Investor Relations Team. The Investor Relations - Senior Financial Analyst will have significant growth opportunities, as it will closely support key initiatives of the CEO, CFO, and other leaders, and will build relationships with investors, analysts, and other market participants.

Job Qualifications:

  • Bachelor’s degree in Accounting, Finance, Economics, or Business required

  • A minimum of 3-6 years of buy/sell-side experience or corporate FP&A/IR experience is strongly preferred 

  • MS Office Suite experience, with very strong Excel skills

  • Intellectual curiosity and displaying a willingness to learn, understand, and synthesize data

  • Exceptional interpersonal and communication skills, with the ability to articulate complex data sets in a timely and efficient manner

  • Self-motivated and driven

  • Excellent attention to detail and written/verbal communication skills 

  • Strong analytical and problem-solving skills

  • Outstanding judgment around confidential and/or sensitive information

  • Understanding of financial statements, modeling, and valuation

  • Strong cross-functional skills and a “team player” mentality

  • Ability to work independently and contribute positively in a team environment 

  • Experience working with and presenting to C-Suite executives (preferred)

Location Requirement:

This role is located in Tempe, Arizona. This position is required to be in office 4 days per week (Mon-Thurs); Fridays are optional remote work days.

Key Responsibility Areas (KRAs):

Support the Investor Relations Process, including quarterly earnings releases, investor conferences, and analyst/investor days preparation:

  • Lead (with close collaboration with FP&A) the updating of the internal “Fact Book” of key performance indicators that supports the earnings process

  • Closely collaborate with the FP&A, SEC Reporting, Legal, Marketing, and Operations teams to collect and verify the information to support script drafting and Q&A (i.e. “tie-out”)

  • Draft investor conference presentations (i.e. ‘fireside chats”) and quarterly supplemental investor slides

  • Manage the IR calendar along with the coordination and execution of investor events

  • Maintain the company’s IR website

Support investor and analyst outreach and engagement efforts, including investor targeting, corporate access, and monitoring analyst consensus/sentiment:

  • Assist with investor targeting and corporate access efforts, including scheduling, attending, and tracking investor and analyst meetings (CRM), site visits, and conferences (1-pagers, tear sheets)

  • Monitor analyst consensus and sentiment, closely reviewing all BROS research reports and identifying key gaps in understanding

  • Participate on investor calls

Execute industry, investor, and business intelligence and deliver meaningful insights for the competitive benefit of the company:

  • Conduct data analysis and competitive benchmarking (listening and summarizing key peer news and earnings reports)

  • Prepare ad-hoc analysis to support the CEO, CFO, and other key leaders to aid in understanding our business and competitive positioning

  • Partner with cross-functional teams to develop quarterly communication for internal and external materials to advance knowledge of our business

  • Other duties as assigned

Skills:

  • Adaptable

  • Initiative 

  • Collaborative

  • Communication

  • Effective Prioritization 

  • Functional and Technical Expertise

Physical Requirements:

  • In-Office Environment: Must be able to work in a busy, crowded, and loud office with frequent distractions and interruptions

    • Must be able to collaborate in-person with occasional impromptu in-person meetings 

  • Office Conditions: Adaptability to typical office conditions, which may include exposure to air conditioning, heating, artificial lighting, and varying noise levels

  • Mobility: Ability to sit, stand, reach, twist, stretch, and work at a desk for long stretches.  Must be able to occasionally move or lift office items up to 25 pounds

  • Hearing Requirements: Hearing must be sufficient or correctable to ensure clear understanding of spoken information, including participating in virtual meetings and phone calls. Use of hearing aids or other assistive devices is acceptable if needed.

  • Reading and Writing Proficiency: Ability to read and write in English is essential for processing documents, drafting reports, and following up on necessary actions. Proficiency in written communication is required to handle job-related tasks effectively.

  • Vision Requirements: Vision must be adequate or correctable to perform essential job duties, such as reading documents on a computer screen and using other visual tools. Use of corrective lenses or other measures to meet visual requirements is expected if needed.

  • Technology Proficiency: Must be proficient in operating a computer and other office productivity tools such as printers, scanners, and collaboration software. 

  • Effective Communication: Must possess strong verbal and written communication skills to interact effectively with team members, clients, and other stakeholders via email, video conferencing, and other in office communication tools.

Compensation:

DOE

If you like wild growth and working in a unique and fun environment, surrounded by positive community, you'll enjoy your career with us!

Top Skills

Excel
Ms Office Suite
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The Company
Grants Pass, , OR
6,479 Employees
On-site Workplace
Year Founded: 1992

What We Do

Dutch Bros Coffee is a drive-thru coffee company dedicated to making a massive difference one cup at a time. Headquartered in Grants Pass, Oregon, where it was founded in 1992 by Dane and Travis Boersma, it’s now sharing the “Dutch Luv” with more than 900 locations in 17 states. Dutch Bros serves specialty coffee, smoothies, freezes, teas, an exclusive Dutch Bros Blue Rebel energy drink and nitrogen-infused cold brew coffee. Its rich, proprietary coffee blend is handcrafted from start to finish.

In addition to its mission of speed, quality and service, Dutch Bros is committed to giving back to the communities it serves. Through its Dutch Bros Foundation and local franchisees, the company donates several million dollars to causes across the country each year.

To learn more about Dutch Bros, visit www.dutchbros.com, follow Dutch Bros Coffee on Instagram, Facebook, Twitter, & TikTok, and download the Dutch Bros app to earn points and score rewards

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