Director, Strategic Finance & Investor Relations

Overview

The organization is seeking a Director of Strategic Finance & Investor Relations to lead key activities on the Investor Relations team and serve as a trusted partner to the CFO, CEO, and senior leadership.

This role reports to the VP of Strategic Finance, Treasury, Deal Desk, & Investor Relations and plays a central part in communicating the organization’s financial story to the public markets—translating its differentiated technology platform into a clear, credible, and compelling investment narrative.

Available locations: New York, NY and San Francisco, CA.

Responsibilities

Quarterly earnings and consensus management

• Own the end-to-end quarterly earnings process: press release, supplemental financial information, prepared remarks (CEO and CFO scripts), Q&A prep, investor deck, and supporting validation work.
• Partner with the CFO and senior leadership to develop guidance (including share count forecasting) and own executive-facing materials that frame guidance decisions, sensitivity ranges, and communication trade-offs.
• Lead Q&A preparation: anticipated questions, suggested answers, peer transcript triangulation, key stats and proof points, and live-call backup material.
• Lead the post-earnings analyst callback program, coordinating callbacks with :30 sell-side analysts across CEO and CFO sessions.
• Drive earnings materials validation: ensure every figure, claim, and disclosure across the press release, supplemental, scripts, Q&A, deck, 10-Q, and 10-K ties out and is internally and externally consistent.

Investor engagement and external communications

• Serve as a primary point of contact for sell-side analysts and institutional investors; build and maintain strong, trust-based relationships with covering analysts and shareholders.
• Articulate the investment narrative (connectivity cloud strategy, the Workers and Developer Platform story, and the long-term financial model) in ways that are compelling and credible.
• Plan and execute the investor events calendar, including sell-side conferences, one-on-ones, on-site investor visits, and the annual Investor Day.
• Prepare the CEO, CFO, and other senior executives for investor interactions using tailored briefing materials, talking points, and Q&A prep.
• Develop and maintain core IR collateral, including investor presentations, fact sheets, IR website content, and board-of-directors investor update materials.

Investor Day and special projects

• Co-lead the planning and execution of the annual Investor Day, including invite tracking and registration management, co-authoring presentation content and prepared remarks across presenters, owning supporting documentation, validation, day-of logistics, and post-event follow-through.
• Lead select strategic finance projects such as peer benchmarking analyses, long-range financial modeling, competitive analyses, and ad-hoc executive-level financial analyses.

Cross-functional partnership and analytics

• Partner with Finance, Accounting, Legal, Communications, FP&A, and the executive team to ensure clarity on source data and business meaning behind the numbers.
• Monitor and synthesize analyst coverage, peer performance, investor sentiment, market dynamics, and industry trends; provide actionable insights to the CFO, CEO, and Board of Directors.
• Build and maintain internal analytical infrastructure supporting the function, including models, dashboards, trackers, and validation systems.
• Drive the IR function’s use of AI-native tooling and automation to improve insight, productivity, accuracy, and stakeholder communications.

Requirements

• 10+ years of experience combining investor relations, equity research, investment banking, FP&A, corporate finance, or equity investing; ideally including meaningful time in-house at a high-growth public technology company.
• Deep technical fluency with public-company reporting, financial statements, capital markets, valuation methodologies, and SaaS / consumption-based revenue models.
• Exceptional written and verbal communication skills, including drafting in the voice of senior executives and translating complex financial concepts into clear narratives for non-technical audiences.
• Advanced financial modeling skills, including operating models, share-count and dilution forecasts, guidance sensitivity analyses, and consensus benchmarks.
• Ownership mindset to drive end-to-end processes and operate with integrity and accuracy required for external disclosure.
• High-trust collaboration skills with senior internal stakeholders (CFO, CEO, Board, Legal, Accounting, FP&A) and external stakeholders (sell-side analysts, institutional investors).
• AI-native curiosity and skill, with a track record of using modern AI tooling to amplify impact.
• Sound judgment with confidential information, including understanding materiality, fair disclosure, Reg FD, and discretion required when working with pre-announcement financial data.
• Sector background in cybersecurity, cloud infrastructure, developer platforms, or AI preferred; existing relationships with top-tier infrastructure / software sell-side analysts and institutional investors a plus.
• Bachelor’s degree in Finance, Economics, Accounting, Business, or a related field; MBA, CFA, or CPA preferred.

Compensation & Benefits

Compensation

Compensation may be adjusted depending on work location.

• Bay Area based hires: Estimated annual salary of $200,000 - $275,000
• New York City based hires: Estimated annual salary of $190,000 - $262,000

Equity

• Eligible to participate in the organization’s equity plan.

Benefits (United States)

Benefits programs vary for employees based outside the U.S.

Health & Welfare Benefits

• Medical/Rx Insurance
• Dental Insurance
• Vision Insurance
• Flexible Spending Accounts
• Commuter Spending Accounts
• Fertility & Family Forming Benefits
• On-demand mental health support and Employee Assistance Program
• Global Travel Medical Insurance

Financial Benefits

• Short and Long Term Disability Insurance
• Life & Accident Insurance
• 401(k) Retirement Savings Plan
• Employee Stock Participation Plan

Time Off

• Flexible paid time off covering vacation and sick leave
• Leave programs, including parental, pregnancy health, medical, and bereavement leave

Location

• New York, NY
• San Francisco, CA

Additional Information

• Applicants who progress to the offer stage of the interview process may be asked to attend an in-person interview within one of the organization’s offices or hubs.
• This position may require access to information protected under U.S. export control laws, including the U.S. Export Administration Regulations. Employment offers may be conditioned on authorization to receive software or technology controlled under these U.S. export laws without sponsorship for an export license.
• The organization is an equal opportunity employer and provides reasonable accommodations to qualified individuals with disabilities.