Brief Role Description

The Financial Planning & Investor Relations Specialist will develop, implement and manage key strategic initiatives at Electrify America.

This role involves conducting both in depth financial-analysis of internal data as well as external/competitor research to contribute to strategic priorities and identify growth opportunities, developing and defining strategic initiatives, managing key projects and contributing to the bottom up engagement to iterate on Electrify America’s overarching strategy. The Financial Planning & Investor Relations Specialist will also manage the implementation of strategic initiatives, supporting engagement with business units to shape how strategy will impact their specific day-to-day process.

Key responsibility is to collaborate with and communicate to stakeholders across Electrify America as well as the current and prospective investor base. The candidate oversees the development of targeted communications and information packages and maintains relationships that position Electrify America to maintain investment interest.

This role is designed to require broad collaboration across multi-functional teams within Electrify America and the VW Group structure (VW NAR, VWGoA, VW AG).

Possible Tasks within this Role

Support development of company’s corporate strategy – (40%) 

• Contribute to the definition of strategic priorities and identify improvement opportunities based on financial analysis working closely with senior leaders. Use structured problem-solving approach to conduct analysis and uncover insights on key strategic questions for the company and present these to company’s leadership.

• Support strategic initiatives for Electrify America and engagement with business units, ensuring that insights translate into impact by working with ad-hoc cross functional implementation teams. Analyze how business performance will impact specific business units’ day-to-day processes. Ensure that there is a communication/feedback path back to the Strategy team.

• Support development of key financial metrics for relevant business units in order to iterate and refine Electrify America’s overall strategy.
• Iterate and refine Electrify America’s mid and long term financial model in order to maximize transparency on underlying business rationale  

• Monitor and evaluate progress of strategic initiatives. Structure and conduct meetings for the purpose of reviewing implementation accomplishments and shortfalls with each business unit and report results to leadership.

Investor Relations, Communications and Stakeholder Engagement (35%)

• Organize and manage investor meetings
• Support investors’ decision making process through visits, meetings and collaboration with analysts and appropriate senior leaders
• Speaks on behalf of the company at presentations, meetings, and discussions
• Provide senior speakers preparation for meetings
• Educate investors and address investor inquiries, concerns and requests for information
• Supports production of annual and interim reports with research, analysis, writing and editing.
• Conduct in-depth reviews of deliverables to verify the integrity and reliability of information presented to investors and shareholders.
• Meticulous attention to detail and a commitment to maintaining high standards of accuracy and integrity.  
• Deliverables: Board of Directors presentations; strategy communications, and quarterly investor meetings

Corporate Development (25%)

• Prepare, analyze and comment financial reporting for various stakeholders across the organization
• Foster strong relationships with internal and external stakeholders, ensuring effective communication and alignment between finance and business objectives
• Contribute to special projects related to financial analysis, process optimization, and technology enhancements, driving operational efficiency

Qualification requirements

Years of Experience

• 2-5 years of relevant experience in EV infrastructure, automotive or utility space.

Education – Required

• Undergraduate Degree
• Master

Education – Desired

• MBA

Skills

• Structured problem solving
• Attention to detail
• Business acumen and ability to synthesize insights
• Cross-functional coordination
• Project management
• Self-starter

Specialized Skills – Required

• Analytical skills – ability to collect, organize, and analyze data
• Comfort with taking responsibility for strategic sub-topics and working groups
• Proven track record in financial modelling (“translating business into numbers and conducting analyses to derive decisions”)
• Market and competitor analysis skills
• Translate numerical insights into clear messages and actionable recommendations
• Proficiency in Excel, Power Point and SAP
• Advanced communication skill across hierarchy and functional levels including executives and board members

Specialized Skills – Desired

• Knowledge or interest in the EVs, EV charging, and/or the energy transition

• Experience writing and executing Python
• Experience in management consulting, internal corporate strategy, or equity research

Work Flexibility

• Travel—Domestic and International, approximately 10%