CareerPlan

Associate, Strategic Finance & Investor Relations

San Francisco, CAFull-time$117k–$161k2026-10-19 → 2026-11-10

Core

Associate supporting the quarterly earnings cycle, investor engagement, and strategic finance projects for a public technology company.

Role type

Associate, Investor Relations & Strategic Finance

Builds

Investor narratives, consensus models, financial forecasts, and strategic analyses for public markets.

Domain

Public markets / Technology (Cybersecurity/Cloud)

Required skills

Financial modeling, consensus modeling, share count forecasting, financial statement analysis, public company reporting, written communication, data analysis, project management

Preferred skills

SaaS revenue model familiarity, equity research experience, investor relations experience, AI tooling fluency, cybersecurity interest

Technologies

Modern AI tooling, financial modeling software, investor database systems

Responsibilities

Draft earnings press releases and investor decks, build and maintain consensus models, support guidance and share count forecasting, coordinate investor events and roadshows, analyze shareholder ownership, prepare briefing materials for executives, monitor analyst coverage and sentiment.

Seniority

Associate, mid-level IC