Sr. Financial Analyst - Investor Relations
Medina, MNAt Polaris Inc., we have fun doing what we love by driving change and innovation. We empower employees to take on challenging assignments and roles with an elevated level of responsibility in our agile working environment. Our people make us who we are, and we create incredible products and experiences that empower us to THINK OUTSIDE.
Job Summary
Collaborate with and support the Vice President Investor Relations in developing and executing the IR strategy, operating plans, budget, and global IR program. The primary operating objective of the Investor Relations (IR) program is to educate and update investors and security analysts about the company to achieve a fair relative stock price. This individual also supports corporate finance in a capacity to support monthly reporting, external reporting, ad hoc analysis and FP&A. This role reports directly to the Vice President IR.
Responsibilities
Performs support, analysis, and creation of recommendations for the company’s disclosure policy and the Disclosure Policy Group, which consists of the CEO, CFO, General Counsel, and the IRO. Maintains the record of information disclosed by the company to outside investors/analysts.
Assists in the data collection, analysis, writing and editing, and production of publications and releases used in the IR program including drafting quarterly earnings, presentations and other news releases and SEC filings as required.
Helps lead the annual budgeting process for IR and leads monthly budgeting meetings.
Provides day-to-day support of the IR function by managing relationships with buy-side and sell-side stakeholders.
Frequently interacts with other departments; builds and maintains strong working relationships with key internal stakeholders within finance, legal, corporate communications, operations, and product groups. Collaborates across departments to ensure a consistent corporate image is presented to analysts, institutional investors, individual shareholders, media and all external parties.
Conducts financial analysis utilizing Excel, PowerPoint, Factset and other systems to prepare and maintain reports and charts, and monitor, track and analyze data, including: Stock price performance and total return for company and peers, Analyst estimates, target prices and ratings, Valuation, Shareholder ownership, Peer benchmarking, Short interest, Company sales, gross profit, etc., Market share
Manages the consensus model, which incorporates analyst models post quarterly updates and provides feedback to the VP IR and senior management. Reports inconsistencies within models and analyzes moving piece to help ensure accuracy in reporting and within the framework of guidance where appropriate.
Monitors and analyzes stock market activity, share price performance, industry trends, and research reports for Polaris and company peers.
Pulls financials from OneStream to ensure one source of data throughout IR and other corporate functions.
Assists Corporate FP&A with quarter-close reporting and analysis responsibilities along with ad hoc projects.
Develops presentations and investor relations collateral material as requested for board meetings, earnings release, investor meetings and conferences, corporate meetings and other strategic initiatives.
Maintains Corporate Profile presentation.
Collaborates with teams across the organization to ensure accuracy of data: Legal, Comms, GBUs, Marketing and Finance.
Collaborates with IR team on bi-annual IR Newsletter. Includes brainstorming topics, interviews, writing stories.
Prepares press releases for earnings conference calls, dividends, conference presentations and other IR related events.
Prepares monthly CDK data for distribution.
Review public facing documents for accuracy and Polaris brand: Annual Report, scripts, press releases, presentations, newsletter.
Actively participate in buy-side and sell-side calls. Provides follow-up and support for a variety of financial questions
Provides assistance to other departments as required and as it pertains to the IR function.
Maintain Activism Defense Plan.
Stay current with IR industry trends and continually improve existing processes.
Performs miscellaneous projects as assigned.
Experience & Skills
2+ years of experience in Investor Relations, finance, or treasury positions for a public company or a consulting agency.
4-year college degree preferred.
Strong financial and investment analysis skills, oral and written communication skills, and presentation ability.
An understanding of the financial modeling techniques used by security analysts to project a company's operating and financial performance and the resulting value for its stock.
Proficient with Microsoft Office products, specifically PowerPoint and Excel.
Experience working with Factset, OneStream and Alteryx preferred.
An energetic, efficient, and resourceful team player and individual contributor.
Exhibits strong professionalism.
Requires ability to successfully influence others and work well in a fast paced, team centered environment.
Ability to effectively work and create partnerships with employees at all levels within the organization and external customers.
Ability to adapt to a continually changing business and work environment and manage multiple priorities.
Strong analytical and problem-solving skills. Strong organizational skills and attention to detail. Demonstrated critical thinking and decision-making skills.
Ability to act independently and self-monitor progress and success to bring work assignments to conclusions.
Competencies
Ensuring Accountability
Holding yourself and others to high standards of accountability, and creating an infrastructure and transparent corporate culture that supports and measures personal and organizational responsibility and accountability.
Nurturing Innovation
Creating a welcoming environment that encourages different perspectives and new ideas, building a culture of curiosity, openness, and creativity across the organization and the wider community.
Collaborating with Others
Working together with others in a cooperative and supportive manner to achieve shared goals.
Achievement Orientation
Focusing efforts on achieving high quality results consistent that meet or exceed standard expectations.
Customer Value Management
Developing customer value plans to create value for sales opportunities through effective communications and thorough knowledge of customers and markets.
Working Conditions
- Dynamic fast-paced cross functional team environment.
- Some travel required
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This position is not eligible for sponsorship
We are an ambitious, resourceful, and driven workforce, which empowers us to THINK OUTSIDE. Apply today!
At Polaris we put our employees first, by offering a holistic approach to their health and financial wellbeing. Polaris is proud to offer competitive compensation, including a market-leading profit-sharing plan that is fundamental to our pay-for-performance culture. At Polaris, employees are owners of the company through company contributions to our Employee Stock Ownership Plan and discounted employee stock purchases plan. Employees receive a generous matching contribution to 401(k), financial wellness education and consultation to plan for their financial future. In addition to competitive pay, Polaris provides a comprehensive suite of benefits, including health, dental, and vision insurance, wellness programs, paid time off, gym & personal training reimbursement, life insurance and disability offerings. Through the Polaris Foundation and our Polaris Gives paid volunteer time off, we support employees who actively volunteer their time, efforts, and passions to improve the health and wellbeing of the communities in which they live, play and work. Employees at Polaris drive our success and are rewarded for their commitment.
About Polaris
As the global leader in powersports, Polaris Inc. (NYSE: PII) pioneers product breakthroughs and enriching experiences and services that have invited people to discover the joy of being outdoors since our founding in 1954. Polaris' high-quality product line-up includes the Polaris RANGER®, RZR® and Polaris GENERAL™ side-by-side off-road vehicles; Sportsman® all-terrain off-road vehicles; military and commercial off-road vehicles; snowmobiles; Indian Motorcycle® mid-size and heavyweight motorcycles; Slingshot® moto-roadsters; Aixam quadricycles; Goupil electric vehicles; and pontoon and deck boats, including industry-leading Bennington pontoons. Polaris enhances the riding experience with a robust portfolio of parts, garments, and accessories. Proudly headquartered in Minnesota, Polaris serves more than 100 countries across the globe. www.polaris.com
EEO Statement
Polaris is an Equal Opportunity Employer and will make all employment-related decisions without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, marital status, familial status, status with regard to public assistance, membership or activity in a local commission, protected veteran status, or any other status protected by applicable law.