Partner with the SEC reporting team on public company filings (10-K, 10-Q, 8-K), earnings releases, and supporting disclosures ensuring investor-facing narratives align with reported financials
Maintain working knowledge of U.S. GAAP, SEC regulations, and SOX to inform capital markets and M&A decisions
Lead investor relations activities, including earnings calls, investor presentations, analyst communications, and shareholder engagement
Support and execute capital markets activities, including equity/debt offerings, refinancing, and credit facility management
Evaluate investment opportunities, including financial modeling, valuation analysis, and return assessments
Lead and support M&A transactions, including due diligence, deal structuring, negotiation support, and post-merger integration
Develop and maintain relationships with external auditors, legal counsel, banks, investors, and advisors
Provide financial insights and strategic analysis to senior leadership to support decision-making
Leverage FP&A outputs (budgeting, forecasting, long-range planning) to support capital allocation, investor guidance, and M&A modeling
Drive process improvements across investor relations, capital markets, and M&A workflows
Numbers & Facts
Location
Diamond Bar, CA
Skills
Analysis Skillsunmatched
Budgetingunmatched
Capital Allocationunmatched
Capital Marketsunmatched
Decision Supportunmatched
Due Diligenceunmatched
Earnings Statementsunmatched
External Auditunmatched
Facilities Managementunmatched
Financial Analysisunmatched
Financial Modelingunmatched
Financial Planning and Analysis (FP&A)unmatched
Financial Reportingunmatched
Forecastingunmatched
Generally Accepted Accounting Principles (GAAP)unmatched
Investment Servicesunmatched
Investor Relationsunmatched
Leadershipunmatched
Legalunmatched
Mergers and Acquisitionsunmatched
Negotiation Skillsunmatched
Process Improvementunmatched
Public Financeunmatched
Public/Media/Press/Analyst Relationsunmatched
Regulationsunmatched
SEC Filingsunmatched
Sales Qualificationunmatched
Sarbanes-Oxley Act (SOX)unmatched
Securities and Exchange Commission (SEC)unmatched
Strategic Analysisunmatched
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