Senior Investor Relations Analyst

Do the best work of your career, helping businesses change the way they manage finances.

BILL is a leader in financial automation software for small and midsize businesses (SMBs). As a champion of SMBs, we are dedicated to automating the future of finance so businesses can thrive. Hundreds of thousands of businesses trust BILL solutions to manage financial workflows, including payables, receivables, and spend and expense management. With BILL, businesses are connected to a network of millions of members, so they can pay or get paid faster. Through our automated solutions, we help SMBs simplify and control their finances, so they can confidently manage their businesses, and succeed on their terms. 

BILL is a trusted partner of leading U.S. financial institutions, accounting firms, and accounting software providers. We have operations in San Jose, CA, Draper, UT, Houston, TX and Sydney, AUS and are continuing to expand into other geographic locations. If you’re looking for a place that helps you do the best work of your career, look no further than BILL.  We support a  hybrid work environment with on-site and remote work days. 

This position is based at San Jose.  We support a hybrid work environment with on-site and remote work days.

Make your impact within a rapidly growing Fintech Company

BILL is seeking to hire a Senior Investor Relations Analyst reporting to the Vice President of Investor Relations. This is an exciting opportunity to be part of the investor relations team who collaborates with teams across the company, develops investor communications, and engages with investors and analysts.

Responsibilities: 

• Support the investor relations team with complex research, presentation, and analysis projects.  
• Analyze financial statements, develop sophisticated financial models, and research sector trends and companies.
• Develop comparable company analyses and high-level summaries of peers’ financial performance and communications to investors.
• Study and analyze analysts’ notes and models on BILL and other companies in our industry.
• Develop easily understood  content, analysis, and slides for our quarterly investor decks, earnings materials, and dedicated events related to shareholders and analysts.
• Develop ESG roadshow materials and summarize investors’ views on various ESG items.
• Collaborate with the corporate communications team to apply an investor lens in reviewing BILL’s external-facing content.
• Effectively summarize and communicate key findings in a clear and concise manner, in written, verbal, presentation, and analytical forms.

We’d love to chat if you have:

• Bachelor’s degree with 5+ years related professional experience; or Master’s degree with 3 years experience without experience; or PhD without experience; or 8+ years of related work experience-- CFA are a plus
• Experience in investment banking, equity research or investment management a plus
• Strong analytical skills and communication skills 
• Experience reviewing and analyzing companies’ SEC filings, business strategy, financials, metrics, competitive advantages, and ESG
• The ability to summarize high-level points while also having command of underlying detail
• Experience developing presentations, drafting notes, and hosting events

Let’s talk about benefits

• 100% paid employee health, dental, and vision plans (choose HMO, PPO, or HDHP)
• HSA & FSA accounts 
• Life Insurance, Long & Short-term disability coverage
• Employee Assistance Program (EAP)
• 11+ Observed holidays and wellness days and flexible time off 
• Employee Stock Purchase Program with employee discounts
• Wellness & Fitness initiatives
• Employee recognition and referral programs
• And much more