Investor Relations and Financial Planning & Analysis

Summary

Join PingCAP as an accomplished Investor Relations and Financial Planning & Analysis professional to manage investor strategy and communications, providing strategic FP&A oversight for North America and EMEA. This role ensures alignment between PingCAP’s financial performance, investor expectations, and regional growth priorities. You will act as a trusted advisor to the executive team, shaping narratives for investors while maintaining financial rigor. Responsibilities include developing and executing PingCAP’s global IR strategy, preparing investor materials, managing shareholder relationships, and conducting competitive benchmarking. In addition, you will collaborate with Sales Leadership to define the organization's financial roadmap, lead the financial forecasting and planning cycle, and develop management reporting deliverables. The ideal candidate possesses a Bachelor's degree in a related field, an MBA/CFA, and 10+ years of experience in investor relations, FP&A, or corporate finance.

Requirements

• Bachelor’s in Finance, Economics, or related field; MBA/CFA required
• 10+ years in investor relations, FP&A, or corporate finance, including: 5-8 years in IR at a high-growth tech/SaaS company or publicly traded firm
• 3-5 years in FP&A supporting multinational regions (NA/EMEA preferred)
• Track record managing institutional investors and equity research teams
• Advanced financial modeling (DCF, three-statement models, cap tables)
• Fluency in SaaS metrics (ARR, NRR, CAC/LTV) and cloud infrastructure trends
• Mastery of investor platforms (Q4, IR Insight), ERP systems, and BI tools
• Executive-level storytelling with ability to distill technical concepts for investors
• Collaborative leadership in cross-cultural, fast-paced environments

Responsibilities

• Develop and execute PingCAP’s global IR strategy, serving as the primary liaison for institutional investors, analysts, and board members
• Prepare investor materials: earnings releases, IPO/pre-IPO roadshow decks, ESG reports, and Q&A briefings
• Proactively manage shareholder relationships, addressing inquiries and translating investor feedback into actionable insights for leadership
• Conduct competitive benchmarking on valuation trends, peer financials, and market positioning in cloud/database sectors
• Ensure compliance with SEC/NASDAQ regulations and global disclosure standards
• Partner with C-suite on capital markets strategy, crisis communications, and M&A messaging
• Collaborate with Sales Leadership to define and drive the organization's strategic financial roadmap, ensuring alignment with growth objectives
• Lead the end-to-end financial forecasting and planning cycle, overseeing process design, stakeholder communications, and executive-level reporting
• Own the development and delivery of management reporting deliverables, including board-level presentations, annual budgets, and monthly/quarterly business reviews (MBR/QBRs)
• Design and maintain operational dashboards tracking cross-functional KPIs (e.g., CAC, LTV, pipeline efficiency) to inform data-driven decision-making
• Partner closely with Accounting, Treasury & Tax teams to ensure alignment with financial close processes, reporting accuracy, and audit-ready documentation
• Develop executive-ready presentations and board materials using advanced data visualization tools to communicate complex insights
• Spearhead ad hoc strategic initiatives or projects for business and leadership decision support