Strategic Finance Manager (Investor & Capital Markets)

The mandate

Be the person the CFO trusts to tell the capital markets story to lenders rating agencies the board and equity investors and make sure every number behind it is bulletproof.

IFS is approaching 2 billion in revenue and growing more than 20% a year because we bet earlier and harder on industrial AI than anyone in our category. EQT Hg TA Associates ADIA and CPP Investments didnt fund incremental software growth. They funded a thesis: the companies that build and run the physical world will run on agentic AI and on IFS.

A capital structure this complex multiple PE sponsors institutional co-investors leveraged debt facilities and credit ratings to maintain generates a relentless cycle of reporting communication and event support. None of it is routine. Every board pack lender deliverable and rating agency interaction is a moment where IFSs credibility is either reinforced or eroded. This role exists to make sure its always reinforced.

What youll own

Board reporting. You own the board report end-to-end. That means shaping the narrative assembling the financials pressure-testing the commentary and ensuring the pack tells a coherent story about where the business is and where its going. Youll work directly with the CFO to land the message and youll be close enough to the detail to defend every line.

Monthly finance call. You own the preparation and materials for the monthly finance review the operating rhythm through which the CFO and senior leadership track performance flag issues and make decisions. You ensure the pack is sharp the variances are explained and the meeting moves fast.

Lender reporting. You own the quarterly lender compliance and information packs. Covenant calculations financial summaries management commentary produced to the standard a syndicate of institutional lenders expects. Accuracy matters; so does timeliness. You will build the relationships with the lender group and manage the ongoing dialogue.

Credit rating agency support. You will lead the preparation for annual credit rating reviews and ad hoc interactions with the agencies. That means assembling the data room preparing management presentations anticipating the questions and ensuring IFS presents a clear consistent and well-evidenced credit story.

Refinance and debt capital markets support. When the business refinances extends or restructures its debt facilities you will be at the centre of the workstream coordinating with external advisors preparing management presentations building the information flow and supporting the CFO through execution. This is high-stakes time-pressured work with direct exposure to institutional investors and banks.

Equity event support. For any equity-related process whether secondary transactions new investor onboarding or eventual liquidity events you provide the analytical backbone. Investor materials Q&A preparation data room management and coordination across finance and the business. You will be in the room for conversations that most people in finance never see.

Why its rare

Most finance roles at this level give you one of these things. This one gives you all of them simultaneously.

Youll run the board reporting rhythm of a business backed by some of the worlds most sophisticated investors. Youll be the person lenders and rating agencies know by name. Youll sit inside refinancings and equity events that involve billions in enterprise value not as a bystander but as the person the CFO relies on to make them work.

This is not a back-office reporting role. Its the front line of how a 15 billion company communicates its financial position to the people who fund it. For someone who wants to build deep capital markets credibility from inside a corporate rather than advising from outside this is the role.

Qualifications :

What were hiring for

We are hiring for precision judgement and the ability to operate at pace across multiple high-stakes workstreams without dropping a thread. You hold yourself to an exceptionally high bar on accuracy and you have the communication skills to translate complex financial information into clear compelling narratives for sophisticated audiences.

Youll typically bring:

Capital markets fluency. You understand how lenders rating agencies and institutional equity investors think. Youve been on at least one side of these interactions before origination advisory investor relations leveraged finance or ratings and you know what good looks like.

Reporting precision. You are meticulous. Board packs lender packs and rating agency presentations leave your hands clean consistent and defensible. You spot the error before anyone else does and you care about the quality of the document as much as the quality of the number.

Narrative skill. Numbers dont speak for themselves. You know how to frame a financial story what to lead with what to contextualise what to leave out for an audience that reads dozens of these a quarter.

Composure under pressure. Reporting deadlines dont move. Refinancings have signing dates. Rating reviews have fixed windows. You are calm organised and reliable when the timeline compresses.

Ownership mindset. You dont wait to be told what the board pack should say. You draft it you challenge it you land it. You treat these deliverables as yours because they are.

A builders instinct in an AI world. We run on bleeding-edge technology and we expect you to push it further. If theres a faster more accurate more automated way to produce a lender pack or build a board report you find it and make it real.

Relevant experience from one or more of:

• Leveraged finance / debt capital markets (bank or advisory side)
• Credit ratings (agency-side or issuer-side)
• Investor relations or corporate development at a PE-backed or publicly listed business
• Transaction services / Big 4 deal advisory
• Strategic FP&A with significant investor or lender-facing responsibilities

What we care less about

• Years of experience sharpness and standards matter more than tenure
• Having done every one of these workstreams before well teach context but we cant teach judgement
• Specific sector experience
• A finance degree if you learned the craft somewhere unconventional but your output is exceptional we want to hear from you

Levelling

Manager (48 yrs): Own the full reporting and capital markets support cycle end-to-end. Operate independently across board lender and investor workstreams. Partner directly with the CFO.

Experience matters less than the standard of work. Unsure whether you qualify Apply well figure it out together.

Additional Information :

We believe that coming together as a community in person is important for innovation connection and fostering a sense of belonging. Our roles have the right balance of remote and in-office working to enable flexibility for managing your life along with ensuring a real connection with your colleagues and the broader IFS community.

Remote Work :

No

Employment Type :

Full-time

Department / Functional Area: Finance
Experience: years
Vacancy: 1