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Swinerton · 2 days ago

Finance Manager - Shareholders Relations

Concord, CA

Full-time

Onsite

Mid Level

$105K/yr - $120K/yr

Swinerton is a company focused on managing and enhancing relationships with internal shareholders. The Finance Manager - Shareholders Relations will serve as a key liaison between the company’s leadership and its internal shareholders, ensuring transparency and supporting shareholder initiatives.

Construction

Growth Opportunities

H1B Sponsor Likely

Responsibilities

Develops and implements communication strategies to keep internal shareholders informed about company performance, financial results, and related strategic initiatives

Supports with the preparation and distribution of reports, earnings updates, and other relevant communications to internal shareholders, and supports with internal shareholder meetings and other company presentations

Develops and delivers educational programs and materials to help internal shareholders understand key aspects of the program and their investment, including strategy and financial performance

Serves as a primary point of contact, providing resources and support to internal shareholders, on topics such as repurchase and related transactions, distributions, and tax implications

Responsible for the distribution, reception, tracking, and management of all necessary agreements, forms, vouchers, notes, and other shareholder program documentation

Ensure internal shareholders are aware of their rights and responsibilities under the company’s governance framework

Assist in the preparation and distribution of proxy materials, voting instructions, and other governance-related documents

Monitor compliance with internal shareholder policies and procedures, ensuring alignment with regulatory requirements

With a strategic mindset, consider existing processes for continuous improvement and customer value delivery

Manage and maintain accurate records and generate reports of internal shareholder holdings, transactions, and communications

Analyze internal shareholder trends and feedback to identify areas for improvement in shareholder engagement and communication

Work closely with Talent First, Legal, Finance, Retirement Plan Committee, L&D, and Corporate Communications teams to ensure consistent messaging and alignment with overall company strategy

Manage and coordinate external vendors and service providers to manage internal shareholder services

Complete Other Responsibilities As Assigned

Qualification

Investor relationsCorporate communicationsCorporate financeShareholder management softwareFinancial reportingCommunication skillsOrganizational skillsProblem-solving skillsTeam collaborationDetail-oriented

Required

Bachelor's degree in business, finance, communications, legal/paralegal or a related field

Experience working with companies with an Employee Stock Owner Program (ESOP) is preferred

Related experience in investor relations, corporate communications, or a related field, with a focus on internal or shareholder relations desired

Understanding of corporate finance, governance, and regulatory requirements related to shareholder relations

Excellent communication and interpersonal skills, with the ability to build relationships and communicate effectively with a diverse range of internal stakeholders

Understanding in financial reporting and ability to interpret financial statements and reports

Strong organizational skills with the ability to manage multiple projects and deadlines

Proficiency in Microsoft Office Suite and shareholder management software

High level of professionalism and discretion, with the ability to handle confidential information

Strong problem-solving skills and the ability to navigate complex shareholder issues

Ability to work independently as well as collaboratively in a team environment

Detail-oriented with a focus on accuracy and quality in all communications and reporting

Preferred

Experience working with companies with an Employee Stock Owner Program (ESOP) is preferred

Benefits

Medical

Dental

Vision

401(k) with company matching

Employee Stock Ownership Program (ESOP)

Individual stock ownership

Paid vacation

Paid sick leave

Paid holidays

Bereavement leave

Employee assistance program

Pre-tax flexible spending accounts

Basic term life insurance and AD&D

Business travel accident insurance

Short and long term disability

Financial wellness coaching

Educational assistance

Care.com membership

ClassPass fitness membership

DashPass delivery membership

Additional term life insurance

Long term care insurance

Critical illness and accidental injury insurance

Pet insurance

Legal plan

Identity theft protection

Other voluntary benefit options

Company

Swinerton

Glassdoor4.3

The Swinerton Family of Companies provides construction services throughout the Western United States.

Founded in 1888

Charlotte, North Carolina, USA

1001-5000 employees

http://www.swinerton.com

H1B Sponsorship

Swinerton has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (2)

2024 (2)

2023 (3)

2021 (2)

2020 (1)