Adagio Medical Inc. · 12 hours ago
Director of Financial Planning and Investor Relations
Laguna Hills, CA
Full-time
Onsite
Director/Executive
7+ years expAdagio Medical Inc. is seeking a Director of Financial Planning and Investor Relations to lead their financial planning, forecasting, and budgetary processes while supporting investor relations. This role involves driving strategic financial insights and fostering communication with investors and analysts to support executive decision-making.
Health CareMedicalPharmaceutical
Responsibilities
Lead the annual operating plan, quarterly forecasts, and long-range financial model, partnering closely with business and clinical leaders
Provide strategic financial analysis to support key initiatives, including product launches, clinical trials, and R&D investments
Develop dashboards and metrics to monitor business performance, capital efficiency, and key milestones
Deliver monthly management reporting and variance analysis to executive leadership and the Board of Directors
Support capital allocation decisions and scenario modeling to evaluate growth and investment opportunities
Partner with Accounting to ensure alignment between operational results and reported financials
Support a proactive investor relations strategy in coordination with the CFO and CEO
Prepare earnings materials, investor presentations, Q&A documents, and press release financial content
Support quarterly earnings calls, investor conferences, and non-deal roadshows
Maintain consensus model
Support investor conferences and maintain all relationships with IR vendors such as Nasdaq, Notified, and Business Wire
Conduct competitive intelligence to support both Investor Relations and Marketing teams, monitoring industry news and competitors' earnings calls
Monitor market trends, peer performance, and investor sentiment to guide messaging and positioning
Maintain a comprehensive database of competing companies and technologies
Ensure all external communications comply with SEC and Reg FD requirements
Collaborate with Clinical, R&D, and Commercial teams to ensure financial models reflect scientific and operational milestones
Work with internal teams and Legal to coordinate public disclosures and media messaging
Support board materials, fundraising activities, and strategic partnerships with robust analysis and financial insights
Qualification
Required
Bachelor's degree in Accounting, Finance or a related field required
Minimum of 7 years in a financial management role in a public company required
Demonstrated success in strategic planning, with the ability to translate complex financial data into clear, actionable business insights
Strong understanding of financial statements, including Balance Sheet, Cash Flow, and P&L
Strong understanding of corporate finance, capital markets, and financial modeling
Proven ability to manage multiple competing priorities and meet deadlines
Experience with financial systems including Acumatica
Able to work effectively and independently while collaborating within cross-functional teams
Excellent interpersonal and written communication skills with a track record of building relationships and rapport across diverse teams
Strategic thinker with high attention to detail
Preferred
An advanced degree or professional certification (CFA, CPA, MBA) is desired
A verifiable background in accounting, strategic planning, and operational finance in a public company is essential for success in this role
Deep understanding of medtech business models, including clinical, regulatory, and commercialization drivers preferred
Motivated self-starter with a strong sense of responsibility and ownership, able to work both independently and as a collaborative team member
Excellent communication and interpersonal skills. Demonstrates flexibility in meeting evolving company demands
Demonstrates highest level of professionalism and confidentiality
Company
Adagio Medical Inc.
Adagio Medical, Inc.
11-50 employees
Funding
Current Stage
Public CompanyTotal Funding
$84.64MKey Investors
Perceptive Advisors
2025-10-15Post Ipo Equity· $19M
2024-07-31IPO
2022-11-08Debt Financing· $9.5M
Leadership Team
Todd Usen
President & CEO
A
Antwan Gipson
Senior Vice President of Manufacturing and Operations
Recent News
Orange County Business Journal
2025-12-24
Business Wire
2025-12-22
2025-12-11
Company data provided by crunchbase