Jim Kurtz
Lakewood,CO
Summary
CAREER SUMMARY: Accomplished financial professional with 20+ years experience in investor relations, corporate finance, and public accounting. Proven leadership, experience in team management, and strong attention to detail. Demonstrated ability for strategic thinking, problem-solving, and influencing skills including interaction with all executive levels and external investors.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Head of Investor Relations
Janus Henderson Group
Denver, CO
08.2022 - Current
- Manage team of three and responsible for all investor relations functions.
- Communicate with internal and external key stakeholders including executive management, Board of Directors, existing and potential investors, equity research community, and credit rating agencies.
- Coordinate and prepare quarterly earnings materials including press release, company presentation, CEO/CFO scripts, question-and-answer document, and other related materials.
- Develop and execute investor relations outreach strategy including non-deal roadshows, industry conferences, investor presentation, and governance outreach.
Manager and Co-Head of Investor Relations
Janus Henderson Group
Denver, CO
11.2011 - 08.2022
- Progressed through various levels of investor relations group.
- Developed experience in capital markets for public companies and gained knowledge and understanding for financial modeling and valuation concepts and techniques used by equity research analysts and investors.
- Coordinate semi-annual reviews with credit rating agencies including preparation of materials and scheduling with various members of executive management.
- Timely respond to recurring and ad-hoc requests from senior executives and external parties.
- Oversee preparation of annual report and proxy materials including drafting and review sessions and logistics surrounding annual shareholder meeting.
Manager - Financial Planning and Analysis
Janus Henderson Group
Denver, CO
09.2007 - 11.2011
- Managed execution of monthly, quarterly, and annual forecasts, including communicating timelines, accurately consolidating company forecast, reviewing, and analyzing forecast submissions, and presenting to executive management.
- Built-out staff of three making employment and compensation decisions, conducting performance reviews, and identifying training and development opportunities.
- Produced management scorecards to provide senior management with key performance indicators and insights into profitability, productivity, and industry benchmarks.
- Successfully completed re-engineering of corporate forecast model involving planning, design, training, implementation, and post implementation monitoring. New planning model improved accuracy, enabled scenario-based modeling, and provided visibility into segment profitability.
Senior Financial Analyst
Janus Henderson Group
Denver, CO
06.2005 - 09.2007
- Responsible for preparing forecasts, providing monthly variance reporting to CIOs, and performing ad-hoc analysis.
- Partnered with Chief Investment Officers (“CIOs”) in modeling new portfolio management compensation structures, provided recurring updates to CFO and Legal department during process.
Education
Bachelor of Science - Accounting
University of South Dakota
Vermillion, SD06.1996
Skills
- Excellent communication skills
- Financial analysis and modeling
- Strategic thinking
- Building professional relationships
- Team-builder
- Attention to detail
- Goal-oriented
- Investor relations
Certification
Certified Public Accountant (inactive)
Timeline
Head of Investor Relations
Janus Henderson Group
08.2022 - Current
Manager and Co-Head of Investor Relations
Janus Henderson Group
11.2011 - 08.2022
Manager - Financial Planning and Analysis
Janus Henderson Group
09.2007 - 11.2011
Senior Financial Analyst
Janus Henderson Group
06.2005 - 09.2007
Bachelor of Science - Accounting
University of South Dakota
Similar Profiles
Alyson (Ali) FerrillAlyson (Ali) Ferrill
40 Act Paralegal at Janus Henderson Investors40 Act Paralegal at Janus Henderson Investors
Babili DaboBabili Dabo
Investor Service Analyst at Janus HendersonInvestor Service Analyst at Janus Henderson
Jorge Nevarez-OrtizJorge Nevarez-Ortiz
Client Service Analyst at Janus Henderson InvestorsClient Service Analyst at Janus Henderson Investors