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
2022.08 - 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
2011.11 - 2022.08
- 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
2007.09 - 2011.11
- 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
2005.06 - 2007.09
- 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
2022.08 - Current
Manager and Co-Head of Investor Relations
Janus Henderson Group
2011.11 - 2022.08
Manager - Financial Planning and Analysis
Janus Henderson Group
2007.09 - 2011.11
Senior Financial Analyst
Janus Henderson Group
2005.06 - 2007.09
Bachelor of Science - Accounting
University of South Dakota
Certified Public Accountant (inactive)
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