TJ Sweeney
Simsbury
Summary
Investor Relations professional with 10 years of direct IR experience within a career extending nearly 20 years across Finance and Investments functions. Proven success collaborating with and supporting senior management in the external representation of industry leading public corporations. Dedicated to applying a cultivated skill set and further growing through training to promote focused problem solving and team achievement in dynamic and fast-paced settings.
Overview
18
18
years of professional experience
Work History
Senior Manager, Investor Relations
International Game Technology (IGT)
08.2022 - Current
- Orchestrated and contributed to essential earnings processes including earnings financial release, presentation slides, and CEO and CFO scripts; owner of the creation and management of earnings Q&A prep document with cross-functional collaboration across business units, FP&A, Tax, and Treasury teams
- Active member on earnings conference calls responsible for advancing earnings slides and managing live call Q&A process
- Developed an activism preparedness strategy including the creation of an Activism Preparedness Playbook evaluating IGT’s risk as an activist target
- Playbook was presented on a quarterly basis to IGT’s CFO, Legal team, and Board
- Developed a new Board presentation evaluating IGT’s shareholder base and composition, stock price performance, financial performance compared to peers, valuation metrics, shareholder targeting efforts, and buy-side and sell-side sentiment
- Point person for the creation of IGT’s CFO Town Hall presentation which was conducted on a quarterly basis
- Ensured accurate sell-side modeling of IGT’s financials and estimates across coverage universe and managed accurate reflection of sell-side consensus across multiple third-party external data providers
- Integral partner in the launch of new €500 million Senior Secured Notes with proceeds used to reduce other outstanding debt and secure refinancing benefits
- Created and maintained subsequent presentation to market the debt issuance to potential investors
- Participated in sell-side conferences, NDRs, and company product showcases alongside the SVP of IR, members of the C-Suite, and business leaders, effectively communicating IGT’s strategy to the buy-side and sell-side communities
- Monitored shareholder activity and investor engagement through bi-weekly calls and ad-hoc interaction with dedicated surveillance teams at Q4 and Nasdaq
Director, Product Strategy & Business Development
Virtua Research
08.2021 - 08.2022
- Planned strategic product development across Virtua’s Consensus Analytics, Competitive Intelligence, Lifecycle Analysis, and Interactive Analyst Center solutions, through new feature implementation, use-case analysis, and client feedback
- Supported new business efforts into investor relations and corporate finance departments across a territory that included New York, New Jersey, Virginia, West Virginia, Maryland, Delaware, The Midwest, and Canada
- Participated in the creation, editing, and roll-out of product marketing materials with a focus on new product promotion and prospective client engagement
- Worked closely with a team of over 130 analysts across two offices in India to ensure accurate data aggregation and modeling of client accounts
- Successfully onboarded new clients with a focus on implementation speed, platform and solution training, and client specific customization
Assistant Director & Director, Investor Relations
The Hartford
02.2019 - 08.2021
- Communicated the mission, values, and financial performance of The Hartford to the investment community
- Managed and contributed to the process and creation of documentation related to quarterly earnings calls including company earnings slides, financial press releases, preparatory Q&A documents, CEO and CFO call scripts, and the analysis and communication of peer results to senior leadership
- Constructed and managed a quarterly and annual Preparedness Playbook to monitor shareholder position activity and the risk of activism engagement given The Hartford’s performance, composition of shareholders, and the current economic and industry conditions
- Ensured accurate representation of The Hartford within sell-side published research from nineteen covering analysts and updated senior leadership on current publications and trending topics
- Ensured accurate modeling of company financials from each sell-side analyst as well as within an internal consensus model
- Conducted research and promptly provided answers to inquiries from analysts, investors, and other stakeholders related to The Hartford’s financial structure, lines of business, disclosure documentation, and industry trends
- Monitored shareholder activity and investor engagement through bi-weekly calls and ad-hoc interaction with a dedicated surveillance team at IHS
Global Functional Transformation, Senior FP&A Analyst
Stanley Black & Decker
03.2018 - 02.2019
- Conducted monthly variance reconciliation versus budget for all Global Functional Transformation and Global Shared Service entities
- Worked with FP&A Senior Manager in all forecasting activities on a monthly and quarterly basis
- Constructed all monthly financial packages detailing cost actuals and variance reconciliation and managed the reporting presentation to Regional Process Leaders and department CFO
- Monitored and communicated FX exposure and impacts for all regional entities
- Monitored SAP details for all North American Functional Transformation and Global Shared Service entities
- Conducted headcount reconciliation on a global scale to measure forecasting and budget impacts
- Worked with Regional Process Leaders to track and coordinate productivity targets and savings opportunities
- Assisted in the development of the annual Strategic Plan presentation for the Functional Transformation and Global Shared Service teams
Investor Relations Analyst
Stanley Black & Decker
09.2015 - 03.2018
- Constructed and managed company consensus model tracking estimates of twenty-five sell-side analysts
- Orchestrated quarter-end analyses and activities supporting senior management leading up to and through each earnings call
- Modeled and managed analysis tracking metrics that align with equity compensation for senior level management bonus structure using Total Shareholder Return and Free Cash Flow Conversion metrics
- Assisted in the targeting analysis employed to expand Stanley’s strong investor base, including investment managers and hedge funds with multiple investment strategies
- Managed communication through the Investor Relations email inbox providing prompt and accurate responses to inquiries from investors and the outside public
- Was integral part of analysis and communication process around prospective and closed M&A deals, most recently the purchase of Irwin and Lenox businesses from Newell Tools and the Craftsman brand from Sears
Analyst, Investor Relations
Sensata Technologies Holding NV
06.2013 - 08.2015
International Settlements Associate
Roosevelt Investments
01.2012 - 06.2013
Senior Portfolio Controller
Investors Bank and Trust / State Street Corporation
07.2008 - 01.2012
Fund Accountant
Investors Bank and Trust / State Street Corporation
06.2007 - 07.2008
Education
Bachelor of Science - Finance
Roger Williams University
Bristol, RI05.2007
Skills
- Sell-Side and Buy-Side Communication
- Presentation Material Creation
- Internal and External Communication
- Market and Financial Statement Analysis
- Project Management
- Microsoft Suite
- Bloomberg, S&P Capital IQ, Q4 Desktop
- LeadForensics
- Virtua Research Product Suite
Timeline
Senior Manager, Investor Relations
International Game Technology (IGT)
08.2022 - Current
Director, Product Strategy & Business Development
Virtua Research
08.2021 - 08.2022
Assistant Director & Director, Investor Relations
The Hartford
02.2019 - 08.2021
Global Functional Transformation, Senior FP&A Analyst
Stanley Black & Decker
03.2018 - 02.2019
Investor Relations Analyst
Stanley Black & Decker
09.2015 - 03.2018
Analyst, Investor Relations
Sensata Technologies Holding NV
06.2013 - 08.2015
International Settlements Associate
Roosevelt Investments
01.2012 - 06.2013
Senior Portfolio Controller
Investors Bank and Trust / State Street Corporation
07.2008 - 01.2012
Fund Accountant
Investors Bank and Trust / State Street Corporation
06.2007 - 07.2008
Bachelor of Science - Finance
Roger Williams University
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