Financial Analyst - Investor Relations
Job Description
SM Energy is seeking a Financial Analyst to join the Investor Relations & Finance team in Denver, Colorado. In this hands-on role, you will support financial and valuation work tied to earnings, guidance, and external investor materials, collaborating closely with senior leadership and market-facing stakeholders across the sell-side and investor community.
Role Overview
- Perform detailed financial, operating, and valuation analysis of SM Energy and its peer group.
- Maintain and improve comparative-company analyses, including trading multiples, free cash flow yields, leverage, returns, capital efficiency, operating performance, and related metrics.
- Evaluate relative valuation to explain key drivers behind differences in market performance and investor expectations.
- Conduct independent research on peers, industry trends, commodity markets, capital allocation, transactions, and other topics relevant to SM Energy’s strategy and valuation.
- Support scenario analysis and other strategic finance projects for senior management.
Investor and Earnings Analysis
- Review and analyze sell-side financial models, including production, pricing, operating costs, capital expenditures, cash flow, earnings, and balance-sheet assumptions.
- Maintain and analyze consensus expectations, identifying meaningful variances among analyst estimates and against company expectations.
- Investigate the drivers behind changes in analyst estimates and help surface emerging areas of investor concern or opportunity.
- Assist in preparing management for quarterly earnings calls, analyst discussions, and investor meetings.
- Develop analyses that connect operating and financial performance with external expectations and valuation.
- Analyze actual and forecast performance versus company guidance, internal plans, and external expectations.
- Identify risks and opportunities related to guidance and help develop supporting analysis for senior management.
Cross-Functional Support and Content Development
- Partner with Operations Planning and asset teams to understand operating performance, production trends, capital activity, timing, and other drivers of company results.
- Translate operating plans and performance into financial expectations, company guidance, and external messaging.
- Partner with Financial Reporting, Treasury, and other Accounting/Finance functions to support quarterly earnings and external financial communications.
- Conduct financial and accounting diligence needed for investor materials, earnings analysis, and management decision-making.
- Assist in reviewing and validating non-GAAP financial measures, reconciliations, and supporting schedules.
- Trace financial information back to source data to investigate discrepancies or unusual trends.
- Develop financial-statement and accounting fluency to independently research and resolve financial questions in coordination with subject-matter experts.
- Build high-quality analytical materials for senior management and the Board of Directors, owning work from initial data collection through final presentation.
- Create financial and strategic content for investor presentations, quarterly earnings materials, and other external communications.
- Translate complex financial, operating, and market information into clear, concise, decision-useful presentations.
- Support ad hoc strategic projects and analyses for the Vice President of Investor Relations and senior Finance leadership.
- Support interactions with institutional investors and sell-side research analysts.
- Research investors, analysts, and market developments to identify relevant themes for management.
- Assist with responding to investor and analyst information requests and performing follow-up analysis.
- Participate in investor conferences and non-deal roadshows, with periodic travel required.
- Other duties as assigned.
Required Qualifications
- Bachelor’s degree in Finance, Accounting, Economics, Business, or a related analytical discipline.
- Strong financial modeling, valuation, and financial-statement analysis skills.
- Demonstrated ability to independently research and analyze complex financial or business questions.
- Advanced proficiency in Microsoft Excel and PowerPoint.
- Strong attention to detail with the ability to produce accurate, high-quality work under tight deadlines.
- Ability to synthesize large amounts of information and identify the issues most relevant to management and investors.
- Strong written and verbal communication skills.
- Intellectual curiosity and demonstrated interest in capital markets, corporate finance, and the energy industry.
- High degree of initiative, ownership, and personal accountability.
- Ability and willingness to work across organizational boundaries, including Operations, Accounting, Financial Reporting, Finance, Treasury, and executive leadership.
- Ability to manage multiple priorities in a fast-paced environment with limited supervision.
Technologies
- Microsoft Excel
- Microsoft PowerPoint
- Bloomberg
- FactSet
- S&P Capital IQ
Benefits
- Variable pay
- Health care coverage
- Retirement plan
- Protection coverage
- Time off and leave programs
- Training and development opportunities
- A range of allowances connected to specific work situations
Preferred Qualifications
- Experience in investment banking, equity research, corporate development, strategic finance, FP&A, transaction advisory, or another analytically rigorous finance environment.
- Experience in or demonstrated knowledge of the energy industry, particularly upstream oil and gas.
- Experience with Bloomberg, FactSet, S&P Capital IQ, or comparable financial-data and market-information platforms.
- Experience analyzing public-company financial statements, earnings materials, and financial models.
- Familiarity with corporate valuation methodologies, including trading comparables, precedent transactions, discounted cash flow, and other financial analyses.
- Experience developing executive-level or Board-level presentation materials.
- Demonstrated proficiency using artificial intelligence and other emerging analytical tools to improve the speed and quality of research, analysis, and presentation development while maintaining appropriate data-security and confidentiality standards.
Salary and Location
- Denver, CO (onsite)
- USD 100,000 - 125,000 per year