VP of Investor Relations (Finance)

Recognized by Newsweek in 2024 and 2025 as one of America's Greatest Workplaces for Diversity

Make Lives Better Including Your Own. If you want to work in an environment where you can become your best possible self, join us! You'll earn more than a paycheck; you can find opportunities to grow your career through professional development, as well as ongoing programs catered to your overall health and wellness. Full suite of health insurance, life insurance and retirement plans are available and vary by employment status.

Part and Full Time Benefits Eligibility

• Medical, Dental, Vision insurance
• 401(k)
• Associate assistance program
• Employee discounts
• Referral program
• Early access to earned wages for hourly associates (outside of CA)
• Optional voluntary benefits including ID theft protection and pet insurance

Full Time Only Benefits Eligibility

• Paid Time Off
• Paid holidays
• Company provided life insurance
• Adoption benefit
• Disability (short and long term)
• Flexible Spending Accounts
• Health Savings Account
• Optional life and dependent life insurance
• Optional voluntary benefits including accident, critical illness and hospital indemnity Insurance, and legal plan
• Tuition reimbursement

Base pay in range will be determined by applicant's skills and experience. Full-time associates in role are also eligible for an annual bonus incentive. Temporary associates are not benefits eligible but may participate in the company's 401(k) program.

Veterans, transitioning active duty military personnel, and military spouses are encouraged to apply. To support our associates in their journey to become a U.S. citizen, Brookdale offers to advance fees for naturalization (Form N-400) application costs, up to $725, less applicable taxes and withholding, for qualified associates who have been with us for at least a year.

The application window is anticipated to close within 30 days of the date of the posting.Education and Experience

Undergraduate degree in finance or business required, MBA preferred.

10+ years of finance experience, including five years of being the head of investor relations with proven experience of presenting to executives and the company's Board of Directors.

Demonstrated experience in best-in-class investor relations processes and methodologies.

Strong existing relationships with the investment community.

Financial acumen with working knowledge of financial statements and analytical methods. Ability to understand and communicate complex financial issues including internal and external financial models.

Strong familiarity with current SEC and fiduciary disclosure requirements.

Possess the strategic skills necessary to best position the company to the investment community.

Demonstrated success in creating and articulating recommendations/opinions.

Certifications, Licenses, and Other Special Requirements
N/A

Management/Decision Making
Uses independent judgment to establish community procedures and overall strategic direction. Solves multifaceted problems that require understanding and evaluation of impacts on the communities and/or major divisions of the Company.

Knowledge and Skills
Strategic, highly collaborative, energetic, and roll-up-the-sleeves self-starter. Strong industry knowledge and business savvy. Seen as an industry expert by understanding how the company executes on key strategies and strengths and weaknesses as compared to competitors. Accessibility, responsiveness, and credibility through strong communication skills and executive presence as demonstrated through crisp writing, speaking, and thinking.

Able to diplomatically, but effectively, challenge the norms and processes and relentlessly look for ways to add value and to position the organization for success. Confident and persuasive with strong influencing skills and able to win internal support for new ideas and initiatives. Dynamic, proactive, and decisive leader that adapts well to change; able to provide leadership and functional expertise in a fast moving and competitive business environment.

Able to assimilate and synthesize information quickly, while being able to manage the complexities and make decisions with confidence. Strong intellect. A quick thinker who can hold his/her own in the company of thought-leaders and other high-performance professionals, without being arrogant. A positive can-do attitude with understanding of real limitations and the ability to push back when necessary. A sense of urgency and pace.

Physical Demands and Working Conditions

• Standing
• Walking
• Sitting
• Use hands and fingers to handle or feel
• Reach with hands and arms
• Stoop, kneel, crouch, or crawl
• Talk or hear
• Ability to lift: up to 25 pounds
• Vision
• Requires interaction with co-workers, residents or vendors
• Requires Travel: Occasionally
• Requires Driving: Drives self (Tier 2)

Brookdale is an equal opportunity employer and a drug-free workplace.The Vice President, Investor Relations is accountable for creating and presenting a consistently applied investment message to the investment community on behalf of Brookdale, and for monitoring and presenting to executives the opinions of investors regarding the company's performance. This role is responsible for maintaining strong, relationships with the financial community to nurture and expand relationships, and for raising Brookdale's external profile as an industry and thought leader. This role works closely with Brookdale's Chief Executive Officer, Chief Financial Officer and members of the CEO's Executive Leadership Team to translate the company's mission, cornerstones, strategy, growth opportunities, and business initiatives into meaningful messages in a way that creates clarity, consistency, and widespread understanding among investors and sell-side analysts.

Work with the CEO, CFO and executive leadership team to develop a strategic communication plan to deliver to the investment community (includes conferences, non-deal road shows, group/one-on-one meetings and investor day events), and prepare presenters for these events.

Create/oversee content for quarterly earnings calls, including earnings call scripts, investor presentation, Q&A, and guidance model. Based on feedback from investment community discussions, make recommendations for key messages and presentation changes. Work closely with the CEO and CFO in preparation for earnings. Work with finance, legal and communication counterparts to review and align messages for press release, 10-Q/10-K, supplement and internal news.

Perform a comprehensive analysis of Sell-Side models, valuations and financial metrics. Summarize for, and discus with, executives.

Develop short and long-term strategies to attract and inform investors and analysts in a manner that communicates the company's strategy, as well as operational and financial performance, while establishing realistic expectations for future performance.

Share strategic messages through the creation of the annual report wrap and ESG report.

Monitor and summarize key industry developments based on discussions with investors, sell-side, and from public information. Perform a comprehensive competitive analysis, including financial metrics and points of differentiation. Oversee the quarterly earnings peer analysis (Peer Summary) prepared by the FP&A team and issued to executives.

Analyze quarterly SEC 13-F filings to determine movement of shareholders. Report summary to executives and the Board of Directors.

Weekly insights report: Stay apprised of market opinions, attitudes and reactions to company and industry trends through discussions with investors and sell-side, along with individual research. To keep executives informed, prepare weekly update (IR Insights report) on financial market intelligence and significant issues and trends.

Advance and drive strategic targeting program to identify and attract potential long-term investors who have investment objectives that match well with the company's financial characteristics.

Lead and coordinate activist/investment community crisis communications. Monitor overall risk landscape and tracks evolving issues to reduce risk.

Build positive long-term relationships with sell-side and buy-side analysts. Respond to daily inquiries from the investment community, in compliance with the company's disclosure policies and applicable SEC rules and regulations. Maintain detailed notes on top shareholder discussions, and high-level notes for other investor discussions.

Manage external relationships such as the NYSE, designated market maker and stock surveillance representatives.

Work closely with the Communications Team to align key messages, including but not limited to CEO TV & news interviews, press releases, and award submissions.

Develop strong relationships with operations leaders in various departments to understand operational progress and new developments. Provide insights from the external view of the company and assist them with various projects & strategic communications to build a symbiotic working relationship.

Refresh: Annually analyze and evaluate the effectiveness of current investor relations strategies and programs. Recommend changes to continue to enhance the IR program. Review and refresh IR website, policies and procedures at least annually.

This job description represents an overview of the responsibilities for the above referenced position. It is not intended to represent a comprehensive list of responsibilities. An associate should perform all duties as assigned by his/her supervisor.