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CloudflareCloudflareSan Francisco, CA

Director, Strategic Finance & Investor Relations

Lead Cloudflare's quarterly earnings process, guidance development, investor communications, and long-term financial modeling as the operational and analytical engine for the Investor Relations team. Requires 10+ years in IR, equity research, or strategic finance at a high-growth public tech company, exceptional communication, advanced modeling skills, and AI fluency.

190k – 275k
Hybrid10+ YOEFinance & Accounting

About the role

What you’ll do

Quarterly earnings and consensus management

  • Own the end-to-end quarterly earnings process: press release, supplemental financial information, prepared remarks (CEO and CFO scripts), Q&A prep, investor deck, and supporting validation work.
  • Partner with the CFO and senior leadership to develop the company's guidance (including share count forecasting) and own the executive-facing materials that frame guidance decisions, sensitivity ranges, and the trade-offs in how we communicate them.
  • Lead the Q&A preparation process — anticipated questions, suggested answers, peer transcript triangulation, key stats and proof points, and live-call backup material.
  • Lead the post-earnings analyst callback program, including coordinating callbacks with ~30 sell-side analysts across CEO and CFO sessions.
  • Drive earnings materials validation — the cross-check pass that ensures every figure, claim, and disclosure across the press release, supplemental, scripts, Q&A, deck, 10-Q, and 10-K ties out and is internally and externally consistent.

Investor engagement and external communications

  • Serve as a primary point of contact for sell-side analysts and institutional investors; build and maintain strong, trust-based relationships with our covering analysts and shareholders.
  • Articulate the Cloudflare investment narrative — our connectivity cloud strategy, the Workers and Developer Platform story, and our long-term financial model — in a way that is both compelling and credible.
  • Plan and execute the calendar of investor events: sell-side conferences, one-on-ones, on-site investor visits, and our annual Investor Day.
  • Prepare the CEO, CFO, and other senior executives for every investor interaction with tailored briefing materials, talking points, and Q&A prep.
  • Develop and maintain core IR collateral: investor presentation, fact sheets, IR website content, and board-of-directors investor update materials.

Investor Day and special projects

  • Co-lead the planning and execution of our annual Investor Day — invite tracker and registration management, co-author all presentation content and prepared remarks across all presenters, own the supporting documentation, validation, day-of logistics, and post-event follow-through.
  • Lead select strategic finance projects: peer benchmarking analyses, long-range financial modeling, competitive analyses, and ad-hoc executive-level financial analyses.

Cross-functional partnership and analytics

  • Be a trusted partner to Finance, Accounting, Legal, Communications, FP&A, and the executive team — the person who knows where every number comes from and what it means.
  • Monitor and synthesize analyst coverage, peer performance, investor sentiment, market dynamics, and industry trends; provide actionable insights to the CFO, CEO, and Board of Directors.
  • Build and maintain the internal analytical infrastructure that powers the function — the models, dashboards, trackers, and validation systems that let a small team operate at scale.
  • Drive the IR function's use of AI-native tooling and automation, treating modern tools as a force multiplier on insight, productivity, accuracy, and stakeholder communications.

Examples of desirable skills, knowledge and experience

  • 10+ years of experience combining investor relations, equity research, investment banking, FP&A, corporate finance, or equity investing — ideally with meaningful time in-house at a high-growth public technology company.
  • Deep technical fluency with public-company reporting, financial statements, capital markets, valuation methodologies, and SaaS / consumption-based revenue models. Comfort debating modeling assumptions and valuation mechanics.
  • Exceptional written and verbal communication skills — including the ability to draft in the voice of senior executives, translate complex technical or financial concepts into clear narratives for non-technical audiences, and operate confidently in high-stakes external communications.
  • Advanced financial modeling skills — fluency in building, maintaining, and stress-testing operating models, share-count and dilution forecasts, guidance sensitivity analyses, and consensus benchmarks.
  • An ownership mindset — comfort owning a process end-to-end, driving operational structure in a fast-paced environment, and operating with the integrity and accuracy demanded by external disclosure.
  • High-trust collaboration — the ability to build credibility quickly with senior internal stakeholders (CFO, CEO, Board, Legal, Accounting, FP&A) and external stakeholders (sell-side analysts, institutional investors).
  • AI-native curiosity and skill — fluency with modern AI tooling and a track record of using it to amplify your impact.
  • Sound judgment with confidential information — a clear understanding of materiality, fair disclosure, Reg FD, and the discretion required when working with pre-announcement financial data.
  • Sector background in cybersecurity, cloud infrastructure, developer platforms, or AI preferred — existing relationships with top-tier infrastructure / software sell-side analysts and institutional investors a plus.
  • Bachelor's degree in Finance, Economics, Accounting, Business, or a related field; MBA, CFA, or CPA preferred.

Compensation

For Bay Area based hires: Estimated annual salary of $200,000 - $275,000
For New York City based hires: Estimated annual salary of $190,000 - $262,000

Equity
This role is eligible to participate in Cloudflare’s equity plan.

Skills

Investor RelationsFinancial ModelingEquity ResearchInvestment BankingFP&ACorporate FinanceSaas Revenue ModelsPublic Company ReportingValuation MethodologiesAI ToolsConsensus ManagementEarnings Preparation
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