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Investor Relations and Financial Planning & Analysis (FP&A)

TiDB is an open-source, cloud-native, distributed SQL database for elastic scale and real-time analytics. Large and high-growth organizations in markets as varied as financial services, logistics, gaming, e-commerce and software as a service have successfully deI will ployed and expanded their TiDB footprint on mission-critical applications.

Our strong open-source community roots (34,000+ stars on GitHub), innovative products and inclusive culture are what draw passionate and dedicated people to our company. Learn more about PingCAP careers and join our team to be at the forefront of innovation and growth.


Role Overview:

PingCAP seeks an accomplished Investor Relations and Financial Planning & Analysis (FP&A) to manage investor strategy and communications while providing strategic FP&A oversight for North America and EMEA region. This role drives alignment between PingCAP’s financial performance, investor expectations, and regional growth priorities. You’ll act as a trusted advisor to the company's executive team, shaping narratives for current and prospective investors while ensuring financial rigor in key markets.


Responsibilities:


Investor Relations

Develop and execute PingCAP’s global IR strategy, serving as the primary liaison for institutional investors, analysts, and board members.

Prepare investor materials: earnings releases, IPO/pre-IPO roadshow decks, ESG reports, and Q&A briefings.

Proactively manage shareholder relationships, addressing inquiries and translating investor feedback into actionable insights for leadership.

Conduct competitive benchmarking on valuation trends, peer financials, and market positioning in cloud/database sectors.

Ensure compliance with SEC/NASDAQ regulations and global disclosure standards.

Partner with C-suite on capital markets strategy, crisis communications, and M&A messaging.

Financial Planning & Analysis

Collaborate with Sales Leadership to define and drive the organization's strategic financial roadmap, ensuring alignment with growth objectives.

Lead the end-to-end financial forecasting and planning cycle, overseeing process design, stakeholder communications, and executive-level reporting.

Own the development and delivery of management reporting deliverables, including board-level presentations, annual budgets, and monthly/quarterly business reviews (MBR/QBRs).Design and maintain operational dashboards tracking cross-functional KPIs (e.g., CAC, LTV, pipeline efficiency) to inform data-driven decision-making.

Partner closely with Accounting, Treasury & Tax teams to ensure alignment with financial close processes, reporting accuracy, and audit-ready documentation.

Develop executive-ready presentations and board materials using advanced data visualization tools to communicate complex insights.

Spearhead ad hoc strategic initiatives or projects for business and leadership decision support.


Qualifications:


Education: Bachelor’s in Finance, Economics, or related field; MBA/CFA required.

Experience: 10+ years in investor relations, FP&A, or corporate finance, including:5-8 years in IR at a high-growth tech/SaaS company or publicly traded firm.

3-5 years in FP&A supporting multinational regions (NA/EMEA preferred).

Track record managing institutional investors and equity research teams.

Technical Expertise: Advanced financial modeling (DCF, three-statement models, cap tables).Fluency in SaaS metrics (ARR, NRR, CAC/LTV) and cloud infrastructure trends.

Mastery of investor platforms (Q4, IR Insight), ERP systems, and BI tools.


Soft Skills: Executive-level storytelling with ability to distill technical concepts for investors.

Collaborative leadership in cross-cultural, fast-paced environments.


We encourage people from underrepresented groups to apply. Come advance with us! In keeping with our values, no employee or applicant will face discrimination/harassment based on: race, color, ancestry, national origin, religion, age, gender, marital domestic partner status, sexual orientation, gender identity, disability status, or veteran status. PingCAP also strives to prevent other, subtler forms of inappropriate behavior (e.g., stereotyping) from ever gaining a foothold in our organization. Whether blatant or hidden, barriers to success have no place at PingCAP.

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CEO of PingCAP
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Max Liu
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What You Should Know About Investor Relations and Financial Planning & Analysis (FP&A), PingCAP

Are you excited about shaping the future of finance and investor relations? Look no further than PingCAP, where we are on the hunt for a remarkable Investor Relations and Financial Planning & Analysis (FP&A) professional to join our dynamic team. As a leader in providing a cloud-native, distributed SQL database, we empower organizations across sectors like financial services, gaming, and e-commerce to scale effortlessly and gain real-time analytics. In this remote role, you'll collaborate with our executive team, driving investor strategy while aligning our financial performance with investor expectations. Your insight will inform crucial decisions, whether you're developing compelling investor materials or conducting competitive analysis in the fast-paced tech industry. Not only will you manage relationships with institutional investors and analysts, but you'll also dive deep into financial forecasting and planning activities. Your MBA or CFA will prove invaluable in navigating complex financial models and ensuring compliance with regulations. We're looking for someone with a passion for data-driven decision-making and collaborative leadership, who can clearly communicate technical insights to all stakeholders. If you're ready to take the next step in advancing your career and making a meaningful impact at a pioneering company, PingCAP is where you belong.

Frequently Asked Questions (FAQs) for Investor Relations and Financial Planning & Analysis (FP&A) Role at PingCAP
What are the responsibilities of the Investor Relations and Financial Planning & Analysis (FP&A) role at PingCAP?

The Investor Relations and Financial Planning & Analysis (FP&A) role at PingCAP includes developing the global investor relations strategy, preparing investor materials like earnings releases and presentations, managing relationships with institutional investors, and overseeing financial forecasting and budget processes. This position is pivotal in aligning financial performance with investor expectations and business growth.

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What qualifications are required for the Investor Relations and FP&A position at PingCAP?

Candidates for the Investor Relations and Financial Planning & Analysis (FP&A) position at PingCAP should hold a Bachelor's degree in Finance, Economics, or a related field, and an MBA or CFA is required. The ideal candidate has over 10 years of relevant experience, including 5-8 years in investor relations within a high-growth tech or SaaS company. Advanced financial modeling and analytics skills are a must.

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How does PingCAP ensure compliance in Investor Relations and FP&A activities?

At PingCAP, compliance is key. Our Investor Relations and Financial Planning & Analysis (FP&A) professional will ensure strict adherence to SEC/NASDAQ regulations and global disclosure standards. This includes managing shareholder relationships responsibly and structuring all financial reporting to meet regulatory requirements.

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What soft skills are necessary for success in the Investor Relations and FP&A role at PingCAP?

Success in the Investor Relations and Financial Planning & Analysis (FP&A) role at PingCAP requires strong executive-level storytelling abilities and the capacity to simplify complex financial concepts for diverse audiences. Additionally, collaborative leadership and adaptability in fast-paced environments are crucial for fostering effective partnerships across our global teams.

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What types of companies is a candidate for the Investor Relations and FP&A role at PingCAP most likely to have experience with?

Candidates for the Investor Relations and Financial Planning & Analysis (FP&A) role at PingCAP are typically expected to have experience in high-growth technology or SaaS companies, especially those that are publicly traded. Experience managing institutional investors and equity research teams will also greatly enhance a candidate's fit for this important role.

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Common Interview Questions for Investor Relations and Financial Planning & Analysis (FP&A)
Can you explain your experience with financial modeling in your previous roles?

In response, provide specific examples of financial models you've built or worked with, such as discounted cash flow (DCF) models or three-statement models. Highlight how these models impacted business decisions and any technologies or tools you used in the process.

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How do you approach developing investor materials?

Discuss your process for creating investor materials such as earnings releases or presentations. Emphasize your attention to detail, how you collaborate with different teams, and how you ensure compliance with governing regulations.

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What strategies have you implemented to enhance investor communication?

Share a specific strategy that you've used in past roles to improve investor engagement, such as establishing regular update meetings or creating a feedback loop for investors. Highlight measurable outcomes if possible.

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How do you ensure your financial forecasts align with strategic growth objectives?

Explain how you collaborate with other departments, particularly Sales Leadership, to ensure financial plans are synchronized with broader company goals. Discuss tools or methodologies you prefer for tracking performance metrics.

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Describe a time you had to communicate complex financial information to non-financial stakeholders.

Provide an example that illustrates your ability to distill challenging concepts into understandable formats for diverse audiences. Highlight the positive impact of that communication.

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What experience do you have with compliance and regulatory requirements?

Detail your understanding and experience with SEC/NASDAQ compliance. Share specific instances where you ensured adherence to reporting standards or helped the team navigate compliance challenges.

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How do you handle investor feedback and inquiries?

Discuss your approach to managing investor relations, including how you prioritize and address inquiries. Share an example of how you've translated feedback into actionable insights.

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How have you contributed to capital markets strategies in your previous positions?

Provide specific examples of your involvement in capital markets strategies, such as participation in roadshows or M&A messaging, demonstrating your strategic thinking and ability to support leadership.

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What KPIs do you consider most critical for assessing financial performance?

Share insights on key performance indicators you monitor, such as CAC, LTV, or ARR. Explain why they matter and how you use them to drive financial strategy.

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Can you give an example of an ad hoc strategic initiative you've led?

Describe a specific project you spearheaded, the challenges you faced, the solutions you implemented, and the results achieved, showcasing your ability to lead and innovate in decision-making environments.

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Our Mission is to empower engineers and enterprises to innovate with speed, agility, and scale.Our goal is to become the best and most respected infrastructure company in the world.

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Full-time, remote
DATE POSTED
March 27, 2025

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