Dave Soderquist Irc Email & Phone Number

Rapid City, Sd, Us

Rapid City, Sd, Us

Rapid City, South Dakota, United States

• Lead strategic and financial communication: draft and edit releases, manage review process and execute public distribution - create engaging investor slides and disclosures across a wide variety of topics including company overview and strategic advantages, current initiatives and goals and electric and natural gas industry areas of focus; key contributor in producing several critical disclosures including new long-term growth disclosures, strategic acquisition in 2016 and Investor Day event in 2017• Own and operate earnings process: draft and manage team review of key messaging, earnings release, webcast presentations and scripts, Q&A and other prep materials, coordinate and execute webcast, distribute materials by newswire and investor website; enhanced process, including integration of Microsoft Teams to streamline and modernize cross-functional review for up-to-the-minute draft versioning (reducing meeting count and email traffic)• Investor and sell-side analyst relationship management, including research report review and consensus tracking; created and manage sell-side dashboard• Investor event planning, logistics and execution including conference and events, meeting scheduling, meeting host and participation, management preparation• Financial markets insight and stock performance reporting and alerts to management and board of directors, including peer and utility sector benchmarking, shareholder base, trading activity and drivers o Enhanced, standardized and draft quarterly board reporting• Industry and key issue monitoring and research and other ad-hoc reporting and analysis• Investor relationship management and targeting - proactive outreach to support a diverse shareholder base and fair valuation• Financial modeling and analysis of company valuation and earnings drivers• Investor website management, including updating content; reorganized and reformatted website, implementing best practices and coordinated transition to new vendor

Rapid City, South Dakota, United States

-Took on new responsibilities including earnings review and drafting and editing of other financial communications-Benchmarked peer, industry and investor relations (via NIRI and IRC certification) to understand best practices and implement new best practices for company-Developed internal reporting still in use including capital investment tracker-Managed numerous investor conference trips and logistics

Rapid City, South Dakota, United States

-Led department-wide project for procedure and process flow mapping for more effective and efficient cross-training and onboarding; shared and presented to other internal cross-functional teams-Organized and improved controls and tracking for debt compliance process-Managed debt payment requests and prepared debt-related journal entries-Analyzed treasury-related accounts regularly for variance driver reporting-Producing variance analysis reporting for management and auditor needs-Organized debt & other treasury items for a scaleable system to prepare for company growth-Contributed quarterly in high-level investor materials review process

Produced accurate, useful, and timely reporting in a variety of viewpoints and time periods to highlight areas of opportunity and risk for a business segment with over $250 million in annual revenue.Forecasted daily, monthly, quarterly, and annual key indicators using various statistical methods in combination with qualitative and economic factorsModel profitability of pricing, promotions, and other proposalsImplemented daily pricing while managing to weekly, monthly, and annual targets Provided daily and weekend sales forecasts to minimize foreign exchange risk for weekend payouts of $30-50 million paying out in foreign currency Supported business segments such as product management, marketing, treasury, and accounting with various business and market topicsCreated new reporting using six sigma methods to help identify underperforming agents, and improved existing forecasting toolsSimplified and improved incentive contract tracking and related payment process

Streamlined monthly reporting used through automation, simplification, and standardization of existing reporting to improve communication across multiple business segmentsResearched and communicated explanations for forecast variancesCreated and maintained business trend forecasts and expense budgets

Aided Performance Reporting director in development of client portfolio reports Queried multiple sources to produce reporting and confirmed accuracy of existing reports

Bs, Finance And Accounting Double Emphasis

Activities and Societies: Track and Field, Student-managed Portfolio, Delta Sigma Pi business fraternity

Mba, Finance

Completed a variety of challenging courses specific to corporate finance including financial modeling, investment analysis, data analysis.