James Armstrong

James Armstrong Email and Phone Number

Vice President, Investor Relations and Corporate FP and A @ JELD-WEN, Inc.
Charlotte, NC, US
James Armstrong's Location
Atlanta, Georgia, United States, United States
James Armstrong's Contact Details

James Armstrong personal email

n/a
About James Armstrong

Senior investment relations, finance, and communications executive with significant experience in the paper-based packaging industry. Built a reputation for creating strong, trusted relationships, excellent presentation skills and establishing solid lines of communications both internally and with investors. Brings expertise working in both the structured environment of a large company, as well as in a start-up environment building out strategy and processes from scratch. Uniquely positioned bringing the quant skills of both a financial analyst and a scientist to investor relations.Key Strengths Include:INVESTOR RELATIONS AND COMMUNICATION Drove the transformation of the WestRock Investor relations and communications program into a world class program, reducing volatility and increasing transparency while providing leadership to various internal teams, including finance and business development, while cultivating relationships with both buy-side and sell-side analysts.FINANCIAL ANALYSIS and QUANTITATIVE MODELINGRebuilt over 20 company financial models over a period of a month while in a parallel process analyzing the companies resulting in successfully launching all the companies with significant impact to the market, and strong reception by investors, leading to a profitable franchise within the first year.M&ALed team in preparation of the public material required for the merger with KapStone, the largest acquisition in WestRock’s history, informing Wall Street of both quarterly earnings, and describing the transaction, that ultimately was received positively in the market with the stock price increasing materially. LEGAL & COMPLIANCEResponded to critical issue, developing corrective actions and training for the entire team, as it was observed that material, non-public information was being shared within the company during internal presentations, with resulting in new processes, process improvements, and significantly reducing risk to WestRock. PROCESS IMPROVEMENT Designed an automated statistical DCF analysis model using Bloomberg automation pulls which allowed analysts at STRS to spend significantly less time building models and more time analyzing companies, leading to better and more profitable investment decisions.ENTREPRENEUREstablished new, sell-side investment research firm specializing in analyzing the paper and packaging industry covering 15 public companies, in direct competition with analysts from large banks and mid-size finance organizations, taking it from the startup process through break-even profitability.

James Armstrong's Current Company Details
JELD-WEN, Inc.

Jeld-Wen, Inc.

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Vice President, Investor Relations and Corporate FP and A
Charlotte, NC, US
Website:
jeld-wen.com
Employees:
5181
James Armstrong Work Experience Details
  • Jeld-Wen, Inc.
    Vice President, Investor Relations And Corporate Fp And A
    Jeld-Wen, Inc.
    Charlotte, Nc, Us
  • Jeld-Wen, Inc.
    Vice President, Investor Relations And Corporate Fp&A
    Jeld-Wen, Inc. Jul 2024 - Present
    Charlotte, North Carolina, Us
    Leading the investor relations program and Corporate Financial Planning and Analysis designing the strategy, execution plan and budget.
  • Jeld-Wen, Inc.
    Vice President Of Investor Relations
    Jeld-Wen, Inc. Nov 2022 - Jul 2024
    Charlotte, North Carolina, Us
    - Rebooted investor outreach plan that currently targets, sets up meetings and events for, and maintains relationships and follow-up with dozens of active investors a quarter- Leading development and design of all communications and scripts in preparation for quarterly earnings report and external appearances while giving strategic input and support to the C-suite- Leading JELD-WEN Change Agent Network of approximately 300 associates across the globe tasked to shape and improve the culture throughout the organization- Acted as founding corporate sponsor of culture change through JELD-WEN’s transformation journey- Coordinate and align projects between segment leads, treasury, finance, financial planning and analysis (FP&A), segment strategy, legal and accounting departments on all external communications and quarterly reporting statements including the income statement, the balance sheet and the cash flow statement- Walked current and potential investors through goals and numerous metrics including revenue, cash flow, and other profitability measures using both generally accepted accounting principles (GAAP) and adjusted performance- Monitor analysts’ reports and analyze investor ownership to mitigate potential execution risk, identify trends, and provide analytics and feedback to management on corporate strategy- Successfully navigated multiple significant events including a CEO change, a CFO change and a corporate transformation along with multiple facility closures and company specific events - Executive sponsor of PRISM employee resource group, helping the development of business acumen and strategic leadership of minority groups within the organization
  • Westrock Company
    Vice President - Investor Relations
    Westrock Company Jan 2018 - Nov 2022
    - Implemented investor outreach plan that currently targets, sets up meetings and events for, and maintains relationships and follow-up with more than 200 global investors a quarter- Led development and design of all communications and scripts in preparation for quarterly earnings report and external appearances, including media appearances, while giving strategic input and support to the C-suite - Coordinated and align projects between segment leads, treasury, finance, financial planning and analysis (FP&A), segment strategy, legal and accounting departments on all external communications and quarterly reporting statements including the income statement, the balance sheet and the cash flow statement- Walked current and potential investors through goals and numerous metrics including revenue, cash flow, and other profitability measures using both generally accepted accounting principles (GAAP) and adjusted performance- Monitored analysts’ reports and analyze investor ownership to mitigate potential execution risk, identify trends, and provide analytics and feedback to management on corporate strategy- Formed partnership with our sustainability, legal and governance organization to position WestRock as a leader in sustainability, resulting in the inclusion to the Dow Jones Sustainability Index- Successfully navigated multiple crisis and quickly changing environments including the pandemic, a sudden CEO change, and a ransomware attack- Quickly adapted investor relations program to be 100% virtual at the start of the pandemic- Recognized as a top 3 investor relations program in the paper and packaging industry multiple times by Institutional Investor magazine- Founding member of WestRock’s PRIDE employee resource group, helping the development of business acumen and strategic leadership of minority groups within the organization
  • Armstrong Investment Research
    Ceo
    Armstrong Investment Research Jan 2017 - Jan 2018
    Started an independent sell-side firm covering the paper, packaging and building materials industry.- Provided ratings, modeling, and price targets on 15 public companies while providing ancillary research on the strategies and goals of many other firms as well as the general industry to both long-only and hedge fund clients- Regularly gave presentations on major industry topics including e-commerce, China, and supply / demand dynamics- Published on covered companies as well as the industry with research quoted by RISI, Bloomberg and others- Programmed a fully functional research distribution platform using PHP, HTML, CSS and JavaScript- Developed a functional compliance program to interact and comply with SEC and state regulations
  • Vertical Research Partners
    Vice President And Chief Technology Officer
    Vertical Research Partners May 2011 - Nov 2016
    Covered 12 paper, packaging and building material companies as lead equity research analyst and partner on additional 22 stocks.- Rebuilt and standardized models to find value and for all stocks under coverage including general industry statistics, results and forecasts- Managed multiple client relationships including Wellington, Mayo Capital and RBC- Reshaped technology direction with best-in-class systems, while keeping the cost low, saving the company +$100k per year and giving them the ability to work effectively anywhere in the world- Designed and implement web-based note publishing platform in coordination with outside IT team- Organized and implemented 4 global paper and packaging conferences, with participation from many CEOs and CFOs- Developed profitable franchise within first 12 months
  • Credit Suisse
    Vice President
    Credit Suisse Jan 2011 - Apr 2011
    Zurich, Ch
    Published as lead equity research analyst on 3 paper and packaging companies while assisting on coverage of 25 companies in the global paper and packaging sector.- Managed relationship between the global Credit Suisse sales force and the paper and packaging franchise- Built the financial analysis and financial modeling on all companies under coverage- Top Honorable Mention, Institutional Investor magazine, 2010
  • Credit Suisse
    Associate
    Credit Suisse Mar 2009 - Jan 2011
    Zurich, Ch
    Associate covering paper and packaging under Chip Dillon.
  • Citigroup
    Associate
    Citigroup Mar 2007 - Oct 2008
    New York, New York, Us
    Assisted two of the top Institutional Investor magazine-ranked analysts covering both paper and packaging- Generated investment ideas, wrote and published comprehensive sell-side research- Facilitated, with investment banking, the successful initial public offering of Verso Paper (VRS) by the Apollo Group- Modeled company financials and performed in-depth research into the operating performance of over 20 companies within multiple sectors- Walked through investment ideas to hundreds of institutional clients managing billions of dollars worldwide
  • State Teachers Retirement System Of Ohio
    Analyst
    State Teachers Retirement System Of Ohio Jun 2005 - Feb 2007
    Managed a $150 million retail portfolio and outperformed the benchmark (the Russell 1000 retail stocks)- Analyzed fundamental industry and company data; including but not limited to, examination of business, financial, and valuation factors on assigned industry groups- Designed and implemented a semi-automated DCF model that pulled historical information directly from Bloomberg- Assisted Equity Portfolio Managers with the investment merit of both individual securities and the retail sector
  • The Ohio State University
    Student
    The Ohio State University Jun 2004 - Dec 2006
    Columbus, Ohio, Us

James Armstrong Skills

Financial Modeling Equity Research Portfolio Management Valuation Investments Equity Valuation Equities Capital Markets Financial Analysis Management Bloomberg Hedge Funds Corporate Finance Asset Management Emerging Markets Finance Investment Banking Competitive Analysis

James Armstrong Education Details

  • The Ohio State University Fisher College Of Business
    The Ohio State University Fisher College Of Business
    Finance And Financial Management Services
  • Auburn University
    Auburn University
    Physics / Non-Equilibrium Dynamics
  • University Of Cincinnati
    University Of Cincinnati
    Physics

Frequently Asked Questions about James Armstrong

What company does James Armstrong work for?

James Armstrong works for Jeld-Wen, Inc.

What is James Armstrong's role at the current company?

James Armstrong's current role is Vice President, Investor Relations and Corporate FP and A.

What is James Armstrong's email address?

James Armstrong's email address is ja****@****ock.com

What schools did James Armstrong attend?

James Armstrong attended The Ohio State University Fisher College Of Business, Auburn University, University Of Cincinnati.

What skills is James Armstrong known for?

James Armstrong has skills like Financial Modeling, Equity Research, Portfolio Management, Valuation, Investments, Equity Valuation, Equities, Capital Markets, Financial Analysis, Management, Bloomberg, Hedge Funds.

Who are James Armstrong's colleagues?

James Armstrong's colleagues are Kendell Clark, Cary Moore, Benjamin Musick, Katie Lex, Teri Roberts, Arnie Henning, Greg Perkins.

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