Randy Wilson Email and Phone Number
OverallA "hands on leader" who thrives building and developing teams, engaging with people and building new relationships. An adaptable communicator and collaborative leader, with a proven ability to energize and influence across all levels of an organization.Investor Relations (IR)Driven by a passion for advancing the IR profession overall, Randy is an active member of the National Investor Relations Institute (NIRI) and was named to NIRI's 40 Under 40 in Investor Relations. IR Skills: Strategic Positioning and Messaging; Investor Targeting and road show planning; IR Websites; ESG/Sustainability disclosure; Corporate Governance & Proxy Development; Executive Credibility and Reputation Management; Financial Media Relations; Earnings Announcements; Investor Presentations; Investor Day Planning; Competitive Analysis; and Reg FD compliance.TreasuryExtensive global operations experience and deep knowledge of international markets and navigating dynamic marketsTreasury Skills: Global Liquidity and Working Capital Management, Foreign Exchange Risk Management, Capital Markets, Corporate Finance, Hedge Accounting Execution, Rating Agency Management, Intercompany Financing, Cash Forecasting, Financial Modeling, Financial Planning and Analysis, Project Management, Treasury Technology and Business Solution Integrati
Iabc New York Tristate Area Chapter
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TreasurerIabc New York Tristate Area ChapterUnited States -
Vice President, Investor Relations And TreasuryThe Shyft Group Jun 2022 - PresentNovi, Michigan, UsThe Shyft Group (NASDAQ: SHYF) is engaged in specialty vehicle manufacturing and assembly of commercial vehicles. Overall- Spearhead the Investor Relations and Treasury activities for the Shyft Group as a direct report to CFO and part of Finance Leadership TeamInvestor Relations- Lead relationship with 4 small-cap sell-side analysts- Manage all vendor relationships (Nasdaq, Notified, PR Newswire, S&P). Drove cost containment across vendor universe by leading negotiations and benchmarking performance- Revamped Market Monitoring, Capital Surveillance, and Investor Targeting efforts and improved outreach investor outreach efforts- Present to the Board of Directors on an annual basis the strategy and goals of the IR departmentTreasury and Risk Management- Treasurer for the organization including Cash Management, AP/AR Management, Cash Forecasting- Responsible for management of $300 million revolver facility, including spearheading credit amendment process to provide company operational flexibility to achieve its long-term strategic objectives- Maintain internal audit and bank compliance -
TreasurerIabc New York Tristate Area Chapter Mar 2021 - PresentIABC New York is a professional network of business communicators, digital marketers and reputation management specialists across the Tristate New York Region (CT, NJ, NY).Treasurer of the IABC Tristate New York Chapter -
Board Member - President & Past TreasurerNiri Connecticut / Westchester Chapter Aug 2019 - Jun 2022NIRI Connecticut Westchester is a professional network of investor relations professionals responsible for communication among corporate management, shareholders, securities analysts and other financial community constituents -
Director, Investor Relations And TreasuryTerex Corporation Aug 2018 - Jun 2022Norwalk, Ct, UsTerex Corporation (NYSE: TEX) is a manufacturer of Aerial Work Platforms and Materials Processing machinery.Overall- Direct report to CFO as IR leader and promoted to have remit include Assistant Treasurer for Capital Markets also reporting to Treasurer.Investor Relations- Managed relationships with 18 sell-side analysts and extensive buy-side investor community - Responsible for all investor relations and media relations efforts by managing the day-day department activities along with all vendor relationships (NYSE, PR Newswire, Q4 Inc., Visible Alpha)- Successfully executed road shows, conference calls, webcasts, one-on-one meetings, annual report publication and corporate website development. - Directed internal competitive intelligence, including benchmarking competitor financial reports for comparison to Company results and provided updates to Executive teamContinually analyses sell-side analyst financial models and updates consensus report for CEO and CFO.- Monitored sell-side consensus estimates for comparison to operating plan using Visible Alpha and communicated comparative results to senior management.- Supported the Company’s ESG initiatives through an investor lens by assisting with the annual Sustainability report and lead ESG investor outreach initiatives.Corporate Treasury- Proactively managed foreign exchange risks associated with global businesses by engaging regularly with internal finance teams to measure, monitor and identify changes to the company’s overall risk profile. Closely collaborated with Accounting tam to analyze and implement hedge accounting friendly strategies.- Successfully executed refinancing of $600 million revolver and $600 million bond offering while reconstituting the bank group from a European centric group to global bank group.- Leadership of rating agency relationships with S&P and Moody's- Prepared financial presentations for the Board of Directors -
PrincipalArtemis Partners Aug 2016 - Jun 2018Artemis Partners is a family office holding company which owns, operates, and manages behavioral healthcare centers in Connecticut, New Jersey and New YorkLeadership responsibilities included:- Leadership responsibilites for Finance, HR, Insurance, Real Estate and Technology functions. - Implemented solutions including HRIS (Namely), Networking (Cisco Meraki) and Insurance (new risk management program)- Participates in developing the organizational strategic goals and priorities and following through to ensure that objectives are met.-Along with leadership, performs market analysis, benchmark and peer comparison to transform and optimize the vision of a best-in-class organization.
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AssociateBank Of America Dec 2013 - Aug 2016Charlotte, Nc, UsStrategic Finance- Partnered with Bank of America's business units to execute projects including client coverage, competitor analysis, expense optimization, and organizational health.- Supported Chief Financial Officer for Global Banking and Global Markets with responsibility for providing strategic analysis and performance insight to the business leaders of these businesses as well as for the key control processes to ensure the integrity of the financial results. - These businesses include the Sales & Trading, Capital Markets and Investment Banking across Americas, EMEA, and Asia Pacific.Chief of Staff Office- Management & Strategy role serving the CEO and COO of Bank of America - Served as a central point of contact to deliver the full capabilities of the firm to clients by regularly interacting with C-suite management. -
Private Wealth Management Sales - Summer AssociateGoldman Sachs May 2012 - Aug 2012New York, New York, Us10 week internship program rotating across three private wealth management teams targeting clients with $25M+ of liquid, investable assets. -
Corporate Finance & Investor RelationsTerex Corporation Jan 2009 - Aug 2011Norwalk, Ct, UsTerex Corporation (NYSE: TEX) is a manufacturer of Aerial Work Platforms and Materials Processing machinery.Partnered across organization to help drive connectivity in the Corporate Finance, Investor Relations, Business Development and Strategy departments resulting in comprehensive analytics presented to Board of Directors, C-Suite Management and External Investors. -
Capital Commitments & Business AnalystBank Of America Dec 2005 - Feb 2009Charlotte, Nc, UsRisk and Business Analyst for the Global Markets and Investment Banking Divisions. Responsibilities included all reporting and process improvements for the Investment Bank's loan and bond portfolio. -
Financial AnalystIbm Feb 2004 - Nov 2005Armonk, New York, Ny, UsFinancial Analyst providing support to Banking Consulting team and Vice President including forecasting, presentation, and operational support.
Randy Wilson Education Details
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Cornell Johnson Graduate School Of ManagementFinance -
Marist CollegeAccounting -
St. Lawrence UniversityEconomics
Frequently Asked Questions about Randy Wilson
What company does Randy Wilson work for?
Randy Wilson works for Iabc New York Tristate Area Chapter
What is Randy Wilson's role at the current company?
Randy Wilson's current role is Treasurer.
What schools did Randy Wilson attend?
Randy Wilson attended Cornell Johnson Graduate School Of Management, Marist College, St. Lawrence University.
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