Financial Analyst - Investment Banking Support

RR Donnelley & Sons; Phoenix (AZ); Vor Ort; USD 64.000 - 98.000; Vollzeit

Benefits dieser Stelle

Medical, dental, and vision coverage

401(k) with company match

Paid time off

Parental leave

Tuition assistance

Zusammenfassung

RR Donnelley & Sons in Phoenix, AZ seeks an experienced finance professional to support global investment banking workflows, analyze financial statements, and develop banker-ready deliverables. You will gain exposure to diverse industries, build sophisticated models, and contribute to internal performance reporting.

This role emphasizes ownership from intake to delivery, the use of AI-enabled tools, and the ongoing development of analytical and financial skills in a fast-paced environment.

Qualifikationen

• Bachelor's degree in Finance, Accounting, Economics, or a related quantitative discipline (required)
• MBA or CFA (completed or in progress) is a plus

Aufgaben

• Analyze income statements, balance sheets, consolidated financials, and internal performance reports for decision support
• Interpret results to identify trends, compare performance vs peers, and extract benchmarking insights
• Prepare Company Profiles, Benchmarking Analyses, Precedent Transactions, Earnings Summaries, Sector Snapshots, and Internal Reviews
• Develop, maintain, and audit analytic models, spreadsheets, and templates for benchmarking and analysis
• Design complex Excel spreadsheets to streamline recurring reporting and ad hoc analysis
• Independently manage analytical requests from intake to final delivery, including sources and backup
• Maintain complete, logical documentation for data, calculations, and conclusions for independent review
• Rigorously review your work to resolve discrepancies and formatting issues before review
• Leverage internal databases and third-party tools to extract and validate data accurately
• Collaborate with global offices, Research, and bankers to clarify requests and improve workflows
• Identify and implement automation and AI-enabled tools to improve recurring reporting and research workflows
• Assist in creating management reports and briefing materials to support workflows and client engagement
• Participate in ad-hoc financial analysis and internal projects

Kenntnisse

Advanced analytics

AI tools

Python

SQL

R

VBA

Excel modeling

PowerPoint

Communication

Multi-tasking

Financial analysis

Ausbildung

Bachelor's degree in Finance, Accounting, Economics, or a related quantitative discipline (required)

MBA or CFA (completed or in progress) is a plus

Jobbeschreibung

Company Description

RRD is a leading global provider of marketing, packaging, print, and supply chain solutions that elevate engagement across the complete customer journey. The company offers the industry's most trusted portfolio of creative execution and world-wide business process consulting, with services designed to lower environmental impact. With 22,000 clients, including 93% of the Fortune 100, and 32,000 employees across 28 countries, RRD brings the expertise, execution, and scale designed to transform customer touchpoints into meaningful moments of impact.

Job Description

This is a unique opportunity for an experienced finance professional to work closely withglobal investment banking teams on the analysis and financial content that support theirday-to-day work. The role offers exposure to a broad range of companies, industries,financial analyses, and investment banking deliverables, including company profiles,benchmarking analyses, precedent transactions, earnings summaries, sector analysis,and internal performance reporting. You'll work in a fast-paced environment whereaccuracy, judgment, curiosity, and the ability to turn complex financial information intoclear, banker-ready analysis matter every day.

Just as importantly, this is a role where you can grow and make an increasingcontribution to the team. You'll deepen your financial and analytical skills, gain exposureto sophisticated banking workflows, and develop proficiency with leading financial dataand AI-enabled tools. As your expertise develops, you'll take increasing ownership ofwork from initial request through final delivery. For someone who is intellectually curiousand enjoys finance, this is an opportunity to do meaningful work, continue developingprofessionally, and help strengthen the team's analytical capabilities over time.

What You'll Gain

• Direct exposure to investment banking workflows and the analytical work used by global banking teams

• Breadth of experience across companies, sectors, transaction analyses, benchmarking, earnings, and other financial deliverables

• Hands-on experience with leading financial platforms and emerging AI-enabled tools, learning how to use technology thoughtfully while maintaining rigorous financial standards

• Increasing ownership and responsibility, developing the judgment to manage analytical requests from intake through completed, banker-ready output.

• Transferable financial and professional skills in analysis, research, financial data, Excel, PowerPoint, communication, quality control, and problem solving

What You'll Do

• Analyze income statements, balance sheets, consolidated financials, and internal performance reports to support strategic decision-making

• Interpret financial results to identify trends, compare performance against industry peers and competitors, and extract insights that inform strategic positioning and benchmarking analyses

• Prepare recurring and ad-hoc deliverables, including Company Profiles, Benchmarking Analyses, Precedent Transactions, Earnings Summaries, Sector Snapshots, and Internal Performance Reviews

• Develop, maintain, and audit analytical models, spreadsheets, and reporting templates used for benchmarking, company analysis, and performance evaluation

• Design complex yet elegant Excel spreadsheets that streamline recurring reporting and enable flexible ad hoc analysis

• Independently manage standard analytical requests from initial intake through final delivery, including confirming requirements, selecting appropriate sources and tools, maintaining supporting backup, and ensuring the completed work addresses the original request

• Maintain complete, logical, and readily traceable supporting documentation so that key data, calculations, and conclusions can be independently reviewed and verified

• Rigorously review your own work before submitting it for review, identifying and resolving discrepancies, questionable data, formatting inconsistencies, and unsupported conclusions

• Leverage internal databases and third-party tools to extract, validate, and interpret data with a high degree of accuracy and consistency

• Collaborate with other global offices, the Research team, and bankers to clarify requests, refine methodologies, resolve data or execution issues, and improve analytical workflows

• Identify and implement opportunities to use automation, AI-enabled tools, and other workflow improvements to increase the efficiency and consistency of recurring reporting, research, and analytical processes

• Assist in the creation of management reports and internal briefing materials used to support banker workflows and client engagement

• Participate in ad-hoc financial analysis and internal projects as assigned

Qualifications

What We're Looking For

Education:

• Bachelor's degree in Finance, Accounting, Economics, or a related quantitative discipline (required)

• MBA or CFA (completed or in progress) is a plus

Experience:

• 3+ years of relevant experience in financial analysis, corporate finance, or investment banking support

• Experience supporting or working with bulge bracket investment banks or capital markets teams preferred

Skills:

• Advanced analytical and problem-solving skills with exceptional attention to detail; able to design, audit, and optimize sophisticated Excel spreadsheets and templates

• Comfortable incorporating approved AI-enabled tools into daily workflows to improve the efficiency and quality of research, analysis, reporting, and content development, while independently validating outputs against underlying sources and maintaining accountability for the final deliverable

• Familiarity with financial research tools and platforms (e.g., Capital IQ, FactSet, Bloomberg)

• Experience with one or more of Python, SQL, R, or VBA is preferred

• Effective communication skills, with the ability to distill complex data into clear insights

• Able to manage multiple priorities, communicate effectively regarding timing or clarification needs, and complete work efficiently without compromising accuracy, completeness, QC, or presentation quality

• Strong PowerPoint skills; able to create clear, visually polished slides with a sharp eye for formatting, consistency, and detail

• Strong intellectual curiosity and interest in financial markets, industries, and corporate performance trends

• Sound professional judgment, with the ability to identify ambiguity, develop clear and comprehensive questions, determine when escalation is appropriate, and communicate effectively with colleagues and bankers

Additional Information

RRD's current salary range for this role is $64,000-98,400/year. The salary range may be adjustedbased on the applicable geographic location of the hired employee, and the range may change in thefuture. At RRD, it is not typical for an individual to be hired at or near the top of the range for their role andcompensation decisions may vary based upon, but not limited to education, skills, experience, proficiency,performance, shift and location. Depending on the role, in addition to base salary, the total compensationpackage may also include participation in a bonus, commission or incentive program. RRD's benefitofferings include medical, dental, and vision coverage, paid time off, disability insurance, 401(k) withcompany match, life insurance and other voluntary supplemental insurance coverages, plus parentalleave, adoption assistance, tuition assistance and employer/partner discounts.

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RRD is an Equal Opportunity Employer, including disability/veterans

At RRD, we value innovation, authenticity, and integrity. To uphold the security and fairness of our hiring process, we ask that candidates refrain from using AI tools during interviews to ensure an authentic and secure experience. We appreciate your cooperation as we work to maintain a transparent and equitable hiring process.

All employment offers are contingent upon the successful completion of both a pre-employment background and drug screen.