Investment Banking Finance Analyst | AI-Enhanced Modeling

RR Donnelley & Sons; Phoenix (AZ); On-site; USD 64,000 - 98,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) with company match

Paid time off

Parental leave

Tuition assistance

Job summary

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.

Qualifications

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

Responsibilities

• 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

Skills

Advanced analytics

AI tools

Python

SQL

R

VBA

Excel modeling

PowerPoint

Communication

Multi-tasking

Financial analysis

Education

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

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

Job description

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.