13,143 Financial Tech Companies jobs in the United States

• Perform financial analysis, including valuation, discounted cash flow (DCF), comparable company analysis, and precedent transactions.
• Build and maintain complex financial models for various transaction types.
• Conduct industry research and analysis to identify investment opportunities and risks.
• Prepare client presentations, pitch books, and marketing materials.
• Assist in the due diligence process for transactions.
• Support senior bankers in deal execution and client relationship management.
• Monitor market trends and economic conditions affecting client businesses.
• Develop and maintain relationships with clients and other stakeholders.
• Ensure accuracy and completeness of financial data and reports.
• Adhere to all regulatory and compliance requirements.

• Bachelor's degree in Finance, Economics, Accounting, or a related quantitative field.
• 1-3 years of relevant experience in investment banking, corporate finance, private equity, or financial advisory.
• Strong financial modeling and valuation skills.
• Proficiency in Microsoft Excel, PowerPoint, and financial databases (e.g., Bloomberg, Refinitiv).
• Excellent analytical, quantitative, and problem-solving abilities.
• Strong written and verbal communication skills, with the ability to articulate complex financial concepts clearly.
• High level of attention to detail and accuracy.
• Ability to work effectively under pressure and meet tight deadlines.
• Demonstrated interest in financial markets and corporate finance.
• CFA designation or progress towards it is a plus.

• Develop and maintain complex financial models, including DCF, LBO, and M&A models.
• Conduct company valuations and analyze financial statements.
• Perform industry research and competitive analysis.
• Prepare pitch books, presentations, and client materials for M&A transactions.
• Assist in the due diligence process for potential acquisitions and divestitures.
• Support senior bankers in client meetings and negotiations.
• Analyze market trends and identify potential investment opportunities.
• Monitor economic and financial news and assess their impact on client portfolios.
• Ensure accuracy and integrity of financial data and analysis.
• Collaborate with deal teams and support transaction execution.

• Bachelor's degree in Finance, Economics, Accounting, or a related field.
• Minimum of 3 years of experience in investment banking, corporate finance, or a related analytical role.
• Proven proficiency in financial modeling and valuation techniques.
• Expertise in Microsoft Excel and PowerPoint.
• Familiarity with financial databases such as Bloomberg, Refinitiv, or CapIQ.
• Strong understanding of corporate finance principles and M&A processes.
• Excellent analytical, quantitative, and problem-solving skills.
• Ability to work long hours and meet demanding deadlines.
• Strong written and verbal communication skills.
• High attention to detail and commitment to producing high-quality work.

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.

We are seeking a detail-oriented and analytically driven Financial Analyst to support a bulge bracket, global investment banking client. Based in Phoenix , this role is focused on internal financial support, data analysis, and process improvement. You'll help interpret financial results, build models, benchmark industry performance, and prepare recurring and ad-hoc deliverables that empower investment bankers and global teams. This is an excellent opportunity to work within a high-performance environment that values accuracy, speed, and strategic insight.

Key Responsibilities

• 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, and Sector Snapshots
• Develop, maintain, and audit financial models and reporting templates used for planning, forecasting, and performance tracking
• Design complex yet elegant Excel spreadsheets that streamline recurring reporting and enable flexible ad-hoc analysis
• Leverage internal databases and third-party tools to extract, validate, and interpret data with a high degree of accuracy and consistency
• Collaborate with internal stakeholders-including other global offices, the Research team, and bankers-to refine methodologies and improve data workflows
• Identify opportunities for automation and process improvement across recurring reporting tasks and analytical frameworks
• 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

Education

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

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 strongly preferred

Skills

• Strong analytical and problem-solving abilities with a high attention to detail
• Advanced Excel skills; able to design, audit, and optimize spreadsheets and templates (strongly preferred)
• Strong PowerPoint skills; able to create clear, visually polished slides with a sharp eye for formatting, consistency, and detail (strongly preferred)
• Familiarity with financial research tools and platforms (e.g., Capital IQ, FactSet, Eikon, Bloomberg) strongly preferred
• Effective communication skills, with the ability to distill complex data into clear insights
• Comfortable managing multiple priorities in a fast-paced environment

RRD's current salary range for this role is $63,300 to $97,400 / year. The salary range may be adjusted based on the applicable geographic location of the hired employee, and the range may change in the future. At RRD, it is not typical for an individual to be hired at or near the top of the range for their role and compensation 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 compensation package may also include participation in a bonus, commission or incentive program. RRD's benefit offerings include medical, dental, and vision coverage, paid time off, disability insurance, 401(k) with company match, life insurance and other voluntary supplemental insurance coverages, plus parental leave, adoption assistance, tuition assistance and employer/partner discounts.

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RRD is an Equal Opportunity Employer, including disability/veterans

• 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, and Sector Snapshots
• Develop, maintain, and audit financial models and reporting templates used for planning, forecasting, and performance tracking
• Design complex yet elegant Excel spreadsheets that streamline recurring reporting and enable flexible ad-hoc analysis
• Leverage internal databases and third-party tools to extract, validate, and interpret data with a high degree of accuracy and consistency
• Collaborate with internal stakeholdersincluding other global offices, the Research team, and bankersto refine methodologies and improve data workflows
• Identify opportunities for automation and process improvement across recurring reporting tasks and analytical frameworks
• 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
  
  

• Bachelors degree in Finance, Accounting, Economics, or a related quantitative discipline (strongly preferred)
  
  

• 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 strongly preferred
  
  

• Strong analytical and problem-solving abilities with a high attention to detail
• Advanced Excel skills; able to design, audit, and optimize spreadsheets and templates (strongly preferred)
• Strong PowerPoint skills; able to create clear, visually polished slides with a sharp eye for formatting, consistency, and detail (strongly preferred)
• Familiarity with financial research tools and platforms (e.g., Capital IQ, FactSet, Eikon, Bloomberg) strongly preferred
• Effective communication skills, with the ability to distill complex data into clear insights
• Comfortable managing multiple priorities in a fast-paced environment
  
  

• Develop complex financial models for valuation, transaction analysis, and forecasting purposes.
• Conduct in-depth financial due diligence for mergers, acquisitions, and divestitures.
• Prepare comprehensive financial reports, presentations, and pitch books for client meetings and internal reviews.
• Analyze market trends, industry dynamics, and competitor performance to identify investment opportunities and risks.
• Assist in the structuring and execution of capital raising transactions, including debt and equity offerings.
• Support client advisory services by providing strategic financial insights and recommendations.
• Perform company and industry research to support deal origination and execution.
• Collaborate closely with senior bankers, clients, and other advisors throughout the deal lifecycle.
• Ensure accuracy and integrity of all financial data and analysis.
• Maintain strong relationships with clients and professional networks.
• Stay current with financial regulations, market developments, and best practices in investment banking.

• Bachelor's degree in Finance, Economics, Accounting, or a related business field.
• Minimum of 4 years of relevant experience in investment banking, corporate finance, or financial advisory.
• Proficiency in financial modeling, valuation methodologies (e.g., DCF, precedent transactions, comparable companies), and LBO analysis.
• Advanced knowledge of Microsoft Excel, PowerPoint, and financial databases (e.g., Bloomberg, Refinitiv Eikon).
• Strong understanding of capital markets, M&A processes, and financial statement analysis.
• Excellent analytical, quantitative, and problem-solving skills.
• Exceptional attention to detail and ability to manage multiple projects simultaneously.
• Strong written and verbal communication skills, with the ability to articulate complex financial concepts clearly.
• Ability to work long hours and meet tight deadlines in a high-pressure environment.
• CFA designation or progress towards CFA is a strong plus.

• Bachelor's degree in Finance, Economics, Accounting, or a related field.
• 4+ years of experience in financial analysis, investment banking, or corporate finance.
• Strong financial modeling and valuation skills.
• Proficiency in financial databases (Bloomberg, FactSet) and advanced Excel.
• Excellent analytical, quantitative, and problem-solving abilities.
• Strong understanding of capital markets and M&A transactions.
• Excellent written and verbal communication skills.
• Ability to work independently and collaboratively in a fast-paced environment.
• CFA designation or progress towards CFA is a plus.