Strategic Finance and Capital Markets Analyst
Strategic Finance and Capital Markets Analyst
Who We Are
Upbound Group, Inc. (NASDAQ: UPBD) is a technology- and data-driven leader in accessible and inclusive financial solutions that address the evolving needs of underserved customers. Our operating units—including Acima, Brigit, and Rent‑A‑Center—support consumer transactions across store‑based and digital channels in the United States, Mexico, and Puerto Rico. Upbound Group, Inc. is headquartered in Plano, Texas.
About the Position
The Strategic Finance and Capital Markets Analyst plays a critical role in supporting enterprise-level strategic decision-making, capital allocation planning, and market-driven insights across our multi‑unit, growth‑oriented businesses. This role analyzes financial, market, and competitive data, delivers actionable insights, and provides strategic recommendations that help leadership optimize performance, allocate capital, and drive long-term enterprise value creation.
The analyst will work cross‑functionally across Strategy, FP&A, Investor Relations, Operations, and external partners to connect market intelligence, peer performance, analyst expectations, and internal investment decisions into structured, decision-ready insights into structured, decision-ready insights that advance Upbound’s strategic roadmap and long-term enterprise value creation.
This is a high‑impact role for someone who enjoys synthesizing complex information, building analytical frameworks, and shaping actionable enterprise-level decisions.
Key Responsibilities
Analyze financial, operational, and market/competitive data to identify trends, risks, performance opportunities, valuation considerations, capital allocation implications, and relative strategic positioning versus peers and across business units.
Develop and maintain advanced financial models, including detailed peer company operating and valuation models, and capital structure and capital allocation scenario models.
Maintain real-time visibility into sell-side analyst models and estimates; analyze expectation gaps and provide insights ahead of earnings and investor engagement.
Partner with cross‑functional teams—including FP&A, Operations, Strategy, and Business Unit leaders—to evaluate initiatives and support data‑driven recommendations.
Evaluate internal investment proposals (R&D, strategic initiatives, capex), develop ROI underwriting frameworks, and track realized returns versus expectations.
Support capital markets strategy through capital structure optimization, debt and liquidity scenario planning, and rating agency and investor support materials, including covenant and leverage scenario analysis.
Support Corporate Development through strategic theme and adjacency evaluation, and detailed valuation and transaction modeling.
Prepare executive and board ready presentations and materials that clearly communicate financial, competitive, and capital allocation insights.
Enhance reporting and analytical processes through automation, standardization, improved data visualization, and disciplined model governance.
Job Requirements / Qualifications
Strong analytical and financial modeling capabilities with advanced Excel proficiency; experience building integrated operating and valuation models preferred.
Ability to translate complex financial and market data into clear, strategic insights for executive leadership.
Strong communication and presentation skills with an executive‑ready style.
Experience collaborating with cross‑functional teams in a fast‑paced environment; exposure to treasury, capital markets, corporate development, strategy, investment banking, equity research, or investor relations is a plus.
Business acumen and intellectual curiosity to understand competitive dynamics, capital markets expectations, and enterprise value drivers across multi‑unit operating environments.
This position is in‑office (Monday through Friday) in Plano, TX.
Benefits
Sponsorship
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time.
Upbound Group is an equal opportunity employer committed to ensuring all employment decisions are made without discrimination and without regard to traits or characteristics protected by federal, state, or local law.