Job Description:At Regions, the Corporate Development Mergers and Acquisitions Associate supports the execution of acquisition transactions through supporting strategy development, diligence, execution, and integration planning. Critical to this role is performing qualitative and quantitative analysis of potential acquisitions and researching potential M&A segments and sellers.
Primary Responsibilities- Develops and prepares quantitative and qualitative analyses to support the M&A evaluation and/or divestiture processes
- Performs pro forma financial analysis, budgeting/forecasting, and business valuations, and assists in the preparation of financial models and other materials to be used in presentations and as support for deal transactions
- Supports the M&A process by reviewing and validating financial models and analytical tools that value acquisition candidates
- Provides analytical support of potential transactions, evaluating the pro forma impact on Regions and attractiveness of transactions
- Prepares communications materials and perspectives on business segments and acquisition candidates
- Partners with the M&A team's functional partners to ensure modeling assumptions and output are accurate
- Participates in all stages of the life cycle of an actual transaction including managing assisting in organizing and participating in due diligence including conducting industry and company-specific due diligence and research in support of transaction activities and new business generation
- Communicate and interact with industry partners and Regions' bankers and senior leadership as well as with clients and other external parties.
- Provides guidance and oversight to M&A Analysts by reviewing analysis and outputs and providing specific feedback
- Maintains oversight of the M&A team's models, analytic tools, capabilities, and templates
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.
Requirements- Bachelor's degree in a related field
- Five (5) years of experience in a professional corporate finance advisory functions, financial services, finance, accounting, management consulting, or investment banking
Preferences - Master's degree
- Advanced certification such as Certified Public Accountant (CPA) or Chartered Financial Analyst (CFA)
Skills and Competencies - Ability to build advanced data sets and analyze data
- Ability to build advanced financial models for mergers and acquisitions and proformas
- Ability to effectively communicate and present data to internal partners at Regions
- Ability to effectively communicate and present data to senior members of the Corporate Development team
- Ability to effectively guide work of the M&A analyst on the team
- Ability to effectively work in a team environment
- Advanced Excel skills
- Advanced Power Business Intelligence (BI) skills
- Advanced PowerPoint skills
- Advanced understanding of Corporate Finance concepts specific to Bank M&A
- Advanced Visual Basic for Applications (VBA) skills
- General understanding of Corporate Finance concepts specific to Bank M&A, including: Earnings per share (EPS) Accretion Analysis, Internal Rate of Return (IRR) analysis, Net present value (NPV) analysis, and Tangible Book Value (TBV) Dilution and Payback Analysis
- Moderate understanding of accounting concepts related to banking
- Moderate understanding of bank balance sheet and income statement
- Moderate understanding of how to analyze strategic value of M&A targets
Position TypeFull time
Compensation DetailsPay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
Job Range Target:Minimum:$92,256.45 USD
Median:$124,610.00 USD
Incentive Pay Plans:This job may participate in an annual discretionary bonus plan.
Benefits InformationRegions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
- Paid Vacation/Sick Time
- 401K with Company Match
- Medical, Dental and Vision Benefits
- Disability Benefits
- Health Savings Account
- Flexible Spending Account
- Life Insurance
- Parental Leave
- Employee Assistance Program
- Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
https://www.regions.com/about-regions/welcome-portal/benefits
Location DetailsRegions Center
Location:Birmingham, Alabama
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
