Corporate Development Mergers and Acquisitions Associate

Regions Bank•Birmingham, AL

1d•Onsite

About The Position

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.

Requirements

Bachelor’s degree in a related field
Five (5) years of experience in a related field
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

Nice To Haves

Master’s degree
Advanced certification such as Certified Public Accountant (CPA) or Chartered Financial Analyst (CFA)
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

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