M&A Financial Analyst I

Border States•Fargo, ND

6d•Onsite

About The Position

The Merger & Acquisition (M&A) Financial Analyst I supports merger and acquisition activity by providing financial analysis, modeling, and due diligence throughout the full lifecycle management of acquisition transactions. Supports preparation and post-close assistance of integration work streams.

Requirements

Bachelor’s degree in Business, Accounting/Finance, or related field.
2 years of experience in finance or accounting related role.
Experience in strategic planning, corporate finance, or valuation work.
Strong working knowledge of Windows, Microsoft Office (Excel, Word, PowerPoint, and Outlook).
Excellent customer service skills include being competent, accurate, responsive, and engaged.
Must possess solid decision-making capabilities and analytical skills; must be able to look beyond the data for assumptions and implications.
Must possess and demonstrate the ability to take initiative, be a strong team player, respond to work demands in a flexible manner and produce timely, high quality work products in a deadline-oriented environment with minimal supervision.
Must have experience in analyzing business trends, including identification of risks and opportunities and have the ability to present recommendations in a timely, clear and concise manner.
Must possess excellent written and verbal communication skills and interpersonal skills with confidence and maturity sufficient to interact with all levels of personnel within the organization.
Demonstrate the ability to communicate ideas and analysis in a clear and concise manner.
Maintains confidentiality.
Treats people with respect, keeps commitments, and inspires the trust of others.
Works with integrity and is ethical and upholds organizational values.

Nice To Haves

Ability to travel as needed.

Responsibilities

Assists with financial modelling of potential acquisition targets.
Supports project management, coordination, and administration of the financial and operational due diligence processes.
Aids in consolidation and presentation of financial impacts, risks, financial modeling, due diligence, integration matters, and recommended remediation actions identified during target evaluation.
Assist in the coordination of third-party advisers, including legal, tax, bankers, and financial consultants.
Partners with the integration team on pre- and post-close planning and execution.
Contributes to the process to develop, document, and institutionalize best practices supporting the M&A growth strategy.
Researches and reports on current and future expected M&A market conditions.
Supports the evaluation of potential acquisitions including target screening, research, documentation, and initial outreach.
Tracks and reports financial synergies, acquisition costs, and performance against initial deal models.
Responsible for updating, maintaining, and tracking target information via CRM or preferred tool/software.
Supports other ad hoc financial projects as assigned by the Manager M&A Finance or Director of M&A.
Supports the month end financial close process post-acquisition for newly acquired entities.
Performs other duties as assigned by supervisor or designate.