Corporate Development Mergers and Acquisitions Associate

Regions Bank; Birmingham (AL); On-site; USD 92,000 - 125,000; Full time

Benefits offered by this job

Paid Vacation/Sick Time

401K with Company Match

Medical, Dental and Vision Benefits

Disability Benefits

Job summary

Regions Bank in Birmingham, AL seeks an experienced Corporate Development Mergers & Acquisitions Associate to support strategy development, due diligence, execution, and integration planning. You will conduct qualitative and quantitative analyses of potential acquisitions and research M&A segments and sellers.

Responsibilities include building advanced financial models, presenting findings to senior leadership, and guiding junior analysts through the deal lifecycle.

Qualifications

• Bachelor’s degree in a related field.
• Five years of experience in corporate finance advisory, financial services, finance, accounting, management consulting, or investment banking.
• Master’s degree and CPA/CFA are preferred.

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 financial models used in deal presentations.
• Supports the M&A process by reviewing and validating financial models and analytical tools.
• Provides analytical support of potential transactions, evaluating pro forma impact on Regions and deal attractiveness.
• Prepares communications materials and perspectives on business segments and acquisition candidates.
• Partners with the M&A team to ensure modeling assumptions and outputs are accurate.
• Participates in all stages of the life cycle of an actual transaction including due diligence.
• Communicate with industry partners, Regions’ bankers, senior leadership, clients and external parties.
• Guides the work of M&A Analysts and maintains oversight of models, tools, and templates.

Skills

Advanced Excel

Power BI

PowerPoint

VBA

Financial modeling

IRR analysis

NPV analysis

EPS analysis

Banking knowledge

Education

Bachelor’s degree in related field

Master’s degree

Tools

Excel

Power BI

PowerPoint

VBA

Job description

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career — a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.

Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions’ Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.

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, andTangible 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 Type

Full time

Compensation Details

Pay 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 Information

Regions offers a benefits package that is flexible, comprehensive and recognizes that “one size does not fit all” for benefits-eligible associates. (https://www.regions.com/about-regions/benefits/benefits-eligibility) 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 Details

Regions Center

Location:

Birmingham, Alabama

Equal Opportunity Employer/including Disabled/Veterans

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.