Corporate Development Mergers and Acquisitions Associate

Regions Financial Corporation

Birmingham (AL)

On-site

USD 92,000 - 125,000

Full time

14 days+

Get more replies from employers

Send a job-specific resume in minutes.

Benefits offered by this job

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

Job summary

Regions, based in Birmingham, Alabama, seeks a Corporate Development Mergers and Acquisitions Associate to support strategy, diligence, execution, and integration planning for acquisitions.

The role emphasizes quantitative and qualitative analysis, pro forma modeling, and collaboration with Regions’ bankers and senior leadership. Onsite work schedule and potential discretionary bonus are noted.

Qualifications

  • Bachelor’s degree required; Master’s preferred.
  • Advanced Excel, financial modeling and M&A analysis skills.
  • Strong communication and presentation abilities.

Responsibilities

  • Develops quantitative and qualitative analyses to support M&A evaluation or divestitures.
  • Performs pro forma analyses, budgeting/forecasts, and valuations; builds financial models.
  • Reviews financial models and tools used in deal transactions.
  • Assists in communicating and presenting analyses to Regions’ leadership and external parties.
  • Maintains oversight of models, templates and analytic tools.
  • Supports due diligence and industry/company research for transactions.

Skills

Advanced Excel
Advanced Power BI
Advanced PowerPoint
Advanced VBA
Data analysis
Financial modeling
M&A analysis
Communication

Education

Bachelor’s degree in related field
Master’s degree
CPA/CFA (preferred)

Tools

Power BI
Microsoft Excel
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, 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

This position is intended to be onsite, now or in the near future. Associates will have regular work hours, including full days in the office three or more days a week. The manager will set the work schedule for this position, including in-office expectations.

Regions will not sponsor applicants for work visas for this position at this time. Applicants for this position must be currently authorized to work in the United States on a full-time basis.

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. 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

Get your free, confidential resume review.
or drag and drop your file here.
Similar jobs

Similar jobs worth comparing

Corporate Development Mergers and Acquisitions Associate
Corporate Development Mergers and Acquisitions Associate

Regions Bank • Birmingham (AL)

On-site
USD 92,000 - 125,000
Paid Vacation/Sick Time
401K with Company Match
Medical, Dental and Vision Benefits
+1
Mergers and Acquisitions Integration and Resolution Planning Manager
Mergers and Acquisitions Integration and Resolution Planning Manager

Regions Bank • Birmingham (AL)

On-site
USD 155,000 - 215,000
Paid Vacation/Sick Time
401K with Company Match
Medical, Dental and Vision Benefits
+7
Assistant General Counsel - Procurement Legal Group
Assistant General Counsel - Procurement Legal Group

Regions Bank • Alabama

On-site
USD 73,000 - 89,000
Paid vacation/Sick time
401K with company match
Medical, dental and vision benefits
+7
Data and Analytics Analyst - Data Governance and Reporting
Data and Analytics Analyst - Data Governance and Reporting

Regions Bank • Birmingham (AL)

On-site
USD 54,000 - 65,000
Paid Vacation/Sick Time
401K with Company Match
Medical, Dental and Vision Benefits
+7
Corporate Bank Strategy and Business Management Analyst
Corporate Bank Strategy and Business Management Analyst

Regions Bank • Birmingham (AL)

On-site
USD 66,000 - 84,000
Paid vacation
401K with company match
Medical, dental and vision benefits
+2
Regions Business Capital Underwriting Analyst
Regions Business Capital Underwriting Analyst

Regions Bank • Atlanta (GA)

On-site
USD 57,000 - 70,000
Corporate Banking Business Optimization Partner
Corporate Banking Business Optimization Partner

Fayette Chamber of Commerce • Atlanta (GA)

On-site
USD 125,000 - 159,000
Medical, Dental and Vision Benefits
401K with Company Match
Paid Vacation/Sick Time
+2
Corporate Banking Business Optimization Partner
Corporate Banking Business Optimization Partner

Regions Bank • North Carolina

On-site
USD 113,000 - 138,000
401K with Company Match
Medical, Dental and Vision Benefits
Paid Vacation/Sick Time
+2
Digital Product Analyst [On-Site]
Digital Product Analyst [On-Site]

Fayette Chamber of Commerce • Atlanta (GA)

On-site
USD 66,000 - 80,000
Paid Vacation/Sick Time
401K with Company Match
Medical, Dental and Vision Benefits
+7
Technology Execution Manager - Consumer, Marketing & Digital
Technology Execution Manager - Consumer, Marketing & Digital

Regions Financial Corporation • Hoover (AL), Northern (KY)

Hybrid
USD 200,000 - 244,000
Paid Vacation/Sick Time
401K with Company Match
Medical, Dental and Vision Benefits
+7