Financial Analyst III - M&A / Corporate Development

M&T Bank; South Dakota; Hybrid; USD 75,000 - 124,000; Full time

Job summary

M&T Bank in Buffalo, NY is seeking a Corporate Development professional to perform financial analysis in support of potential M&A opportunities, valuation, risk assessment and deal structuring.

The role centers on financial modeling, due diligence coordination, and delivering definitive data to senior management to guide strategic objectives. This is a hybrid position with in-office work four days per week at the One M&T Plaza location.

Qualifications

• Bachelor’s degree and a minimum of 3 years’ experience OR Associate’s degree and a minimum of 5 years’ experience in accounting, auditing, operations or financial institutions.
• Strong financial modeling skills and solid understanding of finance concepts.
• Knowledge of banking industry and financial statements.

Responsibilities

• Assist evaluation of potential M&A opportunities with financial analysis, valuation and due diligence coordination.
• Perform financial/valuation analysis using DCF, market multiples and other tools.
• Conduct independent research and complex analytical projects with forecasting models.

Skills

Financial modeling

Technical aptitude

Banking knowledge

Education

Bachelor’s degree in Finance or Accounting

Associate’s degree

Tools

Financial analysis tools

Job description

Job Description

** Work Arrangement/Location: This is a hybrid position requiring in-office work four days every week, based at the One M&T Plaza office in Buffalo, NY.

Some flexibility on location for an ideal candidate.

Overview:

Corporate Development works closely with M&T’s business units and senior management to ensure a coordinated and consistent approach to the merger and acquisition (M&A) process. This role primarily focuses on financial analysis in support of potential internal and external capital investment opportunities through valuation, risk assessment, and deal structuring; as well as, peer analysis regarding performance, merger-related activities, and capital actions, to assist senior management in implementing the bank’s strategy. In addition, the person in this role may be asked to conduct highly technical research and analysis of projects to provide senior management with definitive financial data and advice for their use in setting and realizing strategic objectives.

Primary Responsibilities:

• Assisting with the evaluation of potential M&A opportunities, including financial analysis, valuation, structuring, and coordination of due diligence efforts, which involve extensive interaction with various groups throughout the bank.
• Conducting financial and valuation analysis regarding acquisition, investment and divestiture opportunities using discounted cash flow analysis, market multiples, and other financial and analytical tools.
• Conduct independent research and complex analytical projects involving financial modeling/forecasting to provide senior management with definitive financial trend data and advice for their use in setting and realizing objectives. Design projects and may lead projects of moderate scope.
• Conduct independent research and analytical projects involving financial modeling/forecasting to provide senior management with definitive financial trend data and advice for their use in setting and realizing strategic objectives. Assist with the design of projects and may lead projects of moderate scope.
• Ensure success through shared responsibility of team workload to achieve department/project objectives (volume, quality, timeliness of end results).
• Perform detailed, interpretative financial analysis utilizing complex financial tools to demonstrate scenarios/activities. Build and maintain forecasting models/tools; work in collaboration with business groups to provide insightful analysis. Play a role in cross-functional efforts and teams, leveraging resources and relationships across the Bank to further team and project goals.
• Create and maintain documentation of assigned tasks/processes.
• Evaluate situations using multiple sources of information and suggest insightful conclusions.
• Display advanced proficiency in the systems/tools used to generate standard financial reports on a periodic basis.
• Demonstrate advanced knowledge of finance and accounting concepts through the aggregation of financial data.
• Display an understanding of M&T’s (or applicable Business Unit’s) financial statements, including awareness of key drivers and trends in major Balance Sheet and Income Statement line items.
• Participate in training and development opportunities across Finance and the Bank.
• Understand, adhere to, and contribute to the improvement and timeliness of deliverables and process efficiency.
• Understand and adhere to the Company’s risk and regulatory standards, policies, and controls in accordance with the Company’s Risk Appetite. Identify risk-related issues needing escalation to management.
• Promote an environment that supports belonging and reflects the M&T Bank brand.
• Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators, as applicable.
• Complete other related duties as assigned.

Supervisory/ Managerial Responsibility:

May train junior staff

Education and Experience Required:

Bachelor’s degree and a minimum of 3 years’ experience OR Associate’s degree and a minimum of 5 years’ experience in accounting auditing, operations or financial institutions

Comprehensive understanding of finance and accounting concepts + knowledge of banking industry

Strong technical aptitude and advanced financial modeling skills

Education and Experience Preferred:

Bachelor’s degree in Finance or Accounting or related field. Financial Services Industry experience

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $74,600.00 - $124,400.00 Annual (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.

Location

Buffalo, New York, United States of America