Corporate Development Mergers and Acquisitions Associate

About the role

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.

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, conducting industry and company-specific due diligence and research in support of transaction activities and new business generation
• Communicates and interacts 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 function, financial services, finance, accounting, management consulting, or investment banking

Qualifications

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

Skills

• 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
  • 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

Pay

Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. 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.

• Minimum Job Range Target: $92,256.45 USD
• Median: $124,610.00 USD

This job may participate in an annual discretionary bonus plan.

Benefits

Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates.

• 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

Schedule

Full time

Location: Birmingham, Alabama