M&A Financial Analyst I

This position is located in Fargo, ND.

About the role

Border States is 100% employee-owned, empowering you to make decisions, find solutions, and receive rewards for your hard work. As a Merger & Acquisition (M&A) Financial Analyst I, you will support merger and acquisition activity by providing financial analysis, modeling, and due diligence throughout the full lifecycle of acquisition transactions. You will also support preparation and post-close assistance of integration work streams.

Responsibilities

Essential Functions

• Assists with financial modeling 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.
• Assists 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.

Non-essential Functions

• 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.

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).

Skills

• Excellent customer service skills including being competent, accurate, responsive, and engaged.
• Solid decision-making capabilities and analytical skills; ability to look beyond the data for assumptions and implications.
• Ability to take initiative, be a strong team player, and respond to work demands in a flexible manner.
• Produce timely, high-quality work products in a deadline-oriented environment with minimal supervision.
• Experience in analyzing business trends, including identification of risks and opportunities, and presenting recommendations clearly and concisely.
• Excellent written and verbal communication skills and interpersonal skills.
• Confidence and maturity to interact with all levels of personnel within the organization.
• Ability to communicate ideas and analysis clearly and concisely.
• Maintains confidentiality and treats people with respect.
• Works with integrity, is ethical, and upholds organizational values.
• Schedule flexibility to meet project timing requirements.
• Ability to travel as needed.

Physical Requirements

Lifting

• Lift from Waist: Less than 10 lbs. - Not at all, 10 to 25 lbs. - Not at all, 26 to 50 lbs. - Not at all, 51 to 75 lbs. - Not at all, 75 to 100 lbs. - Not at all, 100+ lbs. - Not at all.
• Lift from Floor: Less than 10 lbs. - Frequently, 10 to 25 lbs. - Frequently, 26 to 50 lbs. - Occasionally, 51 to 75 lbs. - Not at all, 75 to 100 lbs. - Not at all, 100+ lbs. - Not at all.
• Carried for Distance: Less than 10 lbs. - Not at all, 10 to 25 lbs. - Not at all, 26 to 50 lbs. - Not at all, 51 to 75 lbs. - Not at all, 75 to 100 lbs. - Not at all, 100+ lbs. - Not at all.

Physical Activity

• Sitting - Continuously
• Standing - Frequently
• Walking - Frequently
• Bending/stooping - Occasionally
• Crawling - Not at all
• Climbing/Walking Stairs - Frequently
• Reaching - Frequently
• Crouching/squatting - Occasionally
• Kneeling - Occasionally
• Balancing - Occasionally
• Repetitive motion - Continuously
• Pivoting - Occasionally
• Pushing/Pulling - Occasionally
• Grasping - Continuously
• Fingering - Continuously
• Talking - Frequently
• Driving - Occasionally
• Desk work - Continuously
• Use of a computer - Continuously
• Use of a telephone - Frequently
• Hearing - Continuously
• Exposure to adverse weather & temperature conditions - Not at all
• Travel - Occasionally

Benefits

• Health, Dental, and Vision Benefits
• Accident, Critical Illness, Hospital Indemnity
• FSA & HSA
• Employee Stock Ownership Plan (ESOP)
• Disability Benefits
• 401(k) Retirement Plan
• Life Insurance
• Employee Assistance Program
• Paid Holidays
• Paid Volunteer Time
• Personal Leave time
• Bonuses upon the achievement of branch and company goals