Senior M&A Analyst
Our Client – is a publicly traded bank in the Arizona Market. They have a national charter and thus a multi-state footprint that is only going to continue to expand. Their current Board and the CEO and CFO are very tenured and have been recognized as strong leaders with a calculated, conservative approach. This conservative approach has paid dividends as they have seen significant growth over the last several years. Suffice it to say, this bank is very well positioned and poised to move to the next level and are now looking to add a Senior M&A Analyst to their team. Our client has mapped out some very aggressive growth plans as other banks continue to struggle in this difficult banking environment. These guys are ‘getting it done.’ You couldn’t pick a better time to join this organization as they continue to thoughtfully grow and expand. This Senior M&A Analyst is going to be on the cutting edge of their future growth.
Opportunity - The primary components of this position include: M & A analysis, developing scalable models for small or mid-size banking targets, proactive analysis of the current banking landscape utilizing external resources, and developing various modeling scenarios. You will also provide ad-hoc analytical support and recommendations related to critical management decisions (business line expansion, products, pricing, capital investments), as well as providing analytical support for the development of strategic initiatives. Additionally, in addition to designing and developing models, you will analyze work completed by internal stakeholders to determine that the methodology used is consistent with Company-wide standards and the results are consistent with corporate goals and objectives.
In addition to those core functionalities, when you are not modeling banks, you will also assist with profitability and variance analysis throughout the entire organization. Additionally, you will be supporting the annual budget process and routine forecasts and working with accounting and finance to identify and analyze significant variances or trends that impact the Company's financial position.
What we are looking for in a candidate– Experience in a banking environment with an analytical mindset, an educational focus on finance or economics, coupled with an MBA or CFA (or tracking that direction) is ideal. There is a ton of executive interface in this role, so having great communication and presentation skills is imperative as well.
This is a big job, but a fun job. If you have the M&A experience from an Analytics perspective, let's talk. This is a great bank.