Financial Analyst IV – Corporate Finance

Overview:

Corporate Finance 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.
•    Analyzing and presenting responses to senior management’s ad hoc inquiries regarding various strategic alternatives facing the organization.
•    Mentors junior team members.
•    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, teams, leveraging resources and relationships across the Bank to further team of project goals.
•    Create & maintain documentation of assigned tasks/processes.  Evaluates situations using multiple sources of information and suggests insightful conclusions.
•    Demonstrate an advanced knowledge of finance and accounting concepts.
•    Display an advanced understanding of M&T’s financial statements; including awareness of key drivers/trends in major Balance Sheet and Income Statement line items.
•    Participate in training and development opportunities across Finance and the Bank.
•    Understand, adhere, and contribute to improvement / 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 diversity and reflects the M&T Bank brand.
•    Complete other related duties as assigned.
 

Supervisory/ Managerial Responsibilities:

May have indirect supervisory responsibilities.

Education and Experience Required:

Bachelor’s degree and a minimum of 5 years’ experience OR Associate’s degree and a minimum of 7 years’ experience in accounting, auditing, operations or financial institutions

Comprehensive understanding of concepts and principles in multiple disciplines including finance and accounting

Proficiency in accounting / finance analysis, modeling, querying and visualization tools

Education and Experience Preferred:

Advanced degree or professional certification (i.e. CPA, CFA, etc.)           

Location

Buffalo, New York, United States of America