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    Senior Associate - Pittsburgh, United States - American Trust & Savings Bank

    American Trust & Savings Bank
    American Trust & Savings Bank Pittsburgh, United States

    3 weeks ago

    Default job background
    Description
    Senior Associate – Finance (PA, Pittsburgh)

    March 4, 2024Job Summary:


    The Senior Associate – Finance position with EdgeCo Holdings is a newly established role that will have direct exposure to EdgeCo's senior management.

    The Senior Associate should expect to split their time between driving forward FP&A objectives and corporate development projects (M&A) as needed.

    Location

    :

    Ideal candidates will be located in Pittsburgh, PA and work in a hybrid capacity

    Duties/Responsibilities:
    FP&APerformance Monitoring & Analysis:

    Lead the effort in monitoring, analyzing trends, and improving KPIs across the firm

    Financial Analysis:
    Assist in monitoring and analyzing trends in company financials, identifying causes of variances, etc

    Budgeting & Forecasting:
    Manage the development of (and continually improve) the budgeting and financial forecasting process

    Communication & Reporting:
    Guide the development of monthly and quarterly financial and operating packages as well as materials for the Board of Directors

    Ad-hoc Analysis & Support:
    Support the senior management team and department heads with data-driven analysis.

    The Senior Associate should be prepared to take on significant responsibility within the finance group, leading both new and existing initiatives, providing direction and guidance to staff, and coordinating with senior management/executives.

    Corporate DevelopmentSupport, track, and help manage the growing M&A pipeline across the firm.

    Lead the coordination and execution of due diligence of potential targets including working closely with senior team members, other internal points of contact and external representatives, such as target company personnel, advisors, legal counsel, etc.

    to ensure relevant deal information flow amongst the cross-functional M&A team.

    Quantify and track historical transaction KPIs such as synergies and any contractual purchase price adjustments including working capital and contingent payments.

    Build detailed M&A analyses to support the evaluation of opportunities, including standalone target valuation, synergy value, deal structuring alternatives, IRR, and proforma impacts to EdgeCo.

    Lead in the development of presentations and investment materials for the Executive Committee, Board of Directors, and Lending Group.
    Present the senior management team and department heads with as required data-driven analysis.
    Collaborate with the M&A Analyst in all facets of the transaction process.


    Required Skills/Abilities:
    Undergraduate degree in Business or Finance.
    Master's degree or MBA is a plus.
    A minimum of 3-4 years of relevant work experience in investment banking, private equity, consulting, FP&A, and/or corporate finance.
    Confident self-starter, with the competence and experience to work directly with executives and senior management.
    Very strong analytical skills, strategic thinking and decision-making ability.
    Strong finance background and acumen including analyzing and forecasting the three financial statements.
    High level of skill in financial modeling, performing due diligence, and experience with the general M&A process.
    Highly organized with strong attention to detail; ability to work in a conscientious, consistent, and thorough manner.
    Ability to effectively operate with high energy and flexibility in a fast-paced, constantly evolving team environment.
    High level of interpersonal skills & ability to collaborate across departments.
    Commitment to data integrity and continuous improvement of data quality and QC processes.
    Advanced skills in Excel including complex financial modeling.
    Advanced skills in PowerPoint.
    Knowledge of Business Intelligence reporting tools such as Microsoft Dynamics and Power BI is a plus.

    Experience in the financial services sector, including retirement services, asset & wealth management, and/or trust & custody solutions is a plus.

    The AmericanTCS 401(k) composite benchmark delivered a 10.00% return in the fourth...In the third quarter of 2023, the AmericanTCS 401(k) benchmark returned -3.26%.

    The...The AmericanTCS 401(k) Composite Benchmark returned 4.66% in the second quarter of 2023.

    Following a challenging market in 2022 that delivered a decline of -16.70% to the 401(k) benchmark, 2023 has been a welcome change with a YTD return of 10.28%.The rebrand of Mid Atlantic Trust Company to American Trust Custody is part of the previously announced launch of AmericanTCS, which brings together all of the trust, custody, retirement, wealth, and technology operations of EdgeCo Holdings under a single umbrella.

    #J-18808-Ljbffr

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