Primary Location:
17 Cowboys Way
Locations:
Frisco, TX US
Additional Locations:
17 Cowboys Way
Job Type:
Full-time
WorkBest Job Category:
Category C – Days in the office will either be designated days or will vary week to week from 2-5 days
Job Category:
Accounting/Finance
Required Experience:
3-7 years
Overtime Status:
Exempt
Job ID:
246638
Corporate Development Officer II
Corporate Development/Strategic Assessment
- Take a lead role in various M&A activities for the Corporation, including regular interaction with senior and executive management, challenging assumptions, and playing an independent role in each transaction.
- Perform detailed financial studies that look to accurately measure the risks and rewards of a myriad of situations confronting the Corporation.
- Perform strategic assessments of candidates for development, whether acquisition candidates or internal businesses for expansion or divestiture
- Analysis of potential acquisition candidates including financial assessment, valuation, profile write-ups, and accretion/dilution analysis
- Assess the impact decisions and recommendations will have on the Corporation, as well as how movements in the capital markets will affect the Corporation
- Challenge model results/methodology for models including valuation of warrants, equity investments, and auction rate securities as well as other models with a valuation/investment aspect such as goodwill impairment testing; provide feedback and documentation to model owners on appropriateness of models/inputs and suggestions for improvement where necessary.
- Day to day functional operation and management of Warrant Administration including handling all aspects of warrant events including inception, tracking, reporting, negotiation of legal agreements, dialogue with relationship managers, exercise / termination of warrants, collection and booking of proceeds for monetizations, forecasting, maintenance and adherence to related policies and procedures.
- Management and administration of limited partnership (indirect) and direct equity portfolios including completing capital calls, distributions and write-downs, underwriting new investments, consultation with loan officers on questions pertaining to the portfolio, and dispositions.
- Lead the coordination of the activities of attorneys, accountants, business, and staff areas throughout the bank as well as outside the bank.
- Coordinate and resolve, if necessary, all issues as they relate to regulatory approval, accounting issues, internal and external announcements, human resource issues, and business and support unit issues.
- Prepare and provide support for Management as required.
- Perform ad hoc analysis, reports, research and providing department management with recommendations that help define corporate goals, risks, and opportunities.
- Analyze and recommend initiatives to improve corporate performance and efficiency.
- Responsible for performing detailed strategic and financial studies which accurately measure the risks and rewards of a variety of situations confronting the Corporation and subsequently formulating recommendations to address the issues or take advantage of opportunities.
- Bachelor’s Degree from an accredited university in Accounting or Finance
- 6 years of experience in Project Management, Financial Analysis, or Accounting
- 4 years of experience working with legal documents and agreements, corporate development
17 Cowboys Way8:00am – 5:00pm Monday – Friday