Job Summary
The Senior Associate, Finance & Investments will serve as the financial and execution backbone of UFP Ventures. The role supports the full investment lifecycle, including opportunity evaluation, financial modeling, due diligence, Investment Committee preparation, transaction execution, portfolio reporting, valuation, and performance analysis. The Senior Associate will also help establish scalable, AI-enabled processes that allow a lean investment team to operate effectively.
Location: Grand Rapids, Detroit, Philadelphia, or St. Louis preferred.
Principal Duties and Responsibilities
- Financial due diligence to support the UFP investment process; find market comps, and support deal execution
- Support Principals in deal flow process to include: sourcing/direct outreach to prospective investments, screening and evaluating, CRM management, and due diligence
- Build financial models to assess valuation and forecast financial returns of investments
- Develop and maintain AI-enabled workflows, templates, and documented processes that improve the speed, consistency, and quality of investment research, diligence, portfolio reporting, and team operations
- Work directly with portfolio companies, as needed, to support their financial, accounting, hiring, manufacturing, and/or sales operations
- Proactively identify emerging financial distress and performance risks across portfolio companies through financial reviews, standardized reporting, and ad hoc analysis
- Perform portfolio financial valuation semi-annually
- Coordinate all processes with the UFP financial department to include closing deals, collecting legal fee reimbursements, and reporting on an ongoing basis
- Manage the investment committee workflow
- Support M&A financial diligence, as needed
Qualifications
- BA in Business, Finance, Bachelor of Science in Engineering, or related technical science
- English language fluency is mandatory. Other languages are desirable
- At least 3 years of experience in ventures, entrepreneurship, M&A, finance, and/or strategy
- Demonstrated experience building complex financial models and analyzing investment opportunities
- Technical, commercial, innovation, and/or sales experience in construction a plus
- Effectively and regularly communicate business performance and status to senior management
The Company is an Equal Opportunity Employer.
Skills Required
- Bachelor’s degree in Business, Finance, Engineering, or a related technical science field
- Fluency in English
- At least 3 years of experience in ventures, entrepreneurship, M&A, finance, and/or strategy
- Demonstrated experience building complex financial models and analyzing investment opportunities
- Ability to communicate business performance and status effectively to senior management
- Fluency in additional languages
- Technical, commercial, innovation, and/or sales experience in construction
UFP Industries Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about UFP Industries and has not been reviewed or approved by UFP Industries.
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Healthcare Strength — Health coverage includes medical, dental, and vision, an HSA with a company contribution, company-paid life and disability, an EAP, and a health concierge service. The package is framed as a premium set of benefits supporting employees and their families.
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Equity Value & Accessibility — Employees can buy company stock through an Employee Stock Purchase Program at a discount. Additional ownership perks such as stock gifts tied to service milestones are highlighted in parts of the materials.
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Retirement Support — A 401(k) plan with a company match is available, including pre-tax and Roth options with various investments. Eligibility commonly begins within the first months of employment, encouraging earlier participation.
UFP Industries Insights
What We Do
UFP Industries is a holding company whose operating subsidiaries – UFP Packaging, UFP Construction and UFP Retail Solutions – manufacture, distribute and sell a wide variety of products used in residential and commercial construction, packaging and industrial applications. Founded in 1955, the company has operations in North America, Europe, Asia and Australia.
