UFP Ventures - Senior Associate - Finance & Investments

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.

• 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

• 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.

Wondering what the companies of UFP Industries are all about? We're successful. We've been around for more than 65 years, and we've been profitable every year since our founding. We work hard, and we know how to set and beat records. We're competitive. Our line of work is demanding, but you'll get back what you put in and have fun doing it.

We're family. We care for each other and want to see each other succeed. We enjoy watching each other build great careers and take advantage of the many opportunities we have to advance. And that makes UFP Industries a great place to be. We work hard and smart. We learn and grow from each other, from experience, from trial and error, from success.

We collaborate to maintain our competitive edge. And we do it all on a global scale.