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    UFP Financial Services, Inc.

    Financial Services

    Senior Analyst, Corporate Strategy & Development

    Grand Rapids, MI, United StatesFull-time2–6 yrs experiencePosted 6d ago
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    Job description

    Job Summary

    The Senior Analyst, Corporate Strategy provides analytical, research, and decision-support capabilities across the Corporate Strategy function. This role supports strategic planning, market intelligence, corporate development, and strategic initiatives by delivering fact-based insights, financial analysis, and executive-ready materials.  The Analyst works closely with strategy managers and business leaders to help evaluate opportunities, understand market dynamics, and support enterprise decision-making.

    Key Responsibilities

    Market Intelligence & Research

    • Conduct industry, market, customer, and competitor research.
    • Monitor market trends, emerging opportunities, and strategic developments.
    • Develop market landscapes, company profiles, and competitive analyses.
    • Support market sizing and growth opportunity assessments.

    Strategic Planning Support

    • Assist with annual and long-range strategic planning activities.
    • Gather, organize, and analyze information to support strategic decision-making.
    • Support development of strategy presentations and planning materials.
    • Analyze business performance trends and key strategic metrics.

    Corporate Development Support

    • Research acquisition targets and strategic opportunities.
    • Support investment thesis development and target screening activities.
    • Assist with due diligence coordination and analysis.
    • Prepare materials for acquisition and investment evaluations.

    Analytics & Decision Support

    • Build and maintain financial models, dashboards, and analytical tools.
    • Conduct quantitative and qualitative analyses related to strategic initiatives.
    • Develop executive-ready summaries and presentations.
    • Ensure accuracy, consistency, and quality of strategic analyses.

    Knowledge Management

    • Maintain research databases, market intelligence resources, and team templates.
    • Build reusable models, tools, and frameworks that improve team productivity.
    • Support AI-enabled research and analytical workflows.

    Other

    • Perform other duties as assigned

    Qualifications

    • Bachelor's degree in Finance, Economics, Accounting, Business, Engineering, Data Analytics, or related field.
    • 2-6 years of relevant analytical experience.
    • Demonstrated ability to independently manage complex analyses and strategic projects.

    Preferred Attributes

    • Strong analytical and problem-solving capabilities.
    • Excellent Excel and PowerPoint skills.
    • Intellectual curiosity and desire to learn new industries.
    • Ability to synthesize large amounts of information into actionable insights.
    • Strong written and verbal communication skills.
    • High attention to detail and commitment to quality.

    The Company is an Equal Opportunity Employer.

    Job details are sourced from the employer's original posting.

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    About the company

    UFP Financial Services, Inc.

    UFP Financial Services, Inc. is a financial services company.

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    Industry
    Financial Services
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