Job Description

Company Description

The Sullivan Brothers Family of Companies (SBFC) is a diversified operating and investment platform spanning environmental remediation, disaster recovery, health, construction, infrastructure, industrial operations, energy and natural resources.

Through long-term investment and disciplined execution, SBFC develops and operates businesses that strengthen communities, enhance critical infrastructure, and contribute to a more sustainable and resilient future.

Role Description

The Associate – Acquisitions & Planning will collaborate with the Chief Investment Office and Financial Planning & Analysis teams to support the Sullivan Brothers Family of Companies (SBFC) in its financial management and strategic growth initiatives. This role focuses on evaluating and integrating new business ventures, monitoring portfolio company performance, and driving financial analysis to optimize efficiency, profitability, and returns. The Associate will work closely with management teams to analyze business drivers, historical performance, competitor benchmarks, and financial forecasts, while supporting budgeting and strategic planning to align with corporate objectives. The role will also support the firm’s financing and capital markets activities, including maintaining banking relationships, evaluating funding alternatives, and assisting with debt and credit facility management across the portfolio.

Responsibilities

• Assist in the acquisition process for new businesses and investments, including due diligence and financial evaluation
• Monitor and analyze the financial performance of existing and newly acquired business units
• Develop and maintain detailed financial models for cash flow analysis, budgeting, forecasting, and corporate goal tracking
• Evaluate Key Performance Indicators (KPIs) to proactively identify potential business issues before they impact financial performance
• Conduct ad hoc financial and strategic analyses related to capital projects, acquisitions, commercial contracts, and other initiatives
• Collaborate with accounting and operations teams to ensure accurate financial reporting and timely delivery of key performance insights
• Develop valuation analyses and return models to evaluate potential investments, divestitures, and internal capital projects
• Contribute to the development of long-term strategic plans, capital allocation frameworks, and scenario analyses
• Prepare investment memos, presentations, and reports to support decision-making and strategic recommendations
• Assist with capital markets activities, including lender communications, credit facility reporting, covenant monitoring, and evaluation of financing structures to support growth and liquidity needs
• Support relationship management with banks, financing partners, and other capital providers across the SBFC portfolio
• Provide analytical and strategic support to the Chief Investment Officer and Chief Financial Planning & Analysis Officer as needed

Qualifications

• Previous experience with investment bank, private equity, consulting or public accounting firm preferred
• Must have intermediate to advanced proficiency in Microsoft Excel
• Demonstrate excellent analytical, communication, research and writing skills
• Demonstrate leadership skills to direct a project and/or team
• Must be able to work independently and enjoy working in a dynamic and energetic entrepreneurial environment with the potential for tight timelines and rapid schedule changes
• 4-year and/or graduate degree in finance, accounting, management, economics, engineering or data analytics

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