Finance Manager
About The Position
United Flow Technologies (UFT) is a Dallas-based, PE-backed provider of mission-critical water and wastewater (W&WW) solutions. Backed by Berkshire Partners and led by a world-class management team, UFT is the premier one-stop-shop technical distributor serving municipal water and wastewater plants across the U.S. — offering an exclusive line card of leading OEM products across Process Equipment, Pumps, Valves, and Automation & Controls. Since its founding, UFT has completed 24 strategic acquisitions and grown to a presence across 30+ states and $500M+ in revenue. The business operates in a large, non-discretionary market driven by aging infrastructure and regulatory demand, with ~92% of revenue tied to recurring maintenance spend and ~100% near-term gross profit visibility. UFT is actively executing on a robust M&A pipeline and organic growth playbook, with a clear roadmap to becoming a $300M+ EBITDA platform. UFT is seeking a driven Finance Manager to join the corporate finance team in Irving, TX. This is a high-visibility role with direct exposure to the VP of Finance, CFO, CEO, and Berkshire Partners. You will own core FP&A and finance processes, manage and enhance our Vena consolidation platform, and translate complex multi-entity data into the strategic insights that drive decision-making across a fast-growing platform. The ideal candidate brings a foundation in investment banking or private equity, combined with hands-on corporate finance experience. You are a forward thinker who embraces new technology, builds scalable processes, and communicates with confidence at every level of the organization.
Requirements
- 2–4 years in investment banking or private equity, followed by progressive corporate finance or FP&A experience at a PE-backed company (5–8 years total preferred)
- Demonstrated experience building and presenting board-level and PE investor materials
- Hands-on experience with Vena or a comparable EPM/consolidation platform (Adaptive Insights, Anaplan, Planful, or similar)
- Advanced Excel and financial modeling skills
- Strong working knowledge of Power BI, Tableau, or similar BI tools
- Comfort working across large, complex datasets and distilling them into clear strategic insights
- Experience in a multi-entity environment — consolidations, intercompany eliminations, entity-level reporting
- Bachelor's degree in Finance, Accounting, Economics, or a related field
Nice To Haves
- Prior direct exposure to PE sponsors or institutional investors in a reporting or deal-support capacity
- Experience with AI/automation tools such as Claude, scripting (Python, SQL), and/or workflow automation platforms
- Background in distribution, industrial, or infrastructure-related businesses
- CPA, CFA, or MBA
Responsibilities
- Own and manage the annual budgeting, quarterly forecasting, and long-range planning processes across the UFT platform
- Build and maintain dynamic, multi-entity financial models to support scenario planning, sensitivity analysis, and business decisions
- Deliver insightful monthly variance analysis with clear narratives connecting financial performance to operational drivers
- Serve as a primary power user and administrator of Vena, UFT's consolidation and planning platform
- Design, build, and continuously improve Vena templates, workflows, and automated Power BI dashboards tracking bookings, shipments, backlog, and margin across 20+ entities
- Identify and implement enhancements to streamline the close cycle and multi-entity reporting cadence
- Extract, manipulate, and synthesize large datasets from multiple sources to surface actionable insights
- Translate operational data — GP bookings, sales rep productivity, synergy capture, buy/resell mix — into compelling narratives for decision-makers
- Partner with regional and TD leadership to develop KPI frameworks and performance dashboards
- Leverage and build out an AI toolkit to enhance deliverables and workflows throughout the firm
- Prepare and present high-quality materials to the CEO, CFO, Board of Directors, and Berkshire Partners
- Support recurring PE reporting cycles and ad hoc requests; own post-acquisition financial integration reporting and synergy tracking
- Proactively identify opportunities to automate workflows and introduce AI-powered tools into the finance function
- Stay current on emerging technologies and champion adoption where it creates leverage
- Contribute to cross-functional finance transformation initiatives as UFT scales toward its next phase of growth
Benefits
- Collaborate with coworkers who are the best and the brightest
- Challenge yourself on exciting work
- Help build the best water and wastewater platform company in the U.S.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
