Finance Manager

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.

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.

This position requires working on-site in our Irving, TX Monday- Friday and travel up to 15%.

What you'll do

Financial Planning & Analysis

• 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

Consolidation & Systems

• 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

Data Analytics & Business Intelligence

• 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

Executive & PE Partner Reporting

• 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

Process Innovation & Technology

• 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

What you bring

Beyond technical skills, we're looking for a builder's mindset — someone who sees a broken process and fixes it, embraces new tools before anyone asks, and communicates with equal confidence in a boardroom and in a spreadsheet. You move fast, hold yourself to a high standard, and thrive in a high-growth, PE-backed environment where your work is visible and your impact is real.

Required Experience

• 4+ years experience working in investment banking or private equity
• 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
• Bachelor's degree in Finance, Accounting, Economics, or a related field

Preferred Experience

• 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
• Experience in a multi-entity environment — consolidations, intercompany eliminations, entity-level reporting is preferred
• CPA, CFA, or MB