Finance Manager

Uft; Irving (TX); On-site; USD 90,000 - 120,000; Full time

Job summary

UFT, a Dallas-based provider of water and wastewater solutions, is hiring a Finance Manager in Irving, TX. This role offers direct exposure to top executives and focuses on FP&A processes, enhancing Vena, and translating complex data into strategic insights.

The ideal candidate has 4+ years in investment banking or private equity, advanced Excel skills, and hands-on experience with financial modeling. Join UFT to drive innovation in a high-growth, PE-backed environment.

Qualifications

• 4+ years experience in investment banking or private equity.
• Experience with presenting board-level and PE investor materials.
• Hands-on experience with Vena or similar platforms.

Responsibilities

• Manage annual budgeting, quarterly forecasting, and long-range planning.
• Serve as primary user of Vena for consolidation and planning.
• Extract and analyze large datasets for actionable insights.

Skills

Investment banking experience

Vena or comparable EPM/consolidation platform

Advanced Excel and financial modeling skills

Data analytics and business intelligence

Education

Bachelor's degree in Finance, Accounting, Economics, or related field

Tools

Power BI

Tableau

Job description

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%.

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

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.

Qualifications

• 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
• 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

Join our team to innovate the future of water and wastewater. You'll collaborate with coworkers who are the best and the brightest, challenge yourself on exciting work, and help build the best water and wastewater platform company in the U.S.

UFT is an Equal Opportunity Employer - race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or other characteristics protected by applicable law.