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. 

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 we are looking for:

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:

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

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
CPA, CFA, or MB