Finance Manager
Full-timeJob Overview
United Flow Technologies is a platform established in July 2021 to invest in the municipal and industrial water and wastewater market. UFT has partnered with market leading businesses to create a national provider of process, pump, automation & control, and other equipment solutions. And we’re just getting started making strategic partnerships to provide clean water across the country!
The Finance Manager will report directly to the UFT Director of Finance – West. The position is in office and based in Bozeman, MT. Up to 30% travel required (US based).
The Finance Manager will play a critical role in supporting financial planning, reporting, and operational efficiency across Peak Group Company which comprises of seven growing brands within the West Region of UFT by providing best-in-class financial analytics and insights, business growth initiatives, and support the month-end close process. This position partners closely with the Director of Finance-West, VP of the West Region, Peak Group President, Operations leader, General Managers, Regional Sales Managers (RSMs) to drive strategic initiatives, budgeting and forecasting while also leading finance transformation projects and systems improvements.United Flow Technologies is a platform established in July 2021 to invest in the municipal and industrial water and wastewater market. UFT has partnered with market leading businesses to create a national provider of process, pump, automation & control, and other equipment solutions. And we’re just getting started making strategic partnerships to provide clean water across the country!
The Finance Manager will report directly to the UFT Director of Finance – West. The position is in office and based in Bozeman, MT. Up to 30% travel required (US based).
The Finance Manager will play a critical role in supporting financial planning, reporting, and operational efficiency across Peak Group Company which comprises of seven growing brands within the West Region of UFT by providing best-in-class financial analytics and insights, business growth initiatives, and support the month-end close process. This position partners closely with the Director of Finance-West, VP of the West Region, Peak Group President, Operations leader, General Managers, Regional Sales Managers (RSMs) to drive strategic initiatives, budgeting and forecasting while also leading finance transformation projects and systems improvements.Financial Planning & Analysis:
- Perform in-depth variance analysis and deliver timely, actionable insights on financial and operational performance
- Conduct project profitability analysis and provide forward-looking projections
- Develop Sales commission projections using backlog projects, including modeling out changes to tiered incentive plans
- Partner with Site Managers and Sales teams to develop annual budgets and KPI targets
- Assist the Director of Finance - West with ad hoc financial analysis and forecasting
Reporting & Month-End Close:
- Lead and support monthly financial reporting, including variance/trend analysis and monthly forecasts
- Support the month-end accounting close process through some journal entry preparation, account reconciliations, and statistical reporting
- Manage month-end reporting for internal stakeholders including sales pipeline visibility, job profitability, and other sales performance KPI tracking
Systems & Data Management:
- Build, maintain, and enhance standardized reports using a combination of systems such as NetSuite, SharePoint, Vena, and PowerBI
- Ensure key project data (e.g., contract amounts, estimated costs, expected ship dates) is consistently captured in Netsuite and maintained
- Leverage tools such as Monday.com to improve sales pipeline visibility and leading indicators
Finance Transformation & Process Improvement:
- Lead initiatives to improve commission calculation processes, accuracy, and forward-looking visibility
- Enhance percentage-of-completion (POC) accounting processes for all entities through implementation of job revenue and cost tracking at an order line level
- Parter with operations leaders across the Peak companies to implement or improve standardized estimating processes and implement project cost review procedures
- Design and implement systems for tracking expected ship dates and operational milestones
- Drive consistency and scalability across financial and operational workflows
Strategic Projects & Cross-Functional Support:
- Serve as a key liaison between internal teams and external stakeholders
- Conduct historical project analysis and support strategic initiatives (e.g., product lines, rehabilitation programs)
- Assist in evaluating and improving processes related to business unit performance and reporting
- Lead or support special projects as assigned by leadership
- Support M&A activities, including financial analysis and integration of newly acquired companies
Background/ Experience:
- Bachelor’s Degree in Finance, Accounting, or related field
- 5+ years of experience in Accounting, FP&A, or finance roles
- Strong financial modeling and analytical skills
- Experience with ERP systems (NetSuite preferred) and reporting tools
- Strong communication skills and ability to partner cross-functionally
- Experience in project-based or industrial manufacturing environments
- Ability to travel up to 30% travel, mainly to company locations in Colorado
We are manufacturers’ representatives, partnering with leading equipment providers to provide world class products, efficient solutions, and valuable services to municipalities and industrial customers across the United States.