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.
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. 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.
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
