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!
As a key team member to the FP&A team, the role will focus on supporting budgeting and forecasting cycles within the company, assisting on month-end reporting, providing performance analysis for all functions of the business, and communicate with key operators of the organization about performance, analysis and results of United Flow Technologies, including the consolidations of all business units.
What you will do:- Analyze monthly and annual financial results and provide analysis and meaning to key business stakeholders.
- Become a key resource within the UFT business for providing analytical insights into financial and operational data.
- Operate as key SME for Vena Consolidations & Planning and PowerBI systems.
- Drive best practices in reporting and workflows within Vena Consolidations & Planning and PowerBI systems.
- Provide key support to the Sales Ops organization to drive performance reporting and key decision making.
- Partner with the Accounting group on continuous improvements to Vena and the month-end financial reporting process.
- Assist in creating monthly presentations for leadership and board members on financial and operational results.
- Provide support and leadership throughout key financial planning and forecasting cycles. Create, maintain, compile, and analyze templates and information for budget, forecasts, and strategic planning cycles.
- Provide strategic financial input and leadership regarding key financial and accounting processes.
- Partner with UFT Finance team on key decisions and workflows associated with the IT infrastructure, including but not limited to ERP and Data Management.
- Perform other related duties as assigned.
Background/Experience:- Bachelor’s Degree in Finance, Economics and/or related field
- Minimum 3+ years in financial reporting and business analytics
- Experience in Investment Banking/M&A environment preferred
- Financial Analytical Skills: Advanced proficiency in financial modeling, data analysis, and the use of financial software (e.g., Excel, ERP systems, etc.)
- Understanding of GAAP
- Excellent communication and interpersonal skills with the ability to collaborate effectively across all levels of the organization
- Ability to work in a fast-paced, dynamic environment and manage multiple priorities with a strong attention to detail
- Strong analytical and quantitative skills٫ with accuracy and attention to detail
- Strong understanding of PowerBI and interconnected systems
- Ability to create and manage complex financial models
- Excellent abilities in management financial reporting
- Expert understanding of MS Office٫ especially Excel and PowerPoint
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.