Sr. Financial Analyst

Waterstone Human Capital; Salt Lake City (UT); On-site; USD 85,000 - 120,000; Full time

Job summary

Waterstone Human Capital is seeking an FP&A professional to own revenue and gross margin analysis for a PE-backed consumer electronics company. You will partner with global teams to allocate revenue and costs and translate data into actionable profitability insights.

This role provides visibility with FP&A leadership and a chance to shape financial reporting, dashboards, and budgeting processes. Proficiency in Excel and Power BI, along with ERP experience, will help drive cost efficiency and

Job description

If you love digging into the "why" behind the numbers — not just closing the books, but explaining what's actually driving revenue and margin — this is built for you. You'd own a meaningful slice of the finance function at a mid-size, PE-backed consumer electronics company that's actively investing in rebuilding its financial reporting and operational discipline. This isn't a narrow reporting seat: you'd have direct visibility with FP&A leadership and a real hand in shaping how the business understands its own profitability.

About The Role

This role will focus on analyzing and preparing financial data related to revenue and gross margin. You will work closely with global teams to ensure accurate allocation of revenue and cost, assess their impact on gross margin, and provide actionable insights to improve profitability. This position is crucial for driving informed financial decision-making across the organization.

Key Responsibilities

• Prepare revenue and cost allocations for both Domestic and International divisions
• Develop strong partnerships with the Global Accounting team
• Calculate franchise data accurately and efficiently
• Update and maintain data sources to support the demand planning process
• Manage and update the financial components of the product database
• Own the preparation of monthly financial reports and variance analysis across revenue, gross margin, and OPEX for specific business units
• Support the forecasting and budgeting process by collecting data, performing data cleansing and staging, and helping update financial models
• Partner with Directors of FP&A to support key business units (Sales, Marketing, Supply Chain) with financial tracking and ad hoc analysis
• Support FP&A directors with analysis for business cases, pricing decisions, and promotions
• Help prepare presentations and materials for executive leadership team meetings
• Ensure data integrity across systems and assist in identifying process improvement opportunities
• Assist in maintaining financial dashboards and KPIs using Excel, Power BI, or similar tools
• Facilitate operating expense analysis by comparing budgeted vs. actual results
• Identify trends and provide insights to improve cost efficiency

Qualifications

• Bachelor's degree in Finance, Accounting, or a related field
• 5–7 years of experience in a corporate accounting or finance environment
• Strong Excel skills including pivot tables, lookups, and other advanced formulas
• Experience with Power BI
• Excellent communication and collaboration abilities
• Understanding of accounting, budgeting, and financial statement principles, concepts, and analysis
• Knowledge of cost accounting principles and financial reporting a plus
• Great attention to detail
• Experience with major ERP systems (e.g., Great Plains, SAP) is a plus