Sr. Financial Analyst

Waterstone Human Capital; Salt Lake City (UT); On-site; USD 85,000 - 125,000; Full time

Job summary

Waterstone Human Capital is seeking a skilled FP&A professional to analyze revenue and gross margin, partner with global accounting, and support budgeting and forecasting. You will improve profitability insights, maintain data integrity, and contribute to executive‑level financial storytelling. This role offers exposure to multiple business units and strategic decision support.

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.

Responsibilities

• Prepare revenue and cost allocations for Domestic and International divisions.
• Develop partnerships with the Global Accounting team.
• Calculate franchise data accurately and efficiently.
• Update data sources to support demand planning processes.
• Own the monthly financial reports and variance analysis for revenue, gross margin, and OPEX.
• Support FP&A with data collection, cleansing, and updating financial models.
• Assist Directors of FP&A with analyses for business cases, pricing decisions, and promotions.

Skills

Excel advanced

Financial analysis

Communication

Collaboration

Education

Bachelor's degree in Finance or Accounting

Tools

Power BI

Great Plains

SAP

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