Senior Financial Analyst
Framingham, Massachusetts, United States
ApplyStaples is business to business. You’re what binds us together.
Are you passionate about driving business growth through data and financial expertise? Join our talented Finance team as a Senior Analyst, Financial II, where you'll play a critical role in shaping company strategy and accelerating profitability. As a key partner to business leaders, you'll transform complex data into actionable insights and collaborate across functions to deliver impactful solutions. The role partners closely with Sales Operations and cross-functional teams to analyze pipeline activity, track performance trends, and forecast revenue and margin outcomes. Leveraging advanced analytical, modeling, and visualization skills, the Senior Analyst transforms complex data into actionable insights, provides recommendations to senior leadership, and contributes directly to business growth and operational excellence.
What you’ll be doing:
- Deliver accurate and timely weekly, monthly, and quarterly reports on sales, revenue, margin, and key financial metrics.
- Support the development of annual budgets and recurring forecasts across business verticals, categories, and sales coverage models.
- Build and maintain robust financial models to evaluate strategic initiatives and guide decision-making.
- Partner with Sales Operations to analyze pipeline activity, win/ramp tracking, and conversion forecasts.
- Develop engaging presentation materials for monthly business reviews and executive leadership meetings.
- Translate complex financial data into actionable insights and recommendations, proactively identifying risks and opportunities.
- Monitor and analyze financial trends and key performance indicators, providing variance explanations and scenario analyses.
- Design, automate, and enhance financial reporting tools and dashboards using advanced Excel functions and analytics platforms such as Power BI, Tableau, Alteryx, and Snowflake.
- Contribute to the standardization and continuous improvement of forecasting and reporting processes.
- Mentor junior analysts, providing technical support and sharing best practices in financial modeling.
What you bring to the table:
- Exceptional analytical and problem-solving skills, with the ability to interpret complex data and deliver actionable insights.
- Strong business acumen and strategic thinking to align financial analysis with organizational objectives.
- Advanced communication and storytelling skills to present complex financial data clearly and persuasively to a variety of stakeholders.
- Ability to manage multiple priorities, meet deadlines, and consistently deliver high-quality work in a fast-paced environment.
- Collaborative approach and interpersonal skills to foster effective partnerships across teams and functions.
- Continuous improvement mindset and a passion for process optimization and innovation.
- Demonstrated proficiency with advanced Excel functions (pivot tables, macros, complex formulas) and financial modeling.
- Proven experience preparing financial reports and executive-level presentations.
- Proven track record of partnering with cross-functional teams for financial planning and performance analysis.
- Ability to mentor and guide junior analysts, supporting their growth and development.
What’s needed – Basic Qualifications:
- Bachelor’s degree in finance, accounting, economics, business administration, or a related field. Or equivalent work experience.
- Minimum of 6 years of experience in financial analysis, forecasting, or budgeting roles.
- Demonstrated proficiency in advanced Excel and financial modeling.
What’s needed – Preferred Qualifications:
- Master’s degree in finance, economics, or MBA.
- 6–8 years of financial analysis experience, preferably in a sales- or revenue-focused environment.
- Experience with data visualization and analytics tools such as Power BI, Tableau, Alteryx, or Snowflake.
- Experience analyzing sales pipeline data, win/ramp tracking, and conversion forecasting.
- Background in supporting strategic initiatives and building business cases through financial modeling.
We offer:
- Inclusive culture with associate-led Business Resource Groups
- Flexible PTO (22 days) and Holiday Schedule (7 observed paid holidays)
- Online and Retail Discounts, Company Match 401(k), Physical and Mental Health Wellness programs, and more!
**For MA or Remote in US : It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
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Staples is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, age, national origin, protected veteran status, disability, or any other basis protected by federal, state, or local law
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
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