Senior Financial Analyst II

Staples • Framingham, MA

5d

About The Position

Our talented finance team partners with every area of the business to drive results and provide financial expertise. We are passionate about analyzing and interpreting information to assess performance and provide guidance. Our team serves as a true partner and advisor to all our business leaders; working with them to accelerate the company’s profitability and growth. As a Senior Analyst, Financial II, you’ll play a key role in shaping financial strategy by translating complex data into actionable insights. The role partners closely with Sales Operations, and cross-functional teams, to analyze pipeline activity, track performance trends, and forecast revenue and margin outcomes. This is a high-impact opportunity for a finance professional who enjoys collaboration, problem-solving, and influencing business outcomes at scale.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or related field (or equivalent work experience)
• Minimum 6 years of relevant experience in financial analysis, forecasting, or budgeting roles.
• Advanced Excel (e.g. pivot tables, macros, complex formulas) and financial modeling skills
• Executive-level reporting experience
• Exceptional analytical and problem-solving skills with the ability to interpret complex data and distill actionable insights.
• Strong business acumen and strategic thinking skills to align financial analysis with business objectives.
• Advanced communication and storytelling abilities, capable of presenting complex financial data clearly and persuasively.
• Proven ability to manage multiple priorities, meet deadlines, and deliver high-quality work in a fast-paced environment.
• Collaborative mindset with strong interpersonal skills, fostering effective partnerships across teams and functions.
• Continuous improvement orientation with a passion for process optimization and innovation.

Nice To Haves

• Master’s degree or MBA
• 6+ years financial analysis experience, preferably in a sales- or revenue-focused environment.
• Experience with data visualization and analytics tools.
• Experience analyzing sales pipeline data, win/ramp tracking, and conversion forecasting.

Responsibilities

• Deliver accurate and timely weekly, monthly, and quarterly reporting on sales, revenue, margin, and key metrics
• Support annual budgeting and recurring forecast cycles across verticals, categories and sales coverage models
• Build and maintain scalable financial models
• Partner with Sales Operations on pipeline and performance analysis including opportunity flow, win/ramp tracking, and conversion forecasts
• Prepare executive-level presentations
• Identify risks and opportunities through data analysis
• Design, automate, and enhance financial reporting tools using advanced Excel functions, Power BI, Tableau, Alteryx, and Snowflake
• Improve forecasting and reporting processes
• Mentor junior analysts

Benefits

• 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 perks and benefits.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior