FP&A Business Partner, Client Solutions, Wealth Management
Guardian Life
Tableau
Senior Financial Analyst
Staples Promotional Products
full-time
Posted on:
Location Type: Hybrid
Location: Framingham • Massachusetts • 🇺🇸 United States
Visit company websiteJob Level
Senior
Tech Stack
Tableau
About the role
- 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.
Requirements
- 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.
- 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.
- 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.
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!
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial analysisforecastingbudgetingfinancial modelingadvanced Exceldata analysisvariance analysisscenario analysisreportingkey performance indicators
Soft skills
analytical skillsproblem-solvingbusiness acumenstrategic thinkingcommunication skillsstorytellingtime managementcollaborationinterpersonal skillsmentoring
