Wave

Business Planning Analyst

Wave$73K — $117K *
Business Services
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in business or related field, or equivalent experience
  • 2+ years of business planning or financial analysis experience
  • Strong prioritization and organizational skills
  • Independent and collaborative work capability
  • Proficient in data analysis and interpretation
  • Excellent verbal and written communication skills
  • Knowledge of software applications, particularly Word and Excel

Responsibilities

  • Coordinate and monitor budgets and expense analysis
  • Prepare reports to guide financial planning
  • Perform data trend analysis on operational budgets
  • Apply financial models for forecasting and decision-making
  • Identify cost savings opportunities through analysis
  • Create and update operating expense reforecasts
  • Conduct variance analysis and monthly financial reviews

Benefits

  • Comprehensive pay and benefits package
  • Support for employees' well-being at every stage of life
  • Incentive-based compensation opportunities, such as bonuses
Full Job Description
This role requires the ability to work lawfully in the U.S. without employment-based immigration sponsorship, now or in the future.

This posting has been extended beyond it's anticipated closing date.

Ever wondered how data-driven insights shape financial decisions at leading companies? As a Business Planning Analyst at Spectrum, you'll help drive smarter budgeting and expense management through expert analysis and reporting. Join a team where your skills in financial planning have a direct impact on company performance.

How You'll Make an Impact
  • Coordinate and monitor budgets, reforecasting and expense analysis to support financial objectives
  • Prepare and review reports and analyses that guide financial planning and control
  • Perform data trend analysis on operational budget spend to inform the achievement of Key Performance Indicators
  • Apply financial models to forecast results and improve decision-making
  • Identify cost savings opportunities through targeted analysis
  • Create and update operating expense reforecasts
  • Conduct operating expense variance analysis and reporting, including monthly financial statement reviews to detect trends

Working Conditions
  • Office environment


What You'll Bring to Spectrum

Required Qualifications

Education
  • Bachelor's degree in business or related field or equivalent combination of education and experience

Experience
  • 2+ years of business planning, financial analysis or related experience

Skills
  • Ability to read, write, speak and understand English
  • Ability to prioritize and organize effectively
  • Ability to work independently and within a collaborative team environment
  • Ability to manage multiple projects and priorities
  • Ability to analyze and interpret data
  • Ability to quickly identify business problems and opportunities
  • Ability to communicate clearly orally and in writing
  • Ability to communicate with all levels of management and personnel
  • Ability to manage multiple projects simultaneously
  • Knowledge of software applications such as Word and Excel

#LI-KB2
FAN376 2026-77800 2026

Here, our employees don't just have jobs, they're building careers. That's why we offer a comprehensive pay and benefits package that rewards employees for their contributions to our success, supporting all aspects of their well-being at every stage of life.

The base pay for this position generally is between $73,200.00 and $117,200.00. The actual compensation offered will carefully consider a wide range of factors, including your skills, qualifications, experience, and location. We comply with local wage minimums and also, certain positions are eligible for additional forms of other incentive-based compensation such as bonuses.

About Wave

Wave is a Canadian financial services company that provides accounting, invoicing, and payment processing software for small businesses. The company was founded in 2010 by Kirk Simpson and James Lochrie. Wave's software is used by over 4 million small businesses around the world. In 2019, the company was acquired by H&R Block for $405 million. Wave is headquartered in Toronto, Canada.
Learn more about Wave
Size
200 employees
Industry
Founded
2011

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