Wave

Business Planning Analyst

Wave • $70K — $95K *
Stamford, CT 06902In-Person
Business Services
Less than 5 years of experience
Today
Be an Early Applicant
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
  • Ability to prioritize and organize effectively
  • Proficient in data analysis and interpretation
  • Strong communication skills, both verbal and written
  • Familiarity with software applications like Word and Excel

Responsibilities

  • Coordinate and monitor budgets and expense analysis
  • Prepare and review financial reports to aid planning and control
  • Perform trend analysis on budget spending for KPI tracking
  • Apply financial models for forecasting and decision-making
  • Identify cost-saving opportunities through detailed analysis
  • Create and update operating expense reforecasts
  • Conduct variance analysis and monthly financial statement reviews

Benefits

  • Supportive office environment
  • Collaboration with a skilled financial planning team
  • Impactful role in driving business performance
  • Opportunities for skill development in financial analysis
  • Engagement with various levels of management
Full Job Description
Job Summary

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.

Responsibilities

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


Qualifications

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

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
Finance & Insurance
Founded
2011
* Ladders Estimates

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