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Lead Financial Analyst

2 months ago


Stamford, Connecticut, United States Wave Full time

POSITION OVERVIEW

The Senior Financial Analyst is tasked with gathering and evaluating financial data, playing a pivotal role in crafting comprehensive expense analyses, forecasts, reports, and presentations. This role is essential in ensuring the accuracy of financial records through the creation and examination of monthly, quarterly, and annual reports.

KEY RESPONSIBILITIES

- Provide ongoing support to enhance the overall customer experience.

- Conduct in-depth studies to assess the costs associated with business operations.

- Suggest budget modifications and other strategies for cost optimization.

- Analyze intricate financial data, extracting pertinent information to assess historical performance and predict future financial outcomes.

- Review expenditures and conduct cost-benefit analyses related to various projects and initiatives.

- Execute advanced statistical, cost, and financial analyses on data from multiple accounting systems.

- Generate financial reports for forecasting, trend analysis, and performance evaluation.

- Record, categorize, and summarize financial transactions in compliance with established accounting principles.

- Interpret financial activities for stakeholders making economic or business decisions.

- Apply knowledge of relevant laws and regulations, ensuring documentation is complete and compliant with both governmental and private entities.

- Utilize various software tools, including spreadsheets and databases, to organize, manipulate, and present data effectively.

- Undertake special projects as assigned and perform additional duties as required by management.

QUALIFICATIONS

Essential Skills and Knowledge
- Proficient in reading, writing, and understanding English.
- Strong analytical and interpretative skills.
- Effective oral and written communication abilities.
- Capable of making decisions and solving problems under pressure.
- Excellent organizational and prioritization skills.
- Expertise in problem-solving and forecasting operational activities.
- In-depth knowledge of advanced accounting principles and practices.
- Familiarity with operating and capital financial statements.

Educational Background
- Bachelor’s degree in accounting, finance, mathematics, or statistics, or equivalent professional experience.

Relevant Work Experience
- Minimum of 4 years in roles such as senior accountant, financial statement preparation, or financial analysis.

WORK ENVIRONMENT

- Office-based setting.

ABOUT WAVE
At Wave, we are dedicated to fostering a workplace that encourages career development and personal growth. We offer a comprehensive compensation and benefits package that recognizes and rewards our employees' contributions, supporting their overall well-being and providing value throughout their careers.

We are committed to building a diverse workforce that reflects the communities we serve, ensuring equal opportunities for employment and advancement. EOE, including individuals with disabilities and veterans.