Brad Waitsman, Cfa Email and Phone Number
Brad Waitsman, Cfa work email
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Brad Waitsman, Cfa personal email
Brad Waitsman, Cfa phone numbers
Results-oriented Financial Analysis Professional with extensive experience in analyzing financial reporting, researching and resolving data reconciliation issues, and providing innovative ways of improving efficiency of existing processes. Innate ability to take charge of a situation and obtain results. Strong background in problem solving, multitasking, meeting tight deadlines, and a commitment to customer satisfaction. Strengths include analytical ability, strong work ethic, and excellent communication skills. Areas of expertise include:· Analysis: Strong background in analyzing financial reports to interpret key drivers, impacts, and variances, performing peer comparisons and benchmarking as well as formatting data and presenting findings to key stakeholders.· Reporting: Experienced in utilizing a variety of sources to generate financial reports, performing calculations of data, and assuring integrity and quality of data.· Projects: Led projects to drive process improvements by consolidating as well as segregating data sources and streamlining data collection process. Led and participated in system projects by researching vendors, testing and implementing financial tools.· Modeling: Experience creating scenario analyses applying various thresholds based on projections of valuations points and peer rankings.· Relationship Management: Key contact responding to senior management requests, liaison to internal departments on system related issues and product launches, and primary lead with external system vendors.Specialties: · Financial Analysis· Performance Measurement· Data Reconciliation· Attribution Analysis· Peer Analysis
Meradia
View- Website:
- meradia.com
- Employees:
- 29
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ManagerMeradia Oct 2024 - Present
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Director – Performance Measurement GroupSs&C Technologies 2023 - Oct 2024 -
Senior Manager - Performance Measurement GroupSs&C Technologies 2016 - 2023
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Manager - Performance Measurement GroupSs&C Technologies 2012 - 2016
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Business Performance AnalystWebster Bank 2009 - 2012 -
Manager, Performance MeasurementHartford Investment Management Co. (Himco) 2006 - 2009 -
Attribution AnalystFidelity Investments 2004 - 2006 -
Manager, Performance MeasurementState Street Global Advisors 2000 - 2004
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Senior Performance Analyst/Portfolio AccountantState Street 1995 - 2000
Brad Waitsman, Cfa Skills
Brad Waitsman, Cfa Education Details
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Finance
Frequently Asked Questions about Brad Waitsman, Cfa
What company does Brad Waitsman, Cfa work for?
Brad Waitsman, Cfa works for Meradia
What is Brad Waitsman, Cfa's role at the current company?
Brad Waitsman, Cfa's current role is Director - Performance Measurement Group at SS&C Technologies.
What is Brad Waitsman, Cfa's email address?
Brad Waitsman, Cfa's email address is bw****@****inc.com
What is Brad Waitsman, Cfa's direct phone number?
Brad Waitsman, Cfa's direct phone number is +161784*****
What schools did Brad Waitsman, Cfa attend?
Brad Waitsman, Cfa attended Boston University.
What skills is Brad Waitsman, Cfa known for?
Brad Waitsman, Cfa has skills like Financial Reporting, Financial Analysis, Business Analysis, Finance, Financial Modeling, Performance Measurement, Bloomberg, Powerpoint, Business Objects, Performance Attribution, Excel, Financial Planning.
Who are Brad Waitsman, Cfa's colleagues?
Brad Waitsman, Cfa's colleagues are Gregg Weintraub, Christopher Dyer, Kurt Stein, Joshua Gerwick, Cfa, Cipm, Jonathan Boersma, Cfa, Lauren Spillane, Julie Govain.
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