Edgar Ochoa

About Edgar Ochoa

Experienced Chief Macroeconomic strategy Officer with a demonstrated history of working…

Experience

1. Investment Advisor

   Wave Tax & Financial Solutions

   Jan 2023 — Present · Tampa, FL, US

   Financial Data Analysis: Collect, analyze, and interpret financial data to identify trends, variances, and opportunities for improvement.Financial Modeling: Develop and maintain detailed financial models to support budgeting, forecasting, and strategic planning processes.Reporting: Prepare comprehensive financial reports and presentations for clients based on their financial statements, highlighting key insights and actionable recommendations.Client Consultation: Collaborate with clients to understand their financial needs and objectives, providing tailored advice and solutions.Performance Monitoring: Track and evaluate the financial performance of clients\' businesses, providing regular updates and identifying areas for potential growth.Risk Assessment: Conduct thorough risk assessments to identify potential financial risks and develop strategies to mitigate them.Tax Strategy: Analyze tax consequences and financial outcomes of different investment scenarios for clients Collaboration: Work closely with cross-functional teams, including accounting, tax, and advisory services, to deliver integrated financial solutions.Work with clients creating their estate planning structure, including retirement planning, and cash flow analysis

Education

• Plymouth State University

  Bachelor of Science (B.S.), Business Administration

  2008 — 2012

• Brandeis School of Business and Economics

  Master of Arts (M.A.), International Economics and Finances

  2013 — 2015

Skills

• Powerpoint
• Microsoft Excel
• International Trade
• Cultural Awareness
• Bloomberg Software
• Auditing
• Economics
• Market Research
• Data Analysis
• International Companies
• Finance
• International Economics
• Analysis
• Bloomberg Terminal
• Emerging Markets
• International Market Analysis
• Commodity Markets
• Fx Options
• Crm
• Economic Research
• Financial Analysis
• Mineral Economics
• Risk Management
• Financial Modeling
• Stata
• Managed Futures
• Salesforce.com
• Crm Databases
• Analytical Skills
• Microsoft Office
• Microsoft Word