Analyst/Associate Consultant - Finance

Raftelis•Orlando, FL

3d•Hybrid

About The Position

Working within a team, the Analyst/Associate Consultant will be responsible for providing exceptional client service in the public municipal utilities industry (water, wastewater, and stormwater) through various multi-discipline projects, such as financial planning, cost of service rate and fee setting, bond feasibility studies, and miscellaneous financial-related projects.

Requirements

Bachelor’s degree (finance, accounting, economics, mathematics, or other related fields)
Critical thinking skills – ability to formulate multiple solutions to problems, test hypothesis and develop solutions based on analysis.
Demonstrate advanced proficiency and experience in MS Excel, showcasing expertise in advanced user functions such as creating dashboards, conducting scenario analysis, and utilizing financial excel formulas.
Strong Proficiency with MS Word and PowerPoint – ability to create report templates, modify report templates.
Experience analyzing and conducting QA/QC on large data sets.
Ability to work under multiple project managers with completing deadlines and deliverables.
Ability to communicate effectively through writing, speaking, and visual presentation.
Familiarity and comfort with AI tools.
Willing and able to travel overnight as needed.

Nice To Haves

Master’s degree (finance, accounting, economics, mathematics, or other related fields) or equivalent experience.
Finance and/or Accounting Certification.

Responsibilities

Data mine and aggregate project data from multiple sources and develop Excel-based financial models to support analysis of a variety of financial and management studies including projects related to financial planning.
Projecting utility revenues and expenditures, developing revenue requirements, cost allocation and rate and fee design to support utility’s operations.
Validate customer usage data and provide insightful feedback on usage patterns and demand to support informed decision-making processes.
Under the guidance of project managers, work independently and have the ability to switch between projects quickly to meet milestones and deliverables.
Utilize public speaking and technical writing skills to produce, edit and present reports, proposals, and presentations in a clear and succinct manner.
Support senior staff in business development and marketing activities.
Collaborate with clients to collect data and insight, and effectively communicate results and scenarios.