Associate Consultant - Finance

Raftelis-posted about 2 months ago
$70,000 - $85,000/Yr
Full-time • Entry Level
Hybrid • Charlotte, NC
101-250 employees
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Working within a team, the Associate Consultant will be responsible for providing exceptional client service in the public municipal utilities industry (water, wastewater, stormwater, and energy) through various multi-discipline projects, such as financial planning, cost of service rate and fee setting, bond feasibility studies, and miscellaneous financial-related projects. Ideally, this position will begin in January 2026, with some flexibility for later 2026 start dates. The first resume review will be 11/14.

  • 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. This includes 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
  • Bachelor’s degree (finance, accounting, economics, mathematics, or other related fields)
  • Demonstrate advanced proficiency and extensive 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, PowerPoint, and Power BI - ability to create report templates, modify report templates
  • Experience analyzing and conducting QA/QC on large data sets
  • Critical thinking skills – ability to formulate multiple solutions to problems, test hypothesis and develop solutions based on analysis.
  • Ability to work under multiple project managers with competing deadlines and deliverables
  • Ability to communicate effectively through writing, speaking, and visual presentation
  • Willing and able to travel overnight as needed
  • Master’s degree (finance, accounting, economics, mathematics, or other related fields) or equivalent experience.
  • Company-paid medical and dental benefits
  • Health Savings Account with company contributions
  • Medical and Dependent Care Flexible Spending Accounts
  • Vision Insurance
  • Company paid Life and Disability Insurance and Employee Assistance Program
  • Discretionary paid time off program and education reimbursement program
  • 401(k) with company contributions
  • Parental leave
  • Long term care benefits
  • Pet insurance
  • Hybrid working arrangement (3 days in the office and 2 days remote)
  • The salary range is $70k to $85k. Compensation depends on education, experience, and location.
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