Principal Consultant � Utility Return on Equity & Cost of Capital Specialist

Concentric Energy Advisors•Marlborough, MA

30d•$114,000 - $161,000•Hybrid

About The Position

The Principal Consultant, Utility Return on Equity & Cost of Capital Specialist serves a critical role working with energy and utility clients on cost of capital and corporate finance matters. This person will manage various client engagements, delegate responsibilities and ensure project timelines are met and quality client deliverables are produced. This person should have graduate coursework or related experience in economics, financial theory, and corporate finance. This person should be able to run financial modeling, and perform data analysis and research, as well as mentor junior staff in these skills. We need someone who enjoys finding solutions to challenging utility and energy problems, using innovative and creative ideas and then communicates them to our clients. This position will be located in our Marlborough, MA headquarters. Our in-office employees work a hybrid model, with flexibility to work from home two days a week.

Requirements

Bachelors Degree required, ideally in Finance, Accounting, Mathematics, Economics, or Energy, or other similar disciplines.
3-10 years relevant experience in the economics, financial, utility, or management consulting fields.
Excellent writing skills must be comfortable writing 50100 page reports regularly.
Strong quantitative skills, research skills, and writing abilities.
Advanced knowledge of quantitative and financial theory.
Advanced financial modeling experience, especially within MS Excel.
Strong computer skills including MS Word, PowerPoint, and Outlook.

Nice To Haves

MBA, Masters or other advanced degree is preferable; CFA a plus.
Experience using a Bloomberg terminal to research and gather financial data is a plus.

Responsibilities

Manage a number of financial projects for utility clients across North America, mostly in the electric and natural gas industries.
Delegate various tasks to project team members, including research, financial modeling and writing.
Draft/write extensive expert reports and expert witness testimony, typically between 50-100 pages in length.
Ensure that project deadlines are met and written deliverables for clients (whitepapers, reports, analyses, expert witness testimony, slide decks) are high-quality in all aspects.
Provide support to management in preparing return on equity modeling and cost of capital analyses.
Prepare utility rate case filings for clients and utility commission regulators across the country.
Prepare financial analyses and elements of rate case filings including return on equity, cost of capital, depreciation, cost of service, and other financial measures.
Prepare responses to data requests and interrogatories from regulators, clients, and attorneys.
Communicate with clients regarding project timelines, progress, budgeting, and written deliverables.
Utilize Excel and other quantitative software to model and analyze financial data.