Associate Consultant - Finance

Company Description:

Raftelis helps local governments and utilities thrive by providing management consulting expertise to help transform local governments and utilities. We’ve provided professional consulting services to more than 600 organizations in the last year alone. We work in all areas of management consulting including finance, assessment, communications, technology, executive recruitment, and strategic planning.

We’re proud to share that Raftelis has been certified as a Great Place to Work®! 93% of our employees say it is a great place to work, compared to 57% of employees at a typical US-based company. As one of our employees said, “at Raftelis, we maintain a great balance between hard work and allowing staff to focus on their lives outside of work. We also have a strong culture where people genuinely care about each other, and leadership is committed to doing what's best for both our employees and the firm”.

Job Summary:

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.

Primary 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. 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

Requirements:

• 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.

Preferences:

Studies have shown that women and people of color are less likely to apply for jobs unless they believe they can perform every job description task. We are most interested in finding the best candidate for the job, and that candidate may come from a less traditional background. We will consider any equivalent combination of knowledge, skills, education, and experience to meet minimum qualifications. If you are interested in applying, we encourage you to think broadly about your background and skill set for the role.

Rewards:

Working for a values-based organization focused on growth with an exceptional reputation in its industry, employees receive competitive compensation and excellent benefits that include:

• 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.

Additional Information:

To qualify, applicants must be legally authorized to work in the United States, and should not require, now or in the future, sponsorship for employment visa status. Raftelis uses E-VERIFY. Raftelis is committed to providing equal employment opportunities and our sincere belief in the dignity of each employee, it is our policy to prohibit harassment based on race, national origin, color, age, sex, marital status, domestic partner status, sexual preference, medical condition, disability, religion, or veteran status.

Raftelis is committed to providing reasonable accommodation for individuals with disabilities in employment. To request a reasonable accommodation to participate in the job application or interview process, contact Lisa Wilson, Director of Human Resources at 704-910-8961.

To learn more about Raftelis and apply, please visit www.raftelis.com