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Raftelis · 2 months ago

Associate Consultant - Finance

Charlotte, NC

Full-time

Hybrid

New Grad, Entry Level

$70K/yr - $85K/yr

Raftelis is a management consulting firm that assists local governments and utilities. The Associate Consultant will provide exceptional client service in the public municipal utilities industry through various multi-discipline projects, including financial planning and cost of service rate setting.

ConsultingFinancial Services

Growth Opportunities

No H1B

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

Qualification

MS ExcelMS WordPowerPointPower BIData analysisCritical thinkingCommunication skillsTechnical writing

Required

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