Analyst/Associate Consultant - Finance

Raftelis; Cincinnati (OH); Hybrid; USD 63,000 - 89,000; Full time

Benefits offered by this job

Health coverage

HSA plan

Vision insurance

Life & Disability Insurance

Education reimbursement

401(k) with company contributions

Hybrid work

Job summary

Raftelis, a Cincinnati-based firm, is seeking an Analyst/Associate Consultant to apply financial analysis and creative problem-solving for municipal utilities across multiple projects.

You will build Excel-based models, validate usage data, present findings, and support business development while collaborating with clients to collect data and insights, ensuring milestones are met.

Qualifications

• Bachelor's degree in finance, accounting, economics, mathematics, or related fields.
• Strong critical thinking and ability to formulate multiple solutions.
• Intellectual curiosity and drive to trace problems to root causes.
• Advanced proficiency in MS Excel with dashboards and scenario analysis.
• Strong MS Word and PowerPoint proficiency for reports.
• Familiarity with AI tools.
• Experience QA/QC on large data sets.
• Ability to manage multiple projects and meet deadlines.
• Strong written and verbal communication skills.
• Willingness to travel overnight.

Responsibilities

• Data mine and aggregate project data and build Excel-based financial models.
• Validate usage data and provide insights on demand patterns.
• Switch between projects to meet milestones under PM guidance.
• Produce, edit and present reports and proposals clearly.
• Support senior staff in business development and marketing.
• Collaborate with clients to collect data and communicate results.

Skills

Critical thinking

Intellectual curiosity

Excel mastery

Word and PowerPoint

AI tools familiarity

QA/QC data sets

Communication

Travel willingness

Education

Bachelor's degree in finance/ accounting/ economics/ mathematics

Master's preferred or related certifications

Tools

MS Excel

MS Word

PowerPoint

AI tools

Job description

Raftelis partners with local governments and utilities to solve their most complex challenges. Over the last year, we've worked with more than 700 organizations across the full spectrum of management consulting, from finance and strategic planning to technology, communications, organizational assessment, and executive recruitment.

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 Analyst/Associate Consultant will apply financial analysis and creative problem-solving to help public municipal utilities (water, wastewater, and stormwater) make sound, data-driven decisions. This role will work across various multi-discipline projects, such as financial planning, cost of service rate and fee setting, bond feasibility studies, and miscellaneous financial-related projects.

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)
• Strong Critical thinking skills - ability to formulate multiple solutions to problems, test hypothesis and develop solutions based on analysis.
• Intellectual curiosity - interest in why things work the way they do and enjoys tracing a problem back to its root.
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• 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
• Familiarity and comfort with AI tools.
• 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.
• Willing and able to travel overnight as needed.

Preferences:

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

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:

• 100% company-paid employee medical (HSA plan) and 50% company-paid dependent medical coverage and dental benefits
• Health Savings Account
• Medical and Dependent Care Flexible Spending Accounts
• Vision Insurance
• Company paid Life and Disability Insurance
• Employee Assistance Program
• Discretionary paid time off program
• Education Reimbursement Program
• 401(k) with company contributions
• Hybrid working arrangement (3 days in the office and 2 days remote)

The salary range for an Analyst is $63k to $73k. The salary range for an Associate Consultant is $73k to $89k. 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 an accommodation to participate in the job application or interview process, contact Allison Harllee, HR Manager at 704-269-2536.