Financial Analyst / Utilities Consultant

NewGen Strategies & Solutions; Richardson (TX); Hybrid; USD 68,000 - 75,000; Full time

Benefits offered by this job

Base salary package

Annual bonuses

401K with matching

Medical and dental insurance

Paid vacations and holidays

Maternity and paternity leave

Career progression

Flexible schedules

Ongoing training

Office snacks and team events

Job summary

NewGen Strategies & Solutions is seeking a Water Utility Financial Analyst/Consultant to join our Water Practice. You will build financial models, analyze large data sets, and translate results into clear client-ready visuals and reports.

This entry-level role offers growth, nationwide exposure to water utilities, and a strong emphasis on Excel proficiency, data analytics, and client communication.

Qualifications

• Undergraduate degree or higher in a quantitative field.
• 1–3 years of experience in a finance- or data-related role.
• Strong working knowledge of Microsoft Excel.
• Familiarity with fundamental financial concepts (inflation, depreciation, discount rates, operating costs, capital planning, debt service coverage).

Responsibilities

• Develop financial models in Excel to forecast costs, revenues, and KPIs.
• Analyze large data sets to inform model development.
• Create data visualizations using charts and dashboards.
• Communicate results in written reports and PowerPoint presentations.
• Carry out quantitative and qualitative research to inform decisions.
• Develop subject matter expertise in water infrastructure while supporting other practices.

Skills

Microsoft Excel

Microsoft Word

PowerPoint

Education

Undergraduate degree in Finance, Economics, Accounting, or related quantitative field

Tools

Power BI

VBA

Power Query

Power Pivot

SQL

Python

R

Job description

Water Utility Financial Analyst/Consultant

NewGen Strategies & Solutions is a management consulting firm with offices nationwide. We specialize in three core practices, Energy, Water, and Solid Waste, providing strategic insight and practical solutions to help our clients achieve their goals.

Our vision is to be the consulting company that makes a difference for our clients, our employees, and our communities. Guided by our core values, make an impact, foster innovation, expect quality, cultivate community, and be a trusted advisor, we are committed to excellence in everything we do.

At NewGen, our employees are our greatest asset, and every team member—at every level—has a voice.

The Financial Analyst/Consultant role in the Water Practice is an entry-level position with opportunity for advancement. We’re looking for SOLVERS—people who approach challenges with curiosity and enjoy solving complex problems, much like tackling puzzles. In this role, you’ll work directly with industry experts to build your skills while supporting water utility clients across the country.

Key Roles

• Develop financial models in Microsoft Excel to help utilities forecast their costs, revenues, and performance indicators
• Analyze large data sets (including financial, demographic, and billing/consumption data) to inform the development of financial models
• Create understandable data visualizations using charts and user-friendly dashboards
• Clearly communicate results to clients in written reports and PowerPoint presentations
• Carry out quantitative and qualitative research (e.g., benchmarking utility bills) to inform decision making
• Develop subject matter expertise in water infrastructure while also providing analytical support to colleagues in our energy and solid waste practices

Required Qualifications

• Undergraduate degree or higher in Finance, Economics, Accounting, Business Administration, Data Analytics, or another quantitative field
• 1 to 3 years of experience in a finance- or data-related role
• Strong working knowledge of Microsoft Excel
• Familiarity with fundamental financial concepts (such as inflation, depreciation, discount rates, operating costs, capital planning, debt service coverage, etc.)
• Basic knowledge of Microsoft Word and PowerPoint

Preferred Qualifications

• Experience with advanced Excel features such as VBA, Power Query, Power Pivot, and Power BI
• Experience in the utilities industry
• Knowledge of programming languages for data analysis, such as Python, R, or SQL

Qualities

At NewGen, we’re looking for SOLVERS, people who approach challenges with curiosity and thrive on solving complex problems. A SOLVER is:

• Structured — organized, methodical, and grounded in sound reasoning
• Ownership-driven — takes initiative and accountability for outcomes
• Logical— approaches problems with clear, evidence-based thinking
• Versatile— adapts quickly to changing needs, roles, and client priorities
• Elevating— lifts others through collaboration and positive influence
• Resourceful — finds creative, effective solutions even with limited information
• Passion for and proficiency in Microsoft Excel (you will spend most of your day in spreadsheets!)
• Exceptional attention to detail
• Excellent written and verbal communication skills
• Highly organized, with the ability to self-manage multiple priorities and deadlines
• Ability to transform, combine, analyze, and summarize large (and often messy) data sets

What We Offer

Join our team of experts dedicated to making a positive impact on our clients' water consumption and costs. We offer a competitive compensation package, benefits, and opportunities for professional growth in a supportive and collaborative work environment.

• Base compensation of $68,000 - $75,000. The range provided is NewGen's reasonable estimate of the base compensation for these roles. The actual amount may be higher or lower, based on non-discriminatory factors such as location, experience, knowledge, skills, and abilities.
• Annual bonuses of 8%, contingent on personal and company performance
• 401K plan with matching contributions
• Medical and dental insurance
• Paid vacations and holidays
• Paid maternity and paternity leave
• Meaningful opportunity for career progression within the organization
• Flexible work schedules (while being mindful of client deadlines)
• Ongoing training
• Office snacks and occasional group lunches and team-building activities

Additional Information

Location: Richardson, TX. In-person with the option to work from home two days per week.

Employee Type: Full-time. Exempt. Some overtime and travel will be required.

Legally Authorized to Work in United States: 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. NewGen is an equal opportunity employer and complies with all federal, state, and local fair employment practices laws. NewGen strictly prohibits and does not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, gender identity, sexual orientation, marital status, sex (including pregnancy), age, disability, past, current, or prospective service in the uniformed services, or any other characteristic protected under applicable federal, state, or local law.