Financial Analyst: Utility Rates & Revenue Forecasting

Burgess & Niple, Inc.; Phoenix (AZ); On-site; USD 70,000 - 100,000; Full time

Job summary

Burgess & Niple, Inc. is seeking a Financial Analyst, Utility Rates, in Phoenix, AZ to analyze and plan for solid waste, water, and wastewater revenue projections.

You will work with project managers and clients to deliver data-driven insights and defensible, transparent rate calculations. The role emphasizes attention to detail, collaboration, and ownership of work, with responsibilities spanning data validation, model development, and preparation of dashboards and reports for stakeholder

Qualifications

• Bachelor’s degree in Business (Finance, Accounting, Economics, Business) or related field.
• 2–5 years of directly related post-graduate experience.
• Strong organizational skills with the ability to manage multiple priorities with attention to detail.
• Well versed in Microsoft Office Suite with advanced proficiency in Excel and Word.
• Ability to use AI tools responsibly for research, drafting, data organization, and QA/QC.
• Adaptable and self-motivated with an entrepreneurial mindset as well as a proactive approach to problem solving.

Responsibilities

• Support solid waste, water, and wastewater cost-of-service, rate study, financial planning, and feasibility projects.
• Compile, review, and validate financial, operational, customer, and billing data from municipalities, authorities, haulers, and facility operators.
• Develop and maintain Excel-based models for financial forecasting, revenue requirements, cost allocation, rate design, benchmarking, bill impacts, and scenario analysis.
• Prepare tables, charts, exhibits, dashboards, technical memoranda, reports, and presentation materials.
• Research municipal codes, budgets, fee schedules, contracts, public records, council agendas, plans, and regulatory requirements.
• Support client data requests, meeting preparation, interview notes, project schedules, and documentation of assumptions.
• Assist with evaluation of existing rates, rate structures, cost recovery, ratepayer equity, affordability, and long‑term financial sustainability.
• Coordinate with clients, internal project managers, engineers, planners, and technical staff to support accurate and defensible deliverables.

Skills

Advanced Excel

Microsoft Word

Organizational skills

AI tools usage

Problem solving

Education

Bachelor's degree in Business or related field

Tools

Excel

Word

Job description

Burgess & Niple, Inc. is seeking a Financial Analyst, Utility Rates, in Phoenix, AZ to analyze and plan for solid waste, water, and wastewater revenue projections.

You will work with project managers and clients to deliver data-driven insights and defensible, transparent rate calculations. The role emphasizes attention to detail, collaboration, and ownership of work, with responsibilities spanning data validation, model development, and preparation of dashboards and reports for stakeholder