Senior Analyst

Socket.dev; Orlando (FL); On-site; USD 85,000 - 125,000; Full time

Job summary

Willdan Financial Services in Orlando seeks a seasoned financial analyst to independently conduct complex analyses for water, wastewater, and utility projects, and to manage data, modeling tools, forecasts, and client deliverables with accuracy and timeliness.

You will collaborate with city and utility clients, prepare clear reports, present findings to stakeholders, and contribute to recommendations addressing rate design, capital planning, and service delivery.

Qualifications

• Four or more years of financial analysis or consulting experience.
• Experience supporting government agencies or public utilities preferred.
• Strong Excel modeling and data analysis skills.
• Ability to interpret government regulations and present findings.

Responsibilities

• Independently conduct complex financial and operational analyses for water and wastewater utility projects.
• Manage project data, analytical approaches, progress, and timely deliverables.
• Gather, review, and validate financial data from multiple sources; communicate findings to senior staff.
• Develop and maintain advanced spreadsheets, dynamic financial models, and forecasts.
• Interpret analytical results and develop findings and recommendations for clients.
• Prepare clear reports, memoranda, and client deliverables communicating technical information.
• Communicate and collaborate with clients, government agencies, and stakeholders.
• Additional duties may be assigned by supervisor.

Skills

Financial analysis

Excel proficiency

Stakeholder communication

Project management

Regulatory interpretation

Team mentoring

Education

Bachelor's degree in Finance or related field

4+ years financial analysis experience

Tools

Microsoft Office

Job description

Willdan Financial Services (WFS) is a growing consulting firm that provides financial consulting services to both cities and other local governments, and public sewer, water and electric utilities. Typical services provided by WFS include, but are not limited to, retail and wholesale utility rate and financial studies, other fee and rate studies for local public agencies, financial modeling and accounting studies, economic and fiscal impact/feasibility studies, economic and strategic planning, sales tax analysis, special district administration, and utility regulatory and litigation support.

Essential Duties and Responsibilities

• Independently conduct complex financial and operational analyses, with limited supervision and general guidance from senior staff, in areas such as water and wastewater utility financial modeling, user fee and cost allocation plan updates, customer data analysis, and revenue projection and enhancement studies.
• Manage assigned project work, including organizing data, establishing analytical approaches, monitoring progress, and ensuring deliverables are accurate, complete, and submitted on schedule.
• Gather, review, and validate financial, operational, and customer data from multiple sources; identify trends, inconsistencies, and potential issues and communicate findings to senior project staff.
• Develop and maintain advanced spreadsheets, dynamic financial models, forecasts, and other analytical tools used to evaluate client costs, rates, fees, and revenue requirements.
• Interpret analytical results and assist in developing findings and recommendations that address client needs and project objectives.
• Prepare clear, professional reports, memoranda, presentations, and other client deliverables that effectively communicate technical information, analytical results, and recommendations.
• Communicate and collaborate professionally with clients, government agencies, members of the public, and other project stakeholders.
• Additional duties and responsibilities may be assigned by supervisor as business needs dictate.

Job Requirements / Qualifications

• B.A. or B.S. in Finance, Accounting, Economics, Urban Planning, or Public Administration, or a related field.
• Four or more years of relevant financial analysis or consulting experience, preferably supporting government agencies, public utilities, or public-sector consulting engagements.
• An equivalent combination of education and relevant professional experience may be considered.
• Experience reviewing analytical work and providing guidance to less-experienced staff.
• Prior knowledge of water, wastewater, utility finance, municipal finance, or local government operations is strongly preferred.
• Ability to prioritize multiple projects and tasks to ensure timely delivery of high-quality deliverables.
• Demonstrated ability to collaborate with a wide range of stakeholders while delivering excellent customer service in a highly dynamic growth environment.
• Ability to work effectively in a fast paced, evolving, entrepreneurial work environment.
• Competent in Microsoft Office products (Word, Excel, PowerPoint, Outlook), and web-based information sources. In particular, developing and understanding models and complex spreadsheets in Excel.
• Ability to read, analyze and interpret government regulations, professional journals, industry technical publications and technical manuals or instructions.
• Ability to calculate figures and amounts such as discounts, interest, commissions, proportions and percentages.
• Ability to define problems, collect data, establish facts and draw valid conclusions.
• Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract or concrete variables.
• Ability to write reports, business correspondence, and procedure manuals.
• Capable of presenting information and responding to questions from groups of managers, clients, customers, and the public.
• Excellent information management, time management, and communication skills.

EEO Non-Discrimination and ADA Reasonable Accommodation StatementWilldan is an equal opportunity employer. Applicants are considered for all positions without regard to race, religious creed, color, age marital status, sex, sexual orientation, gender identity, gender expression, citizenship status, national origin, ancestry, religion, military service or veteran status, disability, medical condition, childbirth and related medical conditions, genetic testing, reproductive status or any other classification protected by federal, state or local laws and ordinances. Willdan does not discriminate on the basis of physical or mental disability where the essential functions of the job can be reasonably accommodated. Determinations on requests for reasonable accommodation will be made on a case-by-case basis. If you need reasonable accommodation for any part of the application and hiring process, please notify us.

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