Senior Consultant - Finance

Raftelis Financial Consultants, Inc; Austin (TX); On-site; USD 89,000 - 125,000; Full time

Benefits offered by this job

Hybrid work arrangement

401(k) with company contributions

Medical and dental benefits

Education reimbursement

Paid time off

Job summary

Raftelis is seeking a Senior Consultant to deliver services to public municipal utilities, including financial planning, rate studies, and bond feasibility work. You will develop Excel-based models, support project management, and present findings to clients.

The role requires strong data analysis, excellent communication, and the ability to travel for assignments. A bachelor’s degree and 3+ years in relevant projects are expected.

Qualifications

• Bachelor’s degree in finance, accounting, engineering, economics, mathematics, or related field.
• Minimum 3 years managing projects in water/wastewater/stormwater or related industries.
• Proficiency with MS Excel including advanced functions and VBA.
• Strong MS Word and PowerPoint skills for reporting templates.
• Experience analyzing large data sets and developing database queries (Access/SQL).
• Excellent written and verbal communication skills.
• Willingness to travel overnight as needed.

Responsibilities

• Data mine and aggregate project data and build Excel-based financial models for analyses.
• Manage multiple projects under guidance and meet milestones.
• Prepare and present reports, proposals, and presentations clearly.

Skills

Advanced Excel (VBA)

Word

PowerPoint

Data analysis

SQL/Databases

Critical thinking

Communication

Travel

Access

Education

Bachelor’s degree

Master’s degree (preferred)

Tools

MS Access

SQL Server

Job description

Company 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®! 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 Senior Consultant will be responsible for providing exceptional client service in the public municipal utilities industry (water, wastewater, and stormwater) through 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.
• Under 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 and lead junior staff in the management, development, and execution of project work
• Communicate with clients to gather data and other relevant project information

Requirements

• Bachelor’s degree (finance, accounting, engineering, economics, mathematics, or other related fields)
• A minimum of 3 years managing projects in the water, wastewater, stormwater, and/or related industry
• Advanced proficiency and experience with MS Excel including advanced user functions and Visual Basic programming
• Strong proficiency with MS Word and PowerPoint - ability to create report templates, modify report templates
• Experience analyzing large data sets, working with and/or developing database queries, using MS Access, SQL server and/or relational databases
• 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
• Excellent written and verbal communication skills
• Willing and able to travel overnight as needed

Preferences

• Master’s degree (MBA, CPA, or similar)

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, generous bonus structure and excellent benefits that include:

• 100% company-paid employee medical (HSA plan) and 50% company-paid dependent medical coverage and dental benefits
• PPO medical and dental buy-up plans
• 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
• Long-Term care benefits
• Pet insurance
• Hybrid working arrangement (3 days in the office and 2 days remote) based in our Denver, CO; Littleton, CO; or Austin, TX office.

The salary range for the Senior Consultant position is $89k to $125k. Compensation depends on education, experience, and location. Employees in the Senior Consultant position may be eligible for an annual performance bonus depending on the firm’s yearly performance and the performance of the employee. Such bonuses are not guaranteed and are at the discretion of the firm.

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 discrimination or harassment based on of race, color, religion, creed, national origin or ancestry, gender identity, sexual orientation, marital status, domestic partnership status, familial status, parental status, sex, pregnancy, childbirth, or related condition, including but not limited to lactation, age, disability, genetic information, past, current, or prospective service in the uniformed services, volunteer rescue squad worker status or any other characteristic protected under applicable federal, state, or local law.

Raftelis is committed to providing reasonable accommodation for individuals with disabilities in employment. To request a reasonable accommodation to participate in the job application or interview process, contact Allison Harllee, Human Resources Manager at 704-269-2536.