Senior Financial Analyst

Carollo Engineers; United States; On-site; USD 130,000 - 175,000; Full time

Job summary

Carollo Engineers seeks a Senior Financial Analyst to perform cost-of-service rate and fee studies, economic analyses, and other financial services, including development of user-friendly Microsoft Excel financial models.

You will support project managers, oversee junior analysts and subcontractors, prepare study memoranda, reports and presentations, build client relationships, participate in qualifications and proposals, and handle quality control.

Qualifications

• Bachelor’s Degree in Finance, Accounting, Economics, Business, Data Analytics, Mathematics, Engineering, or other applicable field of study
• At least five (5) years of financial analysis and cost-of-service rate and fee design experience in the water, wastewater, and/or stormwater utility industry, using methodologies published by the American Water Works Association and the Water Environment Federation
• Thorough knowledge of utility financial management and budgeting, cost of service, rate studies, economic analyses, capital planning, capacity charges, and other FMG services; strong analytical and quantitative problem-solving skills
• Ability to demonstrate a strong work ethic, organizational skills with the ability to prioritize multiple tasks and be self-motivated
• Ability to effectively work either independently or with a team in a remote/virtual setting
• Strong written and verbal communication skills and the ability to effectively communicate with groups and individuals at all levels in an organization
• Ability to manage financial services tasks and small projects within budget and schedule
• Experience in training and mentoring junior analytical staff
• Skilled in Microsoft Office Suite and data analysis and visualization software; advanced skills with Microsoft Excel preferred

Responsibilities

• Performing cost-of-service rate and fee studies, economic analyses, and other financial services, including development of user-friendly Microsoft Excel financial models
• Support project managers and senior staff by managing project tasks and overseeing the work of junior analysts, subcontractors, and administrative personnel performing financial services work
• Preparing study memoranda, reports, and presentations summarizing study assumptions, analysis, findings, and recommendations
• Developing and maintaining client relationships, preparing qualifications and proposal packages, participating in pursuit interviews, and representing Carollo in a positive light at industry gatherings
• Completing quality control reviews for work performed under his/her direction
• Limited overnight travel may be required for project or team meetings

Skills

Analytical skills

Communication skills

Team mentoring

Data analysis

Education

Bachelor's degree in Finance or related field

Tools

Microsoft Excel

Microsoft Office

Job description

Overview

Carollo Engineers is a leading engineering firm dedicated exclusively to water. For over 90 years, we've specialized in the planning, design, and construction of water, wastewater, stormwater, and reuse facilities, bringing innovative and sustainable solutions to the water sector's most complex challenges.

We work with water agencies, municipalities, utilities, research organizations, and private companies across various industries, including technology, manufacturing, and beyond. These clients choose Carollo because we employ some of the most knowledgeable and experienced professionals in the world. When you join our team, you'll work alongside industry leaders who are advancing the science of water, protecting public health, and building resilient communities.

Carollo's vision is to be the best water consulting firm and the best place for you to build your career. If you're passionate about making a difference in this critical field, we invite you to explore a career with Carollo.

This posting is scheduled to expire on 1/30/2027 if the position has not been filled prior to that date.

Responsibilities

• P erforming cost-of-service rate and fee studies, economic analyses, and other financial services, including development of user-friendly Microsoft Excel financial models
• Support project managers and senior staff by m anaging project tasks and overseeing the work of junior analysts, subcontractors, and administrative personnel performing financial services work
• Preparing study memoranda, reports, and presentations summarizing study assumptions, analysis, findings, and recommendations
• D eveloping and maintaining client relationships, preparing qualifications and proposal packages, participating in pursuit interviews, and representing Carollo in a positive light at industry gatherings
• Completing quality control reviews for work performed under his/her direction
• Limited o vernight travel may be required for project or team meetings

Qualifications

• Bachelor’s Degree in Finance, Accounting, Economics, Business, Data Analytics, Mathematics, Engineering, or other applicable field of study
• At least five (5) years of financial analysis and cost-of-service rate and fee design experience in the water, wastewater, and/or stormwater utility industry , using methodologies published by the American Water Works Association and the Water Environment Fe deration
• Thorough knowledge of utility financial management and budgeting, cost of service, rate studies, economic analyses, capital planning, capacity charges, and other FMG services; strong analytical and quantitative problem-solving skills
• Ability to demonstrate a strong work ethic, organizational skills with the ability to prioritize multiple tasks and be self-motivated
• Ability to effectively work either independently or with a team in a remote/virtual setting
• Strong written and verbal communication skills and the ability to effectively communicate with groups and individuals at all levels in an organization
• Ability to manage financial services tasks and small projects within budget and schedule
• Experience in training and mentoring junior analytical staff
• Skilled in Microsoft Office Suite and data analysis and visualization software ; advanced skills with Microsoft Excel preferred

Compensation Range

$130,000 to $175,000 annually. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. An employee’s pay within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, and business or organizational needs.

Other Compensation And Benefits

Carollo is committed to providing employees with a competitive, comprehensive benefits program that provides the support employees and their families need to lead healthy, productive lives. Carollo’s benefits package includes paid time off and holidays, comprehensive health insurance coverage, pre-tax savings account options for healthcare, dependent care and commuter expenses, disability insurance and life insurance options for you and your dependents. We also offer free Caregiver Support, Travel Assistance, counseling services, discount programs, and a Lifestyle Reimbursement Account. Other compensation that may be available includes: 401(k) company contribution matching, tuition reimbursement, discretionary bonuses, career advancement bonuses, professional registration bonuses, employee referral bonuses, and compensatory time for exempt employees. Flexible work arrangements may also be available. Eligibility for benefits varies based on employment status.