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Analyst​/Associate Consultant - Finance

Job in Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: Raftelis Financial Consultants, Inc
Full Time position
Listed on 2026-08-30
Job specializations:
  • Finance & Banking
    Financial Analyst
  • Business
    Financial Analyst
Salary/Wage Range or Industry Benchmark: 63000 - 89000 USD Yearly USD 63000.00 89000.00 YEAR
Job Description & How to Apply Below

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®! 93% of our employees say it is a great place to work, compared to 57% of employees at a typical US-based company. 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 Analyst/Associate 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.
  • Validate customer usage data and provide insightful feedback on usage patterns and demand to support informed decision-making processes
  • Under the 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
  • Collaborate with clients to collect data and insight, and effectively communicate results and scenarios
Requirements:
  • Bachelor’s degree (finance, accounting, economics, mathematics, or other related fields)
  • Demonstrate advanced proficiency and extensive experience in MS Excel, showcasing expertise in advanced user functions such as creating dashboards, conducting scenario analysis, and utilizing financial excel formulas.
  • Strong proficiency with MS Word, PowerPoint, and Power BI - ability to create report templates, modify report templates
  • Experience analyzing and conducting QA/QC on large data sets
  • 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
  • Ability to communicate effectively through writing, speaking, and visual presentation
  • Willing and able to travel overnight as needed
Preferences:
  • Master’s degree (finance, accounting, economics, mathematics, or other related fields) or equivalent experience.

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 and excellent benefits that include:

  • 100% company-paid employee medical (HSA plan) and 50% company-paid dependent medical coverage and dental benefits
  • Health Savings Account
  • Medical and Dependent Care Flexible Spending Accounts
  • Vision Insurance
  • Company…
Position Requirements
10+ Years work experience
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