Financial Analyst Consultant

We are seeking a Financial Analyst Consultant to support the Company’s business planning and regulatory initiatives. This role is integral to connecting financial strategy, capital planning, and business development with the regulatory rate filing process. Strong, hands-on experience preparing and supporting rate cases is required for this position.

The successful candidate will play a key role in the development, analysis, and defense of rate case filings, DSIC filings, and tariff submissions across multiple jurisdictions.

Responsibilities

• Prepare and support rate case filings, including detailed financial analysis, forecasting, and evaluation of timing for rate adjustments.
• Participate in budgeting and long-term planning processes to ensure accurate recognition of capital investments.
• Compile, analyze, and consolidate financial and operational data to support business planning efforts.
• Assist with financial due diligence for acquisitions, including preparation of pro forma financial statements for water and wastewater entities.
• Support regulatory filings with Public Utility Commissions (PUCs), including managing data requests and related correspondence.
• Prepare responses to interrogatories and assist in assembling documentation for regulatory proceedings.
• Support the litigation process, including preparation of materials for expert witnesses.
• Collaborate with cross-functional teams to assess and incorporate anticipated rate case adjustments.
• Prepare reports and regulatory documentation required by governing commissions.
• Perform additional duties as assigned.

Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field required.
• 2–5 years of relevant experience, with direct experience preparing rate cases required.
• Utilities industry experience preferred.

Skills and Competencies

• Advanced proficiency in Microsoft Office Suite, including Excel and PowerPoint.
• Strong organizational and time management skills with the ability to handle multiple priorities.
• High attention to detail with strong analytical and problem-solving capabilities.
• Excellent written and verbal communication skills.
• Ability to effectively collaborate with internal stakeholders and external regulatory bodies.
• Self-starter with the ability to work independently in a fast-paced environment.
• Professional demeanor with strong interpersonal, influencing, and communication skills.