Financial Analyst/Consultant

NewGen is a dynamic, growing consulting firm that helps utilities deliver vital services such as water, energy, and waste management. We seek a detail-oriented analyst who loves working with data, thrives on problem solving, and is eager to make a difference.The successful candidate will work directly with senior colleagues and clients to estimate the costs of operating utilities, financing vital investments in infrastructure, and ultimately determining utility rates charged to residents and businesses. Our work is meaningful, challenging, and exciting. Our company is focused on growth, innovation, and teamwork, and in this role, you will have an impact on not only your fellow coworkers and the company, but on utilities and communities across the country.Key RolesDevelop financial models in Microsoft Excel to help utilities forecast their costs, revenues, and performance indicatorsAnalyze large data sets (including financial, demographic, and billing/consumption data) to inform the development of financial modelsCreate understandable data visualizations using charts and user-friendly dashboardsClearly communicate results to clients in written reports and PowerPoint presentationsCarry out quantitative and qualitative research (e.g., benchmarking utility bills) to inform decision makingDevelop subject matter expertise in water infrastructure while also providing analytical support to colleagues in our energy and solid waste practicesRequired QualificationsUndergraduate degree or higher in Finance, Economics, Accounting, Business Administration, Data Analytics, or another quantitative field1 to 3 years of experience in a finance or data related roleStrong working knowledge of Microsoft ExcelFamiliarity with fundamental financial concepts (such as inflation, depreciation, discount rates, operating costs, capital planning, debt service coverage, etc.)Basic knowledge of Microsoft Word and PowerPointPreferred QualificationsExperience with advanced Excel features such as VBA, Power Query, Power Pivot, and Power BIExperience in the utilities industryKnowledge of programming languages for data analysis, such as Python, R, or SQLExperience with spatial analysis, e.g., using ArcGIS or QGISQualitiesPassion for and proficiency in Microsoft Excel (you will spend most of your day in spreadsheets!)Exceptional attention to detailExcellent written and verbal communication skillsHighly organized, with the ability to self-manage multiple priorities and deadlinesAbility to transform, combine, analyze, and summarize large (and often messy) data setsAbility to think critically and solve problemsA collaborative team playerWhat We OfferJoin our team of experts dedicated to making a positive impact on our clients water consumption and costs. We offer a competitive compensation package, benefits, and opportunities for professional growth in a supportive and collaborative work environment.Base compensation of $65,000 - $75,000. The range provided is NewGens reasonable estimate of the base compensation for these roles. The actual amount may be higher or lower, based on non-discriminatory factors such as location, experience, knowledge, skills, and abilities.Annual bonuses of 8%, contingent on personal and company performance401K plan with matching contributionsMedical and dental insurancePaid vacations and holidaysPaid maternity and paternity leaveMeaningful opportunity for career progression within the organizationFlexible work schedules (while being mindful of client deadlines)Ongoing trainingOffice snacks and occasional group lunches and team-building activitiesAdditional InformationLocation: Richardson, TX. In-person with the option to work from home two days a week.Employee Type: Full-time. Exempt. Some overtime and travel will be required.Legally Authorized to Work in United States: 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. NewGen is an equal opportunity employer and complies with all federal, state, and local fair employment practices laws. NewGen strictly prohibits and does not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, gender identity, sexual orientation, marital status, sex (including pregnancy), age, disability, past, current, or prospective service in the uniformed services, or any other characteristic protected under applicable federal, state, or local law.

Created: 2025-02-19