Principal Consultant - Utility Return on Equity & Cost ...

Principal Consultant - Utility Return on Equity & Cost of Capital Specialist Job Title: Principal Consultant - Utility Return on Equity & Cost of Capital Specialist Job Location: Marlborough, MA headquarters Position Type: Hybrid - 3 days in office, 2 remote days per week 2025 Salary Range: $114,000 - $161,000 plus annual incentive compensation bonus Company Description: Concentric Energy Advisors, Inc. ( is an employee-owned leading management consulting and financial advisory firm focused on the North American energy and utility industries. Concentric specializes in financial advisory assignments, market assessment and strategy development, ratemaking and utility regulation, litigation support, and management and operations consulting. Job Description: The Principal Consultant serves a critical role working with energy and utility clients on cost of capital and corporate finance matters. This person will manage various client engagements, delegate responsibilities, and ensure project timelines are met and quality client deliverables are produced. This person should have graduate coursework or related experience in economics, financial theory, and corporate finance. They should be able to run financial modeling, perform data analysis and research, as well as mentor junior staff in these skills. We need someone who enjoys finding solutions to challenging utility and energy problems, using innovative and creative ideas and then communicating them to our clients. Duties & Responsibilities: Manage a number of financial projects for utility clients across North America, mostly in the electric and natural gas industries. Delegate various tasks to project team members, including research, financial modeling, and writing. Draft extensive expert reports and expert witness testimony, typically between 50-100 pages in length. Ensure that project deadlines are met and written deliverables for clients are high-quality. Provide support to management in preparing return on equity modeling and cost of capital analyses. Prepare utility rate case filings for clients and utility commission regulators across the country. Prepare financial analyses and elements of rate case filings including return on equity, cost of capital, depreciation, cost of service, and other financial measures. Prepare responses to data requests and interrogatories from regulators, clients, and attorneys. Communicate with clients regarding project timelines, progress, budgeting, and written deliverables. Utilize Excel and other quantitative software to model and analyze financial data. Qualifications: Bachelor's Degree required, ideally in Finance, Accounting, Mathematics, Economics, or Energy. MBA, Master's or other advanced degree is preferable; CFA a plus. 3-10 years' relevant experience in the economics, financial, utility, or management consulting fields. Excellent writing skills - must be comfortable writing 50-100 page reports regularly. Strong quantitative skills, research skills, and writing abilities. Advanced knowledge of quantitative and financial theory. Advanced financial modeling experience, especially within MS Excel. Strong computer skills including MS Word, PowerPoint, and Outlook. Experience using a Bloomberg terminal to research and gather financial data is a plus. Additional Information: Depending on the level hired, the base salary for this role will typically fall between $114,000 to $161,000 plus an annual incentive compensation bonus. Concentric also offers opportunities to participate in equity ownership. We value diversity "” in backgrounds and in experiences. Energy is a universal concern, and we need people from all backgrounds to help build the future of energy. Concentric's consulting team is welcoming to all walks of life. From Concentric's inception, Diversity & Inclusion have always been key to our success. We are an Equal Opportunity Employer and our employees have different strengths, experiences and backgrounds, who share a passion for the energy space. We encourage applicants from all backgrounds to apply. Interested candidates should apply with their resume. Writing samples, educational transcripts, cover letters, and references may be requested to complete the application process. #J-18808-Ljbffr

Created: 2025-02-23