Financial Analyst-Consultant

16 hours ago

Richardson, Texas, United States NewGen Strategies & Solutions Full time
About NewGen Strategies & Solutions

NewGen Strategies & Solutions is a dynamic consulting firm that helps utilities deliver vital services such as water, energy, and waste management. Our team is dedicated to making a positive impact on our clients' water consumption and costs.

Job Summary

We are seeking a detail-oriented financial analyst who loves working with data, thrives on problem solving, and is eager to make a difference. As a Financial Analyst-Consultant, you 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.

Key Responsibilities
  • Develop financial models in Microsoft Excel to help utilities forecast their costs, revenues, and performance indicators
  • Analyze large data sets (including financial, demographic, and billing/consumption data) to inform the development of financial models
  • Create understandable data visualizations using charts and user-friendly dashboards
  • Clearly communicate results to clients in written reports and PowerPoint presentations
  • Carry out quantitative and qualitative research (e.g., benchmarking utility bills) to inform decision making
  • Develop subject matter expertise in water infrastructure while also providing analytical support to colleagues in our energy and solid waste practices
Requirements
  • Undergraduate degree or higher in Finance, Economics, Accounting, Business Administration, Data Analytics, or another quantitative field
  • 1 to 3 years of experience in a finance or data related role
  • Strong working knowledge of Microsoft Excel
  • Familiarity with fundamental financial concepts (such as inflation, depreciation, discount rates, operating costs, capital planning, debt service coverage, etc.)
  • Basic knowledge of Microsoft Word and PowerPoint
Preferred Qualifications
  • Experience with advanced Excel features such as VBA, Power Query, Power Pivot, and Power BI
  • Experience in the utilities industry
  • Knowledge of programming languages for data analysis, such as Python, R, or SQL
  • Experience with spatial analysis, e.g., using ArcGIS or QGIS
What We Offer

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 NewGen's 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 performance
  • 401K plan with matching contributions
  • Medical and dental insurance
  • Paid vacations and holidays
  • Paid maternity and paternity leave
  • Meaningful opportunity for career progression within the organization
  • Flexible work schedules (while being mindful of client deadlines)
  • Ongoing training
  • Office snacks and occasional group lunches and team-building activities
Additional Information

Location: Richardson, TX. In-person with the option to work from home on Fridays. Other hybrid options may be available after six months of employment at the discretion of management.

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.

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