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Lead Financial Analyst for Utility Services

2 months ago

Raleigh, North Carolina, United States Booth & Associates LLC Full time
Position Overview

We are looking for a skilled professional to fill a senior role within our Financial Services Department at Booth & Associates LLC.

Role Summary:

This position will play a crucial role in delivering expert accounting and financial advisory services tailored for municipal utilities and electric cooperatives. Key responsibilities include:

  • Developing, reviewing, and enhancing Excel models and Access databases.
  • Conducting and overseeing cost-of-service analyses.
  • Formulating utility pricing structures.
  • Assisting in the creation of financial forecasts and strategic planning.
  • Performing cost/benefit evaluations.
  • Preparing and delivering presentations.
  • Providing expert testimony on behalf of clients.

This role reports directly to the Vice President of Financial Services and may involve overseeing the work of others as deemed necessary by management.

Essential Skills:

  • Strong organizational and detail-oriented skills.
  • Ability to work autonomously as well as collaboratively within a team.
  • Effective time management across various projects.
  • In-depth knowledge of utility pricing, cost allocation methods, and regulatory accounting practices.
  • Understanding of the technological, market, and commercial dynamics influencing the current transformation in the utility sector.
  • Ability to cultivate and sustain long-term project and business advisory relationships, with active participation in industry forums.
  • The above responsibilities represent the general nature and level of work performed by individuals in this classification and are not intended to be an exhaustive list of all duties and responsibilities.

Qualifications:

  • Minimum of 10 years of experience in utility and rate analysis.
  • Bachelor's degree in accounting, finance, or mathematics; CPA or MBA is preferred.
  • Proficiency in Excel, Access, PowerPoint, Word, and other Microsoft Office applications.
  • Experience in the utility sector is essential.

This position is not remote.