Water Utility Financial Analyst/Consultant

Job Description

Financial Analyst / Utilities Consultant | NewGen Strategies & Solutions

The Tone:
This is a full-time, early career role at NewGen Strategies & Solutions, located in Richardson, TX, with a hybrid work option. NewGen is a management consulting firm specializing in energy, water, and solid waste, providing strategic insight and practical solutions to clients nationwide. This position is vital for supporting water utility clients across the country by tackling complex financial problems and making a tangible difference. The company values its employees, fostering innovation and quality, and ensures every team member has a voice in achieving collective goals.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: Hybrid, Richardson, TX
• Pay: $68000–$75000 yearly
• Mission: Solve complex financial and operational problems for water utility clients nationwide.
• Tech Stack: Microsoft Excel, Microsoft Word, PowerPoint, VBA, Power Query, Power Pivot, Power BI, Python, R, SQL

What You’ll Actually Do
• Modeling: Develop financial models in Microsoft Excel to help utilities forecast their costs, revenues, and performance indicators.
• Analysis: Analyze large data sets, including financial, demographic, and billing/consumption information, to inform financial model development.
• Visualization: Create understandable data visualizations using charts and user-friendly dashboards for clear communication.
• Reporting: Clearly communicate analytical results and insights to clients through well-structured written reports and impactful PowerPoint presentations.
• Research: Carry out quantitative and qualitative research, such as benchmarking utility bills, to inform client decision-making processes.

The Must-Haves
• Background: Bachelor’s Degree or higher in Finance, Economics, Accounting, Business Administration, Data Analytics, or another quantitative field.
• Experience: 1 to 3 years of experience in a finance- or data-related role.
• Skills: Strong working knowledge of Microsoft Excel, familiarity with fundamental financial concepts (inflation, depreciation, discount rates, operating costs, capital planning, debt service coverage), and basic knowledge of Microsoft Word and PowerPoint.
• Bonus: Experience with advanced Excel features such as VBA, Power Query, Power Pivot, and Power BI; experience in the utilities industry; or knowledge of programming languages for data analysis like Python, R, or SQL.