Talent.com
Associate Consultant - Finance
Associate Consultant - FinanceRaftelis • Charlotte, NC, US
Associate Consultant - Finance

Associate Consultant - Finance

Raftelis • Charlotte, NC, US
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Associate Consultant

Raftelis helps local governments and utilities thrive by providing management consulting expertise to help transform local governments and utilities. We've provided professional consulting services to more than 600 organizations in the last year alone. We work in all areas of management consulting including finance, assessment, communications, technology, executive recruitment, and strategic planning.

Raftelis has been certified as a Great Place to Work! 93% of our employees say it is a great place to work, compared to 57% of employees at a typical US-based company. As one of our employees said, "at Raftelis, we maintain a great balance between hard work and allowing staff to focus on their lives outside of work. We also have a strong culture where people genuinely care about each other, and leadership is committed to doing what's best for both our employees and the firm".

Job Summary

Working within a team, the Associate Consultant will be responsible for providing exceptional client service in the public municipal utilities industry (water, wastewater, stormwater, and energy) through various multi-discipline projects, such as financial planning, cost of service rate and fee setting, bond feasibility studies, and miscellaneous financial-related projects.

Ideally, this position will begin in January 2026, with some flexibility for later 2026 start dates. The first resume review will be 11 / 14.

Primary Responsibilities

  • Data mine and aggregate project data from multiple sources and develop Excel-based financial models to support analysis of a variety of financial and management studies including projects related to financial planning. This includes projecting utility revenues and expenditures, developing revenue requirements, cost allocation and rate and fee design to support utility's operations.
  • Validate customer usage data and provide insightful feedback on usage patterns and demand to support informed decision-making processes
  • Under the guidance of project managers, work independently and have the ability to switch between projects quickly to meet milestones and deliverables
  • Utilize public speaking and technical writing skills to produce, edit and present reports, proposals, and presentations in a clear and succinct manner
  • Support senior staff in business development and marketing activities
  • Collaborate with clients to collect data and insight, and effectively communicate results and scenarios

Requirements

  • Bachelor's degree (finance, accounting, economics, mathematics, or other related fields)
  • Demonstrate advanced proficiency and extensive experience in MS Excel, showcasing expertise in advanced user functions such as creating dashboards, conducting scenario analysis, and utilizing financial excel formulas.
  • Strong proficiency with MS Word, PowerPoint, and Power BI - ability to create report templates, modify report templates
  • Experience analyzing and conducting QA / QC on large data sets
  • Critical thinking skills ability to formulate multiple solutions to problems, test hypothesis and develop solutions based on analysis.
  • Ability to work under multiple project managers with competing deadlines and deliverables
  • Ability to communicate effectively through writing, speaking, and visual presentation
  • Willing and able to travel overnight as needed
  • Master's degree (finance, accounting, economics, mathematics, or other related fields) or equivalent experience.
  • Rewards

    Working for a values-based organization focused on growth with an exceptional reputation in its industry, employees receive competitive compensation and excellent benefits that include :

  • Company-paid medical and dental benefits
  • Health Savings Account with company contributions
  • Medical and Dependent Care Flexible Spending Accounts
  • Vision Insurance
  • Company paid Life and Disability Insurance and Employee Assistance Program
  • Discretionary paid time off program and education reimbursement program
  • 401(k) with company contributions
  • Parental leave
  • Long term care benefits
  • Pet insurance
  • Hybrid working arrangement (3 days in the office and 2 days remote)
  • The salary range is $70k to $85k. Compensation depends on education, experience, and location.

    Raftelis uses E-VERIFY. Raftelis is committed to providing equal employment opportunities and our sincere belief in the dignity of each employee, it is our policy to prohibit harassment based on race, national origin, color, age, sex, marital status, domestic partner status, sexual preference, medical condition, disability, religion, or veteran status.

    Raftelis is committed to providing reasonable accommodation for individuals with disabilities in employment. To request a reasonable accommodation to participate in the job application or interview process, contact Lisa Wilson, Director of Human Resources at 704-910-8961.

    [job_alerts.create_a_job]

    Finance Associate • Charlotte, NC, US

    [internal_linking.similar_jobs]
    Finance Associate

    Finance Associate

    Crescent Communities • Charlotte, North Carolina, United States, 28202
    [job_card.full_time]
    Crescent Communities is a nationally recognized, market-leading real estate investor, developer, and operator of mixed-use “communities”. We create high-quality, differentiated multifamily and comme...[show_more]
    [last_updated.last_updated_30]
    Associate Service Consultant

    Associate Service Consultant

    LPL Financial • Fort Mill, SC, US
    [job_card.full_time]
    Associate Service Consultant - Annuities.What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pu...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Performance Audit Senior Consultant (Remote)

    Performance Audit Senior Consultant (Remote)

    Blue Cross Blue Shield Association • Charlotte, NC, United States
    [filters.remote]
    [job_card.full_time]
    The role ensure Plans' operations handle customer interactions accurately and promptly, leaving a positive brand impression. Execute audit programs and validate reported results.Present updates and ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Finance, Bankruptcy & Restructuring Associate - Charlotte

    Finance, Bankruptcy & Restructuring Associate - Charlotte

    Direct Counsel • Charlotte, NC, US
    [job_card.full_time]
    Finance, Bankruptcy & Restructuring Associate – Financial Services.Location : Charlotte or Raleigh, NC.Direct Counsel is representing an Am Law 100 firm. An Am Law 100 firm is seeking a.Fin...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Audit Senior Associate

    Audit Senior Associate

    Charlotte Staffing • Charlotte, NC, US
    [job_card.full_time]
    As an Audit Senior Associate, you'll listen to learn about your client's operations, processes, business objectives, and risks, and apply that knowledge to enhance the financial statement audit al...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Audit Senior Associate

    Audit Senior Associate

    Grant Thornton LLP • Charlotte, NC, US
    [job_card.full_time]
    As an Audit Senior Associate, you'll listen to learn about your client's operations, processes, business objectives, and risks, and apply that knowledge to enhance the financial statement audit al...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Oracle Finance Functional Consultant

    Oracle Finance Functional Consultant

    Zone IT Solutions • Charlotte, NC, US
    [job_card.full_time]
    We are currently seeking an experienced Oracle Finance Functional Consultant based in California City.You will be responsible for implementing, configuring, and supporting Oracle Finance modules to...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Finance Modernization Senior Associate

    Finance Modernization Senior Associate

    Grant Thornton • Charlotte, NC, United States
    [job_card.full_time]
    As a Business Consulting Senior Associate, you’ll be responsible for business process analysis, requirements definition efforts for remediating gaps, cost and cycle time analysis / remediation, and t...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Financial Consultant

    Financial Consultant

    First Horizon • Charlotte, NC, US
    [job_card.full_time]
    Requisition Number : FINAN015319.Location : On site in Memphis, TN or Charlotte, NC.Summary : We are seeking a motivated and detail-oriented Financial Consultant to join our Wholesale Finance Team.In ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Structured Finance Associate

    Structured Finance Associate

    5 Legal • Charlotte, NC, US
    [job_card.full_time]
    A leading national and international and top 100 Am Law top firm is looking for a highly qualified associate.Qualified candidates must have 5+ years of experience. Extensive experience in finance (i...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Finance (Corporate Trust) - Associate

    Finance (Corporate Trust) - Associate

    Mosaic Recruits • Charlotte, NC, US
    [job_card.full_time]
    Finance (Corporate Trust) - Associate (Junior and Mid-Level).Immediate opening for a Corporate Trust Associate with.The ideal candidate will have experience in a wide variety of capital markets tra...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Global Consulting Senior Associate

    Global Consulting Senior Associate

    Willis Towers Watson Plc • Charlotte, NC, US
    [job_card.full_time]
    Global Consulting Senior Associate.This is a senior global consultant role with a wide range of engagement across our US mid-market H&B business. The role encompasses supporting go-to-market sales e...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    2025 Finance (Corporate Trust) - Junior Associate

    2025 Finance (Corporate Trust) - Junior Associate

    Alston & Bird • Charlotte, NC, United States
    [job_card.full_time]
    General Summary The Charlotte office of Alston & Bird has an immediate opening for a Corporate Trust Associate with 2 - 3 years of experience to join the firm's Finance Practice Group.The ideal can...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Investment Funds - Associate Charlotte

    Investment Funds - Associate Charlotte

    Alston & Bird's Antitrust Group • Charlotte, NC, United States
    [job_card.full_time]
    The Charlotte office of Alston & Bird is looking for a team member to support its rapidly expanding Investment Funds team. The ideal candidate will have 4-6 years of experience.A background in inves...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    VP, Financial Consultant- Charlotte, NC

    VP, Financial Consultant- Charlotte, NC

    Charles Schwab • CHARLOTTE, NC, United States
    [job_card.full_time]
    At Schwab, you’re empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry togeth...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Associate Actuary

    Associate Actuary

    Munich RE • Charlotte, NC, United States
    [job_card.full_time]
    Amelia, United States; Akron, United States; Ann Arbor, United States; Athens, United States; Atlanta, United States; Augusta, United States. Bremen, United States; Carmel, United States; Cary, Uni...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Financial Strategy Associate

    Financial Strategy Associate

    Brightway Insurance • Charlotte, NC, US
    [job_card.full_time]
    Established in 2008, Brightway has grown to become one of the largest privately-owned property / casualty insurance distribution companies in the U. Brightway is a purpose and core value-driven organi...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Associate - Subscription Finance

    Associate - Subscription Finance

    U.S. Bank • Charlotte, NC, United States
    [job_card.full_time]
    Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]