Talent.com
Associate Consultant - Finance
Associate Consultant - FinanceRaftelis • Charlotte, NC, US
[error_messages.no_longer_accepting]
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.related_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]
    VP, Financial Consultant- Charlotte, NC

    VP, Financial Consultant- Charlotte, NC

    Charles Schwab • CHARLOTTE, NC, US
    [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]
    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_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]
    Accounting Policy Associate Director

    Accounting Policy Associate Director

    Truist • Charlotte, NC, US
    [job_card.full_time]
    Technical Accounting Subject Matter Expert.Technical accounting subject matter expert responsible for effectively communicating and ensuring the enterprise's proper understanding and appropriate im...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Corporate Accounting Associate

    Corporate Accounting Associate

    Daimler Truck North America • Fort Mill, SC, United States
    [job_card.full_time]
    As a Corporate Accounting Associate, you will be a key contributor to a high-performing and collaborative team ensuring the accuracy and integrity of financial data for all aspects of our business....[show_more]
    [last_updated.last_updated_1_day] • [promoted]
    Digital Assets Treasury | Associate Director

    Digital Assets Treasury | Associate Director

    Charlotte Staffing • Charlotte, NC, US
    [job_card.full_time]
    Associate Director, Digital Assets.Guidehouse is executing an ambitious growth strategy for its Digital Assets capability. We are seeking a dynamic leader with deep expertise in Financial and Risk M...[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]
    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 candidate will have...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Financial Consultant

    Financial Consultant

    Empower • Charlotte, NC, US
    [job_card.full_time]
    Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career...[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]
    Financial Crimes (Audit QA) Consultant

    Financial Crimes (Audit QA) Consultant

    NTT DATA North America • Charlotte, NC, United States
    [job_card.full_time]
    Joining NTT DATA is not only a job, but a chance to grow your career.We are committed to supporting your professional growth, development, and overall success. By joining our team, you will have the...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Associate, Investment Banking - Industrials

    Associate, Investment Banking - Industrials

    Stout • Charlotte, NC, United States
    [job_card.full_time]
    At Stout, we're dedicated to exceeding expectations in all we do - we call it Relentless Excellence.Both our client service and culture are second to none, stemming from our firmwide embrace of our...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Transaction Services Associate

    Transaction Services Associate

    CliftonLarsonAllen • Charlotte, NC, US
    [job_card.full_time]
    Transaction Services Associate.We recognize that not everyone wants to grow their career in the same way.That's why CLA exists to create opportunities. We promise to know you and help you.CLA is hir...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    SR CONSULTANT

    SR CONSULTANT

    Tech Digital • Charlotte, NC, US
    [job_card.full_time]
    Job summary : We are seeking a highly experienced Consulting Director with 21 to 25 years of experience to join our team. The ideal candidate will have extensive expertise in program management, budg...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Investment Consultant - Charlotte South, NC

    Investment Consultant - Charlotte South, NC

    Fidelity • Charlotte, NC, US
    [job_card.full_time]
    You joined the financial services industry to make a difference in the lives of your clients.At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry l...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Finance, Bankruptcy & Restructuring Associate - Financial Services - Multiple Offices (NC)

    Finance, Bankruptcy & Restructuring Associate - Financial Services - Multiple Offices (NC)

    Womble Bond Dickinson (US) LLP • Charlotte, NC, United States
    [job_card.full_time]
    Womble Bond Dickinson (US) LLP seeks a highly motivated associate to join its Finance, Bankruptcy & Restructuring Practice Group on the Financial Services Team. The position is available in North Ca...[show_more]
    [last_updated.last_updated_30] • [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]