Raftelis

Financial Planning and Analysis

• Provide exceptional client service in the public municipal utilities industry (water, wastewater, and stormwater) through multi-discipline projects such as financial planning, cost of service rate and fee setting, bond feasibility studies, and miscellaneous financial-related projects
• Data mine and aggregate project data from multiple sources and develop Excel-based financial models to support analysis, including projecting utility revenues and expenditures, developing revenue requirements, cost allocation and rate and fee design
• Work under guidance of project managers, operate independently, and switch between projects quickly to meet milestones and deliverables
• When working in California, ensure alignment with Proposition 218 requirements in financial planning and decision-making processes
• Utilize public speaking and technical writing skills to produce, edit and present reports, proposals, and presentations
• Support senior staff in business development and marketing activities and lead junior staff in the management, development, and execution of project work
• Communicate with clients to gather data and other relevant project information

Senior Consultant, Finance