Financial Analyst

NewGen Strategies & Solutions is a management consulting firm with offices nationwide. We specialize in three core practices, Energy, Water, and Solid Waste, providing strategic insight and practical solutions to help our clients achieve their goals.

Our vision is to be the consulting company that makes a difference, for our clients, our employees, and our communities. Guided by our core values, make an impact, foster innovation, expect quality, cultivate community, and be a trusted advisor, we are committed to excellence in everything we do.

At NewGen, our employees are our greatest asset, and every team member, at every level, has a voice.

The Financial Analyst/consultant role in the water practice is an entry-level position with opportunity for advancement. We are looking for solvers: people who approach challenges with curiosity and thrive on solving complex problems, much like tackling puzzles. This person will work directly with industry experts within the firm to grow your knowledge as a solver.

Qualities desired for the ideal Consultant include:

• Excellent written and verbal communication skills
• Critical and analytical thinker natural solver
• Can synthesize large amounts of data
• Collaborative team player
• Exceptional attention to detail
• Intellectually curious
• Takes ownership of work efforts and knows when to ask for help.
• Excellent organizational skills that facilitate the ability to work on multiple assignments while completing projects on-time and with the highest work quality.
• Proficient in Microsoft Office Suite (especially Excel)
• Demonstrate analytical skills in the areas of economics, financial planning, and utility accounting.
• Desire for continued learning to advance skill set. We invest in our employees and provide the training to foster employee growth and advancement.
• Prior knowledge and experience with water, wastewater, or solid waste beneficial but not required.

Job Description

The Financial Analyst/consultant will assist with the development of user-friendly Microsoft Excel models that evaluate utility financial, technical, and operational data to provide reports, insight, and action plans. The successful candidate will work directly with senior employees and external client project teams to diagnose issues and collaboratively design effective solutions. We value consultants who are natural solvers individuals motivated to find solutions to our clients' most challenging puzzles.

• Perform quantitative and qualitative financial and economic analyses to support end-user models utilizing Microsoft Office suite of products.
• Conduct econometric analyses employing descriptive and predictive analytics to summarize large sets of historical data from various platforms, with a solver’s approach.
• Support development of financial models with user-friendly dashboards to improve flexibility in decision making addressing our client's most challenging problems.
• Develop project status reports and prepare reports and memoranda summarizing research findings, statistical data analysis, and results.
• Perform industry and/or project-specific research.

Qualifications

The successful candidate will have the following qualifications:

• Undergraduate or Graduate degree in Finance, Economics, Accounting, Business, or Data Analytics preferred.
• Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook); advanced experience with Microsoft Excel. Knowledge of Power Query, PowerPivot, and Power BI is a plus.
• Strong analytical background with the ability to translate large datasets into clear insights and quantitatively supported recommendations.

Additional Information

Location: Richardson, TX. In person initially, then hybrid options available (two work from home days a week). We offer flexible work schedules with the understanding that a client deadline takes precedent. We are a client focused organization and therefore every position will have a utilization goal to meet.

Employee Type: Full Time, Exempt

Salary: We offer competitive salaries and bonuses. Our benefits package is competitive and includes medical insurance, maternity and paternity leave, 401K Plan with matching, paid vacation and holidays, and flexible work schedules. Investment in both formal and informal professional development is encouraged and funded by NewGen.

Base Compensation Range: $65,000 - $75,000

The range provided is NewGen's reasonable estimate of the base compensation for this role. The actual amount may be higher or lower, based on non-discriminatory factors such as location, experience, knowledge, skills, and abilities.

• Legally Authorized to Work in United States: To qualify, applicants must be legally authorized to work in the United States, and should not require, now or in the future, sponsorship for employment visa status. NewGen is an equal opportunity employer and complies with all federal, state, and local fair employment practices laws. NewGen strictly prohibits and does not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, gender identity, sexual orientation, marital status, sex (including pregnancy), age, disability, past, current, or prospective service in the uniformed services, or any other characteristic protected under applicable federal, state, or local law.