Demo

Lead Financial Consultant

Freese and Nichols, Inc.
Fort Worth, TX Other
POSTED ON 4/12/2025
AVAILABLE BEFORE 5/10/2025

Provide specialized consulting services in areas including: financial planning, rate studies, and strategic investment planning.

  • Prepare, or oversee development of, comprehensive financial models with an integrated set of financial scenarios, assumptions, and metrics.
  • Manage or oversee concurrent large, complex projects and successfully deliver these on time and on budget.
  • Compile financial data in an organized and concise manner and be able to present the data in writing and/or verbally to groups of stakeholders.
  • Effectively communicate about financial services with a multitude of audiences, including external clients, the general community, internal clients, and senior leadership.
  • Work with and maintain relationships with outside vendors and teaming partners to provide additional specialized support based on type of engagement.
  • Generate new and add-on business, including new contracts, contract extensions and renewals and increased scope with focus on industries and clients in the FNI value chain.
  • Consistently meet sales bookings and profitability goals.
  • Support client relationship management.
  • Supervise, delegate and oversee work of junior staff.
  • Effectively develop and articulate value proposition of service offerings to clients.
  • Collaborate with relevant team members to support account plans, pursuits and winning proposals.
  • Coordinate opportunities from prospect through engagement.
  • Work with leadership, legal and other involved parties on contract development and negotiations.
  • Work collaboratively with the company’s resources to define the approach and strategy for achieving client requirements.
  • Communicate the status of opportunities, clearly articulate next steps and discuss potential risks.
  • Participate in industry organizations to the benefit of FNI.
  • Other duties as assigned. This job description is not designed to cover or contain a comprehensive list of activities or responsibilities that are required of the employee for this job. Duties and activities may change at any time.
  • Periodic travel required.

    Qualifications

    Required Skills and Qualifications:    

    • 9 years in financial services in the Utility industry. 
    • Master’s degree.

      
    Preferred Skills and Qualifications:    

    • 12 years of relevant experience on municipal and local government projects.   Education - M.S./M.Eng/MBA 
    • Concentration in Business, Finance or Accounting

    About Freese and Nichols

    At the heart of our culture is our LEADS values (Learn continuously, Engage as family, Act with integrity, Deliver quality, and Serve always).  Each year, our employee engagement survey confirms that our leaders and our employees live our values.

    We strive to be the firm of choice for clients and employees through innovative approaches, practical results, and outstanding service.  For more than 130 years, we have been planning and designing the infrastructure our communities need:  developing water supplies, designing roadways and bridges, preparing for natural disasters, and much more.

    Besides our comprehensive benefits package (see more at https://www.freese.com/services/benefits-that-work/), we offer paid overtime for salaried employees, an annual bonus, and access to company cabins in Red River, New Mexico.  We are proud of our flexible work environment which includes a hybrid schedule with up to 40% of remote work, and an alternative work schedule program which provides a day off every other Friday.

    Join our team of 1,200 employees as we grow from Virginia to Colorado. Learn more about working here at https://www.freese.com/careers/.

    Freese and Nichols is firmly committed to Equal Employment Opportunity (EEO) and prohibits employment discrimination for employees and applicants based on his or her age, race, color, pregnancy, gender, gender identity, sexual orientation, national origin, religion, marital status, citizenship, or because he or she is an individual with a disability, protected veteran or other status protected by federal, state, and local laws.


    We recognize that our workforce reflects the increasingly diverse nature of our society, and we strive to take advantage of that diversity with both our external and internal customers. As a Federal Contractor, Freese and Nichols is an equal employment, affirmative action employer.

    #LI-Hybrid  

    If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
    Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

    What is the career path for a Lead Financial Consultant?

    Sign up to receive alerts about other jobs on the Lead Financial Consultant career path by checking the boxes next to the positions that interest you.
    Income Estimation: 
    $34,250 - $42,496
    Income Estimation: 
    $39,308 - $47,553
    View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

    Job openings at Freese and Nichols, Inc.

    Freese and Nichols, Inc.
    Hired Organization Address Dallas, TX Full Time
    We are seeking a highly skilled and experienced Architect with expertise in water and infrastructure projects to join ou...
    Freese and Nichols, Inc.
    Hired Organization Address Fort Worth, TX Full Time
    Freese and Nichols is seeking a Learning and Development Advisor in the DFW Metroplex . The Learning and Development Adv...
    Freese and Nichols, Inc.
    Hired Organization Address Oklahoma, OK Full Time
    Freese and Nichols, is actively seeking a Licensed Structural Engineer to join our team. As a Lead Structural Engineer, ...
    Freese and Nichols, Inc.
    Hired Organization Address Fort Worth, TX Full Time
    Freese and Nichols, Inc. (FNI) is currently seeking an experienced manager for the Water Resource Planning team based in...

    Not the job you're looking for? Here are some other Lead Financial Consultant jobs in the Fort Worth, TX area that may be a better fit.

    Financial Sales Consultant

    PNC Financial Services Group, Fort Worth, TX

    Org Readiness Consultant II - Contract

    GM Financial, Fort Worth, TX

    AI Assistant is available now!

    Feel free to start your new journey!