What are the responsibilities and job description for the Lead Financial Consultant position at Freese and Nichols?
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.
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