What are the responsibilities and job description for the Financial Analyst position at NewGen Strategies & Solutions?
Financial Analyst/Consultant Environmental Practice
NewGen is a dynamic, growing consulting firm that helps utilities deliver vital services such as water, energy, and waste management. At the heart of our success is a simple yet powerful belief: the foundational key to NewGen’s success is people solving puzzles. Our clients hire us to solve their most complex and critical puzzles. We understand that hiring, cultivating, and retaining team members who embody the traits and habits of a puzzle solver is essential. We want every one of our team members to approach challenges with curiosity, resilience, and a problem-solving mindset.
The successful candidate will work directly with senior colleagues and clients to estimate the costs of operating utilities, financing vital investments in infrastructure, and ultimately determining utility rates charged to residents and businesses. Our work is meaningful, challenging, and exciting. Our company is focused on growth, innovation, and teamwork, and in this role, you will have an impact on not only your fellow coworkers and the company, but on utilities and communities across the country.
What Success Looks Like:
- Demonstrates critical thinking; this role goes beyond routine process work.
- Remains composed and effective in high-pressure situations.
- Can synthesize large amounts of data.
- Collaborative team player.
- Exceptional attention to detail.
- Intellectually curious.
- Skilled at developing and maintaining professional relationships.
- Can work on multiple assignments at once.
- Thrives under tight deadlines and manages time effectively.
- Proficient in Microsoft Office Suite (especially Excel).
- Exhibits strong analytical skills in economics, financial planning, and utility accounting.
Job Description
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 Consultants and client project teams to diagnose issues and collaboratively design effective solutions. The duties of this position include, but are not limited to:
- 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.
- Build financial models with user-friendly dashboards to improve flexibility in decision making addressing our client’s most challenging problems.
- Support the preparation of reports and memoranda summarizing research findings, statistical data analysis, and results.
- Perform industry and/or project-specific research.
The workload will vary based on project requirements. Some evening or weekend hours and travel may be required.
Qualifications
The successful candidate will have the following qualifications:
- A bachelor’s or master’s degree in Accounting, Business, Data Analytics, Economics, or Finance is preferred.
- Strong proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook), with advanced Excel skills required. Experience with Power Query, PowerPivot, or Power BI is a plus.
- 1–3 years of professional experience in finance, data analysis, or a related field.
- Demonstrated understanding of financial concepts such as inflation, depreciation, discount rates, operating costs, capital planning, and debt service coverage.
- Exposure to energy, water, utility industries, or local government finance is a plus, but not required.
What We Offer
- Annual performance bonuses (up to 8% based on personal and company success).
- 401(k) with company match.
- Medical, dental, and vision insurance.
- $4,000 annual professional development reimbursement (for courses/certifications, subject to approval).
- Generous Paid Time Off, including 11 paid holidays, and parental leave.
- Flexible schedules (with respect for client deadlines).
- Ongoing training in cutting-edge analytical tools and problem-solving frameworks.
- Career advancement opportunities rooted in mentorship and skill-building.
- Team-building activities that challenge and connect (e.g., collaborative puzzles, strategy workshops).
Additional Information
Location: Annapolis, MD
Employee Type: Full Time, Exempt. Some overtime and travel will be required.
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.
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.
Salary : $65,000 - $75,000