Principal Consultant – Utility Return on Equity & Cost of Capital Specialist

Duties & Responsibilities

• Manage a number of financial projects for utility clients across North America, mostly in the electric and natural gas industries.
• Delegate various tasks to project team members, including research, financial modeling and writing.
• Draft/write extensive expert reports and expert witness testimony, typically between 50-100 pages in length.
• Ensure that project deadlines are met and written deliverables for clients (whitepapers, reports, analyses, expert witness testimony, slide decks) are high-quality in all aspects.
• Provide support to management in preparing return on equity modeling and cost of capital analyses.
• Prepare utility rate case filings for clients and utility commission regulators across the country.
• Prepare financial analyses and elements of rate case filings including return on equity, cost of capital, depreciation, cost of service, and other financial measures.
• Prepare responses to data requests and interrogatories from regulators, clients, and attorneys.
• Communicate with clients regarding project timelines, progress, budgeting, and written deliverables.
• Utilize Excel and other quantitative software to model and analyze financial data.

Qualifications

• Bachelor’s Degree required, ideally in Finance, Accounting, Mathematics, Economics, or Energy, or other similar disciplines.
• MBA, Masters or other advanced degree is preferable; CFA a plus.
• 3-10 years relevant experience in the economics, financial, utility, or management consulting fields.
• Excellent writing skills – must be comfortable writing 50-100 page reports regularly.
• Strong quantitative skills, research skills, and writing abilities.
• Advanced knowledge of quantitative and financial theory.
• Advanced financial modeling experience, especially within MS Excel.
• Strong computer skills including MS Word, PowerPoint, and Outlook.
• Experience using a Bloomberg terminal to research and gather financial data is a plus.