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

Concentric Energy Advisors, Inc.

$114K — $161K *
Energy & Utilities
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's Degree in Finance, Accounting, Mathematics, Economics, Energy, or related fields.
  • MBA, Master's degree, or CFA preferred.
  • 3-10 years of experience in economics, finance, utilities, or consulting.
  • Proven ability to write extensive reports (50-100 pages).
  • Strong quantitative, research, and writing skills.
  • Advanced financial modeling expertise, particularly in Excel.
  • Familiarity with Bloomberg terminal for financial data research is a plus.

Responsibilities

  • Manage financial projects for utility clients across North America.
  • Delegate tasks to project team members, including financial modeling and research.
  • Draft detailed expert reports and expert witness testimony.
  • Ensure high-quality client deliverables and adherence to deadlines.
  • Support management in return on equity modeling and cost of capital analyses.
  • Prepare utility rate case filings for regulators nationwide.
  • Conduct financial analyses related to rate case filings and other measures.

Benefits

  • Hybrid working model with three days in the office and two remote days per week.
  • Opportunities for equity ownership within the company.
  • Annual incentive compensation bonus available.
Full Job Description
Job Title: Principal Consultant - Utility Return on Equity & Cost of Capital Specialist

Job Location: Marlborough, MA headquarters

Position Type: Hybrid - 3 days in office, 2 remote days per week

2025 Salary Range: $114,000 - $161,000 plus annual incentive compensation bonus

We are looking for a Principal Consultant- Utility Return on Equity & Cost of Capital Specialist for our Marlborough, MA headquarters.

Job Description

The Principal Consultant, Utility Return on Equity & Cost of Capital Specialist serves a critical role working with energy and utility clients on cost of capital and corporate finance matters. This person will manage various client engagements, delegate responsibilities and ensure project timelines are met and quality client deliverables are produced. This person should have graduate coursework or related experience in economics, financial theory, and corporate finance. This person should be able to run financial modeling, and perform data analysis and research, as well as mentor junior staff in these skills.

We need someone who enjoys finding solutions to challenging utility and energy problems, using innovative and creative ideas and then communicates them to our clients.

This position will be located in our Marlborough, MA headquarters. Our in-office employees work a hybrid model, with flexibility to work from home two days a week.

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, Master's 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.


Additional Information:

Depending on the level hired, the base salary for this role will typically fall between $114,000 to $161,000 plus an annual incentive compensation bonus. Concentric also offers opportunities to participate in equity ownership.

We are looking for employees who are collegial and collaborative, enjoy working in a team environment, and have the ability to also operate independently. We need people with strong attention to detail and organizational skills, as well as the ability to prioritize your own workload, while maintaining accuracy, consistency and confidentiality. If you enjoy problem solving and analytical thinking, and have experience in the energy/utilities world, Concentric may be the place for you.

Interested candidates should apply with their resume. Writing samples, educational transcripts, cover letters and references may be requested to complete the application process.

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