Principal Financial Consultant

Overview

This posting is scheduled to expire on 1/30/2027 if the position has not been filled prior to that date.

Responsibilities

• As part of the Financial Management Group (FMG) leadership team, focused responsibility on service, client, and revenue growth while continuing to assist the team in building the FMG team/staff and expertise
• Assist the FMG leadership team in developing 5- and 10-year strategic business plans
• Project delivery responsibilities include performing rate and fee studies, economic analyses, and other financial services, including assisting with owner’s advisory services
• Project management responsibilities include overseeing the work of analysts, subcontractors, and administrative personnel performing financial services work
• Business development responsibilities include developing and maintaining client relationships, preparing qualifications and proposal packages, participating in pursuit interviews, and representing Carollo in a positive light at industry gatherings
• Position includes responsibility for primary work, as well as quality control for work performed under his/her direction
• Position requires a team-oriented person who enjoys mentoring junior and mid-level staff and possesses the ability to contribute to the strategic direction of the FMG and Utility Advisory Services (UAS)

Qualifications

• Bachelor’s Degree in Economics, Business, Mathematics, Engineering, or other applicable field of study
• At least fifteen (15) years of experience, seven (7) of which in a supervisory role
• Thorough knowledge of utility financial management and budgeting, rate studies, economic analyses, capital planning, system development charges, and other FMG services; strong analytical and quantitative problem-solving skills
• Ability to demonstrate a strong work ethic, organizational skills with the ability to prioritize multiple tasks and be self-motivated
• Ability to effectively work either independently or in a team setting
• Strong written and verbal communication skills and the ability to effectively communicate with groups and individuals at all levels in an organization
• Ability to present complex technical concepts to an audience with widely varied technical and financial experience
• Ability to manage a portfolio of financial services projects within budget and schedule
• Experience in training and mentoring junior and mid-level staff
• Skilled in Microsoft Office Suite

Preferred Qualifications

• Master’s Degree in Economics, Mathematics, Engineering, or other applicable field of study
• At least twenty (20) years of experience, twelve (12) of which in a supervisory role

Compensation Range

$180,000 to $200,000 annually. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. An employee’s pay within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, and business or organizational needs.

Other Compensation and Benefits

Carollo is committed to providing employees with a competitive, comprehensive benefits program that provides the support employees and their families need to lead healthy, productive lives. Carollo’s benefits package includes paid time off and holidays, comprehensive health insurance coverage, pre-tax savings account options for healthcare, dependent care and commuter expenses, disability insurance and life insurance options for you and your dependents. We also offer free Caregiver Support, Travel Assistance, counseling services, discount programs, and a Lifestyle Reimbursement Account. Other compensation that may be available includes: 401(k) company contribution matching, tuition reimbursement, discretionary bonuses, career advancement bonuses, professional registration bonuses, employee referral bonuses, and compensatory time for exempt employees. Flexible work arrangements may also be available.  Eligibility for benefits varies based on employment status.

 

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