FINANCIAL ANALYST I

Job Description

About This Role

This is a full-time, associate-level position at LT Municipal Consultants (LTMC). LT provides financial consulting and rate studies for public utilities such as water and sewer systems owned by cities, counties, and special districts. Successful employees have strong analytical skills, proficiency in MS Excel, are receptive to on-the-job training, and typically have a few years of work experience in a related field such as business/economics, engineering, or local government. We consult with public utilities and their retail customers which is a niche specialization, there is little carryover with venture capital, banking, and traditional financial institutions.

The successful candidate will work under the direction of partners and other associates in a team atmosphere. Daily activities will vary and include Excel-based financial modeling, drafting written reports, and speaking with or presenting to clients. This position will be a minimum of four days in-person in our Alameda office and one work from home day. Local travel may be required to attend meetings both during working hours and during the evening. Travel time and expenses are paid by LTMC. This role offers significant opportunities for professional development and career growth, with a strong focus on mentorship and advancement into senior positions.

Responsibilities

Perform data entry and interpret data. Provide summary charts and graphs.

Develop financial models to analyze and forecast revenues, expenses, and financial performance of public utilities (following training and mentorship from LTMC).

Assist in the preparation of written reports, client presentations, outreach materials, and LTMC marketing documents

Summarize analysis and findings for different audiences, writing clearly and with attention to detail. Documents will include formal reports, technical memoranda, and utility customer newsletters.

Participate in progress meetings with clients and occasionally attend both virtual and in-person public meetings within California.

Adhere to project schedules and proactively provide regular updates to team members.

Preferred skills and qualifications

Undergraduate Degree in Finance, Economics, Public Administration, Accounting, Business, or related field with 2+ years of professional experience

1+ Years of experience in a professional office environment

Proficiency with the use of Microsoft Office Suite with advanced Excel skills

Valid California Driver’s License and access to personal transportation

Excellent written and verbal communication skills

Strong organizational skills and ability to prioritize deadlines across multiple projects

Demonstrated experience in quantitative analysis (e.g., accounting, budgeting, etc.). Experience using MS Excel to filter and sort data, develop pivot tables, and create charts and graphs.

Advanced analytical skills, with experience collecting, organizing, and disseminating information accurately

Some local travel may be required, with additional limited overnight travel (within California).

What We Offer

The annual salary range offered for this position is $60,000 – $69,000. Actual pay offered will be dependent on the experience and expertise of the incoming candidate. In addition to base salary, we also offer:

Ten (10) Vacation days per year (increases with tenure, maximum of 20 days per year).

Ten (10) Holidays per year

Five (5) Sick days per year.

Medical and dental insurance paid 100% by LTMC

Cell Phone Stipend

Discretionary Annual Bonus based on performance

401(k) profit-sharing plan after 1 year of employment

Flexible hybrid/remote work plans

Free shuttle bus to and from the downtown Oakland BART stations and our office in Alameda

The Fine Print

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. This is an at-will position and, as such, can be terminated at any time without notice and for any reason. Prior to hire, candidates will be required to successfully complete performance assessments, reference checks, verification of academic performance, and any other due diligence LTMC deems appropriate prior to making an unconditional offer for employment. LTMC is committed to providing reasonable accommodation for individuals with disabilities in employment. Candidates with a disability who may require special assistance in any phase of the application or assessment process should advise the hiring manager upon submittal of an application. LTMC is an equal opportunity employer.

Company Description

LT Municipal Consultants (LTMC) provides financial consulting and rate studies for public utilities, including water and sewer systems owned by cities, counties, and special districts.

Full-time

Hybrid remote