Main Responsibilities of a Financial Consultant at Raftelis Financial Consulting
Erik, a Financial Consultant at Raftelis Financial Consulting, translates complex data from various utilities—"water, wastewater, gas, electric, and a little bit of solid waste and renewables"—into financial models and dashboards for decision-making, utilizing skills in Excel, Tableau, and report writing to contribute to the "common good" while sharpening analytical abilities. This involves working with financial statements, future projects, and rate systems to create usable products for clients with varying needs.
Data Analysis, Financial Modeling, Report Writing, Data Visualization, Utility Consulting
Advizer Information
Name
Job Title
Company
Undergrad
Grad Programs
Majors
Industries
Job Functions
Traits
Erik Milde
Financial Consultant
Raftelis Financial Consulting
University of North Carolina at Charlotte
N/A
Engineering - Civil
Consulting & Related Professional Services, Energy & Utilities, Government & Public Sector
Finance
Disabled, Took Out Loans, Worked 20+ Hours in School
Video Highlights
1. Erik works as a financial consultant, primarily for utility firms, offering management and financial consulting, and some asset management.
2. His daily tasks involve translating data from municipal utilities (water, wastewater, gas, electric, solid waste, renewables) into financial models and dashboards using tools like Excel and Tableau.
3. He emphasizes the importance of report writing in government work and enjoys the analytical aspect of his role, contributing to the common good while developing analytical skills.
Transcript
What are your main responsibilities within your current role?
I currently serve as a financial consultant with a primarily utility consulting firm. We offer management consulting alongside financial consulting, and then a little bit of asset management; that's kind of our bread and butter.
My day-to-day work involves translating data from municipal utilities—water, wastewater, gas, electric, solid waste, and renewables—into a usable format. This data is then used to create financial models and dashboards.
An average day consists of translating customer data that these utilities collect. I also take provided financial statements, their future projects, and their current rate system. This is all translated into a usable format to create a product that they can use for future financial decisions.
That's the bread and butter of my day-to-day. There's experience with Excel and Tableau, a data visualization tool. There's also a lot of report writing, as government work usually revolves around that. I actually really enjoy writing, so I can't complain.
That's pretty much my day-to-day. It varies, and that's nice. Clients differ on their needs. Certain utilities will only expect it for a certain section, and some only have water. It's fun to be able to do something that contributes to a common good while also stretching your analytical skills.