Finance Intern

Raftelis • Charlotte, NC • 4h ago

Company Description:

Raftelis helps local governments and utilities thrive by providing management consulting expertise to help transform local governments and utilities. We've provided professional consulting services to more than 700 organizations in the last year alone. We work in all areas of management consulting including finance, assessment, communications, technology, executive recruitment, and strategic planning.

We're proud to share that Raftelis has been certified as a Great Place to Work®! 93% of our employees say it is a great place to work, compared to 57% of employees at a typical US-based company. As one of our employees said, "at Raftelis, we maintain a great balance between hard work and allowing staff to focus on their lives outside of work. We also have a strong culture where people genuinely care about each other, and leadership is committed to doing what's best for both our employees and the firm".

Job Summary:

Raftelis is seeking an intern who is willing and able to work 20-30 hours per week this summer. We are flexible with the time/day and number of hours depending on the applicant's schedule. This internship will conclude at the end of the summer with the possibility of continuing through the end of the year.

This position will require a high level of data organization, data analysis, persistence with obtaining reliable information, coordination with several Raftelis staff, time management, and steady progression to be completed.

Primary Responsibilities:

Market Research

Apply AI and other tools to research business development opportunities and profile clients in the municipal electric and natural gas utility markets

Summarize Raftelis project experience into qualifications write ups for proposal and other business development purposes

Financial Metrics Development

Work with the development team to understand the data needs for Ellio, Raftelis' proprietary online software platform.

Leverage Bloomberg Terminal to export key data points and work with Ellio team to develop a process to import the data.

Research Bloomberg functionality to understand ways to streamline the process to better leverage the tool in conjunction with Ellio Analytics.

Research alternative approaches for extracting key data from Annual Comprehensive Financial Reports (specifically, population, number of accounts, water and wastewater flows and miles of pipes in the system).

FY2027 Rate & SDC Schedule Collection

Work with the east coast financial team to create a list of utilities and collect up to date rate schedules in July of 2026. Generally, new rates are adopted during the budget process and should be available (online or via phone call) in early July.

Collect Similar data for System Development Charges, an additional @type of charge collected by local governments when a new connection to the system is established.

Work with Consultants to develop a data format that will allow for quick development of bill comparison charts to be used in reports and presentations.

Quals and Case-Study Updates

Work with Finance East team to identify quals to update and develop a format for the quals in reviewing existing quals and research online.

Complete a library of 20 quals for each region (NE, East and FL).

Other

Maintain effective, professional attributes while dealing with clients & colleagues

Requirements:

Pursuing a bachelor's degree (mathematics, finance, economics, accounting, or other related fields)

Basic understanding of financial statements (balance sheet, income & cash flows)

Ability to research and organize data obtained from websites, phone calls, and web-based meetings

Excellent written skills including reporting of technical results

Ability to solve complex problems and think critically

Diligent, enthusiastic, and team-player attitude

Ability to work independently on specific assignments once direction is provided

Experience using MS Office applications of Word, PowerPoint, and Excel

*The first resume review for this position will take place on May 12, 2026.

Studies have shown that women and people of color are less likely to apply for jobs unless they believe they can perform every job description task. We are most interested in finding the best candidate for the job, and that candidate may come from a less traditional background. We will consider any equivalent combination of knowledge, skills, education, and experience to meet minimum qualifications. If you are interested in applying, we encourage you to think broadly about your background and skill set for the role.

Additional Information:

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. Raftelis uses E-VERIFY. Raftelis is committed to providing equal employment opportunities and our sincere belief in the dignity of each employee, it is our policy to prohibit discrimination or harassment based on of race, color, religion, creed, national origin or ancestry, gender identity, sexual orientation, marital status, domestic partnership status, familial status, parental status, sex, pregnancy, childbirth, or related condition, including but not limited to lactation, age, disability, genetic information, past, current, or prospective service in the uniformed services, volunteer rescue squad worker status or any other characteristic protected under applicable federal, state, or local law.

Raftelis is committed to providing reasonable accommodation for individuals with disabilities in employment. To request a reasonable accommodation to participate in the job application or interview process, contact Allison Harllee, Human Resources Manager at 704-269-2536.

To learn more about Raftelis and apply, please visit www.raftelis.com.

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