Local recruitment: Lead Financial Analyst, Water Infrastructure

Water Finance Exchange, Inc. (WFX)

Washington, D.C., USA 🇺🇸


Who We Are

Launched in 2020, the Water Finance Exchange, Inc. (WFX) was founded with a mission of increasing funding to small and midsize water and wastewater utilities disadvantaged by funding gaps.  A 501(c)(3) not-for-profit, WFX is comprised of a team of water and finance professionals devoted to assisting communities across the U.S. break the logjam of water investment by identifying and tailoring solutions that are suited for the communities WFX serves.

WFX is in a unique position to address the funding shortage of water infrastructure projects for thousands of American communities.  WFX achieves this through partnerships with federal and state funding agencies, financial institutions, non-profits, and philanthropy; reducing the burden of government alone in endeavoring to close that gap.  WFX is creating a pipeline of community water infrastructure project opportunities across the United States.

WFX supports the efforts of communities to access funding by assembling the best expertise, helping those communities navigate the pre-development funding process, removing regulatory hurdles, completing projects, and learning and disseminating information about recurring issues and solutions that allow for increased funding of similarly situated communities and regional initiatives that would otherwise be unavailable.

As part of its national growth, WFX is seeking to add a full-time Lead Financial Analyst, Water Infrastructure to its core team.

Job Summary

WFX is seeking a Lead Financial Analyst, Water Infrastructure to assist in providing financial analysis of water infrastructure needs for the benefit of WFX leadership in the support of its clients.  The new hire will work closely with the WFX leadership to build its project pipeline, analyze and conduct due diligence on prospective deals within target communities.

This position is responsible for analyzing both routine and complex financial and economic information and issues pertaining to water utilities.  One key output will include rate and affordability analysis for smaller utilities.  In addition, the position will focus on project development, financial feasibility analysis, risk management assistance, restructuring, portfolio management, and programmatic assistance.

The work performed by this position involves analyzing complex financial information that requires critical thinking and independent judgment.  Projects will involve working both independently and collaboratively as part of a multi-disciplinary team.

The ideal candidate will have recently completed a BA or BS degree and should be self-determined, motivated, and enthusiastic about learning and advancing his/her career.  We are a small team; therefore, the Lead Financial Analyst should be capable of taking on a high degree of responsibility.


Key responsibilities include the following:

  • Conduct financial due diligence and research various municipal, private, and corporate entities in the water sector.
  • Assist in audit/regulatory compliance reviews, including reviewing the terms of loan agreements, verifying that deal targets submit paperwork in a timely manner.
  • Assist with financial modeling by entering data, reviewing models, calculating financial ratios, and building sensitivity scenarios.
  • Write credit memos, independent financial assessment reports, PowerPoint decks and other written deliverables.
  • Carry out research tasks in support of client deliverables including market and industry assessments.
  • Provide actionable insights and vision for the creation of new reporting and metrics as relevant and as needed.
  • Assist in the development, maintenance, and enhancement of screening processes and decision-making procedures and tools.
  • Ad hoc reports, as necessary
  • Assist staff with administrative or organizational tasks.

Minimum Requirements

  • Must have an undergraduate (bachelor’s) degree, preferably in Finance, Accounting, or Economics.
  • 3-5 years of experience as a financial analyst.
  • Proficiency in MS office programs (Word, Excel, PowerPoint).
  • Strong writing and editing skills, including comfort working with long technical reports.
  • Enthusiasm and willingness to learn.
  • Attention to detail and an ability to work on multiple projects simultaneously.
  • Intellectual flexibility and adaptability for working a wide range of industries and assignments.


  • Graduate degree (MA, MS, and/or MBA) in Economics or Finance.
  • At least 1-2 years of experience in the water supply and sanitation sector.
  • Able to build financial models (financial planning and simulation models).
  • Knowledge of the State Revolving Fund and Water Infrastructure Finance and Innovation Act (WIFIA).


This is a full-time position based at our office in Washington, DC or remote.  Salary commensurate with experience.  WFX offers a competitive benefits package that includes vacation and sick leave, and reimbursement for a comprehensive health plan.

How to Apply

Applicants should submit the following information to [email protected]:

  • A cover letter of qualifications;
  • Resume;
  • 2-3 professional references; and,
  • Writing samples demonstrating experience preparing formal technical documents, such as memoranda, or reports with respect to finance or economic issues.