PACE Analyst Assistant

Willdan Financial Services has an opening for an Analyst Assistant in our Temecula office.

Under close supervision, the PACE Analyst Assistant will provide essential administrative support, with a strong focus on working with spreadsheets and meeting strict deadlines. Responsibilities include data entry, database management, and the regular use of Microsoft Word, Excel and Outlook. They will work independently as well as collaborate with team members and external sources to research, analyze, and draft reports. The ideal candidate must possess excellent writing and organizational skills, demonstrate advanced proficiency in Excel, and effectively manage multiple tasks simultaneously. Strong reconciliation skills are highly preferred.

The Property Assessed Clean Energy (PACE) division of Willdan Financial Services oversees the ongoing day-to-day operations associated with the long-term collection of bonded assessments for clean energy improvements to residential and commercial properties. This work demands a high level of accuracy, attention to detail, and timely, knowledgeable execution. The PACE Team is committed to supporting our clients by ensuring consistent and effective collection efforts for their long-term projects.

Essential Duties and Responsibilities

• Create and maintain spreadsheets using Microsoft Excel.
• Conduct data collection and manipulation, preparation of reconciliation reports, analysis, and other information for client use.
• Collect, organize, and analyze data; prepare reconciliation reports and other client- focused deliverables.
• Efficiently utilize Microsoft Office products, including Excel, Word and Outlook.

Job Requirements / Qualifications

• Bachelor's degree or equivalent combination of education and relevant work experience.
• Previous experience in bookkeeping, accounting, or analytical roles preferred.
• Proficient in Microsoft Excel, Word, and Outlook at an advanced level.
• Strong organizational skills with a keen attention to detail.
• Proven ability to manage multiple assignments for various clients, both independently and collaboratively.
• Solid understanding of mathematical concepts, including percentages, percent changes, and ratios.
• Skilled in prioritizing tasks and managing time effectively in a fast-paced environment.
• Excellent written and verbal communication skills.

EEO Non-Discrimination and ADA Reasonable Accommodation Statement

Willdan is an equal opportunity employer. Applicants are considered for all positions without regard to race, religious creed, color, age marital status, sex, sexual orientation, gender identity, gender expression, citizenship status, national origin, ancestry, religion, military service or veteran status, disability, medical condition, childbirth and related medical conditions, genetic testing, reproductive status or any other classification protected by federal, state or local laws and ordinances. Willdan does not discriminate on the basis of physical or mental disability where the essential functions of the job can be reasonably accommodated. Determinations on requests for reasonable accommodation will be made on a case-by-case basis. If you need reasonable accommodation for any part of the application and hiring process, please notify us.

Willdan Financial Services participates in E-Verify.