PACE Analyst Assistant

Willdan • Temecula, CA

6d • $0 - $31 • Onsite

About The Position

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.

Requirements

• Bachelor’s degree or equivalent combination of education and relevant work experience.
• 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.

Nice To Haves

• Previous experience in bookkeeping, accounting, or analytical roles preferred.
• Strong reconciliation skills are highly preferred.

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level