PACE Analyst Assistant

Willdan Financial Services has an opening in our Temecula office for a PACE Analyst Assistant. This role provides essential administrative support with a strong focus on working with spreadsheets and meeting strict deadlines.

About the role

The Property Assessed Clean Energy (PACE) division 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 clients by ensuring consistent and effective collection efforts for their long-term projects.

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.
• Work independently as well as collaborate with team members and external sources to research, analyze, and draft reports.

Requirements

• 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.
• Strong reconciliation skills are highly preferred.