Analyst Assistant

3 weeks ago


Temecula, United States Willdan Full time

Willdan Financial Services has an immediate opening for an Analyst Assistant in the District Administration Services (DAS) Group at our Temecula office. The DAS division is responsible for managing the ongoing day-to-day activities associated with the long-term collection of bonded and pay-as-you-go special taxes, assessments, fees, and charges. As a Special Districts Administrator, the Analyst I will serve as a pivotal liaison for assigned clients, overseeing a spectrum of administrative duties integral to the annual process.

Essential Duties and Responsibilities

  • Provide timely and accurate data to Project Managers, ensuring client compliance with federal, state, and local laws, and meticulously administering special district functions.
  • Assist in serving as the primary point of contact for assigned clients, fostering strong relationships and addressing inquiries promptly.
  • Assist in managing diverse administrative tasks essential to ongoing operations within the annual cycle.
  • Analyze and manipulate large, intricate datasets, ensuring accuracy and integrity throughout.
  • Collaborate with Project Managers to ensure client adherence to pertinent laws and regulations, particularly in government and taxation domains.
  • Read and study how to administer special district finances, including database management, financial tracking, and tax/assessment calculations.
  • Read and study how to interpret legislative code sections and legal documents pertaining to special district bonds, offering insights and recommendations as needed.
  • Utilize mapping tools for spatial analysis, enhancing decision-making processes.
  • Read and study how to engage with a diverse array of stakeholders, delivering exceptional customer service within a within a dynamic growth environment.
  • Participate in client meetings alongside Senior Analysts and Project Managers, contributing valuable insights and support.
  • Effectively manage multiple projects and tasks.

Job Requirements / Qualifications

  • Bachelor's degree in Business Administration, Public Administration, Finance, or relevant field.
  • Some experience in administrative roles, preferably within the realm of special districts or governmental entities.
  • Strong analytical skills, with the ability to interpret complex data dets and legal documents.
  • Exceptional communication and interpersonal abilities, facilitating effective client interactions and stakeholder engagement.
  • Proficiency in database management, financial services, and spatial tools/software.
  • Medium to Advanced experience in Microsoft Excel, Word, and Outlook.
  • Ability to work autonomously while also collaborating effectively within a team environment.
  • Flexibility and adaptability to thrive in a dynamic, fast-paced work setting.

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



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