Analyst

Company: Willdan Group, Inc.
Location: Temecula
Posted on: September 9, 2023

Job Description:

Analyst -DAS- TemeculaWilldan Financial Services has an immediate temporary to permanent opening for an Analyst in the District Administration Services (DAS) Group at our Temecula office. The DAS division addresses 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. These types of services demand accurate, timely and knowledgeable treatment of many details. Summary: In conjunction with Project Manager(s), the Analyst (I)/(II) is responsible for the day-to-day analysis and financial functions related to the administration of special districts including but not limited to completing special tasks and requests for our local government clients. The position is focused primarily around, but not limited to the following:Duties and Responsibilities:Serve as a key point of contact to clients to provide them with timely and accurate data as requested regarding their special districts.Work closely with clients to ensure that they're in compliance with federal, state, and local laws and regulations.Administration of special districts includes database management, financial tracking, calculations of taxes and assessments.Analyze and manipulate large and complex data sets.Read and interpret various legislative code sections applicable to government and taxation requirements and procedures. Read and interpret various applicable legal documents related to Bonds of special districts; review and analyze funds; track current financial data to alert stakeholders in case of deviation, provide recommendations as necessary.Read and interpret maps and perform spatial analysis.Identify any potential issues, problems or liabilities.Analyze historical and current data. Work closely with various peers and project managers in providing excellent customer service to clients which includes producing high quality work product and include a thorough quality control review process prior to final product delivery.Prioritize multiple projects and tasks to ensure timely delivery of high-quality deliverables. Collaborate with a wide range of stakeholders while delivering excellent customer service in a highly dynamic growth environment.Work effectively in a fast paced, evolving, entrepreneurial work environment.Additional duties and responsibilities may be assigned by supervisor as business needs dictate. All Willdan Financial Services (WFS) employees are expected to follow company policies and procedures, whether those policies and procedures are established in writing or in practice. All WFS employees must adhere to the highest of ethical standards, respect and cooperation in the workplace and focus on delivering a world-class experience to internal customers and all WFS clients and business partners. Skills and Qualifications:Minimum of 2-3 years in a Financial Analyst, Accounting, Public Administration or other related role/experience desiredBachelor's degree (B.S.) in quantitative field such as Statistics, Mathematics, Economics, Business, or Finance or combination of relevant education, experience, and training.Knowledge of and experience working with Special Financing Districts desired.Mathematics, financial and computer skills, especially relating to data analysis/management tools such as Excel, SQL, Access, etc.Advanced Microsoft Excel and Word Skills and web-based information sources a must.Excellent reporting, presenting and communication skills.Superior information management and time management skills. Quality and Safety Standards:Work product of the must be high quality. Must have ability to innovate process improvements to achieve the highest operational standards. Takes a proactive approach to safety in the workplace for all Willdan Financial Services, Willdan Group, Inc. operations, subsidiaries, offices, company worksites, client/affiliate worksites, while traveling on behalf of the company and while working remotely. Work Environment:The physical demands described here are representative of those that must be met by the employee to successfully perform the essential functions of this job. This job is primarily in person with requirements to occasionally attend and travel to in-person client meetings (including evening Council or Board Meetings). Travel will not be frequent over the first year but may increase as the Analyst gets more proficient in working with clients and subject matter. Typical minimum work week is Monday through Friday 8 - 5 however; during the peak summer season, the workload for all employees of WFS increases with numerous additional deadlines and contract requirements which may result in an increased high-pressure and fast-paced environment. During this season, WFS may request employees to limit the use of extended personal flex time off (FTO) for vacations or other discretionary purposes (2 or more days off), so that WFS can meet its contractual obligations. While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel objects, tools, or controls; reach with hands and arms; climb stairs; balance; stoop, kneel, crouch or crawl; talk or hear; and taste or smell; traverse business office areas.Modern office equipment used includes personal computer, printer, telephone, cellular phone and copy machine. Must be able to type on a computer keyboard, use 10-key, dial a telephone and efficiently utilize other common office equipment requiring the ability to use fingers and hands on a regular basis using fine motor movements. There is mild exposure to electrical shock through the use of office equipment such as computers, printers, telephones, cellular phones and copier machines. Must be able to lift and carry up to 10 pounds on a regular basis and 25 pounds on an occasional basis. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception and the ability to adjust focus. Must be able to effectively communicate, both in writing and verbally, complex ideas, information, and concepts to all levels in the organization including executive management. Must be able to participate in verbal and written conversations, requiring ability to read, talk, hear, and understand what others are communicating as well as able to write, speak and effectively communicate with others. Disclaimer: Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Nothing in this job description changes the at-will nature of the employment relationship.EEO Non-Discrimination and ADA Reasonable Accommodation Statement: 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 Group, Inc. participates in E-Verify.Company Guidelines: This job description is not designed to cover or contain a comprehensive listing of all activities, duties or responsibilities that are required of the employee during the course of employment. Additional duties and responsibilities may be assigned by supervisor as business needs dictate and as the supervisory personnel deem appropriate. All Willdan Financial Services, Willdan Group, Inc. and its subsidiaries ("WGI") employees are expected to follow company policies and procedures, whether those policies and procedures are established in writing or in practice. All WGI employees must adhere to the highest of ethical standards, respect and cooperation in the workplace and focus on delivering a world-class experience to coworkers, business affiliates and all WGI clients.

Keywords: Willdan Group, Inc., Temecula , Analyst, Professions , Temecula, California