The Associate Project Analyst supports Cost Segregation R&D Energy Sales and Finance teams by assisting in the preparation of Benefit Analyses (BAs) and Letters of Engagement (LOEs). This role focuses on gathering and reviewing real estate data validating project scope and supporting pricing efforts to ensure accuracy alignment and efficient project execution.
Positions Intention
This role contributes to the development of client-facing Benefit Analyses by supporting pricing rationale and scope validation while building foundational knowledge to ensure financial feasibility operational efficiency and client acceptance.
Success Measurements
Benefit Analyses and Letters of Engagement are completed accurately and within expected turnaround timelines
Tasks and responsibilities are executed reliably and consistently
Demonstrates continuous learning and increased competency over time
Identifies opportunities to improve efficiency and streamline processes
Essential Duties
Assist in determining and setting competitive pricing for cost segregation studies based on project scope and available information
Estimate projected tax deductions associated with cost segregation studies
Support validation of project scope to ensure alignment with engineering requirements and study accuracy
Prepare Benefit Analyses (BAs) and Letters of Engagement (LOEs) for Sales once pricing is approved
Complete assigned BA and LOE requests within expected 24-hour turnaround timelines when sufficient information is available
Gather review and organize project-related documentation including real estate and construction data
Seek guidance from senior team members on complex analyses and continue skill development
Collaborate with Project Analysts to improve workflows productivity and data accuracy
Consult with Lead Engineers when clarification is needed regarding scope or documentation
Assist with special projects and provide support in training initiatives as needed
Other duties as assigned
Requirements
Education/Certification/Experience:
Bachelors degree preferred (Finance Accounting Engineering or related field) or equivalent experience considered
Entry-level or early career experience in finance analysis or related field
Language & Communication Skills:
Strong written and verbal communication skills
Ability to effectively communicate with managers directors and cross-functional teams
Reasoning & Analytical Skills:
Strong analytical planning and problem-solving capabilities
Ability to evaluate data and make sound judgments with incomplete information
Demonstrated initiative and ability to work independently with minimal supervision
Computer/Technical Skills:
Proficiency in Microsoft Office Suite particularly Excel
Experience with PDF editing tools
Familiarity with CRM systems (Zoho preferred)
Benefits
Medical Dental Vision Basic Life Vol Life Whole Life Short-Term Disability LTD Accident Critical Illness Hospital Doctegrity Legal ID Theft 401k PTO and much more!
Required Skills:
Language & Communication Skills: Strong written and verbal communication skills Ability to effectively communicate with managers directors and cross-functional teams Reasoning & Analytical Skills: Strong analytical planning and problem-solving capabilities Ability to evaluate data and make sound judgments with incomplete information Demonstrated initiative and ability to work independently with minimal supervision Computer/Technical Skills: Proficiency in Microsoft Office Suite particularly Excel Experience with PDF editing tools Familiarity with CRM systems (Zoho preferred)
Required Education:
Education/Certification/Experience:Bachelors degree preferred (Finance Accounting Engineering or related field) or equivalent experience considered Entry-level or early career experience in finance analysis or related field
This is a remote position. Basic FunctionThe Associate Project Analyst supports Cost Segregation R&D Energy Sales and Finance teams by assisting in the preparation of Benefit Analyses (BAs) and Letters of Engagement (LOEs). This role focuses on gathering and reviewing real estate data validat...
This is a remote position.
Basic Function
The Associate Project Analyst supports Cost Segregation R&D Energy Sales and Finance teams by assisting in the preparation of Benefit Analyses (BAs) and Letters of Engagement (LOEs). This role focuses on gathering and reviewing real estate data validating project scope and supporting pricing efforts to ensure accuracy alignment and efficient project execution.
Positions Intention
This role contributes to the development of client-facing Benefit Analyses by supporting pricing rationale and scope validation while building foundational knowledge to ensure financial feasibility operational efficiency and client acceptance.
Success Measurements
Benefit Analyses and Letters of Engagement are completed accurately and within expected turnaround timelines
Tasks and responsibilities are executed reliably and consistently
Demonstrates continuous learning and increased competency over time
Identifies opportunities to improve efficiency and streamline processes
Essential Duties
Assist in determining and setting competitive pricing for cost segregation studies based on project scope and available information
Estimate projected tax deductions associated with cost segregation studies
Support validation of project scope to ensure alignment with engineering requirements and study accuracy
Prepare Benefit Analyses (BAs) and Letters of Engagement (LOEs) for Sales once pricing is approved
Complete assigned BA and LOE requests within expected 24-hour turnaround timelines when sufficient information is available
Gather review and organize project-related documentation including real estate and construction data
Seek guidance from senior team members on complex analyses and continue skill development
Collaborate with Project Analysts to improve workflows productivity and data accuracy
Consult with Lead Engineers when clarification is needed regarding scope or documentation
Assist with special projects and provide support in training initiatives as needed
Other duties as assigned
Requirements
Education/Certification/Experience:
Bachelors degree preferred (Finance Accounting Engineering or related field) or equivalent experience considered
Entry-level or early career experience in finance analysis or related field
Language & Communication Skills:
Strong written and verbal communication skills
Ability to effectively communicate with managers directors and cross-functional teams
Reasoning & Analytical Skills:
Strong analytical planning and problem-solving capabilities
Ability to evaluate data and make sound judgments with incomplete information
Demonstrated initiative and ability to work independently with minimal supervision
Computer/Technical Skills:
Proficiency in Microsoft Office Suite particularly Excel
Experience with PDF editing tools
Familiarity with CRM systems (Zoho preferred)
Benefits
Medical Dental Vision Basic Life Vol Life Whole Life Short-Term Disability LTD Accident Critical Illness Hospital Doctegrity Legal ID Theft 401k PTO and much more!
Required Skills:
Language & Communication Skills: Strong written and verbal communication skills Ability to effectively communicate with managers directors and cross-functional teams Reasoning & Analytical Skills: Strong analytical planning and problem-solving capabilities Ability to evaluate data and make sound judgments with incomplete information Demonstrated initiative and ability to work independently with minimal supervision Computer/Technical Skills: Proficiency in Microsoft Office Suite particularly Excel Experience with PDF editing tools Familiarity with CRM systems (Zoho preferred)
Required Education:
Education/Certification/Experience:Bachelors degree preferred (Finance Accounting Engineering or related field) or equivalent experience considered Entry-level or early career experience in finance analysis or related field
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Monthly Salary:
Experience Required:
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