This is a remote position.
Basic Function
The Jr. Project Analyst supports Cost Segregation Sales Finance and Engineering teams by reviewing project intake details confirming scope preparing pricing and developing preliminary benefit analysis estimates. This role ensures project assumptions are accurate pricing is aligned and scope is clearly defined prior to engineering review.
Positions Intention
This role is responsible for preparing accurate and timely Benefit Analyses (BAs) by evaluating real estate data construction documentation and tax-related materials helping set appropriate client expectations and ensuring financial feasibility.
Success Measurements
- Complete Benefit Analyses accurately and within expected turnaround timelines
- Identify risks gaps or scope issues early in the intake process
- Communicate effectively with Sales Engineering and leadership
- Improve workflows to enhance efficiency and accuracy
- Demonstrate continuous growth in technical knowledge and ownership
Essential Duties
- Determine appropriate and competitive pricing for cost segregation studies based on project scope available documentation and internal pricing guidelines.
- Estimate projected tax deductions and anticipated client benefit for cost segregation opportunities.
- Review construction cost details plans real estate data tax documentation and other project materials during intake to support pricing scope confirmation and Benefit Analysis preparation.
- Confirm project scope and identify missing documentation scope issues or project-specific considerations that may impact pricing benefit estimates or Engineering review.
- Complete Benefit Analyses (BAs) for incoming requests within the expected 24-hour turnaround period when sufficient project information is available.
- Consult with the Lead Engineer or other appropriate internal resources when questions arise regarding project scope construction documentation or BA assumptions.
- Provide ongoing input on workflows tools and processes to improve department productivity accuracy and efficiency.
- Other duties as assigned
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Requirements
Required Skills:
- Ability to review and interpret construction documentation cost details and related project information
- Ability to manage multiple requests and shift between tasks efficiently
- Resourceful self-motivated and able to work independently with minimal supervision
- Collaborative team player with the ability to work across multiple departments
Education/Certification/Experience:
- Bachelors degree preferred (Finance Accounting Engineering or related field) or equivalent experience
Language & Communication Skills:
- Strong written and verbal communication skills
- Ability to clearly communicate with cross-functional teams and stakeholders
Reasoning & Analytical Skills:
- Strong analytical problem-solving and critical thinking abilities
- Ability to evaluate incomplete information and exercise sound judgment
- High attention to detail and accuracy
Computer/Technical Skills:
- Proficiency in Microsoft Excel and MS Office Suite
- Experience with PDF editing tools; familiarity with CRM systems or Zoho a plus
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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:
Required Skills: Ability to review and interpret construction documentation cost details and related project information Ability to manage multiple requests and shift between tasks efficiently Resourceful self-motivated and able to work independently with minimal supervision Collaborative team player with the ability to work across multiple departments Language & Communication Skills: Strong written and verbal communication skills Ability to clearly communicate with cross-functional teams and stakeholders Reasoning & Analytical Skills: Strong analytical problem-solving and critical thinking abilities Ability to evaluate incomplete information and exercise sound judgment High attention to detail and accuracy Computer/Technical Skills: Proficiency in Microsoft Excel and MS Office Suite Experience with PDF editing tools; familiarity with CRM systems or Zoho a plus
Required Education:
Education/Certification/Experience:Bachelors degree preferred (Finance Accounting Engineering or related field) or equivalent experience