Associate, Finance (PACE)

Job description

David Taussig & Associates, Inc. (“DTA”) currently has an available open Associate position with our PACE Team working in a hybrid environment and reporting to management in our Irvine office. This position is ideal for a finance professional with two to three years of experience and an interest in public finance who has a desire to develop a long-lasting, rewarding career with an industry leader. Candidate must reside in Orange County. Responsibilities will increase and include other tasks as the candidate gains experience in the position.

About DTA

DTA is a public finance and urban economics consulting firm with its corporate offices in Irvine, California, Dallas, Texas, Raleigh, North Carolina, and Tampa, Florida. We specialize in municipal infrastructure, public services finance, and land development economics. DTA provides consulting services to both public and private sector clients throughout California and fifteen (15) other states, including clients in Arizona, Colorado, Florida, Hawaii, Idaho, Illinois, Missouri, Montana, Nevada, New Mexico, North Carolina, South Carolina, Texas, Utah, and Washington. Notably, DTA has been a pioneer in the implementation of new municipal finance techniques to fund public infrastructure and municipal services on behalf of both municipalities and real estate developers. We have been recognized as an innovator in the use of analytical methods and modeling approaches that are now considered state of the art within the industry. More information on DTA can be found on our website at www.FinanceDTA.com.

Duties and Responsibilities

Conduct data research and analysis and support senior staff in the implementation of projects related to municipal finance district formation and administration. These projects include:

· The annual administration and management of property tax levies;

· Other research tasks, as necessary, for specific projects.

· The work to be assigned to the selected applicant will include the following:

· Perform data research and entry;

· Conduct field research;

· Prepare spreadsheet models;

· Develop data/tables into comprehensive reports;

· Evaluate data for trends and communicate results;

· Communicate with clients both verbally and through written correspondence;

· Respond to property owner phone calls; and

· Conducts other duties as assigned.

The work to be assigned to the selected applicant will include the following:

• Perform data research and entry;
• Update spreadsheets;
• Prepare and enter data/tables into comprehensive reports;
• Respond to property owner phone calls; and
• Conducts other duties as assigned.

Required Skills

· Bachelor’s degree with a minimum of a 3.3 GPA.

· Two - three years of experience in financial or economic analyses or urban planning (preferable, but not required).

· Strong academic performance with an emphasis in economics, mathematics, finance, business, urban planning, statistics, or another quantitative field.

· Strong analytical and statistical analysis capabilities, including attention to detail.

· Advanced computer skills, including Word and Excel. Database application experience is a plus.

· Excellent communication skills, both written and verbal.

· Ability to quickly grasp new concepts.

· Ability to meet project commitments under tight deadlines in a fast-paced, demanding environment.

Please provide a resume, cover letter, and writing sample to Careers@Taussig.com. A skills assessment may be requested.

DTA is an Equal Employment Opportunity Employer.  No relocation subsidies or visa sponsorship will be offered.