- Review residential community improvement plans and plats for new single-family and condominium communities.
- Collect vendor bids for landscaping, insurance, etc.
- Prepare initial HOA or condominium built-out operating budgets that may include a master association, various sub association and/or benefitted parcels within a master association.
- Compose detailed narrative regarding HOA or Condominium budget and vendor bid proposals.
- Prepare cash flow budgets to project subsidies for developer and homebuilder clients to include multi-year budgets as may be requested by client.
- Update clients on financial status monthly/quarterly as per needs of client.
- Attend regularly scheduled meetings with developer and homebuilder clients to address budgeting and financial concerns.
- Prepare Reserve Fund reporting and assists in development of long-term funding strategy.
- Work with Community Managers on budget updates as needed.
- Understand subsidy true ups prepared by Builder Billing and address concerns as may be required.
- Review closing instructions prepared for developer and homebuilder communities.
- Participate in the annual budget rollout process and review community managers' budgets as needed through Sharepoint.
- Conduct training classes for Community Managers as needed.
- Performs other related duties as directed.
- Strong attention to detail.
- Understand budgeting functions and processes.
- Time management:The ability to organize and manage multiple priorities.
- Excellent customer service and communication skills, both oral and written.
- Ability to work effectively and efficiently with minimum level of supervision.
- Computer proficiency, including Excel at an intermediate/advanced level.
- Able to function and contribute to a team-oriented atmosphere.
- Ability to present accounting information at association board meetings as needed.
- Sitting at workstation in office environment utilizing the computer.
- Ability to lift improvement plans weighing up to 25 pounds.
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Budget Analyst - Tempe, United States - AAM LLC
Description
This position may offer the flexibility to work from home after successfully completing a 90-day training period.
Are you dedicated to delivering exceptional service?Are you interested in joining a team that takes pride in constructing a high-performing culture that empowers employees to work cohesively to reach their fullest potential?You may have just found a perfect fit with AAM
Primarily responsible for preparing Homeowners Association and Condo Association budgets while providing excellent customer service to Developer and Homebuilder Clients.
Position Responsibilities:
