RESERVE ANALYST

Job Duties And Responsibilities

• Develop meaningful relationships with internal and external clients – including Division leadership, Community Association Managers and Association Board of Directors, as needed
• Provide training for Reserve Specialists or other team members through job shadowing and instruction on department specific best practices, processes and work product, as needed
• Understand the unique history and needs of each community as they factor heavily into each reserve study
• Research historical data regarding previous capital expenses and current deficiencies
• Review current reserve fund balance and contribution rates; forecast future balances and rates based on pricing adjustments and other revenue projections
• Independently conduct site inspections to provide surface observations of common area elements; create inventory of these assets and record condition
• Independently, estimate the cost of general maintenance, repair, and replacement of various physical assets
• Independently, create a timeline for anticipated repairs and related needs (i.e. vendors, permits, etc.)
• Independently, estimate and create a 30-year funding plan for the association; present to the Board of Directors
• Partner with Assistant Director and assigned Division Leadership/Management teams to set pricing, timelines, and education regarding processes in preparation for each reserve season
• Participate in educating management teams to raise understanding of core Reserve Study concepts
• Lead training session(s) for critical path partners (Community Association Managers) on internal reserve study related processes
• Serve as a resource for the Community Association Management team, as well as other internal partners
• Provide direct training and support to Association Boards of Directors and management teams
• Other duties and special projects as assigned

Qualifications

• Bachelor’s degree preferred
• Two (2) year minimum experience in reserve studies preferred
• Ability to be intuitive regarding the financial needs of HOAs
• Strong foundation in accounting and related analysis, project management, and sales
• Comfortable with internal and external client communications, including Division Leadership, Community Association Managers, and association Boards of Directors
• Solid knowledge of Microsoft Outlook, Excel, and Word; intermediate skills a plus
• Proficiency/comfortability in learning other software applications
• Conflict resolution skills
• Able to meet deadlines and address time-sensitive issues
• Superior multi-tasking skills
• Excellent written and verbal communication
• Ability to provide high-level customer service with astute attention to detail and organization
• Must be a team player
• Able to manage workflow amid shifting priorities
• Willing to learn

Special Position Requirements

• Must have and maintain a valid driver’s license, vehicle insurance, and driving record in compliance with Company policy

Essential Functions

• Use standard office equipment, including: computer, phone, copier/scanner, etc.
• Be stationary for periods of time
• Relocate up to (25) pounds
• Travel to and from associations and/or offsite meetings

Schedule & Travel

• Monday-Friday from approx. 8:00 am-5:00 pm
• This position may require occasional long hours, including overnight travel to meet business needs
• This position may require travel by motor vehicle or flight to meet position needs
• This position may require travel for multiple days, including overnight stays to meet position needs

The Management Trust is an Equal Opportunity employer. We celebrate and support diversity. TMT reserves the right to modify this job description at any time based on business need.