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