RESERVE ANALYST (Experienced)

We need to output HTML fragment with sections: About the role? The posting includes Company Profile, Employee Owner Position Purpose, Job Duties And Responsibilities, Qualifications, Special Position Requirements, Essential Functions, Schedule & Travel. We need to use

for section headings (e.g., About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). But we can adapt headings to match content. The instruction: "use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." So we should use those exact headings? It says e.g., meaning examples. Probably we should use those headings where appropriate. We need to include a section only when posting has real, specific content for it. We have content for About the role (Company Profile + Position Purpose). Responsibilities (Job Duties). Requirements (Qualifications + Special Position Requirements). Skills maybe part of Qualifications. Benefits? Not mentioned except "Sign-on bonus eligible". That's a benefit. So we can include Benefits section with that. Pay? Salary: DOE (depends on experience) - that's not specific, we should not create Pay section if it's just "DOE" (non-specific). The instruction: never emit a heading followed by filler/placeholder text (e.g., "commensurate with experience", "not specified", "N/A", "varies", "TBD") and never create Pay/Schedule/Benefits sections unless the posting actually states them. Pay: "Salary: DOE" is not specific, so we should not create Pay section. Schedule: they gave schedule details: Monday-Friday approx 8:00 am-5:00 pm, occasional long hours, overnight travel, travel by motor vehicle or flight, multiple days including overnight stays. That's specific enough, so we can create Schedule section. Benefits: "Sign-on bonus eligible" is specific, so we can create Benefits section. We need to remove boilerplate: EEO, etc. Also remove duplicated lines. We need to preserve all substantive information. We need to use

• for any list of duties/requirements/benefits, and

  for prose. We need to output only HTML fragment, no /, no markdown fences. We need to decide headings: Use

  for each section. Which sections? About the role, Responsibilities, Requirements, Skills?, Benefits, Schedule. Possibly also "Essential Functions" could be part of Requirements? But we can include as part of Requirements or separate? The instruction says prefer a few substantive sections over many thin ones. So we can combine Essential Functions into Requirements or maybe into Responsibilities? But Essential Functions are about physical demands; could be part of Requirements. However we have a separate Special Position Requirements (driver's license etc.) and Essential Functions (use office equipment, lift up to 25 lbs, etc.). Those are more like requirements/qualifications. We could combine them under Requirements. We also have "Company Profile" and "Employee Owner Position Purpose" which together describe About the role. Thus sections: - About the role (Company Profile + Position Purpose) - Responsibilities (Job Duties And Responsibilities) - Requirements (Qualifications + Special Position Requirements + Essential Functions) - Benefits (Sign-on bonus eligible) - Schedule (Schedule & Travel) We should not include Skills separate; it's part of Requirements. We need to format lists. Let's extract content. About the role: Company Profile paragraph: "The Management Trust is a community association management company. We believe that building and maintaining a community takes more than just hammers and nails. It takes integrity, trust, experience, and support. Our success is based on the belief that effective management anticipates our clients’ needs, not merely reacts to them. We are a company of creative and committed individuals driven by grand aspirations and are proud to be the only 100% employee-owned community management firm in the nation. Our Employee Owners are encouraged to actively participate in growing our business by helping define best practices every day. It is in this spirit that we encourage you to explore this opportunity to join The Management Trust team." Employee Owner Position Purpose paragraph: "The Reserve Analyst is responsible for creating Reserve Study Reports for homeowner associations (HOAs) and Condominiums (Condos). The reserve study provides the community with a tool to adequately prepare for future expenses – specifically by outlining how the Board of Directors can anticipate the repair and/or replacement of major physical assets. This role requires a significant amount of independent judgement and discretion with respect to matters of significance, as it guides core fiscal management of both small and large-scale association budgets. The Analyst position allows someone with strong qualifications, specific to Reserve Studies and related business, to independently execute the processes, software and best practices of our centralized Reserve Team, and to further develop their experience. The Reserve Analyst will be assigned a group of divisions and be responsible for independently coordinate planning, processes and training in preparation for each reserve season. Understanding and driving efficient practices to meet the reserve service needs of the associations managed by each division is critical. When ready, the Reserve Analyst may be eligible to apply and test for the Professional Reserve Analyst (or comparable) certification." We can combine into one or two

  elements. Responsibilities: list of duties. Each bullet starts with a verb. We'll put each as

  . List: - 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 We need to ensure no duplication. Requirements: combine Qualifications, Special Position Requirements, Essential Functions. Qualifications list (some are sentences). We'll break into items. Qualifications bullet points: - 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 - Comfortability 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 - Ability 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 - Ability to manage workflow amid shifting priorities - Willing to learn Company process and procedures, and learn/use enterprise software systems - Adaptable and dependable with a solid attendance record - Professional and respectful demeanor with all internal and external customers at all times - Strong analytical, organizational, and problem-solving skills - Work independently, with little direction, and as part of a team - Ability to exercise considerable judgement, maintain confidentiality, and act with diplomacy and tact at all times 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 We could combine these into Requirements list. Benefits: - Sign-on bonus eligible Schedule: We need to capture schedule details: "Monday-Friday from approx. 8:00 am-5:00 pmThis position may require occasional long hours, including overnight travel to meet business needsThis position may require travel by motor vehicle or flight to meet position needsThis position may require travel for multiple days, including overnight stays to meet position needs" We can make a

  with that prose. Now produce HTML. We need to use

  for each section heading. Thus:

  About the role

  ...Company Profile...

  ...Position Purpose...

  Responsibilities

  • ...
  ...

  Requirements

  • ...
  ...

  Benefits

  • Sign-on bonus eligible

  Schedule

  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.

  Make sure no extra spaces? It's fine. Check for any boilerplate removed: EEO line, "The Management Trust is an Equal Opportunity employer..." removed. Also "TMT reserves the right to modify this job description at any time based on business need." removed. Also removed "Status: Exempt, Full-Time" maybe not needed; but it's substantive? It's employment status. Could be included in About the role? The instruction: do not put Job ID/requisition numbers as headings — fold minor metadata into a short

  or drop it. Status is minor metadata; we could fold into About the role paragraph. But we already have About the role with two paragraphs; we could add a sentence: "Status: Exempt, Full-Time." However we might drop it as minor. The instruction says "fold minor metadata into a short

  or drop it." So we could drop it. It's not critical. Also "Location: Las Vegas, NV" and "Reporting To: Assistant Director of Central Reserves" are minor metadata; we could drop or fold. Probably drop. We need to preserve ALL substantive information; location and reporting line might be considered substantive? The instruction says minor metadata like Job ID/requisition numbers fold into short p or drop. Location and reporting to might be considered minor but could be relevant. However they didn't list them as examples of headings to avoid; they said do NOT put Job ID/requisition numbers as headings — fold minor metadata into a short

  or drop it. So we could include them in a short p under About the role. But we already have About the role with two paragraphs; we could add a third short p with location and reporting. However that might be considered minor metadata; but it's okay to include. But we need to avoid creating sections with filler. Adding a short p is fine. Let's include location and reporting in About the role after the two paragraphs as a short p: "Location: Las Vegas, NV. Reports to: Assistant Director of Central Reserves." Now check for any duplicated lines: none. Now ensure we didn't include any boilerplate like "EEO", "Equal Opportunity",