Budget Analyst

Job Details

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

• 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.
  
  

Knowledge, Skills And Abilities

• 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.
  
  

Physical Demands & Work Environment

• Sitting at workstation in office environment utilizing the computer.
• Ability to lift improvement plans weighing up to 25 pounds.