Support the budgeting, forecasting, and financial planning needs of new developer/builder communities, ensuring accurate financial modeling and long-term funding strategies for HOAs, master associations, and condominium associations.
Requirements
- Advanced proficiency in Excel, financial modeling, and budgeting.
- Understanding of accounting principles and processes.
- Proficiency in budgeting and/or accounting.
Responsibilities
- Prepare initial operating budgets for complex HOAs, master associations, and condominium associations utilizing improvement plans, plats, recorded documents and governing documents.
- Solicit vendor bids (e.g., landscaping, insurance, gates, pool) to support budget assumptions.
- Evaluate vendor contracts and service agreements for cost efficiency.
- Compose detailed budget narratives and vendor bid summaries for client review.
- Review close of escrow instructions as provided to title company.
- Develop multi-year cash flow projections and developer subsidy schedules.
- Build, improve, and maintain financial models to forecast income, expenses, and reserve contributions.
Other
- Detail-oriented and strategic financial professional.
- Close collaboration with developers, builders, and internal teams.
- Attend regular meetings with developer and builder clients to discuss financial strategy.
- Cultivate and maintain strong relationships with developer and builder clients.
- Capable of working extended hours including evenings and/or weekends as necessary.
- Travel may be required to meet with developer clients in person to review annual budget forecast models.
- Valid Drivers License.
