HOA Reserve Planner & Financial Analyst

The Management Trust; San Luis Obispo (CA); On-site; USD 75,000 - 85,000; Full time

Job summary

The Management Trust is seeking a Reserve Analyst in California to develop and manage 30-year funding plans for HOAs and condos. You will perform independent reserve studies, forecast future needs, and coordinate with division leadership to ensure accurate, timely reports and pricing structures.

The role requires strong accounting foundations, proficiency with Excel/Outlook/Word, and excellent communication with Boards of Directors and managers.

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.
• 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.

Responsibilities

• Develop meaningful relationships with internal and external clients – including Division leadership, Community Association Managers and Association Board of Directors.
• Provide training for Reserve Specialists or other team members through job shadowing and instruction on department specific best practices.
• 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.

Skills

Reserve studies

Accounting basics

Project management

Communication skills

Customer service

Attention to detail

Team player

Education

Bachelor’s degree

Tools

Microsoft Outlook

Excel

Word

Enterprise software

Job description

The Management Trust is seeking a Reserve Analyst in California to develop and manage 30-year funding plans for HOAs and condos. You will perform independent reserve studies, forecast future needs, and coordinate with division leadership to ensure accurate, timely reports and pricing structures.

The role requires strong accounting foundations, proficiency with Excel/Outlook/Word, and excellent communication with Boards of Directors and managers.