Reserve Strategy Analyst

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

Job summary

The Management Trust in Sacramento, CA is seeking a Reserve Analyst to prepare comprehensive reserve study reports for HOAs and Condos. The role emphasizes independent judgment, data-driven forecasting, and collaboration with the centralized Reserve Team to support accurate long-range budgeting.

You will conduct site observations, analyze capital needs, develop 30-year funding plans, and present findings to HOA boards. Strong financial acumen and training capabilities are essential.

Qualifications

• Two years minimum experience in reserve studies.
• Strong foundation in accounting and related analysis, project management, and sales.
• Comfortable with client communications including boards and managers.
• Solid knowledge of Microsoft Excel, Outlook and Word; intermediate skills a plus.
• Ability to meet deadlines and address time-sensitive issues.
• Professional and respectful demeanor with internal and external customers.

Responsibilities

• Develop meaningful relationships with internal and external clients – including leadership and boards.
• Provide training for Reserve Specialists or other team members on best practices.
• Understand each community's history and needs when preparing reserve studies.
• Research historical data on capital expenses and current deficiencies.
• Review reserve fund balances and forecast future contributions.
• Independently conduct site inspections and inventory assets; record condition.
• Estimate costs of maintenance, repair, and replacement of assets.
• Create a 30-year funding plan and present to the Board.
• Lead training sessions for Community Association Managers on reserve processes.
• Support management teams and boards; handle special projects as assigned.

Skills

Accounting

Financial Analysis

Project Management

Client Communications

Sales

Teamwork

Tools

Microsoft Outlook

Excel

Word

Job description

The Management Trust in Sacramento, CA is seeking a Reserve Analyst to prepare comprehensive reserve study reports for HOAs and Condos. The role emphasizes independent judgment, data-driven forecasting, and collaboration with the centralized Reserve Team to support accurate long-range budgeting.

You will conduct site observations, analyze capital needs, develop 30-year funding plans, and present findings to HOA boards. Strong financial acumen and training capabilities are essential.