Reserve Strategy Analyst for HOA Budgeting & Forecasts

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 create Reserve Study Reports for HOAs and Condos. You will work closely with division leadership and boards to anticipate long‑term capital needs.

This exempt, full‑time role emphasizes independent analysis, strong financial acumen, and the ability to train Reserve Specialists. The position offers a stable schedule and potential for professional certification testing.

Qualifications

• Two (2) year minimum experience in reserve studies preferred.
• Strong foundation in accounting and related analysis, project management, and sales.
• Comfortable 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.

Responsibilities

• 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

Skills

Microsoft Outlook

Microsoft Excel

Microsoft Word

Analytical skills

Organizational skills

Problem-solving

Customer service

Education

Two years reserve studies experience preferred

Job description

The Management Trust in Sacramento, CA is seeking a Reserve Analyst to create Reserve Study Reports for HOAs and Condos. You will work closely with division leadership and boards to anticipate long‑term capital needs.

This exempt, full‑time role emphasizes independent analysis, strong financial acumen, and the ability to train Reserve Specialists. The position offers a stable schedule and potential for professional certification testing.