Budget Analyst
Current• Primarily responsible for preparing Homeowners Association and Condo Association budgets while providing excellent customer service to Developer and Homebuilder Clients• 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• Assist with subsidy true ups prepared by Builder Billing and address concerns as may be required• Review closing instructions prepared for developer and homebuilder communities• Participates in the annual budget rollout process and review community managers’ budgets as needed through Sharepoint• Conduct training classes for Community Managers as needed