What are the responsibilities and job description for the Budget Analyst position at AAM Brand?
This position may offer the flexibility to work remote after successfully completing a 90-day training period.
Are you dedicated to delivering exceptional service? Are you interested in joining a team that takes pride in constructing a high-performing culture that empowers employees to work cohesively to reach their fullest potential? You may have just found a perfect fit with AAM!
Primarily responsible for preparing Homeowners Association and Condo Association budgets while providing excellent customer service to Developer and Homebuilder Clients.
Position Responsibilities:
- 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.
- Understand subsidy true ups prepared by Builder Billing and address concerns as may be required.
- Review closing instructions prepared for developer and homebuilder communities.
- Participate in the annual budget cycle, including rollout process, with preparation of annual cash flow budgets, annual review of built out budgets, and partner with community managers in overall budget preparation.
- Conduct training classes for Community Managers as needed.
- Performs other related duties as directed.
Knowledge, Skills and Abilities:
- Strong attention to detail.
- Understand budgeting functions and processes.
- Time management: The ability to organize and manage multiple priorities.
- Excellent customer service and communication skills, both oral and written.
- Ability to work effectively and efficiently with minimum level of supervision.
- Computer proficiency, including Excel at an intermediate/advanced level.
- Able to function and contribute to a team-oriented atmosphere.
- Ability to present accounting information at association board meetings as needed.
Physical Demands & Work Environment
- Sitting at workstation in office environment utilizing the computer.
- Ability to lift improvement plans weighing up to 25 pounds.
