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HOA Budget and Planning Consultant

HOA Budget and Planning Consultant

FirstService ResidentialIrvine, CA, US
14 days ago
Job type
  • Full-time
  • Part-time
Job description

Description

Job Overview :

The HOA Budget and Planning Consultant partners with clients of FirstService Development Advisors (FSDA) to provide Forward Planning and Department of Real Estate (DRE) budget preparation services. This role is responsible for delivering accurate, timely, and value-added support while building and maintaining strong professional relationships. By ensuring exceptional service and trusted guidance, the Management and Budget Consultant contributes to the continued growth of FSDA and, ultimately, FirstService Residential.

Compensation : $70-80k annually, based on experience

FirstService Residential will compensate the successful candidate in accordance with the posted range. The salary or wage paid to the successful candidate will be commensurate with experience, education, and specific job responsibilities. For positions designated at a client's property, the salary or wage will also be premised upon the client's directive. The base pay range is subject to change and may be modified in the future.

Your Responsibilities :

  • Proficient in the preparation of budgets for submittal to the DRE.
  • Has full comprehension of various budgeting methods and when it is appropriate to use each method. (Comprehensive training on the DRE budget process will be provided as part of the onboarding plan).
  • Demonstrates an ability to determine what analyses would be of benefit to a builder / developer and is able to prepare accurate, comprehensive analyses with reasonable conclusions.
  • Demonstrates an awareness of the importance of product presentation, quality and accuracy and ensures that the finished product meets those standards set by FSDA.
  • Attends and participates in forward planning and budget meetings with builders and their consultants

and follows up in a timely manner with correspondence, contracts, punch lists, meeting notes, etc.

  • Takes the lead position on consulting files and coordinates meetings, meeting agenda, punch lists, meeting notes, production of consulting materials, budget and analyses with other FSDA staff as appropriate.
  • Acts as a resource person for FirstService Residential (FSR).
  • Assists with updates to FSDA reference library.
  • Participates in marketing of new business by attendance at industry-related events, relationship

    • building with clients and entertaining, etc.

  • Responsible for client satisfaction and building client relationships. Maintains contact with client

    • while work is in process and also initiates follow-up calls upon completion project.

  • Attends forward planning meetings as requested / needed throughout the state of California.
  • Advises clients and FSR Community Mangers on necessary revisions to Rules &

    • Regulations / Architectural Guidelines.

  • Maintains contact with FSR and is current with regard to issues and programs affecting management and the operation of homeowners associations so these issues can be addressed in the forward planning stage.
  • Works with FSDA administrative staff to prepare contracts and proposals.
  • Maintains invoicing timesheets and ensures that complete and accurate information is provided for invoice preparation.
  • Maintains thorough notes on each file.
  • Researches successfully implemented consulting materials in order to continuously improve FSDA guidelines, procedures and forms.

    • Skills & Qualifications :

  • Skilled in the use of Microsoft Office, Word, Outlook and Excel (in particular).
  • Good communicator in both written and verbal format.
  • Works as a team player, working collaboratively with clients, vendors and associates. In general, enjoys all aspects of client service, both internally and externally.
  • Able to handle multiple priorities and to work under strict deadlines.
  • Detail oriented and achieve a high level of accuracy.
  • Follow quality system procedures.
  • Budget management of travel and marketing expenses

    • Education & Experience :

  • Finance background (required)
  • Previous experience in the community management or building industry (preferred)

    • Physical Requirements and Working Environment :

    The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Able to hear in order to receive telephone calls and voice mail messages and communicate with our clients.
  • Must be mobile enough to move around office in order to make copies, send mail and faxes.
  • Able to handle multiple tasks.
  • Able to sit for long periods of time, keyboarding in front of computer terminal.
  • Able to lift at least 25 lbs.
  • Finger dexterity for typing / using a keyboard.
  • Consistent and regular attendance required.
  • Hours over and above normal office hours will occur based on business needs.

    • Tools & Equipment Used :

  • General office equipment

    • Travel :

  • Travel (vehicle, train, airplane, etc.) to the various regions that FirstService Development Advisors is or is contemplating doing business.
  • Must be able to do air flight travel
  • Must have a valid California Driver’s License and the state-mandated vehicle insurance.
  • Must have access to and consistent use of a vehicle for transportation to client meetings, industry

    • events, etc.

    What We Offer :

  • Medical, dental, and vision plans (full time and part time 30+ hours)
  • Part time 20+ hours qualify for dental and vision
  • 401K match
  • Time off including vacation, sick, and company paid holidays
  • Pet insurance available
  • Tuition reimbursement
  • Legal services
  • Free emotional wellbeing and daily life assistance support for all associates
  • Domestic partner coverage
  • Health savings account
  • Flexible spending account

    • About Us :

    FirstService Residential transforms the property management landscape by providing professional association management services to over 9,000 residential communities across the United States and Canada.

    Our dedication to associate satisfaction and growth is recognized by our Great Place to Work certification, exemplifying our commitment to fostering a positive and inclusive workplace culture. Our 19,000 associates can count on competitive salaries, top-tier medical, dental, and retirement benefits, career training, and support for continued professional development.

    Experience exceptional service with a fulfilling career in property management with FirstService Residential.

    To learn more about our company and culture, please visit www.fsresidential.com / california

    Disclaimer :

    The above information in this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. This is not an all-inclusive job description; therefore, management has the right to assign or reassign schedules, duties, and responsibilities to this job at any time.

    FirstService Residential is an equal opportunity employer committed to a diverse and inclusive workforce. Applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy), age, sexual orientation, national origin, marital status, parental status, ancestry, disability, gender identity, veteran status, genetic information, other distinguishing characteristics of diversity and inclusion, or any other protected status.

    Qualified applicants with arrest and / or conviction records will be considered for employment in a manner consistent with federal and state laws, as well as applicable local ordinances. All offers of employment with FirstService Residential are contingent upon a satisfactory background check.

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