Management and Budget Consultant

Overview

Job title : Management and Budget Consultant. The consultant works with clients of FirstService Development Advisors (FSDA) who contract for Forward Planning and Department of Real Estate (DRE) Budget preparation services. The role focuses on building and maintaining professional client relationships to contribute to FSDA and FirstService Residential growth. Compensation : $70-80k. The salary is commensurate with experience, education, and responsibilities, and for positions at a client's property may be subject to client directives.

Responsibilities

• Proficient in the preparation of budgets for submittal to the DRE.
• Understand various budgeting methods and when to use each; comprehensive training on the DRE budget process will be provided during onboarding.
• Ability to determine analyses beneficial to a builder / developer and prepare accurate, comprehensive analyses with reasonable conclusions.
• Ensure product presentation, quality, and accuracy meet FSDA standards.
• Attend and participate in forward planning and budget meetings with builders and consultants; follow up with correspondence, contracts, punch lists, meeting notes, etc.
• Lead consulting files and coordinate meetings, agendas, punch lists, materials, budgets, and analyses with FSDA staff as appropriate.
• Act as a resource person for FirstService Residential (FSR).
• Assist with updates to the FSDA reference library.
• Participate in marketing by attending industry events and building client relationships.
• Maintain client satisfaction and relationships; keep in touch during projects and initiate follow-up after completion.
• Attend forward planning meetings as requested throughout California.
• Advise clients and FSR Community Managers on revisions to Rules & Regulations / Architectural Guidelines.
• Stay current with issues affecting HOA management to address during forward planning.
• Work with FSDA administrative staff to prepare contracts and proposals.
• Maintain invoicing timesheets and ensure accurate information for invoicing.
• Keep thorough notes on each file.
• Research and implement consulting materials to continuously improve FSDA guidelines, procedures, and forms.

Skills & Qualifications

Education & Experience

Physical Requirements and Working Environment

Tools & Equipment Used

Travel

What We Offer

About Us

FirstService Residential provides professional association management services to over 9,000 residential communities in the United States and Canada. The company emphasizes associate satisfaction and growth, with a Great Place to Work certification, competitive salaries, comprehensive benefits, and professional development opportunities. For more information, visit www.fsresidential.com / california

Disclaimer

The information in this description is intended to indicate the general nature and level of work performed. It is not an exhaustive list of duties and qualifications. Management reserves the right to assign or reassign schedules, duties, and responsibilities as needed. FirstService Residential is an equal opportunity employer and an inclusive workforce. Applicants will be considered without regard to race, color, religion, sex, age, sexual orientation, national origin, marital status, parental status, disability, gender identity, veteran status, or other protected characteristics. All offers are contingent upon a satisfactory background check.

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