Job Description

POSITION: Management and Budget Consultant (THIS WILL REQUIRE FINANCIAL ANALYSIS EXPERIENCE AND INTERMEDIATE TO ADVANCED EXCEL SKILLS)

*IDEAL CANDIDATE WILL HAVE CONSTRUCTION OR COMMUNITY MANAGEMENT EXPERIENCE.

REPORTS TO: Vice President

*LOCATION: THIS POSITION WILL MOSTLY BE REMOTE BUT WILL NEED TO BE LOCATED WITHIN DRIVING DISTANCE TO IRVINE TO ATTEND TRAININGS AND MEETINGS.

SUMMARY: To be a consultant for clients of FirstService Association Consulting (FSAC) who contract for Forward Planning and Department of Real Estate (DRE) Budget preparation services. The Management and Budget Consultant will build and maintain excellent professional relationships with clients and thereby contribute to the future growth of FSAC and ultimately FirstService Residential. ESSENTIAL DUTIES AND RESPONSIBILITIES:

1. 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 BRE budget process will be provided as part of the onboarding plan).
2. 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.
3. Demonstrates an awareness of the importance of product presentation, quality and accuracy and ensures that the finished product meets those standards set by FSAC.
4. Attends and participates in forward planning and budget meetings with builders and their consultants and follows up in a timely manner with correspondence, contracts, punchlists, meeting notes, etc.
5. Takes the lead position on consulting files and coordinates meetings, meeting agenda, punchlists, meeting notes, production of consulting materials, budget and analyses with other FSAC staff as appropriate.
6. Acts as a resource person for FirstService Residential (FSR).
7. Assists with updates to FSAC reference library.
8. Participates in marketing of new business by attendance at industry-related events, relationship building with clients and entertaining, etc.
9. 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.
10. Attends forward planning meetings as requested/needed throughout the state of California.
11. Advises clients and FSR Community Mangers on necessary revisions to Rules & Regulations/Architectural Guidelines.
12. 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.
13. Works with FSAC administrative staff to prepare contracts and proposals.
14. Maintains invoicing timesheets and ensures that complete and accurate information is provided for invoice preparation.
15. Maintains thorough notes on each file.
16. Researches successfully implemented consulting materials in order to continuously improve FSAC guidelines, procedures and forms. SUPERVISORY RESPONSIBILITIES: None at this time. 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.  Has an ability to handle multiple priorities and to work under strict deadlines.  Is detail oriented and achieves a high level of accuracy with work performed.  Follows quality system procedures.  Budget management of travel and marketing expenses  Ability to travel (vehicle, train, airplane, etc.) to the various regions that FirstService Association Consulting is or is contemplating doing business.  The associate must have access to and consistent use of a vehicle for transportation to client meetings, industry events, etc. EDUCATION and/or EXPERIENCE: Finance background is required and previous experience in the community management or building industry is ideal. LANGUAGE SKILLS: Successful candidate will have ability to communicate with various audience types, including the FSR Senior Leadership Team. MATHEMATICAL SKILLS: Excellent general math skills. Successful candidates must be proficient with Excel. REASONING ABILITY: Excellent reasoning ability. CERTIFICATES, LICENSES, REGISTRATIONS: Valid California driver’s license, state-mandated vehicle insurance. PHYSICAL DEMANDS: 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.  Must be 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.  Must be able to handle multiple tasks.  Must be able to sit for long periods of time, keyboarding in front of computer terminal.  Must be able to lift 25lbs.  Must have finger dexterity for typing/using a keyboard. WORK ENVIRONMENT: The work environment characteristics are normal office conditions. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.  Consistent and regular attendance required.  Hours over and above normal office hours will occur based on business needs.  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. DISCLAIMER The above information on 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.

Company Description

FirstService Residential is North America's foremost property management firm. Our dedication, responsiveness and integrity are why thousands of communities across the U.S. and Canada choose FirstService Residential to manage their properties. We have expertise working with complex communities with large budgets and numerous amenities. In addition, we manage commercial associations and mixed-use developments, as well as multi-family and investor-owned rental and REO properties for institutional and private equity clients.