HOA Financial Planning and Analysis Manager

This position is responsible for direct oversight of all Financial Planning & Analysis (FP&A) processes for our entire portfolio of 200+ Managed Resorts.

Annual Budget:

Maintain and enhance our proprietary resort budget template

Train new users on the template

Load historical data harvested from Acumatica, Sage 500, etc. onto the budget template

Supporting users on the template which may include correcting user errors

Partner with Operations during the preparation of their budgets

Participating in budget reviews with Senior Leadership

Monthly/recurring Forecasting:

Maintain and enhance our current forecasting process

Maintain our current custom forecasting reports

Develop new custom reporting as needed

Load forecast data into Acumatica for reporting purposes

Maintain our statistical data ledger in Acumatica

Direct oversight of at least one Associate

All other duties as requested and assigned by leadership.

Additional Comments

Bachelors degree in accounting, finance, systems or equivalent combination of education and experience with Financial Accounting Standards.

Five years of hands-on experience in budgeting, forecasting, bookkeeping, accounting and ERP Systems

Strong communication skills and the ability to communicate effectively with all levels of Operational & Accounting leadership

Experience with large multi-site operations

Proven track record of developing team members

Managed Timeshare or HOA experience preferred