Description: Job Title: Consumer Lending Manager Department: Consumer Lending Reports to: Vice President of Consumer Lending Hours per Week: 40 hrs./week Salary Exempt Company Summary Welcome to Financial Plus Credit Union (FPCU) - 'The Place where it's Possible.' At FPCU, we believe in the power of collaboration, embrace inclusivity as a strength, and are driven by a shared commitment to success. Our community-centered approach goes beyond financial services; it's about fostering connections and making a positive impact. Join us, and be part of an environment that prioritizes wellness, encourages continuous learning, and opens doors to developing you into the person you want to be. Explore the opportunities that await you at FPCU - where you aren't just making a living but joining a PLACE where you can REACH your goals. Position Summary The Consumer Lending Manager is responsible for overseeing both the Consumer Loan Officer team, the Consumer Lending Operation Specialists, and the Loan Support Clerk, ensuring strong operational performance, underwriting consistency, member experience, and overall operational effectiveness. This role combines day-to-day leadership of lending and loan support staff with strategic oversight responsibilities focused on evaluating lending performance, identifying trends and opportunities, recommending operational improvements, and supporting initiatives designed to achieve organizational production, service, and portfolio growth goals while maintaining sound lending practices, operational consistency, and appropriate risk management. The Consumer Lending Manager works closely with the VP of Consumer Lending, Consumer Lending Processing Manager, Consumer Lending Systems Analyst, and other departments to support operational efficiency, process improvements, strategic initiatives, and organizational growth. This role balances production leadership, member service, operational collaboration, risk management, and employee development while ensuring compliance with all regulatory requirements. Essential Functions & Primary Responsibilities Oversee the Loan Officers, Consumer Lending Operations Specialists, and Loan Support Clerk, ensuring strong member experience, service consistency, operational effectiveness, underwriting quality, credit risk management and overall lending operational effectiveness. Provide leadership, direction, coaching, and performance management to lending and loan support staff while fostering a culture of accountability, collaboration, continuous improvement, and professional development. Support organizational consumer lending growth objectives through strategic leadership, operational analysis, production monitoring, and data-driven recommendations. Analyze lending production trends, pull-through ratios, application sources, operational performance, and portfolio growth opportunities to identify areas requiring improvement or strategic focus. Provide recommendations to senior leadership regarding operational changes, workflow improvements, staffing needs, product enhancements, promotional opportunities, service strategies, and process efficiencies to support organizational lending goals. Monitor loan application conversion metrics, funded loan ratios, turnaround times, productivity, and member experience trends to identify opportunities for improvement. Coach and develop team on underwriting consistency, operational effectiveness, product knowledge, member experience expectations, and lending best practices. Partner with internal departments to support lending knowledge, workflow alignment, operational consistency, and member experience throughout the lending process. Identify development opportunities and assist in preparing team members for increased responsibilities and future leadership opportunities. Assist with escalated lending decisions, exception requests, member concerns, and complex lending situations while balancing member experience, organizational policy, and risk management. Ensure lending decisions, exception handling, and operational processes are consistently documented and aligned with organizational policies, procedures, and risk tolerance. Partner closely with the Consumer Loan Processing Manager to ensure seamless workflow coordination, efficient handoffs, funding timeliness, and operational consistency throughout the loan lifecycle. Collaborate with Retail Delivery, Digital, Processing, Indirect Lending, Marketing, and other departments to improve workflows, reduce member friction, and enhance the overall lending experience. Participate in cross-functional projects and process improvement initiatives supporting consumer lending efficiency, scalability, and member service. Partner with the Consumer Lending Systems Analyst to identify operational inefficiencies, support workflow enhancements, participate in user acceptance testing, and assist with implementation and adoption of lending technology initiatives. Provide operational input and feedback regarding loan origination systems, workflow tools, automation opportunities, and process improvements. Monitor and manage departmental performance metrics including funded loan volume, application conversion, approval ratios, turnaround times, productivity, service standards, member experience, and portfolio trends. Utilize production reporting and operational analytics to identify performance gaps, process inefficiencies, and opportunities for growth, operational improvement, and enhanced member experience. Utilize reporting and analytics to identify trends, improve operational performance, and support strategic decision-making. Analyze lending performance, portfolio trends, operational data, and member experience feedback to identify opportunities for growth and improvement. Support strategic lending initiatives, promotional campaigns, and market growth efforts in partnership with senior leadership and marketing. Maintain and improve member service by ensuring inquiries, applications, and member issues are handled professionally, consistently, and promptly. Conduct quality reviews and audits to ensure lending accuracy, operational consistency, compliance, and proper documentation. Stay up to date on industry trends, lending laws, operational best practices, and product innovations to recommend improvements and new opportunities. Assist in budgeting, forecasting, and strategic planning for the consumer lending division. Work collaboratively with third-party vendors, partners, and internal stakeholders to support lending operations and organizational initiatives. Oversee the processing and management of title work, loan payoffs, release of liens, and UCC filings. Promote a positive team environment, encouraging collaboration and high-quality service. Ensure employees have the tools, materials, and training necessary for success. Ensures compliance with all federal and state laws and regulations, including the Bank Secrecy Act, Patriot Act, and Office of Foreign Asset Controls, and should request legal interpretation as necessary. Must ensure subordinates are also compliant with such laws and regulations. Must be bondable. Perform other duties as assigned. Requirements: Education & Qualifications Bachelor's degree in Finance, Business Administration, or related field; or equivalent work experience. 3 to 5 years of previous consumer lending experience with a proven performance record, with leadership or management experience preferred. Strong understanding of consumer lending regulations, underwriting principles, operational workflows, and member service expectations. Experience leading teams in a fast-paced lending environment focused on balancing growth, service, operational efficiency, and risk management. Experience working with loan origination systems, workflow automation, reporting tools, and lending technology platforms preferred. Strong communication, coaching, organizational leadership, and relationship-building skills. Ability to analyze operational data and utilize reporting to drive performance improvements and strategic decision-making. Candidate must have a thorough understanding of the Loan Policy and Guidelines. Candidate must be knowledgeable of Credit Unions product and services and demonstrate the ability to cross-sell and build deeper relationships with our membership. This position requires an understanding of basic computer skills including Microsoft 365 suite applications. Skills and Abilities Strong leadership and management skills with the ability to motivate, coach, and develop high-performing teams. Strong analytical and organizational skills with the ability to evaluate operational performance and make data-driven decisions. Exceptional problem-solving skills with a solution-oriented mindset. Detail-oriented with a strong focus on operational consistency, compliance, and member experience. Ability to handle multiple priorities in a fast-paced environment while meeting deadlines. Strong interpersonal, verbal, and written communication skills. Ability to build collaborative relationships across departments and effectively navigate operational challenges. Presents a positive and professional image to members and team members through effective and courteous verbal and written communications. . click apply for full job details
09/18/2026
Full time
Description: Job Title: Consumer Lending Manager Department: Consumer Lending Reports to: Vice President of Consumer Lending Hours per Week: 40 hrs./week Salary Exempt Company Summary Welcome to Financial Plus Credit Union (FPCU) - 'The Place where it's Possible.' At FPCU, we believe in the power of collaboration, embrace inclusivity as a strength, and are driven by a shared commitment to success. Our community-centered approach goes beyond financial services; it's about fostering connections and making a positive impact. Join us, and be part of an environment that prioritizes wellness, encourages continuous learning, and opens doors to developing you into the person you want to be. Explore the opportunities that await you at FPCU - where you aren't just making a living but joining a PLACE where you can REACH your goals. Position Summary The Consumer Lending Manager is responsible for overseeing both the Consumer Loan Officer team, the Consumer Lending Operation Specialists, and the Loan Support Clerk, ensuring strong operational performance, underwriting consistency, member experience, and overall operational effectiveness. This role combines day-to-day leadership of lending and loan support staff with strategic oversight responsibilities focused on evaluating lending performance, identifying trends and opportunities, recommending operational improvements, and supporting initiatives designed to achieve organizational production, service, and portfolio growth goals while maintaining sound lending practices, operational consistency, and appropriate risk management. The Consumer Lending Manager works closely with the VP of Consumer Lending, Consumer Lending Processing Manager, Consumer Lending Systems Analyst, and other departments to support operational efficiency, process improvements, strategic initiatives, and organizational growth. This role balances production leadership, member service, operational collaboration, risk management, and employee development while ensuring compliance with all regulatory requirements. Essential Functions & Primary Responsibilities Oversee the Loan Officers, Consumer Lending Operations Specialists, and Loan Support Clerk, ensuring strong member experience, service consistency, operational effectiveness, underwriting quality, credit risk management and overall lending operational effectiveness. Provide leadership, direction, coaching, and performance management to lending and loan support staff while fostering a culture of accountability, collaboration, continuous improvement, and professional development. Support organizational consumer lending growth objectives through strategic leadership, operational analysis, production monitoring, and data-driven recommendations. Analyze lending production trends, pull-through ratios, application sources, operational performance, and portfolio growth opportunities to identify areas requiring improvement or strategic focus. Provide recommendations to senior leadership regarding operational changes, workflow improvements, staffing needs, product enhancements, promotional opportunities, service strategies, and process efficiencies to support organizational lending goals. Monitor loan application conversion metrics, funded loan ratios, turnaround times, productivity, and member experience trends to identify opportunities for improvement. Coach and develop team on underwriting consistency, operational effectiveness, product knowledge, member experience expectations, and lending best practices. Partner with internal departments to support lending knowledge, workflow alignment, operational consistency, and member experience throughout the lending process. Identify development opportunities and assist in preparing team members for increased responsibilities and future leadership opportunities. Assist with escalated lending decisions, exception requests, member concerns, and complex lending situations while balancing member experience, organizational policy, and risk management. Ensure lending decisions, exception handling, and operational processes are consistently documented and aligned with organizational policies, procedures, and risk tolerance. Partner closely with the Consumer Loan Processing Manager to ensure seamless workflow coordination, efficient handoffs, funding timeliness, and operational consistency throughout the loan lifecycle. Collaborate with Retail Delivery, Digital, Processing, Indirect Lending, Marketing, and other departments to improve workflows, reduce member friction, and enhance the overall lending experience. Participate in cross-functional projects and process improvement initiatives supporting consumer lending efficiency, scalability, and member service. Partner with the Consumer Lending Systems Analyst to identify operational inefficiencies, support workflow enhancements, participate in user acceptance testing, and assist with implementation and adoption of lending technology initiatives. Provide operational input and feedback regarding loan origination systems, workflow tools, automation opportunities, and process improvements. Monitor and manage departmental performance metrics including funded loan volume, application conversion, approval ratios, turnaround times, productivity, service standards, member experience, and portfolio trends. Utilize production reporting and operational analytics to identify performance gaps, process inefficiencies, and opportunities for growth, operational improvement, and enhanced member experience. Utilize reporting and analytics to identify trends, improve operational performance, and support strategic decision-making. Analyze lending performance, portfolio trends, operational data, and member experience feedback to identify opportunities for growth and improvement. Support strategic lending initiatives, promotional campaigns, and market growth efforts in partnership with senior leadership and marketing. Maintain and improve member service by ensuring inquiries, applications, and member issues are handled professionally, consistently, and promptly. Conduct quality reviews and audits to ensure lending accuracy, operational consistency, compliance, and proper documentation. Stay up to date on industry trends, lending laws, operational best practices, and product innovations to recommend improvements and new opportunities. Assist in budgeting, forecasting, and strategic planning for the consumer lending division. Work collaboratively with third-party vendors, partners, and internal stakeholders to support lending operations and organizational initiatives. Oversee the processing and management of title work, loan payoffs, release of liens, and UCC filings. Promote a positive team environment, encouraging collaboration and high-quality service. Ensure employees have the tools, materials, and training necessary for success. Ensures compliance with all federal and state laws and regulations, including the Bank Secrecy Act, Patriot Act, and Office of Foreign Asset Controls, and should request legal interpretation as necessary. Must ensure subordinates are also compliant with such laws and regulations. Must be bondable. Perform other duties as assigned. Requirements: Education & Qualifications Bachelor's degree in Finance, Business Administration, or related field; or equivalent work experience. 3 to 5 years of previous consumer lending experience with a proven performance record, with leadership or management experience preferred. Strong understanding of consumer lending regulations, underwriting principles, operational workflows, and member service expectations. Experience leading teams in a fast-paced lending environment focused on balancing growth, service, operational efficiency, and risk management. Experience working with loan origination systems, workflow automation, reporting tools, and lending technology platforms preferred. Strong communication, coaching, organizational leadership, and relationship-building skills. Ability to analyze operational data and utilize reporting to drive performance improvements and strategic decision-making. Candidate must have a thorough understanding of the Loan Policy and Guidelines. Candidate must be knowledgeable of Credit Unions product and services and demonstrate the ability to cross-sell and build deeper relationships with our membership. This position requires an understanding of basic computer skills including Microsoft 365 suite applications. Skills and Abilities Strong leadership and management skills with the ability to motivate, coach, and develop high-performing teams. Strong analytical and organizational skills with the ability to evaluate operational performance and make data-driven decisions. Exceptional problem-solving skills with a solution-oriented mindset. Detail-oriented with a strong focus on operational consistency, compliance, and member experience. Ability to handle multiple priorities in a fast-paced environment while meeting deadlines. Strong interpersonal, verbal, and written communication skills. Ability to build collaborative relationships across departments and effectively navigate operational challenges. Presents a positive and professional image to members and team members through effective and courteous verbal and written communications. . click apply for full job details
Job description: Chief Information Officer This is not a Remote/Work From Home opportunity. Principal Responsibilities: Leadership Characteristics The successful candidate will be a practical technology executive who understands community banking and can operate effectively in a lean environment. This individual must be comfortable advising senior management and the Board while remaining close to the Banks systems, vendors, employees and day-to-day technology needs. The CIO should demonstrate sound judgment, strong communication skills, financial discipline and the ability to manage several priorities at once. The position requires someone who can challenge existing practices when necessary, explain technical issues clearly and work effectively across the organization. The successful candidate must also be an effective executor. This individual should establish clear priorities, create accountability, raise issues early and follow important initiatives through to completion. Strategic & Executive Leadership Develop and maintain a technology plan that supports the Banks strategic goals, growth plans, risk appetite and operating priorities. Serve as the primary technology advisor to executive management and the Board of Directors. Translate the Banks strategic priorities into defined technology, data and process-improvement initiatives. Recommend technology priorities and investments based on business need, risk, expected return and total cost. Work with department leaders to identify opportunities to improve service, efficiency, scalability and accountability through technology. Keep executive management and the Board informed about major technology projects, cybersecurity risks, system issues, vendor performance and industry developments. Evaluate new technologies and determine whether they are practical and appropriate for the Bank. Help establish a disciplined approach to prioritizing technology requests across the organization. Execution & Operating Performance Maintain an enterprise technology project portfolio with clear priorities, business owners, milestones, budgets and expected outcomes. Establish regular reporting on project progress, implementation risks, costs, delays and results. Hold internal teams, project leaders and outside providers accountable for agreed-upon commitments. Identify and address barriers that prevent technology initiatives from being completed on time or producing the intended results. Work with business leaders to improve the use of existing systems before recommending additional technology investments. Simplify processes, reduce unnecessary manual work and improve coordination between departments. Establish meaningful service levels and performance measures for technology operations, projects and critical vendors. Conduct post-implementation reviews to determine whether major projects achieved their operational, financial and risk-management objectives. Provide executive management with clear information regarding competing priorities, resource limitations and execution risks. Promote greater discipline in project planning, decision-making, documentation and follow-through. Technology Operations & Core Systems Oversee the Banks technology infrastructure, networks, telecommunications, hardware, software and business applications. Ensure that systems supporting branches, lending, deposits, payments, financial reporting and customer-facing channels are reliable and properly supported. Oversee the Banks core processing system and other critical applications. Lead major technology projects, including system implementations, integrations, conversions, migrations and upgrades. Work with business units to improve the use of existing systems and eliminate unnecessary duplication. Establish clear processes for system access, change management, technical support, incident management and issue resolution. Maintain appropriate documentation for systems, applications, procedures and technology decisions. Balance internal technology resources with the use of managed-service providers and outside specialists. Maintain an appropriate technology architecture that supports the Banks current operations and anticipated growth. Cybersecurity, Risk & Regulatory Compliance Provide leadership for the Banks cybersecurity and information-security programs. Work closely with the Information Security Officer and other risk leaders to maintain effective controls. Oversee access management, network security, data protection, vulnerability management, security monitoring and incident response. Ensure technology policies and practices comply with applicable laws, regulations and regulatory guidance, including FFIEC and GLBA requirements. Coordinate technology-related regulatory examinations, internal audits, external audits and independent assessments. Ensure audit, examination and assessment findings are addressed in a timely and effective manner. Communicate significant technology and cybersecurity risks to executive management and the Board. Promote cybersecurity awareness throughout the Bank. Participate in enterprise risk-management activities and provide informed assessments of technology, cybersecurity and third-party risks. Public-Company Controls & Disclosure Support Partner with Finance, Risk, Internal Audit and external auditors to maintain effective technology controls supporting financial reporting and public-company requirements. Maintain appropriate controls over system access, system changes, data integrity and technology used in financial reporting. Support the Banks compliance with applicable internal-control and Sarbanes-Oxley requirements. Ensure technology-control documentation is complete, current and available for review by management, auditors and regulators. Identify technology-control weaknesses and oversee timely remediation. Work with Finance to maintain the reliability of system-generated reports and information used in financial reporting. Coordinate with Legal, Finance, Risk and executive management when technology or cybersecurity matters may require regulatory or public disclosure. Escalate significant cybersecurity incidents promptly and provide accurate information to support materiality assessments and disclosure decisions. Support the preparation of required cybersecurity risk-management, governance and incident disclosures. Provide technology and cybersecurity information to the Board, Audit Committee or other Board committees as requested. Vendors, Projects & Business Continuity Manage relationships with the Banks core processor, software providers, managed-service providers and other critical technology vendors. Lead technology vendor selection, due diligence, contract review and performance monitoring. Evaluate vendors based on service quality, financial condition, cybersecurity controls, business-continuity capabilities and regulatory requirements. Hold vendors accountable for service levels, security requirements, project commitments and timely issue resolution. Develop and manage the Banks technology operating and capital budgets. Evaluate technology spending based on business value, risk reduction, expected benefits and total cost. Oversee technology disaster-recovery planning and testing. Ensure critical systems, applications and data can be recovered within established timeframes. Participate in the Banks broader business continuity, crisis-management and incident-response planning. Ensure technology projects are properly scoped, prioritized, resourced and completed within established budgets and timelines. Data & Reporting Support the Banks data, reporting and business-intelligence needs. Work with business leaders to improve the quality, consistency and availability of information used by management and the Board. Help establish clear ownership and accountability for critical data. Improve the reliability and usefulness of management reporting. Ensure appropriate controls are in place to protect sensitive and confidential information. Evaluate opportunities to use automation, artificial intelligence and other emerging technologies in a controlled and practical manner. Establish appropriate governance for the use of artificial intelligence and other emerging technology. Help the Bank make better use of technology and data to support customer service, risk management, financial performance and decision-making. Team Leadership Lead, develop and retain the Banks technology staff. Establish clear responsibilities, performance expectations and service standards. Promote accountability, responsiveness, collaboration and strong internal customer service. Provide appropriate training, cross-training and succession planning. Build effective working relationships throughout the Bank. Ensure the technology team understands the Banks business priorities and the importance of timely execution. Create an environment in which issues are raised early, responsibilities are clear and commitments are met. Qualifications: Chief Information Officer This is not a Remote/Work From Home opportunity. Education and Experience Bachelors degree in information technology . click apply for full job details
09/18/2026
Full time
Job description: Chief Information Officer This is not a Remote/Work From Home opportunity. Principal Responsibilities: Leadership Characteristics The successful candidate will be a practical technology executive who understands community banking and can operate effectively in a lean environment. This individual must be comfortable advising senior management and the Board while remaining close to the Banks systems, vendors, employees and day-to-day technology needs. The CIO should demonstrate sound judgment, strong communication skills, financial discipline and the ability to manage several priorities at once. The position requires someone who can challenge existing practices when necessary, explain technical issues clearly and work effectively across the organization. The successful candidate must also be an effective executor. This individual should establish clear priorities, create accountability, raise issues early and follow important initiatives through to completion. Strategic & Executive Leadership Develop and maintain a technology plan that supports the Banks strategic goals, growth plans, risk appetite and operating priorities. Serve as the primary technology advisor to executive management and the Board of Directors. Translate the Banks strategic priorities into defined technology, data and process-improvement initiatives. Recommend technology priorities and investments based on business need, risk, expected return and total cost. Work with department leaders to identify opportunities to improve service, efficiency, scalability and accountability through technology. Keep executive management and the Board informed about major technology projects, cybersecurity risks, system issues, vendor performance and industry developments. Evaluate new technologies and determine whether they are practical and appropriate for the Bank. Help establish a disciplined approach to prioritizing technology requests across the organization. Execution & Operating Performance Maintain an enterprise technology project portfolio with clear priorities, business owners, milestones, budgets and expected outcomes. Establish regular reporting on project progress, implementation risks, costs, delays and results. Hold internal teams, project leaders and outside providers accountable for agreed-upon commitments. Identify and address barriers that prevent technology initiatives from being completed on time or producing the intended results. Work with business leaders to improve the use of existing systems before recommending additional technology investments. Simplify processes, reduce unnecessary manual work and improve coordination between departments. Establish meaningful service levels and performance measures for technology operations, projects and critical vendors. Conduct post-implementation reviews to determine whether major projects achieved their operational, financial and risk-management objectives. Provide executive management with clear information regarding competing priorities, resource limitations and execution risks. Promote greater discipline in project planning, decision-making, documentation and follow-through. Technology Operations & Core Systems Oversee the Banks technology infrastructure, networks, telecommunications, hardware, software and business applications. Ensure that systems supporting branches, lending, deposits, payments, financial reporting and customer-facing channels are reliable and properly supported. Oversee the Banks core processing system and other critical applications. Lead major technology projects, including system implementations, integrations, conversions, migrations and upgrades. Work with business units to improve the use of existing systems and eliminate unnecessary duplication. Establish clear processes for system access, change management, technical support, incident management and issue resolution. Maintain appropriate documentation for systems, applications, procedures and technology decisions. Balance internal technology resources with the use of managed-service providers and outside specialists. Maintain an appropriate technology architecture that supports the Banks current operations and anticipated growth. Cybersecurity, Risk & Regulatory Compliance Provide leadership for the Banks cybersecurity and information-security programs. Work closely with the Information Security Officer and other risk leaders to maintain effective controls. Oversee access management, network security, data protection, vulnerability management, security monitoring and incident response. Ensure technology policies and practices comply with applicable laws, regulations and regulatory guidance, including FFIEC and GLBA requirements. Coordinate technology-related regulatory examinations, internal audits, external audits and independent assessments. Ensure audit, examination and assessment findings are addressed in a timely and effective manner. Communicate significant technology and cybersecurity risks to executive management and the Board. Promote cybersecurity awareness throughout the Bank. Participate in enterprise risk-management activities and provide informed assessments of technology, cybersecurity and third-party risks. Public-Company Controls & Disclosure Support Partner with Finance, Risk, Internal Audit and external auditors to maintain effective technology controls supporting financial reporting and public-company requirements. Maintain appropriate controls over system access, system changes, data integrity and technology used in financial reporting. Support the Banks compliance with applicable internal-control and Sarbanes-Oxley requirements. Ensure technology-control documentation is complete, current and available for review by management, auditors and regulators. Identify technology-control weaknesses and oversee timely remediation. Work with Finance to maintain the reliability of system-generated reports and information used in financial reporting. Coordinate with Legal, Finance, Risk and executive management when technology or cybersecurity matters may require regulatory or public disclosure. Escalate significant cybersecurity incidents promptly and provide accurate information to support materiality assessments and disclosure decisions. Support the preparation of required cybersecurity risk-management, governance and incident disclosures. Provide technology and cybersecurity information to the Board, Audit Committee or other Board committees as requested. Vendors, Projects & Business Continuity Manage relationships with the Banks core processor, software providers, managed-service providers and other critical technology vendors. Lead technology vendor selection, due diligence, contract review and performance monitoring. Evaluate vendors based on service quality, financial condition, cybersecurity controls, business-continuity capabilities and regulatory requirements. Hold vendors accountable for service levels, security requirements, project commitments and timely issue resolution. Develop and manage the Banks technology operating and capital budgets. Evaluate technology spending based on business value, risk reduction, expected benefits and total cost. Oversee technology disaster-recovery planning and testing. Ensure critical systems, applications and data can be recovered within established timeframes. Participate in the Banks broader business continuity, crisis-management and incident-response planning. Ensure technology projects are properly scoped, prioritized, resourced and completed within established budgets and timelines. Data & Reporting Support the Banks data, reporting and business-intelligence needs. Work with business leaders to improve the quality, consistency and availability of information used by management and the Board. Help establish clear ownership and accountability for critical data. Improve the reliability and usefulness of management reporting. Ensure appropriate controls are in place to protect sensitive and confidential information. Evaluate opportunities to use automation, artificial intelligence and other emerging technologies in a controlled and practical manner. Establish appropriate governance for the use of artificial intelligence and other emerging technology. Help the Bank make better use of technology and data to support customer service, risk management, financial performance and decision-making. Team Leadership Lead, develop and retain the Banks technology staff. Establish clear responsibilities, performance expectations and service standards. Promote accountability, responsiveness, collaboration and strong internal customer service. Provide appropriate training, cross-training and succession planning. Build effective working relationships throughout the Bank. Ensure the technology team understands the Banks business priorities and the importance of timely execution. Create an environment in which issues are raised early, responsibilities are clear and commitments are met. Qualifications: Chief Information Officer This is not a Remote/Work From Home opportunity. Education and Experience Bachelors degree in information technology . click apply for full job details
What Timken makes possible begins with you. Those who came before us helped land a man on the moon, create the world's infrastructure, and introduce renewable energy alternatives. Now you can join the Timken team to write your own unique story and help drive what's next. A career at Timken means you can have an immediate impact doing Work That Matters to the world improving the efficiency of today's industrial equipment and preparing for the future of motion on our planet and beyond. New employees can start contributing right away, and there are many opportunities to advance your career at your own pace. Join our global team of 19,000 people in 45 countries, and start helping our customers push the limits of what's possible in their world of motion. Purpose:The Finance Transformation Specialist advances the global Finance organization's transformation strategy by connecting finance processes, data, systems, and technology. This role partners with Finance, IT, and business stakeholders to identify improvement opportunities, define business and data requirements, and deliver scalable analytics, automation, and technology-enabled solutions that improve decision-making, efficiency, governance, and business insight. Essential Responsibilities: Technology Strategy Partner with Finance leadership to identify and implement process improvement, automation, and digital transformation opportunities that improve efficiency, controls, and business outcomes.Lead project workstreams and support enterprise initiatives involving ERP, consolidation, planning, reporting, and finance technologies.Identify and implement opportunities to leverage AI, advanced analytics, and emerging technologies to improve business processes, decision making, and financial insights. Data & Technology Enablement Partner with Finance, IT, and data teams to define finance data requirements, business data models, and reporting structures that support planning, forecasting, reporting, and analytics.Collaborate with IT and automation teams to deliver scalable reporting, analytics, and technology solutions that improve data accessibility, governance, quality, consistency and decision making. Project Management & Stakeholder Engagement Lead project workstreams and collaborate with Finance, IT, and business stakeholders to deliver strategic transformation initiatives.Manage project scope, deliverables, timelines, risks, dependencies, and stakeholder communications.Facilitate workshops and requirements gathering sessions to document business needs, define future-state processes, and develop business requirements. Center of Excellence Promote knowledge sharing, continuous improvement, and adoption of emerging technologies across the Finance organization.Serve as a trusted advisor on finance systems, analytics, data management, automation, AI, and transformation best practices.Support change management, training, and adoption activities associated with new processes, systems, and technologies. Technical/Functional Skills:Required: Experience working with ERP, financial consolidation, planning, reporting, or finance systems; examples may include SAP, OneStream, Blackline, Power BI, or similar platforms.Strong understanding of finance processes, data flows, reporting requirements, and system-enabled process improvement.Ability to translate business needs into clear requirements for data, analytics, reporting automation, and technology solutions.Experience analyzing and leveraging data from multiple business systems to support reporting, planning, forecasting, and decision making.Ability to lead workstreams or cross-functional initiatives involving Finance, IT, and business stakeholders.Strong analytical, critical thinking, communication, and continuous improvement skills. Preferred: Working knowledge of data architecture, data modeling, data governance, cloud data platforms, data lakes, or semantic models and the ability to partner effectively with IT and data teams.Exposure to AI, machine learning, predictive analytics, or advanced analytics use cases in a finance or business environment.Experience supporting finance transformation, data modernization, reporting automation, digital finance, or process improvement initiatives.Familiarity with Power BI, SQL, Azure, Databricks, or similar data and analytics platforms. Basic Qualifications: Bachelor's degree in Finance, Accounting, Information Systems, Data Analytics, Computer Science, or similar field. Preferred: Master's degree in Business Administration, Business/Finance, Information Systems, Data Analytics, Computer Science, or similar field.7 years of experience in supporting finance processes, reporting, analytics, process improvement, leading workstreams, or transformation initiatives. Preferred: 10 years of experience. This position may require access to United States export controlled technical data ("CTD") and hardware under the Departments of US State (ITAR) and/or Commerce (EAR). Eligible candidates are; US Citizens, Green Card holders, Asylees or others eligible to receive US export license authorizations. Candidate must be authorized to work in the US. All qualified applicants shall be treated equally according to their individual qualifications, abilities, experiences and other employment standards. There will be no discrimination due to gender or gender identity, race, religion, color, national origin, ancestry, age, disability, sexual orientation, veteran/military status or any other basis protected by applicable law.
09/18/2026
What Timken makes possible begins with you. Those who came before us helped land a man on the moon, create the world's infrastructure, and introduce renewable energy alternatives. Now you can join the Timken team to write your own unique story and help drive what's next. A career at Timken means you can have an immediate impact doing Work That Matters to the world improving the efficiency of today's industrial equipment and preparing for the future of motion on our planet and beyond. New employees can start contributing right away, and there are many opportunities to advance your career at your own pace. Join our global team of 19,000 people in 45 countries, and start helping our customers push the limits of what's possible in their world of motion. Purpose:The Finance Transformation Specialist advances the global Finance organization's transformation strategy by connecting finance processes, data, systems, and technology. This role partners with Finance, IT, and business stakeholders to identify improvement opportunities, define business and data requirements, and deliver scalable analytics, automation, and technology-enabled solutions that improve decision-making, efficiency, governance, and business insight. Essential Responsibilities: Technology Strategy Partner with Finance leadership to identify and implement process improvement, automation, and digital transformation opportunities that improve efficiency, controls, and business outcomes.Lead project workstreams and support enterprise initiatives involving ERP, consolidation, planning, reporting, and finance technologies.Identify and implement opportunities to leverage AI, advanced analytics, and emerging technologies to improve business processes, decision making, and financial insights. Data & Technology Enablement Partner with Finance, IT, and data teams to define finance data requirements, business data models, and reporting structures that support planning, forecasting, reporting, and analytics.Collaborate with IT and automation teams to deliver scalable reporting, analytics, and technology solutions that improve data accessibility, governance, quality, consistency and decision making. Project Management & Stakeholder Engagement Lead project workstreams and collaborate with Finance, IT, and business stakeholders to deliver strategic transformation initiatives.Manage project scope, deliverables, timelines, risks, dependencies, and stakeholder communications.Facilitate workshops and requirements gathering sessions to document business needs, define future-state processes, and develop business requirements. Center of Excellence Promote knowledge sharing, continuous improvement, and adoption of emerging technologies across the Finance organization.Serve as a trusted advisor on finance systems, analytics, data management, automation, AI, and transformation best practices.Support change management, training, and adoption activities associated with new processes, systems, and technologies. Technical/Functional Skills:Required: Experience working with ERP, financial consolidation, planning, reporting, or finance systems; examples may include SAP, OneStream, Blackline, Power BI, or similar platforms.Strong understanding of finance processes, data flows, reporting requirements, and system-enabled process improvement.Ability to translate business needs into clear requirements for data, analytics, reporting automation, and technology solutions.Experience analyzing and leveraging data from multiple business systems to support reporting, planning, forecasting, and decision making.Ability to lead workstreams or cross-functional initiatives involving Finance, IT, and business stakeholders.Strong analytical, critical thinking, communication, and continuous improvement skills. Preferred: Working knowledge of data architecture, data modeling, data governance, cloud data platforms, data lakes, or semantic models and the ability to partner effectively with IT and data teams.Exposure to AI, machine learning, predictive analytics, or advanced analytics use cases in a finance or business environment.Experience supporting finance transformation, data modernization, reporting automation, digital finance, or process improvement initiatives.Familiarity with Power BI, SQL, Azure, Databricks, or similar data and analytics platforms. Basic Qualifications: Bachelor's degree in Finance, Accounting, Information Systems, Data Analytics, Computer Science, or similar field. Preferred: Master's degree in Business Administration, Business/Finance, Information Systems, Data Analytics, Computer Science, or similar field.7 years of experience in supporting finance processes, reporting, analytics, process improvement, leading workstreams, or transformation initiatives. Preferred: 10 years of experience. This position may require access to United States export controlled technical data ("CTD") and hardware under the Departments of US State (ITAR) and/or Commerce (EAR). Eligible candidates are; US Citizens, Green Card holders, Asylees or others eligible to receive US export license authorizations. Candidate must be authorized to work in the US. All qualified applicants shall be treated equally according to their individual qualifications, abilities, experiences and other employment standards. There will be no discrimination due to gender or gender identity, race, religion, color, national origin, ancestry, age, disability, sexual orientation, veteran/military status or any other basis protected by applicable law.
Job Description Job Description The Management Trust Position Title: Reserve Analyst Location: Dallas, Austin, or Houston, TX Reporting To: Assistant Director of Central Reserves Status: Exempt, Full-Time Salary: DOE Sign-on bonus eligible COMPANY PROFILE: The Management Trust is a community association management company. We believe that building and maintaining a community takes more than just hammers and nails. It takes integrity, trust, experience, and support. Our success is based on the belief that effective management anticipates our clients' needs, not merely reacts to them. We are a company of creative and committed individuals driven by grand aspirations and are proud to be the only 100% employee-owned community management firm in the nation. Our Employee Owners are encouraged to actively participate in growing our business by helping define best practices every day. It is in this spirit that we encourage you to explore this opportunity to join The Management Trust team. EMPLOYEE OWNER POSITION PURPOSE: The Reserve Analyst is responsible for creating Reserve Study Reports for homeowner associations (HOAs) and Condominiums (Condos). The reserve study provides the community with a tool to adequately prepare for future expenses - specifically by outlining how the Board of Directors can anticipate the repair and/or replacement of major physical assets. This role requires a significant amount of independent judgement and discretion with respect to matters of significance, as it guides core fiscal management of both small and large-scale association budgets. The Analyst position allows someone with strong qualifications, specific to Reserve Studies and related business, to independently execute the processes, software and best practices of our centralized Reserve Team, and to further develop their experience. The Reserve Analyst will be assigned a group of divisions and be responsible for independently coordinate planning, processes and training in preparation for each reserve season. Understanding and driving efficient practices to meet the reserve service needs of the associations managed by each division is critical. When ready, the Reserve Analyst may be eligible to apply and test for the Professional Reserve Analyst (or comparable) certification. JOB DUTIES AND RESPONSIBILITIES: Develop meaningful relationships with internal and external clients - including Division leadership, Community Association Managers and Association Board of Directors, as needed Provide training for Reserve Specialists or other team members through job shadowing and instruction on department specific best practices, processes and work product, as needed Understand the unique history and needs of each community as they factor heavily into each reserve study Research historical data regarding previous capital expenses and current deficiencies Review current reserve fund balance and contribution rates; forecast future balances and rates based on pricing adjustments and other revenue projections Independently conduct site inspections to provide surface observations of common area elements; create inventory of these assets and record condition Independently, estimate the cost of general maintenance, repair, and replacement of various physical assets Independently, create a timeline for anticipated repairs and related needs (i.e. vendors, permits, etc.) Independently, estimate and create a 30-year funding plan for the association; present to the Board of Directors Partner with Assistant Director and assigned Division Leadership/Management teams to set pricing, timelines, and education regarding processes in preparation for each reserve season Participate in educating management teams to raise understanding of core Reserve Study concepts Lead training session(s) for critical path partners (Community Association Managers) on internal reserve study related processes Serve as a resource for the Community Association Management team, as well as other internal partners Provide direct training and support to Association Boards of Directors and management teams Other duties and special projects as assigned QUALIFICATIONS: Bachelor's degree preferred Two (2) year minimum experience in reserve studies preferred Ability to be intuitive regarding the financial needs of HOAs Strong foundation in accounting and related analysis, project management, and sales Comfortability with internal and external client communications, including Division Leadership, Community Association Managers, and association Boards of Directors Solid knowledge of Microsoft Outlook, Excel, and Word; intermediate skills a plus Proficiency/comfortability in learning other software applications Conflict resolution skills Ability to meet deadlines and address time-sensitive issues Superior multi-tasking skills Excellent written and verbal communication Ability to provide high-level customer service with astute attention to detail and organization Must be a team player Ability to manage workflow amid shifting priorities Willing to learn Company process and procedures, and learn/use enterprise software systems Adaptable and dependable with a solid attendance record Professional and respectful demeanor with all internal and external customers at all times Strong analytical, organizational, and problem-solving skills Work independently, with little direction, and as part of a team Ability to exercise considerable judgement, maintain confidentiality, and act with diplomacy and tact at all times SPECIAL POSITION REQUIREMENTS: Must have and maintain a valid driver's license, vehicle insurance, and driving record in compliance with Company policy ESSENTIAL FUNCTIONS: Use standard office equipment, including: computer, phone, copier/scanner, etc. Be stationary for periods of time Relocate up to (25) pounds Travel to and from associations and/or offsite meetings SUPERVISES OTHERS? IF SO, LIST: None SCHEDULE & TRAVEL: Monday-Friday from approx. 8:00 am-5:00 pm This position may require occasional long hours, including overnight travel to meet business needs This position may require travel by motor vehicle or flight to meet position needs This position may require travel for multiple days, including overnight stays to meet position needs The Management Trust is an Equal Opportunity employer. We celebrate and support diversity. TMT reserves the right to modify this job description at any time based on business need.
09/17/2026
Full time
Job Description Job Description The Management Trust Position Title: Reserve Analyst Location: Dallas, Austin, or Houston, TX Reporting To: Assistant Director of Central Reserves Status: Exempt, Full-Time Salary: DOE Sign-on bonus eligible COMPANY PROFILE: The Management Trust is a community association management company. We believe that building and maintaining a community takes more than just hammers and nails. It takes integrity, trust, experience, and support. Our success is based on the belief that effective management anticipates our clients' needs, not merely reacts to them. We are a company of creative and committed individuals driven by grand aspirations and are proud to be the only 100% employee-owned community management firm in the nation. Our Employee Owners are encouraged to actively participate in growing our business by helping define best practices every day. It is in this spirit that we encourage you to explore this opportunity to join The Management Trust team. EMPLOYEE OWNER POSITION PURPOSE: The Reserve Analyst is responsible for creating Reserve Study Reports for homeowner associations (HOAs) and Condominiums (Condos). The reserve study provides the community with a tool to adequately prepare for future expenses - specifically by outlining how the Board of Directors can anticipate the repair and/or replacement of major physical assets. This role requires a significant amount of independent judgement and discretion with respect to matters of significance, as it guides core fiscal management of both small and large-scale association budgets. The Analyst position allows someone with strong qualifications, specific to Reserve Studies and related business, to independently execute the processes, software and best practices of our centralized Reserve Team, and to further develop their experience. The Reserve Analyst will be assigned a group of divisions and be responsible for independently coordinate planning, processes and training in preparation for each reserve season. Understanding and driving efficient practices to meet the reserve service needs of the associations managed by each division is critical. When ready, the Reserve Analyst may be eligible to apply and test for the Professional Reserve Analyst (or comparable) certification. JOB DUTIES AND RESPONSIBILITIES: Develop meaningful relationships with internal and external clients - including Division leadership, Community Association Managers and Association Board of Directors, as needed Provide training for Reserve Specialists or other team members through job shadowing and instruction on department specific best practices, processes and work product, as needed Understand the unique history and needs of each community as they factor heavily into each reserve study Research historical data regarding previous capital expenses and current deficiencies Review current reserve fund balance and contribution rates; forecast future balances and rates based on pricing adjustments and other revenue projections Independently conduct site inspections to provide surface observations of common area elements; create inventory of these assets and record condition Independently, estimate the cost of general maintenance, repair, and replacement of various physical assets Independently, create a timeline for anticipated repairs and related needs (i.e. vendors, permits, etc.) Independently, estimate and create a 30-year funding plan for the association; present to the Board of Directors Partner with Assistant Director and assigned Division Leadership/Management teams to set pricing, timelines, and education regarding processes in preparation for each reserve season Participate in educating management teams to raise understanding of core Reserve Study concepts Lead training session(s) for critical path partners (Community Association Managers) on internal reserve study related processes Serve as a resource for the Community Association Management team, as well as other internal partners Provide direct training and support to Association Boards of Directors and management teams Other duties and special projects as assigned QUALIFICATIONS: Bachelor's degree preferred Two (2) year minimum experience in reserve studies preferred Ability to be intuitive regarding the financial needs of HOAs Strong foundation in accounting and related analysis, project management, and sales Comfortability with internal and external client communications, including Division Leadership, Community Association Managers, and association Boards of Directors Solid knowledge of Microsoft Outlook, Excel, and Word; intermediate skills a plus Proficiency/comfortability in learning other software applications Conflict resolution skills Ability to meet deadlines and address time-sensitive issues Superior multi-tasking skills Excellent written and verbal communication Ability to provide high-level customer service with astute attention to detail and organization Must be a team player Ability to manage workflow amid shifting priorities Willing to learn Company process and procedures, and learn/use enterprise software systems Adaptable and dependable with a solid attendance record Professional and respectful demeanor with all internal and external customers at all times Strong analytical, organizational, and problem-solving skills Work independently, with little direction, and as part of a team Ability to exercise considerable judgement, maintain confidentiality, and act with diplomacy and tact at all times SPECIAL POSITION REQUIREMENTS: Must have and maintain a valid driver's license, vehicle insurance, and driving record in compliance with Company policy ESSENTIAL FUNCTIONS: Use standard office equipment, including: computer, phone, copier/scanner, etc. Be stationary for periods of time Relocate up to (25) pounds Travel to and from associations and/or offsite meetings SUPERVISES OTHERS? IF SO, LIST: None SCHEDULE & TRAVEL: Monday-Friday from approx. 8:00 am-5:00 pm This position may require occasional long hours, including overnight travel to meet business needs This position may require travel by motor vehicle or flight to meet position needs This position may require travel for multiple days, including overnight stays to meet position needs The Management Trust is an Equal Opportunity employer. We celebrate and support diversity. TMT reserves the right to modify this job description at any time based on business need.
The Management Association, Inc.
Isleton, California
Job Description Job Description The Management Trust Position Title: Reserve Analyst Location: Sacramento, CA Reporting To: Assistant Director of Central Reserves Status: Exempt, Full-Time Salary: $75,000 - $85,000/Annually DOE COMPANY PROFILE: The Management Trust is a community association management company. We believe that building and maintaining a community takes more than just hammers and nails. It takes integrity, trust, experience, and support. Our success is based on the belief that effective management anticipates our clients' needs, not merely reacts to them. We are a company of creative and committed individuals driven by grand aspirations and are proud to be the only 100% employee-owned community management firm in the nation. Our Employee Owners are encouraged to actively participate in growing our business by helping define best practices every day. It is in this spirit that we encourage you to explore this opportunity to join The Management Trust team. EMPLOYEE OWNER POSITION PURPOSE: The Reserve Analyst is responsible for creating Reserve Study Reports for homeowner associations (HOAs) and Condominiums (Condos). The reserve study provides the community with a tool to adequately prepare for future expenses - specifically by outlining how the Board of Directors can anticipate the repair and/or replacement of major physical assets. This role requires a significant amount of independent judgement and discretion with respect to matters of significance, as it guides core fiscal management of both small and large-scale association budgets. The Analyst position allows someone with strong qualifications, specific to Reserve Studies and related business, to independently execute the processes, software and best practices of our centralized Reserve Team, and to further develop their experience. The Reserve Analyst will be assigned a group of divisions and be responsible for independently coordinate planning, processes and training in preparation for each reserve season. Understanding and driving efficient practices to meet the reserve service needs of the associations managed by each division is critical. When ready, the Reserve Analyst may be eligible to apply and test for the Professional Reserve Analyst (or comparable) certification. JOB DUTIES AND RESPONSIBILITIES: Develop meaningful relationships with internal and external clients - including Division leadership, Community Association Managers and Association Board of Directors, as needed Provide training for Reserve Specialists or other team members through job shadowing and instruction on department specific best practices, processes and work product, as needed Understand the unique history and needs of each community as they factor heavily into each reserve study Research historical data regarding previous capital expenses and current deficiencies Review current reserve fund balance and contribution rates; forecast future balances and rates based on pricing adjustments and other revenue projections Independently conduct site inspections to provide surface observations of common area elements; create inventory of these assets and record condition Independently, estimate the cost of general maintenance, repair, and replacement of various physical assets Independently, create a timeline for anticipated repairs and related needs (i.e. vendors, permits, etc.) Independently, estimate and create a 30-year funding plan for the association; present to the Board of Directors Partner with Assistant Director and assigned Division Leadership/Management teams to set pricing, timelines, and education regarding processes in preparation for each reserve season Participate in educating management teams to raise understanding of core Reserve Study concepts Lead training session(s) for critical path partners (Community Association Managers) on internal reserve study related processes Serve as a resource for the Community Association Management team, as well as other internal partners Provide direct training and support to Association Boards of Directors and management teams Other duties and special projects as assigned QUALIFICATIONS: Bachelor's degree preferred Two (2) year minimum experience in reserve studies preferred Ability to be intuitive regarding the financial needs of HOAs Strong foundation in accounting and related analysis, project management, and sales Comfortability with internal and external client communications, including Division Leadership, Community Association Managers, and association Boards of Directors Solid knowledge of Microsoft Outlook, Excel, and Word; intermediate skills a plus Proficiency/comfortability in learning other software applications Conflict resolution skills Ability to meet deadlines and address time-sensitive issues Superior multi-tasking skills Excellent written and verbal communication Ability to provide high-level customer service with astute attention to detail and organization Must be a team player Ability to manage workflow amid shifting priorities Willing to learn Company process and procedures, and learn/use enterprise software systems Adaptable and dependable with a solid attendance record Professional and respectful demeanor with all internal and external customers at all times Strong analytical, organizational, and problem-solving skills Work independently, with little direction, and as part of a team Ability to exercise considerable judgement, maintain confidentiality, and act with diplomacy and tact at all times SPECIAL POSITION REQUIREMENTS: Must have and maintain a valid driver's license, vehicle insurance, and driving record in compliance with Company policy ESSENTIAL FUNCTIONS: Use standard office equipment, including: computer, phone, copier/scanner, etc. Be stationary for periods of time Relocate up to (25) pounds Travel to and from associations and/or offsite meetings SUPERVISES OTHERS? IF SO, LIST: None SCHEDULE & TRAVEL: Monday-Friday from approx. 8:00 am-5:00 pm This position may require occasional long hours, including overnight travel to meet business needs This position may require travel by motor vehicle or flight to meet position needs This position may require travel for multiple days, including overnight stays to meet position needs The Management Trust is an Equal Opportunity employer. We celebrate and support diversity. TMT reserves the right to modify this job description at any time based on business need.
09/17/2026
Full time
Job Description Job Description The Management Trust Position Title: Reserve Analyst Location: Sacramento, CA Reporting To: Assistant Director of Central Reserves Status: Exempt, Full-Time Salary: $75,000 - $85,000/Annually DOE COMPANY PROFILE: The Management Trust is a community association management company. We believe that building and maintaining a community takes more than just hammers and nails. It takes integrity, trust, experience, and support. Our success is based on the belief that effective management anticipates our clients' needs, not merely reacts to them. We are a company of creative and committed individuals driven by grand aspirations and are proud to be the only 100% employee-owned community management firm in the nation. Our Employee Owners are encouraged to actively participate in growing our business by helping define best practices every day. It is in this spirit that we encourage you to explore this opportunity to join The Management Trust team. EMPLOYEE OWNER POSITION PURPOSE: The Reserve Analyst is responsible for creating Reserve Study Reports for homeowner associations (HOAs) and Condominiums (Condos). The reserve study provides the community with a tool to adequately prepare for future expenses - specifically by outlining how the Board of Directors can anticipate the repair and/or replacement of major physical assets. This role requires a significant amount of independent judgement and discretion with respect to matters of significance, as it guides core fiscal management of both small and large-scale association budgets. The Analyst position allows someone with strong qualifications, specific to Reserve Studies and related business, to independently execute the processes, software and best practices of our centralized Reserve Team, and to further develop their experience. The Reserve Analyst will be assigned a group of divisions and be responsible for independently coordinate planning, processes and training in preparation for each reserve season. Understanding and driving efficient practices to meet the reserve service needs of the associations managed by each division is critical. When ready, the Reserve Analyst may be eligible to apply and test for the Professional Reserve Analyst (or comparable) certification. JOB DUTIES AND RESPONSIBILITIES: Develop meaningful relationships with internal and external clients - including Division leadership, Community Association Managers and Association Board of Directors, as needed Provide training for Reserve Specialists or other team members through job shadowing and instruction on department specific best practices, processes and work product, as needed Understand the unique history and needs of each community as they factor heavily into each reserve study Research historical data regarding previous capital expenses and current deficiencies Review current reserve fund balance and contribution rates; forecast future balances and rates based on pricing adjustments and other revenue projections Independently conduct site inspections to provide surface observations of common area elements; create inventory of these assets and record condition Independently, estimate the cost of general maintenance, repair, and replacement of various physical assets Independently, create a timeline for anticipated repairs and related needs (i.e. vendors, permits, etc.) Independently, estimate and create a 30-year funding plan for the association; present to the Board of Directors Partner with Assistant Director and assigned Division Leadership/Management teams to set pricing, timelines, and education regarding processes in preparation for each reserve season Participate in educating management teams to raise understanding of core Reserve Study concepts Lead training session(s) for critical path partners (Community Association Managers) on internal reserve study related processes Serve as a resource for the Community Association Management team, as well as other internal partners Provide direct training and support to Association Boards of Directors and management teams Other duties and special projects as assigned QUALIFICATIONS: Bachelor's degree preferred Two (2) year minimum experience in reserve studies preferred Ability to be intuitive regarding the financial needs of HOAs Strong foundation in accounting and related analysis, project management, and sales Comfortability with internal and external client communications, including Division Leadership, Community Association Managers, and association Boards of Directors Solid knowledge of Microsoft Outlook, Excel, and Word; intermediate skills a plus Proficiency/comfortability in learning other software applications Conflict resolution skills Ability to meet deadlines and address time-sensitive issues Superior multi-tasking skills Excellent written and verbal communication Ability to provide high-level customer service with astute attention to detail and organization Must be a team player Ability to manage workflow amid shifting priorities Willing to learn Company process and procedures, and learn/use enterprise software systems Adaptable and dependable with a solid attendance record Professional and respectful demeanor with all internal and external customers at all times Strong analytical, organizational, and problem-solving skills Work independently, with little direction, and as part of a team Ability to exercise considerable judgement, maintain confidentiality, and act with diplomacy and tact at all times SPECIAL POSITION REQUIREMENTS: Must have and maintain a valid driver's license, vehicle insurance, and driving record in compliance with Company policy ESSENTIAL FUNCTIONS: Use standard office equipment, including: computer, phone, copier/scanner, etc. Be stationary for periods of time Relocate up to (25) pounds Travel to and from associations and/or offsite meetings SUPERVISES OTHERS? IF SO, LIST: None SCHEDULE & TRAVEL: Monday-Friday from approx. 8:00 am-5:00 pm This position may require occasional long hours, including overnight travel to meet business needs This position may require travel by motor vehicle or flight to meet position needs This position may require travel for multiple days, including overnight stays to meet position needs The Management Trust is an Equal Opportunity employer. We celebrate and support diversity. TMT reserves the right to modify this job description at any time based on business need.
Job Description Job Description The Management Trust Position Title: Reserve Analyst Location: Denver, CO Reporting To: Assistant Director of Central Reserves Status: Exempt, Full-Time Salary: $65,000 - $75,000/Annually DOE Sign on bonus eligible COMPANY PROFILE: The Management Trust is a community association management company. We believe that building and maintaining a community takes more than just hammers and nails. It takes integrity, trust, experience, and support. Our success is based on the belief that effective management anticipates our clients' needs, not merely reacts to them. We are a company of creative and committed individuals driven by grand aspirations and are proud to be the only 100% employee-owned community management firm in the nation. Our Employee Owners are encouraged to actively participate in growing our business by helping define best practices every day. It is in this spirit that we encourage you to explore this opportunity to join The Management Trust team. EMPLOYEE OWNER POSITION PURPOSE: The Reserve Analyst is responsible for creating Reserve Study Reports for homeowner associations (HOAs) and Condominiums (Condos). The reserve study provides the community with a tool to adequately prepare for future expenses - specifically by outlining how the Board of Directors can anticipate the repair and/or replacement of major physical assets. This role requires a significant amount of independent judgement and discretion with respect to matters of significance, as it guides core fiscal management of both small and large-scale association budgets. The Analyst position allows someone with strong qualifications, specific to Reserve Studies and related business, to independently execute the processes, software and best practices of our centralized Reserve Team, and to further develop their experience. The Reserve Analyst will be assigned a group of divisions and be responsible for independently coordinate planning, processes and training in preparation for each reserve season. Understanding and driving efficient practices to meet the reserve service needs of the associations managed by each division is critical. When ready, the Reserve Analyst may be eligible to apply and test for the Professional Reserve Analyst (or comparable) certification. JOB DUTIES AND RESPONSIBILITIES: Develop meaningful relationships with internal and external clients - including Division leadership, Community Association Managers and Association Board of Directors, as needed Provide training for Reserve Specialists or other team members through job shadowing and instruction on department specific best practices, processes and work product, as needed Understand the unique history and needs of each community as they factor heavily into each reserve study Research historical data regarding previous capital expenses and current deficiencies Review current reserve fund balance and contribution rates; forecast future balances and rates based on pricing adjustments and other revenue projections Independently conduct site inspections to provide surface observations of common area elements; create inventory of these assets and record condition Independently, estimate the cost of general maintenance, repair, and replacement of various physical assets Independently, create a timeline for anticipated repairs and related needs (i.e. vendors, permits, etc.) Independently, estimate and create a 30-year funding plan for the association; present to the Board of Directors Partner with Assistant Director and assigned Division Leadership/Management teams to set pricing, timelines, and education regarding processes in preparation for each reserve season Participate in educating management teams to raise understanding of core Reserve Study concepts Lead training session(s) for critical path partners (Community Association Managers) on internal reserve study related processes Serve as a resource for the Community Association Management team, as well as other internal partners Provide direct training and support to Association Boards of Directors and management teams Other duties and special projects as assigned QUALIFICATIONS: Bachelor's degree preferred Two (2) year minimum experience in reserve studies preferred Ability to be intuitive regarding the financial needs of HOAs Strong foundation in accounting and related analysis, project management, and sales Comfortability with internal and external client communications, including Division Leadership, Community Association Managers, and association Boards of Directors Solid knowledge of Microsoft Outlook, Excel, and Word; intermediate skills a plus Proficiency/comfortability in learning other software applications Conflict resolution skills Ability to meet deadlines and address time-sensitive issues Superior multi-tasking skills Excellent written and verbal communication Ability to provide high-level customer service with astute attention to detail and organization Must be a team player Ability to manage workflow amid shifting priorities Willing to learn Company process and procedures, and learn/use enterprise software systems Adaptable and dependable with a solid attendance record Professional and respectful demeanor with all internal and external customers at all times Strong analytical, organizational, and problem-solving skills Work independently, with little direction, and as part of a team Ability to exercise considerable judgement, maintain confidentiality, and act with diplomacy and tact at all times SPECIAL POSITION REQUIREMENTS: Must have and maintain a valid driver's license, vehicle insurance, and driving record in compliance with Company policy ESSENTIAL FUNCTIONS: Use standard office equipment, including: computer, phone, copier/scanner, etc. Be stationary for periods of time Relocate up to (25) pounds Travel to and from associations and/or offsite meetings SUPERVISES OTHERS? IF SO, LIST: None SCHEDULE & TRAVEL: Monday-Friday from approx. 8:00 am-5:00 pm This position may require occasional long hours, including overnight travel to meet business needs This position may require travel by motor vehicle or flight to meet position needs This position may require travel for multiple days, including overnight stays to meet position needs The Management Trust is an Equal Opportunity employer. We celebrate and support diversity. TMT reserves the right to modify this job description at any time based on business need.
09/17/2026
Full time
Job Description Job Description The Management Trust Position Title: Reserve Analyst Location: Denver, CO Reporting To: Assistant Director of Central Reserves Status: Exempt, Full-Time Salary: $65,000 - $75,000/Annually DOE Sign on bonus eligible COMPANY PROFILE: The Management Trust is a community association management company. We believe that building and maintaining a community takes more than just hammers and nails. It takes integrity, trust, experience, and support. Our success is based on the belief that effective management anticipates our clients' needs, not merely reacts to them. We are a company of creative and committed individuals driven by grand aspirations and are proud to be the only 100% employee-owned community management firm in the nation. Our Employee Owners are encouraged to actively participate in growing our business by helping define best practices every day. It is in this spirit that we encourage you to explore this opportunity to join The Management Trust team. EMPLOYEE OWNER POSITION PURPOSE: The Reserve Analyst is responsible for creating Reserve Study Reports for homeowner associations (HOAs) and Condominiums (Condos). The reserve study provides the community with a tool to adequately prepare for future expenses - specifically by outlining how the Board of Directors can anticipate the repair and/or replacement of major physical assets. This role requires a significant amount of independent judgement and discretion with respect to matters of significance, as it guides core fiscal management of both small and large-scale association budgets. The Analyst position allows someone with strong qualifications, specific to Reserve Studies and related business, to independently execute the processes, software and best practices of our centralized Reserve Team, and to further develop their experience. The Reserve Analyst will be assigned a group of divisions and be responsible for independently coordinate planning, processes and training in preparation for each reserve season. Understanding and driving efficient practices to meet the reserve service needs of the associations managed by each division is critical. When ready, the Reserve Analyst may be eligible to apply and test for the Professional Reserve Analyst (or comparable) certification. JOB DUTIES AND RESPONSIBILITIES: Develop meaningful relationships with internal and external clients - including Division leadership, Community Association Managers and Association Board of Directors, as needed Provide training for Reserve Specialists or other team members through job shadowing and instruction on department specific best practices, processes and work product, as needed Understand the unique history and needs of each community as they factor heavily into each reserve study Research historical data regarding previous capital expenses and current deficiencies Review current reserve fund balance and contribution rates; forecast future balances and rates based on pricing adjustments and other revenue projections Independently conduct site inspections to provide surface observations of common area elements; create inventory of these assets and record condition Independently, estimate the cost of general maintenance, repair, and replacement of various physical assets Independently, create a timeline for anticipated repairs and related needs (i.e. vendors, permits, etc.) Independently, estimate and create a 30-year funding plan for the association; present to the Board of Directors Partner with Assistant Director and assigned Division Leadership/Management teams to set pricing, timelines, and education regarding processes in preparation for each reserve season Participate in educating management teams to raise understanding of core Reserve Study concepts Lead training session(s) for critical path partners (Community Association Managers) on internal reserve study related processes Serve as a resource for the Community Association Management team, as well as other internal partners Provide direct training and support to Association Boards of Directors and management teams Other duties and special projects as assigned QUALIFICATIONS: Bachelor's degree preferred Two (2) year minimum experience in reserve studies preferred Ability to be intuitive regarding the financial needs of HOAs Strong foundation in accounting and related analysis, project management, and sales Comfortability with internal and external client communications, including Division Leadership, Community Association Managers, and association Boards of Directors Solid knowledge of Microsoft Outlook, Excel, and Word; intermediate skills a plus Proficiency/comfortability in learning other software applications Conflict resolution skills Ability to meet deadlines and address time-sensitive issues Superior multi-tasking skills Excellent written and verbal communication Ability to provide high-level customer service with astute attention to detail and organization Must be a team player Ability to manage workflow amid shifting priorities Willing to learn Company process and procedures, and learn/use enterprise software systems Adaptable and dependable with a solid attendance record Professional and respectful demeanor with all internal and external customers at all times Strong analytical, organizational, and problem-solving skills Work independently, with little direction, and as part of a team Ability to exercise considerable judgement, maintain confidentiality, and act with diplomacy and tact at all times SPECIAL POSITION REQUIREMENTS: Must have and maintain a valid driver's license, vehicle insurance, and driving record in compliance with Company policy ESSENTIAL FUNCTIONS: Use standard office equipment, including: computer, phone, copier/scanner, etc. Be stationary for periods of time Relocate up to (25) pounds Travel to and from associations and/or offsite meetings SUPERVISES OTHERS? IF SO, LIST: None SCHEDULE & TRAVEL: Monday-Friday from approx. 8:00 am-5:00 pm This position may require occasional long hours, including overnight travel to meet business needs This position may require travel by motor vehicle or flight to meet position needs This position may require travel for multiple days, including overnight stays to meet position needs The Management Trust is an Equal Opportunity employer. We celebrate and support diversity. TMT reserves the right to modify this job description at any time based on business need.
Job Description Job Description The Management Trust Position Title: Reserve Analyst Location: Dallas, Austin, or Houston, TX Reporting To: Assistant Director of Central Reserves Status: Exempt, Full-Time Salary: DOE Sign-on bonus eligible COMPANY PROFILE: The Management Trust is a community association management company. We believe that building and maintaining a community takes more than just hammers and nails. It takes integrity, trust, experience, and support. Our success is based on the belief that effective management anticipates our clients' needs, not merely reacts to them. We are a company of creative and committed individuals driven by grand aspirations and are proud to be the only 100% employee-owned community management firm in the nation. Our Employee Owners are encouraged to actively participate in growing our business by helping define best practices every day. It is in this spirit that we encourage you to explore this opportunity to join The Management Trust team. EMPLOYEE OWNER POSITION PURPOSE: The Reserve Analyst is responsible for creating Reserve Study Reports for homeowner associations (HOAs) and Condominiums (Condos). The reserve study provides the community with a tool to adequately prepare for future expenses - specifically by outlining how the Board of Directors can anticipate the repair and/or replacement of major physical assets. This role requires a significant amount of independent judgement and discretion with respect to matters of significance, as it guides core fiscal management of both small and large-scale association budgets. The Analyst position allows someone with strong qualifications, specific to Reserve Studies and related business, to independently execute the processes, software and best practices of our centralized Reserve Team, and to further develop their experience. The Reserve Analyst will be assigned a group of divisions and be responsible for independently coordinate planning, processes and training in preparation for each reserve season. Understanding and driving efficient practices to meet the reserve service needs of the associations managed by each division is critical. When ready, the Reserve Analyst may be eligible to apply and test for the Professional Reserve Analyst (or comparable) certification. JOB DUTIES AND RESPONSIBILITIES: Develop meaningful relationships with internal and external clients - including Division leadership, Community Association Managers and Association Board of Directors, as needed Provide training for Reserve Specialists or other team members through job shadowing and instruction on department specific best practices, processes and work product, as needed Understand the unique history and needs of each community as they factor heavily into each reserve study Research historical data regarding previous capital expenses and current deficiencies Review current reserve fund balance and contribution rates; forecast future balances and rates based on pricing adjustments and other revenue projections Independently conduct site inspections to provide surface observations of common area elements; create inventory of these assets and record condition Independently, estimate the cost of general maintenance, repair, and replacement of various physical assets Independently, create a timeline for anticipated repairs and related needs (i.e. vendors, permits, etc.) Independently, estimate and create a 30-year funding plan for the association; present to the Board of Directors Partner with Assistant Director and assigned Division Leadership/Management teams to set pricing, timelines, and education regarding processes in preparation for each reserve season Participate in educating management teams to raise understanding of core Reserve Study concepts Lead training session(s) for critical path partners (Community Association Managers) on internal reserve study related processes Serve as a resource for the Community Association Management team, as well as other internal partners Provide direct training and support to Association Boards of Directors and management teams Other duties and special projects as assigned QUALIFICATIONS: Bachelor's degree preferred Two (2) year minimum experience in reserve studies preferred Ability to be intuitive regarding the financial needs of HOAs Strong foundation in accounting and related analysis, project management, and sales Comfortability with internal and external client communications, including Division Leadership, Community Association Managers, and association Boards of Directors Solid knowledge of Microsoft Outlook, Excel, and Word; intermediate skills a plus Proficiency/comfortability in learning other software applications Conflict resolution skills Ability to meet deadlines and address time-sensitive issues Superior multi-tasking skills Excellent written and verbal communication Ability to provide high-level customer service with astute attention to detail and organization Must be a team player Ability to manage workflow amid shifting priorities Willing to learn Company process and procedures, and learn/use enterprise software systems Adaptable and dependable with a solid attendance record Professional and respectful demeanor with all internal and external customers at all times Strong analytical, organizational, and problem-solving skills Work independently, with little direction, and as part of a team Ability to exercise considerable judgement, maintain confidentiality, and act with diplomacy and tact at all times SPECIAL POSITION REQUIREMENTS: Must have and maintain a valid driver's license, vehicle insurance, and driving record in compliance with Company policy ESSENTIAL FUNCTIONS: Use standard office equipment, including: computer, phone, copier/scanner, etc. Be stationary for periods of time Relocate up to (25) pounds Travel to and from associations and/or offsite meetings SUPERVISES OTHERS? IF SO, LIST: None SCHEDULE & TRAVEL: Monday-Friday from approx. 8:00 am-5:00 pm This position may require occasional long hours, including overnight travel to meet business needs This position may require travel by motor vehicle or flight to meet position needs This position may require travel for multiple days, including overnight stays to meet position needs The Management Trust is an Equal Opportunity employer. We celebrate and support diversity. TMT reserves the right to modify this job description at any time based on business need.
09/17/2026
Full time
Job Description Job Description The Management Trust Position Title: Reserve Analyst Location: Dallas, Austin, or Houston, TX Reporting To: Assistant Director of Central Reserves Status: Exempt, Full-Time Salary: DOE Sign-on bonus eligible COMPANY PROFILE: The Management Trust is a community association management company. We believe that building and maintaining a community takes more than just hammers and nails. It takes integrity, trust, experience, and support. Our success is based on the belief that effective management anticipates our clients' needs, not merely reacts to them. We are a company of creative and committed individuals driven by grand aspirations and are proud to be the only 100% employee-owned community management firm in the nation. Our Employee Owners are encouraged to actively participate in growing our business by helping define best practices every day. It is in this spirit that we encourage you to explore this opportunity to join The Management Trust team. EMPLOYEE OWNER POSITION PURPOSE: The Reserve Analyst is responsible for creating Reserve Study Reports for homeowner associations (HOAs) and Condominiums (Condos). The reserve study provides the community with a tool to adequately prepare for future expenses - specifically by outlining how the Board of Directors can anticipate the repair and/or replacement of major physical assets. This role requires a significant amount of independent judgement and discretion with respect to matters of significance, as it guides core fiscal management of both small and large-scale association budgets. The Analyst position allows someone with strong qualifications, specific to Reserve Studies and related business, to independently execute the processes, software and best practices of our centralized Reserve Team, and to further develop their experience. The Reserve Analyst will be assigned a group of divisions and be responsible for independently coordinate planning, processes and training in preparation for each reserve season. Understanding and driving efficient practices to meet the reserve service needs of the associations managed by each division is critical. When ready, the Reserve Analyst may be eligible to apply and test for the Professional Reserve Analyst (or comparable) certification. JOB DUTIES AND RESPONSIBILITIES: Develop meaningful relationships with internal and external clients - including Division leadership, Community Association Managers and Association Board of Directors, as needed Provide training for Reserve Specialists or other team members through job shadowing and instruction on department specific best practices, processes and work product, as needed Understand the unique history and needs of each community as they factor heavily into each reserve study Research historical data regarding previous capital expenses and current deficiencies Review current reserve fund balance and contribution rates; forecast future balances and rates based on pricing adjustments and other revenue projections Independently conduct site inspections to provide surface observations of common area elements; create inventory of these assets and record condition Independently, estimate the cost of general maintenance, repair, and replacement of various physical assets Independently, create a timeline for anticipated repairs and related needs (i.e. vendors, permits, etc.) Independently, estimate and create a 30-year funding plan for the association; present to the Board of Directors Partner with Assistant Director and assigned Division Leadership/Management teams to set pricing, timelines, and education regarding processes in preparation for each reserve season Participate in educating management teams to raise understanding of core Reserve Study concepts Lead training session(s) for critical path partners (Community Association Managers) on internal reserve study related processes Serve as a resource for the Community Association Management team, as well as other internal partners Provide direct training and support to Association Boards of Directors and management teams Other duties and special projects as assigned QUALIFICATIONS: Bachelor's degree preferred Two (2) year minimum experience in reserve studies preferred Ability to be intuitive regarding the financial needs of HOAs Strong foundation in accounting and related analysis, project management, and sales Comfortability with internal and external client communications, including Division Leadership, Community Association Managers, and association Boards of Directors Solid knowledge of Microsoft Outlook, Excel, and Word; intermediate skills a plus Proficiency/comfortability in learning other software applications Conflict resolution skills Ability to meet deadlines and address time-sensitive issues Superior multi-tasking skills Excellent written and verbal communication Ability to provide high-level customer service with astute attention to detail and organization Must be a team player Ability to manage workflow amid shifting priorities Willing to learn Company process and procedures, and learn/use enterprise software systems Adaptable and dependable with a solid attendance record Professional and respectful demeanor with all internal and external customers at all times Strong analytical, organizational, and problem-solving skills Work independently, with little direction, and as part of a team Ability to exercise considerable judgement, maintain confidentiality, and act with diplomacy and tact at all times SPECIAL POSITION REQUIREMENTS: Must have and maintain a valid driver's license, vehicle insurance, and driving record in compliance with Company policy ESSENTIAL FUNCTIONS: Use standard office equipment, including: computer, phone, copier/scanner, etc. Be stationary for periods of time Relocate up to (25) pounds Travel to and from associations and/or offsite meetings SUPERVISES OTHERS? IF SO, LIST: None SCHEDULE & TRAVEL: Monday-Friday from approx. 8:00 am-5:00 pm This position may require occasional long hours, including overnight travel to meet business needs This position may require travel by motor vehicle or flight to meet position needs This position may require travel for multiple days, including overnight stays to meet position needs The Management Trust is an Equal Opportunity employer. We celebrate and support diversity. TMT reserves the right to modify this job description at any time based on business need.
Job Description Job Description The Management Trust Position Title: Reserve Analyst Location: St. George and Lindon, UT Reporting To: Assistant Director of Central Reserves Status: Exempt, Full-Time Salary: DOE Sign-on bonus eligible COMPANY PROFILE: The Management Trust is a community association management company. We believe that building and maintaining a community takes more than just hammers and nails. It takes integrity, trust, experience, and support. Our success is based on the belief that effective management anticipates our clients' needs, not merely reacts to them. We are a company of creative and committed individuals driven by grand aspirations and are proud to be the only 100% employee-owned community management firm in the nation. Our Employee Owners are encouraged to actively participate in growing our business by helping define best practices every day. It is in this spirit that we encourage you to explore this opportunity to join The Management Trust team. EMPLOYEE OWNER POSITION PURPOSE: The Reserve Analyst is responsible for creating Reserve Study Reports for homeowner associations (HOAs) and Condominiums (Condos). The reserve study provides the community with a tool to adequately prepare for future expenses - specifically by outlining how the Board of Directors can anticipate the repair and/or replacement of major physical assets. This role requires a significant amount of independent judgement and discretion with respect to matters of significance, as it guides core fiscal management of both small and large-scale association budgets. The Analyst position allows someone with strong qualifications, specific to Reserve Studies and related business, to independently execute the processes, software and best practices of our centralized Reserve Team, and to further develop their experience. The Reserve Analyst will be assigned a group of divisions and be responsible for independently coordinate planning, processes and training in preparation for each reserve season. Understanding and driving efficient practices to meet the reserve service needs of the associations managed by each division is critical. When ready, the Reserve Analyst may be eligible to apply and test for the Professional Reserve Analyst (or comparable) certification. JOB DUTIES AND RESPONSIBILITIES: Develop meaningful relationships with internal and external clients - including Division leadership, Community Association Managers and Association Board of Directors, as needed Provide training for Reserve Specialists or other team members through job shadowing and instruction on department specific best practices, processes and work product, as needed Understand the unique history and needs of each community as they factor heavily into each reserve study Research historical data regarding previous capital expenses and current deficiencies Review current reserve fund balance and contribution rates; forecast future balances and rates based on pricing adjustments and other revenue projections Independently conduct site inspections to provide surface observations of common area elements; create inventory of these assets and record condition Independently, estimate the cost of general maintenance, repair, and replacement of various physical assets Independently, create a timeline for anticipated repairs and related needs (i.e. vendors, permits, etc.) Independently, estimate and create a 30-year funding plan for the association; present to the Board of Directors Partner with Assistant Director and assigned Division Leadership/Management teams to set pricing, timelines, and education regarding processes in preparation for each reserve season Participate in educating management teams to raise understanding of core Reserve Study concepts Lead training session(s) for critical path partners (Community Association Managers) on internal reserve study related processes Serve as a resource for the Community Association Management team, as well as other internal partners Provide direct training and support to Association Boards of Directors and management teams Other duties and special projects as assigned QUALIFICATIONS: Bachelor's degree preferred Two (2) year minimum experience in reserve studies preferred Ability to be intuitive regarding the financial needs of HOAs Strong foundation in accounting and related analysis, project management, and sales Comfortability with internal and external client communications, including Division Leadership, Community Association Managers, and association Boards of Directors Solid knowledge of Microsoft Outlook, Excel, and Word; intermediate skills a plus Proficiency/comfortability in learning other software applications Conflict resolution skills Ability to meet deadlines and address time-sensitive issues Superior multi-tasking skills Excellent written and verbal communication Ability to provide high-level customer service with astute attention to detail and organization Must be a team player Ability to manage workflow amid shifting priorities Willing to learn Company process and procedures, and learn/use enterprise software systems Adaptable and dependable with a solid attendance record Professional and respectful demeanor with all internal and external customers at all times Strong analytical, organizational, and problem-solving skills Work independently, with little direction, and as part of a team Ability to exercise considerable judgement, maintain confidentiality, and act with diplomacy and tact at all times SPECIAL POSITION REQUIREMENTS: Must have and maintain a valid driver's license, vehicle insurance, and driving record in compliance with Company policy ESSENTIAL FUNCTIONS: Use standard office equipment, including: computer, phone, copier/scanner, etc. Be stationary for periods of time Relocate up to (25) pounds Travel to and from associations and/or offsite meetings SUPERVISES OTHERS? IF SO, LIST: None SCHEDULE & TRAVEL: Monday-Friday from approx. 8:00 am-5:00 pm This position may require occasional long hours, including overnight travel to meet business needs This position may require travel by motor vehicle or flight to meet position needs This position may require travel for multiple days, including overnight stays to meet position needs The Management Trust is an Equal Opportunity employer. We celebrate and support diversity. TMT reserves the right to modify this job description at any time based on business need.
09/17/2026
Full time
Job Description Job Description The Management Trust Position Title: Reserve Analyst Location: St. George and Lindon, UT Reporting To: Assistant Director of Central Reserves Status: Exempt, Full-Time Salary: DOE Sign-on bonus eligible COMPANY PROFILE: The Management Trust is a community association management company. We believe that building and maintaining a community takes more than just hammers and nails. It takes integrity, trust, experience, and support. Our success is based on the belief that effective management anticipates our clients' needs, not merely reacts to them. We are a company of creative and committed individuals driven by grand aspirations and are proud to be the only 100% employee-owned community management firm in the nation. Our Employee Owners are encouraged to actively participate in growing our business by helping define best practices every day. It is in this spirit that we encourage you to explore this opportunity to join The Management Trust team. EMPLOYEE OWNER POSITION PURPOSE: The Reserve Analyst is responsible for creating Reserve Study Reports for homeowner associations (HOAs) and Condominiums (Condos). The reserve study provides the community with a tool to adequately prepare for future expenses - specifically by outlining how the Board of Directors can anticipate the repair and/or replacement of major physical assets. This role requires a significant amount of independent judgement and discretion with respect to matters of significance, as it guides core fiscal management of both small and large-scale association budgets. The Analyst position allows someone with strong qualifications, specific to Reserve Studies and related business, to independently execute the processes, software and best practices of our centralized Reserve Team, and to further develop their experience. The Reserve Analyst will be assigned a group of divisions and be responsible for independently coordinate planning, processes and training in preparation for each reserve season. Understanding and driving efficient practices to meet the reserve service needs of the associations managed by each division is critical. When ready, the Reserve Analyst may be eligible to apply and test for the Professional Reserve Analyst (or comparable) certification. JOB DUTIES AND RESPONSIBILITIES: Develop meaningful relationships with internal and external clients - including Division leadership, Community Association Managers and Association Board of Directors, as needed Provide training for Reserve Specialists or other team members through job shadowing and instruction on department specific best practices, processes and work product, as needed Understand the unique history and needs of each community as they factor heavily into each reserve study Research historical data regarding previous capital expenses and current deficiencies Review current reserve fund balance and contribution rates; forecast future balances and rates based on pricing adjustments and other revenue projections Independently conduct site inspections to provide surface observations of common area elements; create inventory of these assets and record condition Independently, estimate the cost of general maintenance, repair, and replacement of various physical assets Independently, create a timeline for anticipated repairs and related needs (i.e. vendors, permits, etc.) Independently, estimate and create a 30-year funding plan for the association; present to the Board of Directors Partner with Assistant Director and assigned Division Leadership/Management teams to set pricing, timelines, and education regarding processes in preparation for each reserve season Participate in educating management teams to raise understanding of core Reserve Study concepts Lead training session(s) for critical path partners (Community Association Managers) on internal reserve study related processes Serve as a resource for the Community Association Management team, as well as other internal partners Provide direct training and support to Association Boards of Directors and management teams Other duties and special projects as assigned QUALIFICATIONS: Bachelor's degree preferred Two (2) year minimum experience in reserve studies preferred Ability to be intuitive regarding the financial needs of HOAs Strong foundation in accounting and related analysis, project management, and sales Comfortability with internal and external client communications, including Division Leadership, Community Association Managers, and association Boards of Directors Solid knowledge of Microsoft Outlook, Excel, and Word; intermediate skills a plus Proficiency/comfortability in learning other software applications Conflict resolution skills Ability to meet deadlines and address time-sensitive issues Superior multi-tasking skills Excellent written and verbal communication Ability to provide high-level customer service with astute attention to detail and organization Must be a team player Ability to manage workflow amid shifting priorities Willing to learn Company process and procedures, and learn/use enterprise software systems Adaptable and dependable with a solid attendance record Professional and respectful demeanor with all internal and external customers at all times Strong analytical, organizational, and problem-solving skills Work independently, with little direction, and as part of a team Ability to exercise considerable judgement, maintain confidentiality, and act with diplomacy and tact at all times SPECIAL POSITION REQUIREMENTS: Must have and maintain a valid driver's license, vehicle insurance, and driving record in compliance with Company policy ESSENTIAL FUNCTIONS: Use standard office equipment, including: computer, phone, copier/scanner, etc. Be stationary for periods of time Relocate up to (25) pounds Travel to and from associations and/or offsite meetings SUPERVISES OTHERS? IF SO, LIST: None SCHEDULE & TRAVEL: Monday-Friday from approx. 8:00 am-5:00 pm This position may require occasional long hours, including overnight travel to meet business needs This position may require travel by motor vehicle or flight to meet position needs This position may require travel for multiple days, including overnight stays to meet position needs The Management Trust is an Equal Opportunity employer. We celebrate and support diversity. TMT reserves the right to modify this job description at any time based on business need.
The Management Association, Inc.
Lompoc, California
Job Description Job Description The Management Trust Position Title: Reserve Analyst Location: Santa Maria, Lompoc, or San Luis Obispo, CA Reporting To: Assistant Director of Central Reserves Status: Exempt, Full-Time Salary: $75,000 - $85,000/Annually DOE COMPANY PROFILE: The Management Trust is a community association management company. We believe that building and maintaining a community takes more than just hammers and nails. It takes integrity, trust, experience, and support. Our success is based on the belief that effective management anticipates our clients' needs, not merely reacts to them. We are a company of creative and committed individuals driven by grand aspirations and are proud to be the only 100% employee-owned community management firm in the nation. Our Employee Owners are encouraged to actively participate in growing our business by helping define best practices every day. It is in this spirit that we encourage you to explore this opportunity to join The Management Trust team. EMPLOYEE OWNER POSITION PURPOSE: The Reserve Analyst is responsible for creating Reserve Study Reports for homeowner associations (HOAs) and Condominiums (Condos). The reserve study provides the community with a tool to adequately prepare for future expenses - specifically by outlining how the Board of Directors can anticipate the repair and/or replacement of major physical assets. This role requires a significant amount of independent judgement and discretion with respect to matters of significance, as it guides core fiscal management of both small and large-scale association budgets. The Analyst position allows someone with strong qualifications, specific to Reserve Studies and related business, to independently execute the processes, software and best practices of our centralized Reserve Team, and to further develop their experience. The Reserve Analyst will be assigned a group of divisions and be responsible for independently coordinate planning, processes and training in preparation for each reserve season. Understanding and driving efficient practices to meet the reserve service needs of the associations managed by each division is critical. When ready, the Reserve Analyst may be eligible to apply and test for the Professional Reserve Analyst (or comparable) certification. JOB DUTIES AND RESPONSIBILITIES: Develop meaningful relationships with internal and external clients - including Division leadership, Community Association Managers and Association Board of Directors, as needed Provide training for Reserve Specialists or other team members through job shadowing and instruction on department specific best practices, processes and work product, as needed Understand the unique history and needs of each community as they factor heavily into each reserve study Research historical data regarding previous capital expenses and current deficiencies Review current reserve fund balance and contribution rates; forecast future balances and rates based on pricing adjustments and other revenue projections Independently conduct site inspections to provide surface observations of common area elements; create inventory of these assets and record condition Independently, estimate the cost of general maintenance, repair, and replacement of various physical assets Independently, create a timeline for anticipated repairs and related needs (i.e. vendors, permits, etc.) Independently, estimate and create a 30-year funding plan for the association; present to the Board of Directors Partner with Assistant Director and assigned Division Leadership/Management teams to set pricing, timelines, and education regarding processes in preparation for each reserve season Participate in educating management teams to raise understanding of core Reserve Study concepts Lead training session(s) for critical path partners (Community Association Managers) on internal reserve study related processes Serve as a resource for the Community Association Management team, as well as other internal partners Provide direct training and support to Association Boards of Directors and management teams Other duties and special projects as assigned QUALIFICATIONS: Bachelor's degree preferred Two (2) year minimum experience in reserve studies preferred Ability to be intuitive regarding the financial needs of HOAs Strong foundation in accounting and related analysis, project management, and sales Comfortability with internal and external client communications, including Division Leadership, Community Association Managers, and association Boards of Directors Solid knowledge of Microsoft Outlook, Excel, and Word; intermediate skills a plus Proficiency/comfortability in learning other software applications Conflict resolution skills Ability to meet deadlines and address time-sensitive issues Superior multi-tasking skills Excellent written and verbal communication Ability to provide high-level customer service with astute attention to detail and organization Must be a team player Ability to manage workflow amid shifting priorities Willing to learn Company process and procedures, and learn/use enterprise software systems Adaptable and dependable with a solid attendance record Professional and respectful demeanor with all internal and external customers at all times Strong analytical, organizational, and problem-solving skills Work independently, with little direction, and as part of a team Ability to exercise considerable judgement, maintain confidentiality, and act with diplomacy and tact at all times SPECIAL POSITION REQUIREMENTS: Must have and maintain a valid driver's license, vehicle insurance, and driving record in compliance with Company policy ESSENTIAL FUNCTIONS: Use standard office equipment, including: computer, phone, copier/scanner, etc. Be stationary for periods of time Relocate up to (25) pounds Travel to and from associations and/or offsite meetings SUPERVISES OTHERS? IF SO, LIST: None SCHEDULE & TRAVEL: Monday-Friday from approx. 8:00 am-5:00 pm This position may require occasional long hours, including overnight travel to meet business needs This position may require travel by motor vehicle or flight to meet position needs This position may require travel for multiple days, including overnight stays to meet position needs The Management Trust is an Equal Opportunity employer. We celebrate and support diversity. TMT reserves the right to modify this job description at any time based on business need.
09/17/2026
Full time
Job Description Job Description The Management Trust Position Title: Reserve Analyst Location: Santa Maria, Lompoc, or San Luis Obispo, CA Reporting To: Assistant Director of Central Reserves Status: Exempt, Full-Time Salary: $75,000 - $85,000/Annually DOE COMPANY PROFILE: The Management Trust is a community association management company. We believe that building and maintaining a community takes more than just hammers and nails. It takes integrity, trust, experience, and support. Our success is based on the belief that effective management anticipates our clients' needs, not merely reacts to them. We are a company of creative and committed individuals driven by grand aspirations and are proud to be the only 100% employee-owned community management firm in the nation. Our Employee Owners are encouraged to actively participate in growing our business by helping define best practices every day. It is in this spirit that we encourage you to explore this opportunity to join The Management Trust team. EMPLOYEE OWNER POSITION PURPOSE: The Reserve Analyst is responsible for creating Reserve Study Reports for homeowner associations (HOAs) and Condominiums (Condos). The reserve study provides the community with a tool to adequately prepare for future expenses - specifically by outlining how the Board of Directors can anticipate the repair and/or replacement of major physical assets. This role requires a significant amount of independent judgement and discretion with respect to matters of significance, as it guides core fiscal management of both small and large-scale association budgets. The Analyst position allows someone with strong qualifications, specific to Reserve Studies and related business, to independently execute the processes, software and best practices of our centralized Reserve Team, and to further develop their experience. The Reserve Analyst will be assigned a group of divisions and be responsible for independently coordinate planning, processes and training in preparation for each reserve season. Understanding and driving efficient practices to meet the reserve service needs of the associations managed by each division is critical. When ready, the Reserve Analyst may be eligible to apply and test for the Professional Reserve Analyst (or comparable) certification. JOB DUTIES AND RESPONSIBILITIES: Develop meaningful relationships with internal and external clients - including Division leadership, Community Association Managers and Association Board of Directors, as needed Provide training for Reserve Specialists or other team members through job shadowing and instruction on department specific best practices, processes and work product, as needed Understand the unique history and needs of each community as they factor heavily into each reserve study Research historical data regarding previous capital expenses and current deficiencies Review current reserve fund balance and contribution rates; forecast future balances and rates based on pricing adjustments and other revenue projections Independently conduct site inspections to provide surface observations of common area elements; create inventory of these assets and record condition Independently, estimate the cost of general maintenance, repair, and replacement of various physical assets Independently, create a timeline for anticipated repairs and related needs (i.e. vendors, permits, etc.) Independently, estimate and create a 30-year funding plan for the association; present to the Board of Directors Partner with Assistant Director and assigned Division Leadership/Management teams to set pricing, timelines, and education regarding processes in preparation for each reserve season Participate in educating management teams to raise understanding of core Reserve Study concepts Lead training session(s) for critical path partners (Community Association Managers) on internal reserve study related processes Serve as a resource for the Community Association Management team, as well as other internal partners Provide direct training and support to Association Boards of Directors and management teams Other duties and special projects as assigned QUALIFICATIONS: Bachelor's degree preferred Two (2) year minimum experience in reserve studies preferred Ability to be intuitive regarding the financial needs of HOAs Strong foundation in accounting and related analysis, project management, and sales Comfortability with internal and external client communications, including Division Leadership, Community Association Managers, and association Boards of Directors Solid knowledge of Microsoft Outlook, Excel, and Word; intermediate skills a plus Proficiency/comfortability in learning other software applications Conflict resolution skills Ability to meet deadlines and address time-sensitive issues Superior multi-tasking skills Excellent written and verbal communication Ability to provide high-level customer service with astute attention to detail and organization Must be a team player Ability to manage workflow amid shifting priorities Willing to learn Company process and procedures, and learn/use enterprise software systems Adaptable and dependable with a solid attendance record Professional and respectful demeanor with all internal and external customers at all times Strong analytical, organizational, and problem-solving skills Work independently, with little direction, and as part of a team Ability to exercise considerable judgement, maintain confidentiality, and act with diplomacy and tact at all times SPECIAL POSITION REQUIREMENTS: Must have and maintain a valid driver's license, vehicle insurance, and driving record in compliance with Company policy ESSENTIAL FUNCTIONS: Use standard office equipment, including: computer, phone, copier/scanner, etc. Be stationary for periods of time Relocate up to (25) pounds Travel to and from associations and/or offsite meetings SUPERVISES OTHERS? IF SO, LIST: None SCHEDULE & TRAVEL: Monday-Friday from approx. 8:00 am-5:00 pm This position may require occasional long hours, including overnight travel to meet business needs This position may require travel by motor vehicle or flight to meet position needs This position may require travel for multiple days, including overnight stays to meet position needs The Management Trust is an Equal Opportunity employer. We celebrate and support diversity. TMT reserves the right to modify this job description at any time based on business need.
The Management Association, Inc.
Las Vegas, Nevada
Job Description Job Description The Management Trust Position Title: Reserve Analyst Location: Las Vegas, NV Reporting To: Assistant Director of Central Reserves Status: Exempt, Full-Time Salary: DOE Sign-on bonus eligible COMPANY PROFILE: The Management Trust is a community association management company. We believe that building and maintaining a community takes more than just hammers and nails. It takes integrity, trust, experience, and support. Our success is based on the belief that effective management anticipates our clients' needs, not merely reacts to them. We are a company of creative and committed individuals driven by grand aspirations and are proud to be the only 100% employee-owned community management firm in the nation. Our Employee Owners are encouraged to actively participate in growing our business by helping define best practices every day. It is in this spirit that we encourage you to explore this opportunity to join The Management Trust team. EMPLOYEE OWNER POSITION PURPOSE: The Reserve Analyst is responsible for creating Reserve Study Reports for homeowner associations (HOAs) and Condominiums (Condos). The reserve study provides the community with a tool to adequately prepare for future expenses - specifically by outlining how the Board of Directors can anticipate the repair and/or replacement of major physical assets. This role requires a significant amount of independent judgement and discretion with respect to matters of significance, as it guides core fiscal management of both small and large-scale association budgets. The Analyst position allows someone with strong qualifications, specific to Reserve Studies and related business, to independently execute the processes, software and best practices of our centralized Reserve Team, and to further develop their experience. The Reserve Analyst will be assigned a group of divisions and be responsible for independently coordinate planning, processes and training in preparation for each reserve season. Understanding and driving efficient practices to meet the reserve service needs of the associations managed by each division is critical. When ready, the Reserve Analyst may be eligible to apply and test for the Professional Reserve Analyst (or comparable) certification. JOB DUTIES AND RESPONSIBILITIES: Develop meaningful relationships with internal and external clients - including Division leadership, Community Association Managers and Association Board of Directors, as needed Provide training for Reserve Specialists or other team members through job shadowing and instruction on department specific best practices, processes and work product, as needed Understand the unique history and needs of each community as they factor heavily into each reserve study Research historical data regarding previous capital expenses and current deficiencies Review current reserve fund balance and contribution rates; forecast future balances and rates based on pricing adjustments and other revenue projections Independently conduct site inspections to provide surface observations of common area elements; create inventory of these assets and record condition Independently, estimate the cost of general maintenance, repair, and replacement of various physical assets Independently, create a timeline for anticipated repairs and related needs (i.e. vendors, permits, etc.) Independently, estimate and create a 30-year funding plan for the association; present to the Board of Directors Partner with Assistant Director and assigned Division Leadership/Management teams to set pricing, timelines, and education regarding processes in preparation for each reserve season Participate in educating management teams to raise understanding of core Reserve Study concepts Lead training session(s) for critical path partners (Community Association Managers) on internal reserve study related processes Serve as a resource for the Community Association Management team, as well as other internal partners Provide direct training and support to Association Boards of Directors and management teams Other duties and special projects as assigned QUALIFICATIONS: Bachelor's degree preferred Two (2) year minimum experience in reserve studies preferred Ability to be intuitive regarding the financial needs of HOAs Strong foundation in accounting and related analysis, project management, and sales Comfortability with internal and external client communications, including Division Leadership, Community Association Managers, and association Boards of Directors Solid knowledge of Microsoft Outlook, Excel, and Word; intermediate skills a plus Proficiency/comfortability in learning other software applications Conflict resolution skills Ability to meet deadlines and address time-sensitive issues Superior multi-tasking skills Excellent written and verbal communication Ability to provide high-level customer service with astute attention to detail and organization Must be a team player Ability to manage workflow amid shifting priorities Willing to learn Company process and procedures, and learn/use enterprise software systems Adaptable and dependable with a solid attendance record Professional and respectful demeanor with all internal and external customers at all times Strong analytical, organizational, and problem-solving skills Work independently, with little direction, and as part of a team Ability to exercise considerable judgement, maintain confidentiality, and act with diplomacy and tact at all times SPECIAL POSITION REQUIREMENTS: Must have and maintain a valid driver's license, vehicle insurance, and driving record in compliance with Company policy ESSENTIAL FUNCTIONS: Use standard office equipment, including: computer, phone, copier/scanner, etc. Be stationary for periods of time Relocate up to (25) pounds Travel to and from associations and/or offsite meetings SUPERVISES OTHERS? IF SO, LIST: None SCHEDULE & TRAVEL: Monday-Friday from approx. 8:00 am-5:00 pm This position may require occasional long hours, including overnight travel to meet business needs This position may require travel by motor vehicle or flight to meet position needs This position may require travel for multiple days, including overnight stays to meet position needs The Management Trust is an Equal Opportunity employer. We celebrate and support diversity. TMT reserves the right to modify this job description at any time based on business need.
09/17/2026
Full time
Job Description Job Description The Management Trust Position Title: Reserve Analyst Location: Las Vegas, NV Reporting To: Assistant Director of Central Reserves Status: Exempt, Full-Time Salary: DOE Sign-on bonus eligible COMPANY PROFILE: The Management Trust is a community association management company. We believe that building and maintaining a community takes more than just hammers and nails. It takes integrity, trust, experience, and support. Our success is based on the belief that effective management anticipates our clients' needs, not merely reacts to them. We are a company of creative and committed individuals driven by grand aspirations and are proud to be the only 100% employee-owned community management firm in the nation. Our Employee Owners are encouraged to actively participate in growing our business by helping define best practices every day. It is in this spirit that we encourage you to explore this opportunity to join The Management Trust team. EMPLOYEE OWNER POSITION PURPOSE: The Reserve Analyst is responsible for creating Reserve Study Reports for homeowner associations (HOAs) and Condominiums (Condos). The reserve study provides the community with a tool to adequately prepare for future expenses - specifically by outlining how the Board of Directors can anticipate the repair and/or replacement of major physical assets. This role requires a significant amount of independent judgement and discretion with respect to matters of significance, as it guides core fiscal management of both small and large-scale association budgets. The Analyst position allows someone with strong qualifications, specific to Reserve Studies and related business, to independently execute the processes, software and best practices of our centralized Reserve Team, and to further develop their experience. The Reserve Analyst will be assigned a group of divisions and be responsible for independently coordinate planning, processes and training in preparation for each reserve season. Understanding and driving efficient practices to meet the reserve service needs of the associations managed by each division is critical. When ready, the Reserve Analyst may be eligible to apply and test for the Professional Reserve Analyst (or comparable) certification. JOB DUTIES AND RESPONSIBILITIES: Develop meaningful relationships with internal and external clients - including Division leadership, Community Association Managers and Association Board of Directors, as needed Provide training for Reserve Specialists or other team members through job shadowing and instruction on department specific best practices, processes and work product, as needed Understand the unique history and needs of each community as they factor heavily into each reserve study Research historical data regarding previous capital expenses and current deficiencies Review current reserve fund balance and contribution rates; forecast future balances and rates based on pricing adjustments and other revenue projections Independently conduct site inspections to provide surface observations of common area elements; create inventory of these assets and record condition Independently, estimate the cost of general maintenance, repair, and replacement of various physical assets Independently, create a timeline for anticipated repairs and related needs (i.e. vendors, permits, etc.) Independently, estimate and create a 30-year funding plan for the association; present to the Board of Directors Partner with Assistant Director and assigned Division Leadership/Management teams to set pricing, timelines, and education regarding processes in preparation for each reserve season Participate in educating management teams to raise understanding of core Reserve Study concepts Lead training session(s) for critical path partners (Community Association Managers) on internal reserve study related processes Serve as a resource for the Community Association Management team, as well as other internal partners Provide direct training and support to Association Boards of Directors and management teams Other duties and special projects as assigned QUALIFICATIONS: Bachelor's degree preferred Two (2) year minimum experience in reserve studies preferred Ability to be intuitive regarding the financial needs of HOAs Strong foundation in accounting and related analysis, project management, and sales Comfortability with internal and external client communications, including Division Leadership, Community Association Managers, and association Boards of Directors Solid knowledge of Microsoft Outlook, Excel, and Word; intermediate skills a plus Proficiency/comfortability in learning other software applications Conflict resolution skills Ability to meet deadlines and address time-sensitive issues Superior multi-tasking skills Excellent written and verbal communication Ability to provide high-level customer service with astute attention to detail and organization Must be a team player Ability to manage workflow amid shifting priorities Willing to learn Company process and procedures, and learn/use enterprise software systems Adaptable and dependable with a solid attendance record Professional and respectful demeanor with all internal and external customers at all times Strong analytical, organizational, and problem-solving skills Work independently, with little direction, and as part of a team Ability to exercise considerable judgement, maintain confidentiality, and act with diplomacy and tact at all times SPECIAL POSITION REQUIREMENTS: Must have and maintain a valid driver's license, vehicle insurance, and driving record in compliance with Company policy ESSENTIAL FUNCTIONS: Use standard office equipment, including: computer, phone, copier/scanner, etc. Be stationary for periods of time Relocate up to (25) pounds Travel to and from associations and/or offsite meetings SUPERVISES OTHERS? IF SO, LIST: None SCHEDULE & TRAVEL: Monday-Friday from approx. 8:00 am-5:00 pm This position may require occasional long hours, including overnight travel to meet business needs This position may require travel by motor vehicle or flight to meet position needs This position may require travel for multiple days, including overnight stays to meet position needs The Management Trust is an Equal Opportunity employer. We celebrate and support diversity. TMT reserves the right to modify this job description at any time based on business need.
Job Description Job Description The Management Trust Position Title: Reserve Analyst Location: Dallas, Austin, or Houston, TX Reporting To: Assistant Director of Central Reserves Status: Exempt, Full-Time Salary: DOE Sign-on bonus eligible COMPANY PROFILE: The Management Trust is a community association management company. We believe that building and maintaining a community takes more than just hammers and nails. It takes integrity, trust, experience, and support. Our success is based on the belief that effective management anticipates our clients' needs, not merely reacts to them. We are a company of creative and committed individuals driven by grand aspirations and are proud to be the only 100% employee-owned community management firm in the nation. Our Employee Owners are encouraged to actively participate in growing our business by helping define best practices every day. It is in this spirit that we encourage you to explore this opportunity to join The Management Trust team. EMPLOYEE OWNER POSITION PURPOSE: The Reserve Analyst is responsible for creating Reserve Study Reports for homeowner associations (HOAs) and Condominiums (Condos). The reserve study provides the community with a tool to adequately prepare for future expenses - specifically by outlining how the Board of Directors can anticipate the repair and/or replacement of major physical assets. This role requires a significant amount of independent judgement and discretion with respect to matters of significance, as it guides core fiscal management of both small and large-scale association budgets. The Analyst position allows someone with strong qualifications, specific to Reserve Studies and related business, to independently execute the processes, software and best practices of our centralized Reserve Team, and to further develop their experience. The Reserve Analyst will be assigned a group of divisions and be responsible for independently coordinate planning, processes and training in preparation for each reserve season. Understanding and driving efficient practices to meet the reserve service needs of the associations managed by each division is critical. When ready, the Reserve Analyst may be eligible to apply and test for the Professional Reserve Analyst (or comparable) certification. JOB DUTIES AND RESPONSIBILITIES: Develop meaningful relationships with internal and external clients - including Division leadership, Community Association Managers and Association Board of Directors, as needed Provide training for Reserve Specialists or other team members through job shadowing and instruction on department specific best practices, processes and work product, as needed Understand the unique history and needs of each community as they factor heavily into each reserve study Research historical data regarding previous capital expenses and current deficiencies Review current reserve fund balance and contribution rates; forecast future balances and rates based on pricing adjustments and other revenue projections Independently conduct site inspections to provide surface observations of common area elements; create inventory of these assets and record condition Independently, estimate the cost of general maintenance, repair, and replacement of various physical assets Independently, create a timeline for anticipated repairs and related needs (i.e. vendors, permits, etc.) Independently, estimate and create a 30-year funding plan for the association; present to the Board of Directors Partner with Assistant Director and assigned Division Leadership/Management teams to set pricing, timelines, and education regarding processes in preparation for each reserve season Participate in educating management teams to raise understanding of core Reserve Study concepts Lead training session(s) for critical path partners (Community Association Managers) on internal reserve study related processes Serve as a resource for the Community Association Management team, as well as other internal partners Provide direct training and support to Association Boards of Directors and management teams Other duties and special projects as assigned QUALIFICATIONS: Bachelor's degree preferred Two (2) year minimum experience in reserve studies preferred Ability to be intuitive regarding the financial needs of HOAs Strong foundation in accounting and related analysis, project management, and sales Comfortability with internal and external client communications, including Division Leadership, Community Association Managers, and association Boards of Directors Solid knowledge of Microsoft Outlook, Excel, and Word; intermediate skills a plus Proficiency/comfortability in learning other software applications Conflict resolution skills Ability to meet deadlines and address time-sensitive issues Superior multi-tasking skills Excellent written and verbal communication Ability to provide high-level customer service with astute attention to detail and organization Must be a team player Ability to manage workflow amid shifting priorities Willing to learn Company process and procedures, and learn/use enterprise software systems Adaptable and dependable with a solid attendance record Professional and respectful demeanor with all internal and external customers at all times Strong analytical, organizational, and problem-solving skills Work independently, with little direction, and as part of a team Ability to exercise considerable judgement, maintain confidentiality, and act with diplomacy and tact at all times SPECIAL POSITION REQUIREMENTS: Must have and maintain a valid driver's license, vehicle insurance, and driving record in compliance with Company policy ESSENTIAL FUNCTIONS: Use standard office equipment, including: computer, phone, copier/scanner, etc. Be stationary for periods of time Relocate up to (25) pounds Travel to and from associations and/or offsite meetings SUPERVISES OTHERS? IF SO, LIST: None SCHEDULE & TRAVEL: Monday-Friday from approx. 8:00 am-5:00 pm This position may require occasional long hours, including overnight travel to meet business needs This position may require travel by motor vehicle or flight to meet position needs This position may require travel for multiple days, including overnight stays to meet position needs The Management Trust is an Equal Opportunity employer. We celebrate and support diversity. TMT reserves the right to modify this job description at any time based on business need.
09/17/2026
Full time
Job Description Job Description The Management Trust Position Title: Reserve Analyst Location: Dallas, Austin, or Houston, TX Reporting To: Assistant Director of Central Reserves Status: Exempt, Full-Time Salary: DOE Sign-on bonus eligible COMPANY PROFILE: The Management Trust is a community association management company. We believe that building and maintaining a community takes more than just hammers and nails. It takes integrity, trust, experience, and support. Our success is based on the belief that effective management anticipates our clients' needs, not merely reacts to them. We are a company of creative and committed individuals driven by grand aspirations and are proud to be the only 100% employee-owned community management firm in the nation. Our Employee Owners are encouraged to actively participate in growing our business by helping define best practices every day. It is in this spirit that we encourage you to explore this opportunity to join The Management Trust team. EMPLOYEE OWNER POSITION PURPOSE: The Reserve Analyst is responsible for creating Reserve Study Reports for homeowner associations (HOAs) and Condominiums (Condos). The reserve study provides the community with a tool to adequately prepare for future expenses - specifically by outlining how the Board of Directors can anticipate the repair and/or replacement of major physical assets. This role requires a significant amount of independent judgement and discretion with respect to matters of significance, as it guides core fiscal management of both small and large-scale association budgets. The Analyst position allows someone with strong qualifications, specific to Reserve Studies and related business, to independently execute the processes, software and best practices of our centralized Reserve Team, and to further develop their experience. The Reserve Analyst will be assigned a group of divisions and be responsible for independently coordinate planning, processes and training in preparation for each reserve season. Understanding and driving efficient practices to meet the reserve service needs of the associations managed by each division is critical. When ready, the Reserve Analyst may be eligible to apply and test for the Professional Reserve Analyst (or comparable) certification. JOB DUTIES AND RESPONSIBILITIES: Develop meaningful relationships with internal and external clients - including Division leadership, Community Association Managers and Association Board of Directors, as needed Provide training for Reserve Specialists or other team members through job shadowing and instruction on department specific best practices, processes and work product, as needed Understand the unique history and needs of each community as they factor heavily into each reserve study Research historical data regarding previous capital expenses and current deficiencies Review current reserve fund balance and contribution rates; forecast future balances and rates based on pricing adjustments and other revenue projections Independently conduct site inspections to provide surface observations of common area elements; create inventory of these assets and record condition Independently, estimate the cost of general maintenance, repair, and replacement of various physical assets Independently, create a timeline for anticipated repairs and related needs (i.e. vendors, permits, etc.) Independently, estimate and create a 30-year funding plan for the association; present to the Board of Directors Partner with Assistant Director and assigned Division Leadership/Management teams to set pricing, timelines, and education regarding processes in preparation for each reserve season Participate in educating management teams to raise understanding of core Reserve Study concepts Lead training session(s) for critical path partners (Community Association Managers) on internal reserve study related processes Serve as a resource for the Community Association Management team, as well as other internal partners Provide direct training and support to Association Boards of Directors and management teams Other duties and special projects as assigned QUALIFICATIONS: Bachelor's degree preferred Two (2) year minimum experience in reserve studies preferred Ability to be intuitive regarding the financial needs of HOAs Strong foundation in accounting and related analysis, project management, and sales Comfortability with internal and external client communications, including Division Leadership, Community Association Managers, and association Boards of Directors Solid knowledge of Microsoft Outlook, Excel, and Word; intermediate skills a plus Proficiency/comfortability in learning other software applications Conflict resolution skills Ability to meet deadlines and address time-sensitive issues Superior multi-tasking skills Excellent written and verbal communication Ability to provide high-level customer service with astute attention to detail and organization Must be a team player Ability to manage workflow amid shifting priorities Willing to learn Company process and procedures, and learn/use enterprise software systems Adaptable and dependable with a solid attendance record Professional and respectful demeanor with all internal and external customers at all times Strong analytical, organizational, and problem-solving skills Work independently, with little direction, and as part of a team Ability to exercise considerable judgement, maintain confidentiality, and act with diplomacy and tact at all times SPECIAL POSITION REQUIREMENTS: Must have and maintain a valid driver's license, vehicle insurance, and driving record in compliance with Company policy ESSENTIAL FUNCTIONS: Use standard office equipment, including: computer, phone, copier/scanner, etc. Be stationary for periods of time Relocate up to (25) pounds Travel to and from associations and/or offsite meetings SUPERVISES OTHERS? IF SO, LIST: None SCHEDULE & TRAVEL: Monday-Friday from approx. 8:00 am-5:00 pm This position may require occasional long hours, including overnight travel to meet business needs This position may require travel by motor vehicle or flight to meet position needs This position may require travel for multiple days, including overnight stays to meet position needs The Management Trust is an Equal Opportunity employer. We celebrate and support diversity. TMT reserves the right to modify this job description at any time based on business need.
The Management Association, Inc.
Santa Maria, California
Job Description Job Description The Management Trust Position Title: Reserve Analyst Location: Santa Maria, Lompoc, or San Luis Obispo, CA Reporting To: Assistant Director of Central Reserves Status: Exempt, Full-Time Salary: $75,000 - $85,000/Annually DOE COMPANY PROFILE: The Management Trust is a community association management company. We believe that building and maintaining a community takes more than just hammers and nails. It takes integrity, trust, experience, and support. Our success is based on the belief that effective management anticipates our clients' needs, not merely reacts to them. We are a company of creative and committed individuals driven by grand aspirations and are proud to be the only 100% employee-owned community management firm in the nation. Our Employee Owners are encouraged to actively participate in growing our business by helping define best practices every day. It is in this spirit that we encourage you to explore this opportunity to join The Management Trust team. EMPLOYEE OWNER POSITION PURPOSE: The Reserve Analyst is responsible for creating Reserve Study Reports for homeowner associations (HOAs) and Condominiums (Condos). The reserve study provides the community with a tool to adequately prepare for future expenses - specifically by outlining how the Board of Directors can anticipate the repair and/or replacement of major physical assets. This role requires a significant amount of independent judgement and discretion with respect to matters of significance, as it guides core fiscal management of both small and large-scale association budgets. The Analyst position allows someone with strong qualifications, specific to Reserve Studies and related business, to independently execute the processes, software and best practices of our centralized Reserve Team, and to further develop their experience. The Reserve Analyst will be assigned a group of divisions and be responsible for independently coordinate planning, processes and training in preparation for each reserve season. Understanding and driving efficient practices to meet the reserve service needs of the associations managed by each division is critical. When ready, the Reserve Analyst may be eligible to apply and test for the Professional Reserve Analyst (or comparable) certification. JOB DUTIES AND RESPONSIBILITIES: Develop meaningful relationships with internal and external clients - including Division leadership, Community Association Managers and Association Board of Directors, as needed Provide training for Reserve Specialists or other team members through job shadowing and instruction on department specific best practices, processes and work product, as needed Understand the unique history and needs of each community as they factor heavily into each reserve study Research historical data regarding previous capital expenses and current deficiencies Review current reserve fund balance and contribution rates; forecast future balances and rates based on pricing adjustments and other revenue projections Independently conduct site inspections to provide surface observations of common area elements; create inventory of these assets and record condition Independently, estimate the cost of general maintenance, repair, and replacement of various physical assets Independently, create a timeline for anticipated repairs and related needs (i.e. vendors, permits, etc.) Independently, estimate and create a 30-year funding plan for the association; present to the Board of Directors Partner with Assistant Director and assigned Division Leadership/Management teams to set pricing, timelines, and education regarding processes in preparation for each reserve season Participate in educating management teams to raise understanding of core Reserve Study concepts Lead training session(s) for critical path partners (Community Association Managers) on internal reserve study related processes Serve as a resource for the Community Association Management team, as well as other internal partners Provide direct training and support to Association Boards of Directors and management teams Other duties and special projects as assigned QUALIFICATIONS: Bachelor's degree preferred Two (2) year minimum experience in reserve studies preferred Ability to be intuitive regarding the financial needs of HOAs Strong foundation in accounting and related analysis, project management, and sales Comfortability with internal and external client communications, including Division Leadership, Community Association Managers, and association Boards of Directors Solid knowledge of Microsoft Outlook, Excel, and Word; intermediate skills a plus Proficiency/comfortability in learning other software applications Conflict resolution skills Ability to meet deadlines and address time-sensitive issues Superior multi-tasking skills Excellent written and verbal communication Ability to provide high-level customer service with astute attention to detail and organization Must be a team player Ability to manage workflow amid shifting priorities Willing to learn Company process and procedures, and learn/use enterprise software systems Adaptable and dependable with a solid attendance record Professional and respectful demeanor with all internal and external customers at all times Strong analytical, organizational, and problem-solving skills Work independently, with little direction, and as part of a team Ability to exercise considerable judgement, maintain confidentiality, and act with diplomacy and tact at all times SPECIAL POSITION REQUIREMENTS: Must have and maintain a valid driver's license, vehicle insurance, and driving record in compliance with Company policy ESSENTIAL FUNCTIONS: Use standard office equipment, including: computer, phone, copier/scanner, etc. Be stationary for periods of time Relocate up to (25) pounds Travel to and from associations and/or offsite meetings SUPERVISES OTHERS? IF SO, LIST: None SCHEDULE & TRAVEL: Monday-Friday from approx. 8:00 am-5:00 pm This position may require occasional long hours, including overnight travel to meet business needs This position may require travel by motor vehicle or flight to meet position needs This position may require travel for multiple days, including overnight stays to meet position needs The Management Trust is an Equal Opportunity employer. We celebrate and support diversity. TMT reserves the right to modify this job description at any time based on business need.
09/17/2026
Full time
Job Description Job Description The Management Trust Position Title: Reserve Analyst Location: Santa Maria, Lompoc, or San Luis Obispo, CA Reporting To: Assistant Director of Central Reserves Status: Exempt, Full-Time Salary: $75,000 - $85,000/Annually DOE COMPANY PROFILE: The Management Trust is a community association management company. We believe that building and maintaining a community takes more than just hammers and nails. It takes integrity, trust, experience, and support. Our success is based on the belief that effective management anticipates our clients' needs, not merely reacts to them. We are a company of creative and committed individuals driven by grand aspirations and are proud to be the only 100% employee-owned community management firm in the nation. Our Employee Owners are encouraged to actively participate in growing our business by helping define best practices every day. It is in this spirit that we encourage you to explore this opportunity to join The Management Trust team. EMPLOYEE OWNER POSITION PURPOSE: The Reserve Analyst is responsible for creating Reserve Study Reports for homeowner associations (HOAs) and Condominiums (Condos). The reserve study provides the community with a tool to adequately prepare for future expenses - specifically by outlining how the Board of Directors can anticipate the repair and/or replacement of major physical assets. This role requires a significant amount of independent judgement and discretion with respect to matters of significance, as it guides core fiscal management of both small and large-scale association budgets. The Analyst position allows someone with strong qualifications, specific to Reserve Studies and related business, to independently execute the processes, software and best practices of our centralized Reserve Team, and to further develop their experience. The Reserve Analyst will be assigned a group of divisions and be responsible for independently coordinate planning, processes and training in preparation for each reserve season. Understanding and driving efficient practices to meet the reserve service needs of the associations managed by each division is critical. When ready, the Reserve Analyst may be eligible to apply and test for the Professional Reserve Analyst (or comparable) certification. JOB DUTIES AND RESPONSIBILITIES: Develop meaningful relationships with internal and external clients - including Division leadership, Community Association Managers and Association Board of Directors, as needed Provide training for Reserve Specialists or other team members through job shadowing and instruction on department specific best practices, processes and work product, as needed Understand the unique history and needs of each community as they factor heavily into each reserve study Research historical data regarding previous capital expenses and current deficiencies Review current reserve fund balance and contribution rates; forecast future balances and rates based on pricing adjustments and other revenue projections Independently conduct site inspections to provide surface observations of common area elements; create inventory of these assets and record condition Independently, estimate the cost of general maintenance, repair, and replacement of various physical assets Independently, create a timeline for anticipated repairs and related needs (i.e. vendors, permits, etc.) Independently, estimate and create a 30-year funding plan for the association; present to the Board of Directors Partner with Assistant Director and assigned Division Leadership/Management teams to set pricing, timelines, and education regarding processes in preparation for each reserve season Participate in educating management teams to raise understanding of core Reserve Study concepts Lead training session(s) for critical path partners (Community Association Managers) on internal reserve study related processes Serve as a resource for the Community Association Management team, as well as other internal partners Provide direct training and support to Association Boards of Directors and management teams Other duties and special projects as assigned QUALIFICATIONS: Bachelor's degree preferred Two (2) year minimum experience in reserve studies preferred Ability to be intuitive regarding the financial needs of HOAs Strong foundation in accounting and related analysis, project management, and sales Comfortability with internal and external client communications, including Division Leadership, Community Association Managers, and association Boards of Directors Solid knowledge of Microsoft Outlook, Excel, and Word; intermediate skills a plus Proficiency/comfortability in learning other software applications Conflict resolution skills Ability to meet deadlines and address time-sensitive issues Superior multi-tasking skills Excellent written and verbal communication Ability to provide high-level customer service with astute attention to detail and organization Must be a team player Ability to manage workflow amid shifting priorities Willing to learn Company process and procedures, and learn/use enterprise software systems Adaptable and dependable with a solid attendance record Professional and respectful demeanor with all internal and external customers at all times Strong analytical, organizational, and problem-solving skills Work independently, with little direction, and as part of a team Ability to exercise considerable judgement, maintain confidentiality, and act with diplomacy and tact at all times SPECIAL POSITION REQUIREMENTS: Must have and maintain a valid driver's license, vehicle insurance, and driving record in compliance with Company policy ESSENTIAL FUNCTIONS: Use standard office equipment, including: computer, phone, copier/scanner, etc. Be stationary for periods of time Relocate up to (25) pounds Travel to and from associations and/or offsite meetings SUPERVISES OTHERS? IF SO, LIST: None SCHEDULE & TRAVEL: Monday-Friday from approx. 8:00 am-5:00 pm This position may require occasional long hours, including overnight travel to meet business needs This position may require travel by motor vehicle or flight to meet position needs This position may require travel for multiple days, including overnight stays to meet position needs The Management Trust is an Equal Opportunity employer. We celebrate and support diversity. TMT reserves the right to modify this job description at any time based on business need.
The Management Association, Inc.
Saint George, Utah
Job Description Job Description The Management Trust Position Title: Reserve Analyst Location: St. George and Lindon, UT Reporting To: Assistant Director of Central Reserves Status: Exempt, Full-Time Salary: DOE Sign-on bonus eligible COMPANY PROFILE: The Management Trust is a community association management company. We believe that building and maintaining a community takes more than just hammers and nails. It takes integrity, trust, experience, and support. Our success is based on the belief that effective management anticipates our clients' needs, not merely reacts to them. We are a company of creative and committed individuals driven by grand aspirations and are proud to be the only 100% employee-owned community management firm in the nation. Our Employee Owners are encouraged to actively participate in growing our business by helping define best practices every day. It is in this spirit that we encourage you to explore this opportunity to join The Management Trust team. EMPLOYEE OWNER POSITION PURPOSE: The Reserve Analyst is responsible for creating Reserve Study Reports for homeowner associations (HOAs) and Condominiums (Condos). The reserve study provides the community with a tool to adequately prepare for future expenses - specifically by outlining how the Board of Directors can anticipate the repair and/or replacement of major physical assets. This role requires a significant amount of independent judgement and discretion with respect to matters of significance, as it guides core fiscal management of both small and large-scale association budgets. The Analyst position allows someone with strong qualifications, specific to Reserve Studies and related business, to independently execute the processes, software and best practices of our centralized Reserve Team, and to further develop their experience. The Reserve Analyst will be assigned a group of divisions and be responsible for independently coordinate planning, processes and training in preparation for each reserve season. Understanding and driving efficient practices to meet the reserve service needs of the associations managed by each division is critical. When ready, the Reserve Analyst may be eligible to apply and test for the Professional Reserve Analyst (or comparable) certification. JOB DUTIES AND RESPONSIBILITIES: Develop meaningful relationships with internal and external clients - including Division leadership, Community Association Managers and Association Board of Directors, as needed Provide training for Reserve Specialists or other team members through job shadowing and instruction on department specific best practices, processes and work product, as needed Understand the unique history and needs of each community as they factor heavily into each reserve study Research historical data regarding previous capital expenses and current deficiencies Review current reserve fund balance and contribution rates; forecast future balances and rates based on pricing adjustments and other revenue projections Independently conduct site inspections to provide surface observations of common area elements; create inventory of these assets and record condition Independently, estimate the cost of general maintenance, repair, and replacement of various physical assets Independently, create a timeline for anticipated repairs and related needs (i.e. vendors, permits, etc.) Independently, estimate and create a 30-year funding plan for the association; present to the Board of Directors Partner with Assistant Director and assigned Division Leadership/Management teams to set pricing, timelines, and education regarding processes in preparation for each reserve season Participate in educating management teams to raise understanding of core Reserve Study concepts Lead training session(s) for critical path partners (Community Association Managers) on internal reserve study related processes Serve as a resource for the Community Association Management team, as well as other internal partners Provide direct training and support to Association Boards of Directors and management teams Other duties and special projects as assigned QUALIFICATIONS: Bachelor's degree preferred Two (2) year minimum experience in reserve studies preferred Ability to be intuitive regarding the financial needs of HOAs Strong foundation in accounting and related analysis, project management, and sales Comfortability with internal and external client communications, including Division Leadership, Community Association Managers, and association Boards of Directors Solid knowledge of Microsoft Outlook, Excel, and Word; intermediate skills a plus Proficiency/comfortability in learning other software applications Conflict resolution skills Ability to meet deadlines and address time-sensitive issues Superior multi-tasking skills Excellent written and verbal communication Ability to provide high-level customer service with astute attention to detail and organization Must be a team player Ability to manage workflow amid shifting priorities Willing to learn Company process and procedures, and learn/use enterprise software systems Adaptable and dependable with a solid attendance record Professional and respectful demeanor with all internal and external customers at all times Strong analytical, organizational, and problem-solving skills Work independently, with little direction, and as part of a team Ability to exercise considerable judgement, maintain confidentiality, and act with diplomacy and tact at all times SPECIAL POSITION REQUIREMENTS: Must have and maintain a valid driver's license, vehicle insurance, and driving record in compliance with Company policy ESSENTIAL FUNCTIONS: Use standard office equipment, including: computer, phone, copier/scanner, etc. Be stationary for periods of time Relocate up to (25) pounds Travel to and from associations and/or offsite meetings SUPERVISES OTHERS? IF SO, LIST: None SCHEDULE & TRAVEL: Monday-Friday from approx. 8:00 am-5:00 pm This position may require occasional long hours, including overnight travel to meet business needs This position may require travel by motor vehicle or flight to meet position needs This position may require travel for multiple days, including overnight stays to meet position needs The Management Trust is an Equal Opportunity employer. We celebrate and support diversity. TMT reserves the right to modify this job description at any time based on business need.
09/17/2026
Full time
Job Description Job Description The Management Trust Position Title: Reserve Analyst Location: St. George and Lindon, UT Reporting To: Assistant Director of Central Reserves Status: Exempt, Full-Time Salary: DOE Sign-on bonus eligible COMPANY PROFILE: The Management Trust is a community association management company. We believe that building and maintaining a community takes more than just hammers and nails. It takes integrity, trust, experience, and support. Our success is based on the belief that effective management anticipates our clients' needs, not merely reacts to them. We are a company of creative and committed individuals driven by grand aspirations and are proud to be the only 100% employee-owned community management firm in the nation. Our Employee Owners are encouraged to actively participate in growing our business by helping define best practices every day. It is in this spirit that we encourage you to explore this opportunity to join The Management Trust team. EMPLOYEE OWNER POSITION PURPOSE: The Reserve Analyst is responsible for creating Reserve Study Reports for homeowner associations (HOAs) and Condominiums (Condos). The reserve study provides the community with a tool to adequately prepare for future expenses - specifically by outlining how the Board of Directors can anticipate the repair and/or replacement of major physical assets. This role requires a significant amount of independent judgement and discretion with respect to matters of significance, as it guides core fiscal management of both small and large-scale association budgets. The Analyst position allows someone with strong qualifications, specific to Reserve Studies and related business, to independently execute the processes, software and best practices of our centralized Reserve Team, and to further develop their experience. The Reserve Analyst will be assigned a group of divisions and be responsible for independently coordinate planning, processes and training in preparation for each reserve season. Understanding and driving efficient practices to meet the reserve service needs of the associations managed by each division is critical. When ready, the Reserve Analyst may be eligible to apply and test for the Professional Reserve Analyst (or comparable) certification. JOB DUTIES AND RESPONSIBILITIES: Develop meaningful relationships with internal and external clients - including Division leadership, Community Association Managers and Association Board of Directors, as needed Provide training for Reserve Specialists or other team members through job shadowing and instruction on department specific best practices, processes and work product, as needed Understand the unique history and needs of each community as they factor heavily into each reserve study Research historical data regarding previous capital expenses and current deficiencies Review current reserve fund balance and contribution rates; forecast future balances and rates based on pricing adjustments and other revenue projections Independently conduct site inspections to provide surface observations of common area elements; create inventory of these assets and record condition Independently, estimate the cost of general maintenance, repair, and replacement of various physical assets Independently, create a timeline for anticipated repairs and related needs (i.e. vendors, permits, etc.) Independently, estimate and create a 30-year funding plan for the association; present to the Board of Directors Partner with Assistant Director and assigned Division Leadership/Management teams to set pricing, timelines, and education regarding processes in preparation for each reserve season Participate in educating management teams to raise understanding of core Reserve Study concepts Lead training session(s) for critical path partners (Community Association Managers) on internal reserve study related processes Serve as a resource for the Community Association Management team, as well as other internal partners Provide direct training and support to Association Boards of Directors and management teams Other duties and special projects as assigned QUALIFICATIONS: Bachelor's degree preferred Two (2) year minimum experience in reserve studies preferred Ability to be intuitive regarding the financial needs of HOAs Strong foundation in accounting and related analysis, project management, and sales Comfortability with internal and external client communications, including Division Leadership, Community Association Managers, and association Boards of Directors Solid knowledge of Microsoft Outlook, Excel, and Word; intermediate skills a plus Proficiency/comfortability in learning other software applications Conflict resolution skills Ability to meet deadlines and address time-sensitive issues Superior multi-tasking skills Excellent written and verbal communication Ability to provide high-level customer service with astute attention to detail and organization Must be a team player Ability to manage workflow amid shifting priorities Willing to learn Company process and procedures, and learn/use enterprise software systems Adaptable and dependable with a solid attendance record Professional and respectful demeanor with all internal and external customers at all times Strong analytical, organizational, and problem-solving skills Work independently, with little direction, and as part of a team Ability to exercise considerable judgement, maintain confidentiality, and act with diplomacy and tact at all times SPECIAL POSITION REQUIREMENTS: Must have and maintain a valid driver's license, vehicle insurance, and driving record in compliance with Company policy ESSENTIAL FUNCTIONS: Use standard office equipment, including: computer, phone, copier/scanner, etc. Be stationary for periods of time Relocate up to (25) pounds Travel to and from associations and/or offsite meetings SUPERVISES OTHERS? IF SO, LIST: None SCHEDULE & TRAVEL: Monday-Friday from approx. 8:00 am-5:00 pm This position may require occasional long hours, including overnight travel to meet business needs This position may require travel by motor vehicle or flight to meet position needs This position may require travel for multiple days, including overnight stays to meet position needs The Management Trust is an Equal Opportunity employer. We celebrate and support diversity. TMT reserves the right to modify this job description at any time based on business need.
The Management Association, Inc.
Folsom, California
Job Description Job Description The Management Trust Position Title: Reserve Analyst Location: Sacramento, CA Reporting To: Assistant Director of Central Reserves Status: Exempt, Full-Time Salary: $75,000 - $85,000/Annually DOE COMPANY PROFILE: The Management Trust is a community association management company. We believe that building and maintaining a community takes more than just hammers and nails. It takes integrity, trust, experience, and support. Our success is based on the belief that effective management anticipates our clients' needs, not merely reacts to them. We are a company of creative and committed individuals driven by grand aspirations and are proud to be the only 100% employee-owned community management firm in the nation. Our Employee Owners are encouraged to actively participate in growing our business by helping define best practices every day. It is in this spirit that we encourage you to explore this opportunity to join The Management Trust team. EMPLOYEE OWNER POSITION PURPOSE: The Reserve Analyst is responsible for creating Reserve Study Reports for homeowner associations (HOAs) and Condominiums (Condos). The reserve study provides the community with a tool to adequately prepare for future expenses - specifically by outlining how the Board of Directors can anticipate the repair and/or replacement of major physical assets. This role requires a significant amount of independent judgement and discretion with respect to matters of significance, as it guides core fiscal management of both small and large-scale association budgets. The Analyst position allows someone with strong qualifications, specific to Reserve Studies and related business, to independently execute the processes, software and best practices of our centralized Reserve Team, and to further develop their experience. The Reserve Analyst will be assigned a group of divisions and be responsible for independently coordinate planning, processes and training in preparation for each reserve season. Understanding and driving efficient practices to meet the reserve service needs of the associations managed by each division is critical. When ready, the Reserve Analyst may be eligible to apply and test for the Professional Reserve Analyst (or comparable) certification. JOB DUTIES AND RESPONSIBILITIES: Develop meaningful relationships with internal and external clients - including Division leadership, Community Association Managers and Association Board of Directors, as needed Provide training for Reserve Specialists or other team members through job shadowing and instruction on department specific best practices, processes and work product, as needed Understand the unique history and needs of each community as they factor heavily into each reserve study Research historical data regarding previous capital expenses and current deficiencies Review current reserve fund balance and contribution rates; forecast future balances and rates based on pricing adjustments and other revenue projections Independently conduct site inspections to provide surface observations of common area elements; create inventory of these assets and record condition Independently, estimate the cost of general maintenance, repair, and replacement of various physical assets Independently, create a timeline for anticipated repairs and related needs (i.e. vendors, permits, etc.) Independently, estimate and create a 30-year funding plan for the association; present to the Board of Directors Partner with Assistant Director and assigned Division Leadership/Management teams to set pricing, timelines, and education regarding processes in preparation for each reserve season Participate in educating management teams to raise understanding of core Reserve Study concepts Lead training session(s) for critical path partners (Community Association Managers) on internal reserve study related processes Serve as a resource for the Community Association Management team, as well as other internal partners Provide direct training and support to Association Boards of Directors and management teams Other duties and special projects as assigned QUALIFICATIONS: Bachelor's degree preferred Two (2) year minimum experience in reserve studies preferred Ability to be intuitive regarding the financial needs of HOAs Strong foundation in accounting and related analysis, project management, and sales Comfortability with internal and external client communications, including Division Leadership, Community Association Managers, and association Boards of Directors Solid knowledge of Microsoft Outlook, Excel, and Word; intermediate skills a plus Proficiency/comfortability in learning other software applications Conflict resolution skills Ability to meet deadlines and address time-sensitive issues Superior multi-tasking skills Excellent written and verbal communication Ability to provide high-level customer service with astute attention to detail and organization Must be a team player Ability to manage workflow amid shifting priorities Willing to learn Company process and procedures, and learn/use enterprise software systems Adaptable and dependable with a solid attendance record Professional and respectful demeanor with all internal and external customers at all times Strong analytical, organizational, and problem-solving skills Work independently, with little direction, and as part of a team Ability to exercise considerable judgement, maintain confidentiality, and act with diplomacy and tact at all times SPECIAL POSITION REQUIREMENTS: Must have and maintain a valid driver's license, vehicle insurance, and driving record in compliance with Company policy ESSENTIAL FUNCTIONS: Use standard office equipment, including: computer, phone, copier/scanner, etc. Be stationary for periods of time Relocate up to (25) pounds Travel to and from associations and/or offsite meetings SUPERVISES OTHERS? IF SO, LIST: None SCHEDULE & TRAVEL: Monday-Friday from approx. 8:00 am-5:00 pm This position may require occasional long hours, including overnight travel to meet business needs This position may require travel by motor vehicle or flight to meet position needs This position may require travel for multiple days, including overnight stays to meet position needs The Management Trust is an Equal Opportunity employer. We celebrate and support diversity. TMT reserves the right to modify this job description at any time based on business need.
09/17/2026
Full time
Job Description Job Description The Management Trust Position Title: Reserve Analyst Location: Sacramento, CA Reporting To: Assistant Director of Central Reserves Status: Exempt, Full-Time Salary: $75,000 - $85,000/Annually DOE COMPANY PROFILE: The Management Trust is a community association management company. We believe that building and maintaining a community takes more than just hammers and nails. It takes integrity, trust, experience, and support. Our success is based on the belief that effective management anticipates our clients' needs, not merely reacts to them. We are a company of creative and committed individuals driven by grand aspirations and are proud to be the only 100% employee-owned community management firm in the nation. Our Employee Owners are encouraged to actively participate in growing our business by helping define best practices every day. It is in this spirit that we encourage you to explore this opportunity to join The Management Trust team. EMPLOYEE OWNER POSITION PURPOSE: The Reserve Analyst is responsible for creating Reserve Study Reports for homeowner associations (HOAs) and Condominiums (Condos). The reserve study provides the community with a tool to adequately prepare for future expenses - specifically by outlining how the Board of Directors can anticipate the repair and/or replacement of major physical assets. This role requires a significant amount of independent judgement and discretion with respect to matters of significance, as it guides core fiscal management of both small and large-scale association budgets. The Analyst position allows someone with strong qualifications, specific to Reserve Studies and related business, to independently execute the processes, software and best practices of our centralized Reserve Team, and to further develop their experience. The Reserve Analyst will be assigned a group of divisions and be responsible for independently coordinate planning, processes and training in preparation for each reserve season. Understanding and driving efficient practices to meet the reserve service needs of the associations managed by each division is critical. When ready, the Reserve Analyst may be eligible to apply and test for the Professional Reserve Analyst (or comparable) certification. JOB DUTIES AND RESPONSIBILITIES: Develop meaningful relationships with internal and external clients - including Division leadership, Community Association Managers and Association Board of Directors, as needed Provide training for Reserve Specialists or other team members through job shadowing and instruction on department specific best practices, processes and work product, as needed Understand the unique history and needs of each community as they factor heavily into each reserve study Research historical data regarding previous capital expenses and current deficiencies Review current reserve fund balance and contribution rates; forecast future balances and rates based on pricing adjustments and other revenue projections Independently conduct site inspections to provide surface observations of common area elements; create inventory of these assets and record condition Independently, estimate the cost of general maintenance, repair, and replacement of various physical assets Independently, create a timeline for anticipated repairs and related needs (i.e. vendors, permits, etc.) Independently, estimate and create a 30-year funding plan for the association; present to the Board of Directors Partner with Assistant Director and assigned Division Leadership/Management teams to set pricing, timelines, and education regarding processes in preparation for each reserve season Participate in educating management teams to raise understanding of core Reserve Study concepts Lead training session(s) for critical path partners (Community Association Managers) on internal reserve study related processes Serve as a resource for the Community Association Management team, as well as other internal partners Provide direct training and support to Association Boards of Directors and management teams Other duties and special projects as assigned QUALIFICATIONS: Bachelor's degree preferred Two (2) year minimum experience in reserve studies preferred Ability to be intuitive regarding the financial needs of HOAs Strong foundation in accounting and related analysis, project management, and sales Comfortability with internal and external client communications, including Division Leadership, Community Association Managers, and association Boards of Directors Solid knowledge of Microsoft Outlook, Excel, and Word; intermediate skills a plus Proficiency/comfortability in learning other software applications Conflict resolution skills Ability to meet deadlines and address time-sensitive issues Superior multi-tasking skills Excellent written and verbal communication Ability to provide high-level customer service with astute attention to detail and organization Must be a team player Ability to manage workflow amid shifting priorities Willing to learn Company process and procedures, and learn/use enterprise software systems Adaptable and dependable with a solid attendance record Professional and respectful demeanor with all internal and external customers at all times Strong analytical, organizational, and problem-solving skills Work independently, with little direction, and as part of a team Ability to exercise considerable judgement, maintain confidentiality, and act with diplomacy and tact at all times SPECIAL POSITION REQUIREMENTS: Must have and maintain a valid driver's license, vehicle insurance, and driving record in compliance with Company policy ESSENTIAL FUNCTIONS: Use standard office equipment, including: computer, phone, copier/scanner, etc. Be stationary for periods of time Relocate up to (25) pounds Travel to and from associations and/or offsite meetings SUPERVISES OTHERS? IF SO, LIST: None SCHEDULE & TRAVEL: Monday-Friday from approx. 8:00 am-5:00 pm This position may require occasional long hours, including overnight travel to meet business needs This position may require travel by motor vehicle or flight to meet position needs This position may require travel for multiple days, including overnight stays to meet position needs The Management Trust is an Equal Opportunity employer. We celebrate and support diversity. TMT reserves the right to modify this job description at any time based on business need.
The Management Association, Inc.
San Luis Obispo, California
Job Description Job Description The Management Trust Position Title: Reserve Analyst Location: Santa Maria, Lompoc, or San Luis Obispo, CA Reporting To: Assistant Director of Central Reserves Status: Exempt, Full-Time Salary: $75,000 - $85,000/Annually DOE COMPANY PROFILE: The Management Trust is a community association management company. We believe that building and maintaining a community takes more than just hammers and nails. It takes integrity, trust, experience, and support. Our success is based on the belief that effective management anticipates our clients' needs, not merely reacts to them. We are a company of creative and committed individuals driven by grand aspirations and are proud to be the only 100% employee-owned community management firm in the nation. Our Employee Owners are encouraged to actively participate in growing our business by helping define best practices every day. It is in this spirit that we encourage you to explore this opportunity to join The Management Trust team. EMPLOYEE OWNER POSITION PURPOSE: The Reserve Analyst is responsible for creating Reserve Study Reports for homeowner associations (HOAs) and Condominiums (Condos). The reserve study provides the community with a tool to adequately prepare for future expenses - specifically by outlining how the Board of Directors can anticipate the repair and/or replacement of major physical assets. This role requires a significant amount of independent judgement and discretion with respect to matters of significance, as it guides core fiscal management of both small and large-scale association budgets. The Analyst position allows someone with strong qualifications, specific to Reserve Studies and related business, to independently execute the processes, software and best practices of our centralized Reserve Team, and to further develop their experience. The Reserve Analyst will be assigned a group of divisions and be responsible for independently coordinate planning, processes and training in preparation for each reserve season. Understanding and driving efficient practices to meet the reserve service needs of the associations managed by each division is critical. When ready, the Reserve Analyst may be eligible to apply and test for the Professional Reserve Analyst (or comparable) certification. JOB DUTIES AND RESPONSIBILITIES: Develop meaningful relationships with internal and external clients - including Division leadership, Community Association Managers and Association Board of Directors, as needed Provide training for Reserve Specialists or other team members through job shadowing and instruction on department specific best practices, processes and work product, as needed Understand the unique history and needs of each community as they factor heavily into each reserve study Research historical data regarding previous capital expenses and current deficiencies Review current reserve fund balance and contribution rates; forecast future balances and rates based on pricing adjustments and other revenue projections Independently conduct site inspections to provide surface observations of common area elements; create inventory of these assets and record condition Independently, estimate the cost of general maintenance, repair, and replacement of various physical assets Independently, create a timeline for anticipated repairs and related needs (i.e. vendors, permits, etc.) Independently, estimate and create a 30-year funding plan for the association; present to the Board of Directors Partner with Assistant Director and assigned Division Leadership/Management teams to set pricing, timelines, and education regarding processes in preparation for each reserve season Participate in educating management teams to raise understanding of core Reserve Study concepts Lead training session(s) for critical path partners (Community Association Managers) on internal reserve study related processes Serve as a resource for the Community Association Management team, as well as other internal partners Provide direct training and support to Association Boards of Directors and management teams Other duties and special projects as assigned QUALIFICATIONS: Bachelor's degree preferred Two (2) year minimum experience in reserve studies preferred Ability to be intuitive regarding the financial needs of HOAs Strong foundation in accounting and related analysis, project management, and sales Comfortability with internal and external client communications, including Division Leadership, Community Association Managers, and association Boards of Directors Solid knowledge of Microsoft Outlook, Excel, and Word; intermediate skills a plus Proficiency/comfortability in learning other software applications Conflict resolution skills Ability to meet deadlines and address time-sensitive issues Superior multi-tasking skills Excellent written and verbal communication Ability to provide high-level customer service with astute attention to detail and organization Must be a team player Ability to manage workflow amid shifting priorities Willing to learn Company process and procedures, and learn/use enterprise software systems Adaptable and dependable with a solid attendance record Professional and respectful demeanor with all internal and external customers at all times Strong analytical, organizational, and problem-solving skills Work independently, with little direction, and as part of a team Ability to exercise considerable judgement, maintain confidentiality, and act with diplomacy and tact at all times SPECIAL POSITION REQUIREMENTS: Must have and maintain a valid driver's license, vehicle insurance, and driving record in compliance with Company policy ESSENTIAL FUNCTIONS: Use standard office equipment, including: computer, phone, copier/scanner, etc. Be stationary for periods of time Relocate up to (25) pounds Travel to and from associations and/or offsite meetings SUPERVISES OTHERS? IF SO, LIST: None SCHEDULE & TRAVEL: Monday-Friday from approx. 8:00 am-5:00 pm This position may require occasional long hours, including overnight travel to meet business needs This position may require travel by motor vehicle or flight to meet position needs This position may require travel for multiple days, including overnight stays to meet position needs The Management Trust is an Equal Opportunity employer. We celebrate and support diversity. TMT reserves the right to modify this job description at any time based on business need.
09/17/2026
Full time
Job Description Job Description The Management Trust Position Title: Reserve Analyst Location: Santa Maria, Lompoc, or San Luis Obispo, CA Reporting To: Assistant Director of Central Reserves Status: Exempt, Full-Time Salary: $75,000 - $85,000/Annually DOE COMPANY PROFILE: The Management Trust is a community association management company. We believe that building and maintaining a community takes more than just hammers and nails. It takes integrity, trust, experience, and support. Our success is based on the belief that effective management anticipates our clients' needs, not merely reacts to them. We are a company of creative and committed individuals driven by grand aspirations and are proud to be the only 100% employee-owned community management firm in the nation. Our Employee Owners are encouraged to actively participate in growing our business by helping define best practices every day. It is in this spirit that we encourage you to explore this opportunity to join The Management Trust team. EMPLOYEE OWNER POSITION PURPOSE: The Reserve Analyst is responsible for creating Reserve Study Reports for homeowner associations (HOAs) and Condominiums (Condos). The reserve study provides the community with a tool to adequately prepare for future expenses - specifically by outlining how the Board of Directors can anticipate the repair and/or replacement of major physical assets. This role requires a significant amount of independent judgement and discretion with respect to matters of significance, as it guides core fiscal management of both small and large-scale association budgets. The Analyst position allows someone with strong qualifications, specific to Reserve Studies and related business, to independently execute the processes, software and best practices of our centralized Reserve Team, and to further develop their experience. The Reserve Analyst will be assigned a group of divisions and be responsible for independently coordinate planning, processes and training in preparation for each reserve season. Understanding and driving efficient practices to meet the reserve service needs of the associations managed by each division is critical. When ready, the Reserve Analyst may be eligible to apply and test for the Professional Reserve Analyst (or comparable) certification. JOB DUTIES AND RESPONSIBILITIES: Develop meaningful relationships with internal and external clients - including Division leadership, Community Association Managers and Association Board of Directors, as needed Provide training for Reserve Specialists or other team members through job shadowing and instruction on department specific best practices, processes and work product, as needed Understand the unique history and needs of each community as they factor heavily into each reserve study Research historical data regarding previous capital expenses and current deficiencies Review current reserve fund balance and contribution rates; forecast future balances and rates based on pricing adjustments and other revenue projections Independently conduct site inspections to provide surface observations of common area elements; create inventory of these assets and record condition Independently, estimate the cost of general maintenance, repair, and replacement of various physical assets Independently, create a timeline for anticipated repairs and related needs (i.e. vendors, permits, etc.) Independently, estimate and create a 30-year funding plan for the association; present to the Board of Directors Partner with Assistant Director and assigned Division Leadership/Management teams to set pricing, timelines, and education regarding processes in preparation for each reserve season Participate in educating management teams to raise understanding of core Reserve Study concepts Lead training session(s) for critical path partners (Community Association Managers) on internal reserve study related processes Serve as a resource for the Community Association Management team, as well as other internal partners Provide direct training and support to Association Boards of Directors and management teams Other duties and special projects as assigned QUALIFICATIONS: Bachelor's degree preferred Two (2) year minimum experience in reserve studies preferred Ability to be intuitive regarding the financial needs of HOAs Strong foundation in accounting and related analysis, project management, and sales Comfortability with internal and external client communications, including Division Leadership, Community Association Managers, and association Boards of Directors Solid knowledge of Microsoft Outlook, Excel, and Word; intermediate skills a plus Proficiency/comfortability in learning other software applications Conflict resolution skills Ability to meet deadlines and address time-sensitive issues Superior multi-tasking skills Excellent written and verbal communication Ability to provide high-level customer service with astute attention to detail and organization Must be a team player Ability to manage workflow amid shifting priorities Willing to learn Company process and procedures, and learn/use enterprise software systems Adaptable and dependable with a solid attendance record Professional and respectful demeanor with all internal and external customers at all times Strong analytical, organizational, and problem-solving skills Work independently, with little direction, and as part of a team Ability to exercise considerable judgement, maintain confidentiality, and act with diplomacy and tact at all times SPECIAL POSITION REQUIREMENTS: Must have and maintain a valid driver's license, vehicle insurance, and driving record in compliance with Company policy ESSENTIAL FUNCTIONS: Use standard office equipment, including: computer, phone, copier/scanner, etc. Be stationary for periods of time Relocate up to (25) pounds Travel to and from associations and/or offsite meetings SUPERVISES OTHERS? IF SO, LIST: None SCHEDULE & TRAVEL: Monday-Friday from approx. 8:00 am-5:00 pm This position may require occasional long hours, including overnight travel to meet business needs This position may require travel by motor vehicle or flight to meet position needs This position may require travel for multiple days, including overnight stays to meet position needs The Management Trust is an Equal Opportunity employer. We celebrate and support diversity. TMT reserves the right to modify this job description at any time based on business need.
The KPMG Advisory practice is at the forefront of transformation, offering excellent opportunities for individuals to advance their careers and expertise with KPMG. Looking ahead, we anticipate continued evolution and success within the practice, fostering both personal and professional development, thereby creating new pathways for growth. In this ever-changing market environment, our professionals must be adaptable and thrive in a collaborative, team-driven culture. At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-class training facility, and leading market tools, we help our people continue to grow both professionally and personally. If you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory. KPMG is currently seeking a Lead Specialist, IAM Delivery Manager to join our Managed Services practice. Responsibilities: Provide management coordination and oversight of Cyber Managed Services delivery of contracted services; work with client and KPMG stakeholders to plan, coordinate, and deliver day-to-day engagement activities that meet client expectations for quality; monitor engagement execution and provide periodic and ad?hoc status reporting, identifying and communicating issues, risks, dependencies, and opportunities for continuous improvement to client stakeholders and engagement leadership Give periodic and ad-hoc status to identify and communicate issues, dependencies, risks, and opportunities for improvement to client stakeholders and engagement lead(s) Build strong professional working relationships with client and KPMG personnel as a basis for engagement support, improved client tethering, and to identify and promote new opportunities for work beyond the existing engagement scope Work with Technical Leads and KPMG Management to ensure appropriate skilled staff are assigned to be successful while meeting financial targets; provide coaching and mentoring of staff to encourage growth both within the engagement and at a personal level Support KPMG Policies and standards particularly regarding workpapers, independence, and information protection Keep KPMG engagement partner(s) and senior management aware of engagement progress, issues, and dependencies that may jeopardize engagement success Act with integrity, professionalism, and personal responsibility to uphold KPMG's respectful and courteous work environment Qualifications: Minimum five years of recent experience in management roles with demonstrated depth in the IDM or cybersecurity domain. Bachelor's degree from an accredited college lor university in computer science, information technology, or a related discipline; certifications in relevant IDM tools a plus Strong working knowledge of cybersecurity solutions, identity and access management (IDM) processes, and security controls within managed services environments Demonstrated proficiency with Microsoft Word, Excel, and PowerPoint, with the ability to produce clear, professional client?facing materials Excellent verbal and written communication skills, with the ability to clearly convey complex technical and engagement information to diverse audiences Travel may be required based on business and client needs Applicants must be authorized to work in the U.S. without the need for employment?based visa sponsorship now or in the future; KPMG LLP will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H?1B, L?1, TN, O?1, E?3, H?1B1, F?1, J?1, OPT, CPT or any other employment?based visa) KPMG LLP and its subsidiaries ("KPMG") complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, KPMG is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at Benefits & How We Work . Follow this link to obtain salary ranges by city outside of CA: California Salary Range: $114095 - $268180 KPMG offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state or local laws. The attached link contains further information regarding KPMG's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please. KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them. Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
09/16/2026
Full time
The KPMG Advisory practice is at the forefront of transformation, offering excellent opportunities for individuals to advance their careers and expertise with KPMG. Looking ahead, we anticipate continued evolution and success within the practice, fostering both personal and professional development, thereby creating new pathways for growth. In this ever-changing market environment, our professionals must be adaptable and thrive in a collaborative, team-driven culture. At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-class training facility, and leading market tools, we help our people continue to grow both professionally and personally. If you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory. KPMG is currently seeking a Lead Specialist, IAM Delivery Manager to join our Managed Services practice. Responsibilities: Provide management coordination and oversight of Cyber Managed Services delivery of contracted services; work with client and KPMG stakeholders to plan, coordinate, and deliver day-to-day engagement activities that meet client expectations for quality; monitor engagement execution and provide periodic and ad?hoc status reporting, identifying and communicating issues, risks, dependencies, and opportunities for continuous improvement to client stakeholders and engagement leadership Give periodic and ad-hoc status to identify and communicate issues, dependencies, risks, and opportunities for improvement to client stakeholders and engagement lead(s) Build strong professional working relationships with client and KPMG personnel as a basis for engagement support, improved client tethering, and to identify and promote new opportunities for work beyond the existing engagement scope Work with Technical Leads and KPMG Management to ensure appropriate skilled staff are assigned to be successful while meeting financial targets; provide coaching and mentoring of staff to encourage growth both within the engagement and at a personal level Support KPMG Policies and standards particularly regarding workpapers, independence, and information protection Keep KPMG engagement partner(s) and senior management aware of engagement progress, issues, and dependencies that may jeopardize engagement success Act with integrity, professionalism, and personal responsibility to uphold KPMG's respectful and courteous work environment Qualifications: Minimum five years of recent experience in management roles with demonstrated depth in the IDM or cybersecurity domain. Bachelor's degree from an accredited college lor university in computer science, information technology, or a related discipline; certifications in relevant IDM tools a plus Strong working knowledge of cybersecurity solutions, identity and access management (IDM) processes, and security controls within managed services environments Demonstrated proficiency with Microsoft Word, Excel, and PowerPoint, with the ability to produce clear, professional client?facing materials Excellent verbal and written communication skills, with the ability to clearly convey complex technical and engagement information to diverse audiences Travel may be required based on business and client needs Applicants must be authorized to work in the U.S. without the need for employment?based visa sponsorship now or in the future; KPMG LLP will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H?1B, L?1, TN, O?1, E?3, H?1B1, F?1, J?1, OPT, CPT or any other employment?based visa) KPMG LLP and its subsidiaries ("KPMG") complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, KPMG is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at Benefits & How We Work . Follow this link to obtain salary ranges by city outside of CA: California Salary Range: $114095 - $268180 KPMG offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state or local laws. The attached link contains further information regarding KPMG's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please. KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them. Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
The KPMG Advisory practice is at the forefront of transformation, offering excellent opportunities for individuals to advance their careers and expertise with KPMG. Looking ahead, we anticipate continued evolution and success within the practice, fostering both personal and professional development, thereby creating new pathways for growth. In this ever-changing market environment, our professionals must be adaptable and thrive in a collaborative, team-driven culture. At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-class training facility, and leading market tools, we help our people continue to grow both professionally and personally. If you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory. KPMG is currently seeking a Lead Specialist, Oracle GL/AP to join our Managed Services practice. Responsibilities: Collaborate with industry/business subject area professionals, software engineers and technical leadership as part of a dynamic, distributed, and fast paced managed services team to manage day-to-day operations of cloud-based platform applications like Oracle Financials Manage team that provides level 2/3 support including break/fix, enhancements, reports and upgrades to KPMG clients and users of cloud-based applications Oversee client delivery by providing timely and accurate reporting and creating and delivering insights to clients with Key Performance Indicators (KPI) and Service Level Agreements (SLAs); deliver weekly and monthly status reports and performance reports; develop and distribute operational performance reports and analytics to applicable stakeholders; troubleshoot and provide solutions to complex Oracle and Client processes Execute the day-to-day maintenance activities of Oracle Cloud for a variety of clients including process design, package implementation lifecycle support and project reviews; identify, document and manage client business / functional requirements Assess client requirements and build of product specific functional specifications; support the planning, preparation and execution of future releases; provide specialized investigation and diagnosis of all incidents to identify problems and escalate unresolved incidents to external support Facilitate client discovery sessions to define project scope and requirements, and translate business processes to functional/technical specifications and user stories; contribute to continuous service improvements by monitoring performance, identifying recurring issues, and recommending enhancements aligned with firm standards Act with integrity, professionalism, and personal responsibility to uphold KPMG's respectful and courteous work environment Qualifications: Minimum five years of recent experience supporting medium to large applications, working directly with internal/external clients Bachelor's degree from an accredited college/university in an appropriate field Experience with Oracle implementations, post-production support, upgrades and functional testing with understanding of Information Technology Infrastructure Library (ITIL) framework, Information Technology Service Management (ITSM) and service desk management; strong configuration skills across Oracle Cloud Applications. Required module experience: Oracle General Ledger, Accounting Hub, Project Billing and Costing, Accounts Payable, Accounts Receivable and Lease Accounting Capability to work independently and take ownership of and complete relatively complex tasks, effectively using available resources, as needed, with minimal guidance; ability to work well as part of a mixed team including, project managers and technical consultants, client personnel (both on and offshore) Excellent written and verbal communication, facilitation, and presentation skills; strong attention to detail with a high level of accuracy and written and oral communications skills and the ability to articulate ideas effectively Ability to travel as necessary depending on client and business needs Must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. KPMG LLP will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa) KPMG LLP and its affiliates and subsidiaries ("KPMG") complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, KPMG is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at Benefits & How We Work . Follow this link to obtain salary ranges by city outside of CA: KPMG offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state, or local laws. The attached link contains further information regarding KPMG's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please. KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them. Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
09/16/2026
Full time
The KPMG Advisory practice is at the forefront of transformation, offering excellent opportunities for individuals to advance their careers and expertise with KPMG. Looking ahead, we anticipate continued evolution and success within the practice, fostering both personal and professional development, thereby creating new pathways for growth. In this ever-changing market environment, our professionals must be adaptable and thrive in a collaborative, team-driven culture. At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-class training facility, and leading market tools, we help our people continue to grow both professionally and personally. If you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory. KPMG is currently seeking a Lead Specialist, Oracle GL/AP to join our Managed Services practice. Responsibilities: Collaborate with industry/business subject area professionals, software engineers and technical leadership as part of a dynamic, distributed, and fast paced managed services team to manage day-to-day operations of cloud-based platform applications like Oracle Financials Manage team that provides level 2/3 support including break/fix, enhancements, reports and upgrades to KPMG clients and users of cloud-based applications Oversee client delivery by providing timely and accurate reporting and creating and delivering insights to clients with Key Performance Indicators (KPI) and Service Level Agreements (SLAs); deliver weekly and monthly status reports and performance reports; develop and distribute operational performance reports and analytics to applicable stakeholders; troubleshoot and provide solutions to complex Oracle and Client processes Execute the day-to-day maintenance activities of Oracle Cloud for a variety of clients including process design, package implementation lifecycle support and project reviews; identify, document and manage client business / functional requirements Assess client requirements and build of product specific functional specifications; support the planning, preparation and execution of future releases; provide specialized investigation and diagnosis of all incidents to identify problems and escalate unresolved incidents to external support Facilitate client discovery sessions to define project scope and requirements, and translate business processes to functional/technical specifications and user stories; contribute to continuous service improvements by monitoring performance, identifying recurring issues, and recommending enhancements aligned with firm standards Act with integrity, professionalism, and personal responsibility to uphold KPMG's respectful and courteous work environment Qualifications: Minimum five years of recent experience supporting medium to large applications, working directly with internal/external clients Bachelor's degree from an accredited college/university in an appropriate field Experience with Oracle implementations, post-production support, upgrades and functional testing with understanding of Information Technology Infrastructure Library (ITIL) framework, Information Technology Service Management (ITSM) and service desk management; strong configuration skills across Oracle Cloud Applications. Required module experience: Oracle General Ledger, Accounting Hub, Project Billing and Costing, Accounts Payable, Accounts Receivable and Lease Accounting Capability to work independently and take ownership of and complete relatively complex tasks, effectively using available resources, as needed, with minimal guidance; ability to work well as part of a mixed team including, project managers and technical consultants, client personnel (both on and offshore) Excellent written and verbal communication, facilitation, and presentation skills; strong attention to detail with a high level of accuracy and written and oral communications skills and the ability to articulate ideas effectively Ability to travel as necessary depending on client and business needs Must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. KPMG LLP will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa) KPMG LLP and its affiliates and subsidiaries ("KPMG") complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, KPMG is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at Benefits & How We Work . Follow this link to obtain salary ranges by city outside of CA: KPMG offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state, or local laws. The attached link contains further information regarding KPMG's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please. KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them. Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
The KPMG Advisory practice is at the forefront of transformation, offering excellent opportunities for individuals to advance their careers and expertise with KPMG. Looking ahead, we anticipate continued evolution and success within the practice, fostering both personal and professional development, thereby creating new pathways for growth. In this ever-changing market environment, our professionals must be adaptable and thrive in a collaborative, team-driven culture. At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-class training facility, and leading market tools, we help our people continue to grow both professionally and personally. If you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory. KPMG is currently seeking a Lead Specialist, IAM Delivery Manager to join our Managed Services practice. Responsibilities: Provide management coordination and oversight of Cyber Managed Services delivery of contracted services; work with client and KPMG stakeholders to plan, coordinate, and deliver day-to-day engagement activities that meet client expectations for quality; monitor engagement execution and provide periodic and ad?hoc status reporting, identifying and communicating issues, risks, dependencies, and opportunities for continuous improvement to client stakeholders and engagement leadership Give periodic and ad-hoc status to identify and communicate issues, dependencies, risks, and opportunities for improvement to client stakeholders and engagement lead(s) Build strong professional working relationships with client and KPMG personnel as a basis for engagement support, improved client tethering, and to identify and promote new opportunities for work beyond the existing engagement scope Work with Technical Leads and KPMG Management to ensure appropriate skilled staff are assigned to be successful while meeting financial targets; provide coaching and mentoring of staff to encourage growth both within the engagement and at a personal level Support KPMG Policies and standards particularly regarding workpapers, independence, and information protection Keep KPMG engagement partner(s) and senior management aware of engagement progress, issues, and dependencies that may jeopardize engagement success Act with integrity, professionalism, and personal responsibility to uphold KPMG's respectful and courteous work environment Qualifications: Minimum five years of recent experience in management roles with demonstrated depth in the IDM or cybersecurity domain. Bachelor's degree from an accredited college lor university in computer science, information technology, or a related discipline; certifications in relevant IDM tools a plus Strong working knowledge of cybersecurity solutions, identity and access management (IDM) processes, and security controls within managed services environments Demonstrated proficiency with Microsoft Word, Excel, and PowerPoint, with the ability to produce clear, professional client?facing materials Excellent verbal and written communication skills, with the ability to clearly convey complex technical and engagement information to diverse audiences Travel may be required based on business and client needs Applicants must be authorized to work in the U.S. without the need for employment?based visa sponsorship now or in the future; KPMG LLP will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H?1B, L?1, TN, O?1, E?3, H?1B1, F?1, J?1, OPT, CPT or any other employment?based visa) KPMG LLP and its subsidiaries ("KPMG") complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, KPMG is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at Benefits & How We Work . Follow this link to obtain salary ranges by city outside of CA: California Salary Range: $114095 - $268180 KPMG offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state or local laws. The attached link contains further information regarding KPMG's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please. KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them. Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
09/16/2026
Full time
The KPMG Advisory practice is at the forefront of transformation, offering excellent opportunities for individuals to advance their careers and expertise with KPMG. Looking ahead, we anticipate continued evolution and success within the practice, fostering both personal and professional development, thereby creating new pathways for growth. In this ever-changing market environment, our professionals must be adaptable and thrive in a collaborative, team-driven culture. At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-class training facility, and leading market tools, we help our people continue to grow both professionally and personally. If you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory. KPMG is currently seeking a Lead Specialist, IAM Delivery Manager to join our Managed Services practice. Responsibilities: Provide management coordination and oversight of Cyber Managed Services delivery of contracted services; work with client and KPMG stakeholders to plan, coordinate, and deliver day-to-day engagement activities that meet client expectations for quality; monitor engagement execution and provide periodic and ad?hoc status reporting, identifying and communicating issues, risks, dependencies, and opportunities for continuous improvement to client stakeholders and engagement leadership Give periodic and ad-hoc status to identify and communicate issues, dependencies, risks, and opportunities for improvement to client stakeholders and engagement lead(s) Build strong professional working relationships with client and KPMG personnel as a basis for engagement support, improved client tethering, and to identify and promote new opportunities for work beyond the existing engagement scope Work with Technical Leads and KPMG Management to ensure appropriate skilled staff are assigned to be successful while meeting financial targets; provide coaching and mentoring of staff to encourage growth both within the engagement and at a personal level Support KPMG Policies and standards particularly regarding workpapers, independence, and information protection Keep KPMG engagement partner(s) and senior management aware of engagement progress, issues, and dependencies that may jeopardize engagement success Act with integrity, professionalism, and personal responsibility to uphold KPMG's respectful and courteous work environment Qualifications: Minimum five years of recent experience in management roles with demonstrated depth in the IDM or cybersecurity domain. Bachelor's degree from an accredited college lor university in computer science, information technology, or a related discipline; certifications in relevant IDM tools a plus Strong working knowledge of cybersecurity solutions, identity and access management (IDM) processes, and security controls within managed services environments Demonstrated proficiency with Microsoft Word, Excel, and PowerPoint, with the ability to produce clear, professional client?facing materials Excellent verbal and written communication skills, with the ability to clearly convey complex technical and engagement information to diverse audiences Travel may be required based on business and client needs Applicants must be authorized to work in the U.S. without the need for employment?based visa sponsorship now or in the future; KPMG LLP will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H?1B, L?1, TN, O?1, E?3, H?1B1, F?1, J?1, OPT, CPT or any other employment?based visa) KPMG LLP and its subsidiaries ("KPMG") complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, KPMG is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at Benefits & How We Work . Follow this link to obtain salary ranges by city outside of CA: California Salary Range: $114095 - $268180 KPMG offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state or local laws. The attached link contains further information regarding KPMG's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please. KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them. Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
The KPMG Advisory practice is at the forefront of transformation, offering excellent opportunities for individuals to advance their careers and expertise with KPMG. Looking ahead, we anticipate continued evolution and success within the practice, fostering both personal and professional development, thereby creating new pathways for growth. In this ever-changing market environment, our professionals must be adaptable and thrive in a collaborative, team-driven culture. At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-class training facility, and leading market tools, we help our people continue to grow both professionally and personally. If you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory. KPMG is currently seeking a Lead Specialist, IAM Delivery Manager to join our Managed Services practice. Responsibilities: Provide management coordination and oversight of Cyber Managed Services delivery of contracted services; work with client and KPMG stakeholders to plan, coordinate, and deliver day-to-day engagement activities that meet client expectations for quality; monitor engagement execution and provide periodic and ad?hoc status reporting, identifying and communicating issues, risks, dependencies, and opportunities for continuous improvement to client stakeholders and engagement leadership Give periodic and ad-hoc status to identify and communicate issues, dependencies, risks, and opportunities for improvement to client stakeholders and engagement lead(s) Build strong professional working relationships with client and KPMG personnel as a basis for engagement support, improved client tethering, and to identify and promote new opportunities for work beyond the existing engagement scope Work with Technical Leads and KPMG Management to ensure appropriate skilled staff are assigned to be successful while meeting financial targets; provide coaching and mentoring of staff to encourage growth both within the engagement and at a personal level Support KPMG Policies and standards particularly regarding workpapers, independence, and information protection Keep KPMG engagement partner(s) and senior management aware of engagement progress, issues, and dependencies that may jeopardize engagement success Act with integrity, professionalism, and personal responsibility to uphold KPMG's respectful and courteous work environment Qualifications: Minimum five years of recent experience in management roles with demonstrated depth in the IDM or cybersecurity domain. Bachelor's degree from an accredited college lor university in computer science, information technology, or a related discipline; certifications in relevant IDM tools a plus Strong working knowledge of cybersecurity solutions, identity and access management (IDM) processes, and security controls within managed services environments Demonstrated proficiency with Microsoft Word, Excel, and PowerPoint, with the ability to produce clear, professional client?facing materials Excellent verbal and written communication skills, with the ability to clearly convey complex technical and engagement information to diverse audiences Travel may be required based on business and client needs Applicants must be authorized to work in the U.S. without the need for employment?based visa sponsorship now or in the future; KPMG LLP will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H?1B, L?1, TN, O?1, E?3, H?1B1, F?1, J?1, OPT, CPT or any other employment?based visa) KPMG LLP and its subsidiaries ("KPMG") complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, KPMG is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at Benefits & How We Work . Follow this link to obtain salary ranges by city outside of CA: California Salary Range: $114095 - $268180 KPMG offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state or local laws. The attached link contains further information regarding KPMG's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please. KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them. Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
09/16/2026
Full time
The KPMG Advisory practice is at the forefront of transformation, offering excellent opportunities for individuals to advance their careers and expertise with KPMG. Looking ahead, we anticipate continued evolution and success within the practice, fostering both personal and professional development, thereby creating new pathways for growth. In this ever-changing market environment, our professionals must be adaptable and thrive in a collaborative, team-driven culture. At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-class training facility, and leading market tools, we help our people continue to grow both professionally and personally. If you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory. KPMG is currently seeking a Lead Specialist, IAM Delivery Manager to join our Managed Services practice. Responsibilities: Provide management coordination and oversight of Cyber Managed Services delivery of contracted services; work with client and KPMG stakeholders to plan, coordinate, and deliver day-to-day engagement activities that meet client expectations for quality; monitor engagement execution and provide periodic and ad?hoc status reporting, identifying and communicating issues, risks, dependencies, and opportunities for continuous improvement to client stakeholders and engagement leadership Give periodic and ad-hoc status to identify and communicate issues, dependencies, risks, and opportunities for improvement to client stakeholders and engagement lead(s) Build strong professional working relationships with client and KPMG personnel as a basis for engagement support, improved client tethering, and to identify and promote new opportunities for work beyond the existing engagement scope Work with Technical Leads and KPMG Management to ensure appropriate skilled staff are assigned to be successful while meeting financial targets; provide coaching and mentoring of staff to encourage growth both within the engagement and at a personal level Support KPMG Policies and standards particularly regarding workpapers, independence, and information protection Keep KPMG engagement partner(s) and senior management aware of engagement progress, issues, and dependencies that may jeopardize engagement success Act with integrity, professionalism, and personal responsibility to uphold KPMG's respectful and courteous work environment Qualifications: Minimum five years of recent experience in management roles with demonstrated depth in the IDM or cybersecurity domain. Bachelor's degree from an accredited college lor university in computer science, information technology, or a related discipline; certifications in relevant IDM tools a plus Strong working knowledge of cybersecurity solutions, identity and access management (IDM) processes, and security controls within managed services environments Demonstrated proficiency with Microsoft Word, Excel, and PowerPoint, with the ability to produce clear, professional client?facing materials Excellent verbal and written communication skills, with the ability to clearly convey complex technical and engagement information to diverse audiences Travel may be required based on business and client needs Applicants must be authorized to work in the U.S. without the need for employment?based visa sponsorship now or in the future; KPMG LLP will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H?1B, L?1, TN, O?1, E?3, H?1B1, F?1, J?1, OPT, CPT or any other employment?based visa) KPMG LLP and its subsidiaries ("KPMG") complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, KPMG is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at Benefits & How We Work . Follow this link to obtain salary ranges by city outside of CA: California Salary Range: $114095 - $268180 KPMG offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state or local laws. The attached link contains further information regarding KPMG's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please. KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them. Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
The KPMG Advisory practice is at the forefront of transformation, offering excellent opportunities for individuals to advance their careers and expertise with KPMG. Looking ahead, we anticipate continued evolution and success within the practice, fostering both personal and professional development, thereby creating new pathways for growth. In this ever-changing market environment, our professionals must be adaptable and thrive in a collaborative, team-driven culture. At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-class training facility, and leading market tools, we help our people continue to grow both professionally and personally. If you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory. KPMG is currently seeking a Lead Specialist, IAM Delivery Manager to join our Managed Services practice. Responsibilities: Provide management coordination and oversight of Cyber Managed Services delivery of contracted services; work with client and KPMG stakeholders to plan, coordinate, and deliver day-to-day engagement activities that meet client expectations for quality; monitor engagement execution and provide periodic and ad?hoc status reporting, identifying and communicating issues, risks, dependencies, and opportunities for continuous improvement to client stakeholders and engagement leadership Give periodic and ad-hoc status to identify and communicate issues, dependencies, risks, and opportunities for improvement to client stakeholders and engagement lead(s) Build strong professional working relationships with client and KPMG personnel as a basis for engagement support, improved client tethering, and to identify and promote new opportunities for work beyond the existing engagement scope Work with Technical Leads and KPMG Management to ensure appropriate skilled staff are assigned to be successful while meeting financial targets; provide coaching and mentoring of staff to encourage growth both within the engagement and at a personal level Support KPMG Policies and standards particularly regarding workpapers, independence, and information protection Keep KPMG engagement partner(s) and senior management aware of engagement progress, issues, and dependencies that may jeopardize engagement success Act with integrity, professionalism, and personal responsibility to uphold KPMG's respectful and courteous work environment Qualifications: Minimum five years of recent experience in management roles with demonstrated depth in the IDM or cybersecurity domain. Bachelor's degree from an accredited college lor university in computer science, information technology, or a related discipline; certifications in relevant IDM tools a plus Strong working knowledge of cybersecurity solutions, identity and access management (IDM) processes, and security controls within managed services environments Demonstrated proficiency with Microsoft Word, Excel, and PowerPoint, with the ability to produce clear, professional client?facing materials Excellent verbal and written communication skills, with the ability to clearly convey complex technical and engagement information to diverse audiences Travel may be required based on business and client needs Applicants must be authorized to work in the U.S. without the need for employment?based visa sponsorship now or in the future; KPMG LLP will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H?1B, L?1, TN, O?1, E?3, H?1B1, F?1, J?1, OPT, CPT or any other employment?based visa) KPMG LLP and its subsidiaries ("KPMG") complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, KPMG is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at Benefits & How We Work . Follow this link to obtain salary ranges by city outside of CA: California Salary Range: $114095 - $268180 KPMG offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state or local laws. The attached link contains further information regarding KPMG's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please. KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them. Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
09/16/2026
Full time
The KPMG Advisory practice is at the forefront of transformation, offering excellent opportunities for individuals to advance their careers and expertise with KPMG. Looking ahead, we anticipate continued evolution and success within the practice, fostering both personal and professional development, thereby creating new pathways for growth. In this ever-changing market environment, our professionals must be adaptable and thrive in a collaborative, team-driven culture. At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-class training facility, and leading market tools, we help our people continue to grow both professionally and personally. If you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory. KPMG is currently seeking a Lead Specialist, IAM Delivery Manager to join our Managed Services practice. Responsibilities: Provide management coordination and oversight of Cyber Managed Services delivery of contracted services; work with client and KPMG stakeholders to plan, coordinate, and deliver day-to-day engagement activities that meet client expectations for quality; monitor engagement execution and provide periodic and ad?hoc status reporting, identifying and communicating issues, risks, dependencies, and opportunities for continuous improvement to client stakeholders and engagement leadership Give periodic and ad-hoc status to identify and communicate issues, dependencies, risks, and opportunities for improvement to client stakeholders and engagement lead(s) Build strong professional working relationships with client and KPMG personnel as a basis for engagement support, improved client tethering, and to identify and promote new opportunities for work beyond the existing engagement scope Work with Technical Leads and KPMG Management to ensure appropriate skilled staff are assigned to be successful while meeting financial targets; provide coaching and mentoring of staff to encourage growth both within the engagement and at a personal level Support KPMG Policies and standards particularly regarding workpapers, independence, and information protection Keep KPMG engagement partner(s) and senior management aware of engagement progress, issues, and dependencies that may jeopardize engagement success Act with integrity, professionalism, and personal responsibility to uphold KPMG's respectful and courteous work environment Qualifications: Minimum five years of recent experience in management roles with demonstrated depth in the IDM or cybersecurity domain. Bachelor's degree from an accredited college lor university in computer science, information technology, or a related discipline; certifications in relevant IDM tools a plus Strong working knowledge of cybersecurity solutions, identity and access management (IDM) processes, and security controls within managed services environments Demonstrated proficiency with Microsoft Word, Excel, and PowerPoint, with the ability to produce clear, professional client?facing materials Excellent verbal and written communication skills, with the ability to clearly convey complex technical and engagement information to diverse audiences Travel may be required based on business and client needs Applicants must be authorized to work in the U.S. without the need for employment?based visa sponsorship now or in the future; KPMG LLP will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H?1B, L?1, TN, O?1, E?3, H?1B1, F?1, J?1, OPT, CPT or any other employment?based visa) KPMG LLP and its subsidiaries ("KPMG") complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, KPMG is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at Benefits & How We Work . Follow this link to obtain salary ranges by city outside of CA: California Salary Range: $114095 - $268180 KPMG offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state or local laws. The attached link contains further information regarding KPMG's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please. KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them. Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
