Capstone on Campus Management LLC

Compensation

Full Description

Job Title: Budget & Reporting Assistant Reports To: Vice President of Finance Location: COCM Home Office - Birmingham, AL (Full-Time, In-Office) Compensation: $57,000.00- $62,000.00 per year and comprehensive benefits package   FLSA Status: Non-Exempt Company Overview Capstone On-Campus Management (COCM), headquartered outside of Birmingham, Alabama, is a leading organization of student housing professionals and is proudly 100% employee-owned through an ESOP.  We specialize in the management of housing communities owned by non-profit organizations or closely affiliated with universities. Our distinctive focus lies in on-campus housing, with active university engagement. In fact, 100% of the communities in our extensive portfolio are strategically located on-campus.   Summary: As a Budget & Reporting Assistant at COCM, you will be a pivotal member of our team, contributing to the efficient management of housing communities across the nation. This entry-level position works as part of the budgeting team and offers an unparalleled opportunity for career growth. You will play a vital role in creating and managing annual budgets and monthly variance reports for a diverse portfolio of clients and properties, ensuring their financial success. Responsibilities will extend beyond budgeting, encompassing data management, document control, and support for special projects.    Responsibilities and Tasks: Budget: * Data Collection and Analysis: Gather and update data for general budget use, ensuring data accuracy and completeness. * Project Tracking: Monitor "Repair and Replacement" projects, updating fund balances for budgeting purposes. * Report Management: Manage reports generated from accounting software and input data into templates for budgeting. * Compliance Assurance: Ensure that budget control procedures align with project documents, including Management Agreements and Ground Leases. * Budget Package Preparation: Prepare comprehensive annual budget packages for Owners, Universities, and Trustees. * Financial Coordination: Provide the final budget funding schedule to accountants. * Document Organization: Maintain a systematic filing system of final documents and signature approvals. * New Site Budgeting: Build out initial-year budgets from pro forma data for new sites. * Support Functions: Perform additional support duties as requested by the Vice President of Finance. Other: * Document Management: Oversee document management, ensuring accessibility and accuracy. * Special Projects: Assist in the analysis and execution of special projects associated with budgeting, such as capital plan reviews. * Software Expertise: Provide training and troubleshooting support for property management software. * Information Maintenance: Maintain information spreadsheets related to Management Contracts, Annual Management Fees, Site details, and more. * Reporting Consolidation: Consolidate weekly Lease Status Reports.   Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below represent the knowledge, skills, and abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.    * Bachelor’s degree is required, preferably in Finance, Accounting, or a related field. * Prior experience or coursework in financial analysis, data management, or related areas is advantageous. * Exhibit advanced technology savviness, with fluency in Microsoft Office (particularly Excel), internet research, and database management. * Proficiency in gathering, organizing, analyzing, and reporting large volumes of financial data with speed and accuracy. * Exhibit excellent presentation and communication skills, both written and verbal, combined with strong analytical and problem-solving abilities. * Strong attention to detail, organizational, and analytical skills. * Ability to manage multiple priorities and meet deadlines effectively. * Ability to operate basic office equipment and perform standard administrative tasks. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The work environment is mid-to-high paced.    The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Work responsbilities included sitting and completing the majority of their work hours at a computer. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and distance vision.  This position provides a flexible in-office work arrangement, while also allowing for occasional remote work as needed. This is not an employment contract. If you are unable to apply because of incompatible assistive technology or a disability, please COCM Recruitment from our website. We will make every effort to respond to your request for assistance as soon as possible.    To provide equal employment opportunities to all individuals, employment decisions at Capstone On-Campus Management (COCM) will be based on qualifications, and abilities. COCM does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, disability, sexual orientation, marital status, veteran status or any other characteristic protected by law.