Acts as an advisory to the Board, reviews financial issues and provides a summary of findings and recommendations. 

Reviews the Monthly Financial Statements in detail and works with Management to clarify and/or correct items as needed.

Works with Management to develop a new Budget each year.  This process begins in September to ensure that the Proposed Budget will be available for the Board to vote on it at the scheduled Open Board meeting each November.

Works closely with the Independent Auditor to keep the Audit process on target and to obtain a Final Audited Financial Statement and Tax Returns on a timely basis.

Reviews the Board-commissioned Reserve Studies and assists by recommending and developing a reasonable timeline for future Association projects. Assistance is provided toward developing Funding Options and Special Assessment recommendations.

Assists the Board on current and upcoming projects as needed.  Reviews payments for structural improvement and capital investment projects with regard to bank loan requirements.