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Elements and Performance Criteria

1. Plan financial reporting for commercial property management.
   • Analyse property documentation to confirm financial reporting obligations according to client instructions or agreement.
   • Confirm types and purpose of required financial reports and reporting periods.
   • Schedule financial reporting activities to meet client requirements and accounting protocols.
2. Develop annual budget for commercial property.
   • Collate financial data for commercial property.
   • Analyse financial data to prepare forecasts for the financial year.
   • Prepare and document budget and tenancy schedules to meet agency requirements for commercial property management.
3. Coordinate financial reporting for commercial property.
   • Prepare financial reports according to client instructions.
   • Assess completed financial reports to verify sufficiency to meet reporting requirements and take required action to correct errors or omissions.
   • Distribute financial reports to lessor to meet agreed reporting timeframes and agency requirements.
4. Evaluate and improve financial outcomes for commercial property.
   • Assess financial outcomes for property to identify areas requiring improvement.
   • Recommend actions to improve financial outcomes in discussion with lessor and obtain feedback and further instruction from lessor.
   • Facilitate implementation of processes to improve financial outcomes for property according to lessor instructions.
   • Secure and maintain financial information and documentation according to agency requirements.