Director of Financial Operations / Controller Job at Trekk Properties, Northfield, MN

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  • Trekk Properties
  • Northfield, MN

Job Description

Director of Financial Operation / Controller

Trekk Properties / NCC Builders

Northfield, Minnesota, United States

Company Summary:  

Trekk Properties, NCC Builders, and their affiliated companies are a fast-growing real estate development, property management, and investment management group operating out of Northfield and Faribault, MN.

 

Position Overview:

We are seeking a hands-on Controller to oversee the financial operations, reporting, and internal controls for our growing businesses. This role is critical in ensuring financial accuracy at both the corporate level and property level, while also leading budgeting processes, acquisitions, and new account onboarding.

The ideal candidate will bring deep expertise in property management accounting, AppFolio or similar software experience, and the ability to bridge high-level financial strategy with direct accounting review. This person will work closely with the CEO, President, property managers, and Leadership team to ensure accurate financial reporting, strong internal controls, and scalable accounting processes that support company growth.

Company Core Values:  

  • Driven
  • Dependable
  • Positive
  • Collaborative
  • Community

 

Management Systems and Leadership:

Our Companies run on the Entrepreneurs Operating System(EOS) based on the book Traction by Gino Wickman. The Financial Controller position will be the financial leader of the entities and be part of the leadership team.

 

Primary Objective of the Position:

To perform all high-level accounting functions and necessary transactional accounting duties while delegating to and overseeing the work of direct reports including financial administrators and accounting staff. Responsible for the accurate and timely preparation and analysis of financial statements and related fiscal management of the entities.

 

Scope of Work:

  • Manage all aspects of accounting and financial reporting and ensure compliance with federal, state, and local law requirements.
  • Responsible for all accounting functions for the entities. This requires the ability to simultaneously lead multiple month-end close procedures including preparation and analysis of monthly financials along with their presentation.
  • Lead budget preparation for corporate entities, analyze P&L statements, prepare cash flow projections, and other financial data as required.
  • Lead and manage the financial team to ensure efficiency and performance. Initially the position will have four direct reports but will grow over time.
  • Review and implement policies and procedures on accounting processes, GL codes, and corporate financial systems. Establish a monthly financial report review process for all properties in managed portfolio.
  • Assist the outside Tax Preparers by providing information, performing research, and answering questions.
  • Continuously use innovative solutions to develop cost saving methods, efficiency, and productivity for all entities.
  • Keep the leadership team informed on all financial issues or unusual matters.

 

Key Position Responsibilities and Goals:

Operational Accounting & Leadership

  • Lead and collaborate with the financial team and property managers to ensure accurate revenue recognition, rent collections, and expense allocations, delegating appropriately while maintaining oversight and accountability
  • Oversee CAM reconciliations, pass-through accounting, reserve fund tracking, and owner distributions.
  • Review and approve bank reconciliations, security deposit accounting, and escrow tracking.
  • Ensure financial compliance with lender requirements, investor reporting, and owner requests.
  • Drive the phased implementation of financial best practices and procedures, developed in alignment with Appfolio, ensuring adoption across the team and continuous improvement through feedback and refinement.

Financial Review & Reporting

  • Lead and streamline monthly financial reviews of all managed properties to ensure accuracy, consistency, and timely completion through effective delegation and processes optimization.
  • Review and finalize property-level income statements, balance sheets, and cash flow reports before distribution to owners, leveraging team support and technology to improve turnaround time and reduce manual effort.
  • Identify discrepancies, errors, or unusual transactions,   and collaborate with the accounting team to resolve issues efficiently and implement preventative improvements.
  • Ensure GAAP and modified accrual compliance in financial reporting.
  • Oversee the budget-to-actual performance for both companies and managed properties, providing insights and recommendations for financial performance improvement.

Budgeting & Financial Planning

  • Manage the annual budget process ensuring financial planning aligns with company goals.
  • Oversee property-level budgeting by working with property managers and ownership to create, review, and refine property budgets.
  • Implement budgeting best practices, ensuring consistency across all properties and improving financial forecasting.

Process Oversight & Internal Controls

  • Implement and refine established best practices for financial reporting, reconciliations, and month-end close procedures, ensuring alignment with operational goals and continuous improvement.
  • Review and approve journal entries, accruals, and adjustments to ensure financial accuracy and integrity
  • Maintain and enforce the standardized chart of accounts (COA) across all properties, ensuring consistency and clarity in financial reporting.
  • Lead the execution and ongoing enhancement of internal controls   leveraging existing policies and procedures to prevent errors and improve financial integrity.

Property Acquisitions, Dispositions & Onboarding

  • Be the financial point person for new property acquisitions and dispositions, ensuring smooth financial transitions.
  • Oversee opening balance sheet entries and work with tax preparers and developers to ensure proper accounting setup.
  • Manage the financial onboarding of new properties, including ownership setup, financial configurations, and charge-related settings in AppFolio, ensuring seamless integration into the company’s accounting processes. Coordinate closely with the Residential Team, who will oversee property, unit, and tenant setup.
  • Ensure new accounts and ownership structures are set up correctly in financial reporting and tax compliance.

Technology, Systems & Automation

  • Optimize AppFolio workflows for financial reporting, bill pay, and property onboarding.
  • Implement automation and process improvements to streamline financial operations.
  • Ensure accurate setup of properties, taxing authorities, and management fee calculations in AppFolio.
  • Collaborate with external vendors to enhance system integration and reporting capabilities.

Strategic Planning and Leadership

  • Lead financial functions and employees for the companies using EOS and core values
  • Engage and participate in Level 10 meetings and company strategic directives
  • Develop and lead Accounting staff across multiple companies
  • Collaborate with Leadership Team of the companies to create Strategic Plan

Cultivate strong partnership with outside partners

  • Work closely with CPA firms and tax preparers for additional financial support
  • Establish and enhance relationship with banks, lenders, and financial institutions

 

Qualifications:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required.

  • Bachelor’s degree in accounting or finance.(CPA or CMA preferred)
  • At least five years of accounting/financial experience
  • Real Estate, Property Management, Construction, and Investment Experience preferred.
  • Expertise in GAAP, modified accrual accounting, and property-level financial reporting
  • Experience with EOS/Traction is a plus.
  • Ability to multitask.
  • Strong organizational and critical thinking skills.
  • Strong communication skills, oral and written to collaborate with Executives, property managers, and ownership groups.
  • Ability to make and influence decisions.
  • Ability to learn and be flexible.
  • Experience in private equity, acquisitions, or real estate investment preferred
  • Proficient in using QuickBooks, Microsoft Excel.
  • Experience with AppFolio, Yardi, or Property Management software preferred

 

 

Physical Demands:

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 accommodation may be made to enable individuals with disabilities to perform the essential functions.

  • Frequently required to sit, use hands to handle objects and talk to hear
  • Frequent wrist and/or hand movement is required.
  • Occasionally required to stand, walk, and reach with hand and arms.
  • Must occasionally lift and/or move up to ten pounds.
  • Specific Vision abilities required include close vision, distant vision, and the ability to adjust focus.

Why Join Trekk Properties / NCC Builders?

  • Opportunity to build out scalable financial processes in a growing company.
  • Direct impact on financial strategy and decision-making.
  • Work closely with leadership while still being hands-on with the details.
  • Dynamic role that blends property-level financial oversight with corporate strategy.

Salary Range and Benefits:

  • Salary position with compensation of $100,000 - $120,000 based on experience
  • Company Benefits include
  • Health Insurance with HSA
  • Dental Insurance
  • PTO
  • 401(k) matching

 

Job Tags

Local area, Flexible hours,

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