Property Controller

Troon • Banning, CA

9d • Onsite

About The Position

Sun Lakes Country Club in Banning, California, seeks a Property Controller to manage the community’s financial activities and support the General Manager and Board of Directors. The role involves budgeting, forecasting, financial analysis and reporting; oversight of accounting functions and the annual independent audit; and support for the Finance Advisory Committee and Board on financial matters. The Property Controller supervises and trains the Financial Coordinator, oversees vendor and contractor agreements, and reviews service requests and work orders. The position reports to the General Manager and requires sound judgment, ethical conduct, attention to regulatory requirements, and the ability to work independently and with a team. Hours may vary based on events, budget cycles and business needs, and consistent, regular attendance is required. The work takes place under normal office conditions and includes moving around the office and Club.

Requirements

• Bachelor’s degree in Finance or Accounting.
• At least four years of related experience and/or training.
• Advanced Excel skills, including complex formulas, macros, charts and graphs.
• Proficiency in Word.
• Valid California driver’s license, dependable transportation and state-mandated vehicle insurance.
• Knowledge of modern office procedures, methods and equipment, including computer software programs.
• Knowledge of pertinent federal, state and local codes, laws and regulations.
• Ability to define problems, collect data, establish facts and draw valid conclusions.
• Ability to handle pressure and deadlines, prioritize time effectively, make decisions and solve problems creatively.
• Strong written and verbal communication skills; proficiency in English.
• Ability to work independently and as part of a team, share ideas constructively, and keep others informed of progress, timelines and issues.
• Sound business judgment and critical thinking skills.
• Ability to lift 25 pounds and sit for extended periods.
• Finger dexterity for typing and keyboard use, and ability to move around the office and throughout the Club.
• Vision abilities including adjusting focus, depth perception, peripheral vision, color vision, and close and distance vision.
• Consistent, regular attendance is required; hours may vary based on events, budget cycles and business needs.

Nice To Haves

• MBA preferred.
• Work experience in the financial services industry highly desirable.
• Active CPA license desired.

Responsibilities

• Collect, analyze and interpret financial data to identify trends and guide the General Manager and Board of Directors in budget development and monitoring, including revenue, expenditures, variance and bad debt analysis.
• Evaluate current and future financial performance and recommend adjustments to the budget and multi-year forecast.
• Build financial models to evaluate expense and assessment assumptions.
• Coordinate and prepare the annual budget with the Sun Lakes staff team, Troon accounting team and Finance Advisory Committee.
• Ensure the budget package is distributed to homeowner members in compliance with the California Civil Code.
• Contribute to strategic financial planning, problem resolution, system improvements, cost-control initiatives and reporting.
• Prepare the income and expense portion of monthly reports, annual year-to-date expense projections and monthly variance reports.
• Prepare monthly Key Indicator Reports on community financial performance.
• Work with Troon corporate accounting to obtain and prepare reports for forecasting and business performance analysis.
• Review financial statements for accuracy of journal entries, general ledger, accounts payable and accounts receivable; monitor accounts payable and receivable functions.
• Ensure the annual independent audit is completed on time and distributed to homeowner members in accordance with the Civil Code, and support the auditor as needed.
• Assist the General Manager with the Finance Advisory Committee staff liaison role, including preparing agendas, reports and meeting packets.
• Assist with preparation of Board agenda reports related to financial matters.
• Assist the General Manager in coordinating investments with the community’s investment advisor.
• Supervise and train the Financial Coordinator, and prepare or oversee performance reviews as required.
• Oversee contractual agreements with vendors and contractors.
• Review and approve service requests and related work orders in accordance with established procedures.
• Enforce applicable safety, health and environmental regulations.
• Maintain high standards of personal, professional and ethical conduct in keeping with Troon’s hospitality and service standards.
• Follow safety precautions, policies and standard operating procedures as directed by management.
• Participate in meetings and work groups to coordinate activities, resolve problems, obtain approvals and stay current on developments, requirements, policies and regulatory guidelines.
• Perform special projects and other related duties as assigned.

Benefits

• Healthcare benefits, including medical, dental and vision coverage, subject to applicable plan terms.
• 401(k) with employer match for Associates aged 19 and older, subject to applicable plan terms.
• Paid time off and leaves of absence in accordance with applicable law and eligibility criteria.
• Eligibility for bonuses, commissions, service charge and employee meals, subject to applicable plan terms.
• Career growth and professional development opportunities across the Troon portfolio of clubs and communities.
• A culture that recognizes success and commitment and places Associates at the center of its work.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level