Vice President of Financial Planning & Analysis (FP&A)

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Clayco

Vice President of Financial Planning & Analysis (FP&A)

Chicago, IL
Full Time
Paid
  • Responsibilities

    About Us

    Clayco is a full-service, turnkey real estate development, master planning, architecture, engineering, and construction firm that safely delivers clients across North America the highest quality solutions on time, on budget, and above and beyond expectations. With $7.6 billion in revenue for 2024, Clayco specializes in the "art and science of building," providing fast track, efficient solutions for industrial, commercial, institutional, and residential related building projects.

    About CRG

    CRG is a privately held real estate development and investment firm with deep expertise in industrial, office, student housing, land, and data center assets. Since 1993, we’ve developed over 220 million square feet across 12,500 acres, representing more than $14 billion in value. The firm serves clients and investors from headquarters in Chicago and St. Louis, and regional offices in Seattle, Los Angeles, Phoenix, Philadelphia, and Atlanta. CRG manages $2.3 billion in real estate assets across institutional joint ventures and four fund vehicles with over $500 million in AUM. As part of Clayco, a nationally recognized, vertically integrated real estate and construction enterprise, CRG combines the strength and scale of an industry leader with the agility of an entrepreneurial platform.

    The Role We Want You For

    The Vice President of Financial Planning and Analysis is a newly created role that will lead the company’s consolidated reporting, forecasting, and analytics for its development projects and operating properties in the Industrial, Multi-Family, Student Housing, Data Center and other sectors. The position will be responsible for providing enhanced and timely reporting and analytics on asset, fund, and portfolio-level performance to senior leadership, joint venture partners, and fund-level investors. This position will also be responsible for facilitating our annual and quarterly reforecasting processes. The Vice President will report to the Chief Capital Officer and function as a bridge between the keepers of key property-level information and projections and the various end users, to facilitate optimal decision making and improved performance.

    The Specifics of the Role

    • Lead the FP&A function to facilitate the efficient flow of information on CRG’s development and investment assets, to drive improved company performance through operational insights, decision support analytics, and increased investor satisfaction.
    • Serve as a bridge between operational teams managing property-level models (Capital Markets / Investments / Asset Management) and the end-users of such models, including Senior Management, Accounting, and Fund Management / Investor Relations.
    • Go beyond simple reporting: Analyze performance data and projections to identify and communicate operational highlights, opportunities, and potential risks.
    • Implement improvements to the platform’s current FP&A processes, software, and systems; integrate systems to analyze and disseminate data efficiently.
    • Support Senior Management in reporting on CRG performance to its parent company, Clayco.

    Forecasting and Business Planning:

    • Coordinate quarterly reforecasting of property-level Excel and Argus models with the Capital Markets, Asset Management, Investments, and Accounting teams; ensure models are maintained in an accurate and consistent fashion.
    • Establish and maintain dynamic rollup models that consolidate building-level models in Excel and Argus to produce portfolio-level forecasts by asset class and / or fund.
    • Provide business line leaders, Senior Management, and Fund Management / Investor Relations teams with actionable insights from consolidated forecasts, including liquidity needs, profitability estimates, and performance highlights and challenges.
    • Collaborate with Accounting team to maintain platform-level budgets and P&L / liquidity projections; track and forecast predevelopment costs for Senior Management.

    Monthly, Quarterly, and Annual Reporting:

    • Serve as a key contributor to the quarterly reporting process for CRG-sponsored funds; provide accurate performance metrics and analytics for investor communications.
    • Conduct financial analysis for internal team members and Senior Management to highlight key performance drivers, variances, and potential risks and opportunities.
    • Support Fund Management and Investor Relations teams in responding to investor inquiries on fund performance.
    • Support Capital Markets / Investments / Asset Management teams on internal valuation exercises to promote consistency and compliance with set standards.
    • Engage with outside appraisers and auditors for the annual valuation and audit processes for CRG's investment funds; ensure quality control.
    • Assist in the production of lender and JV partner reporting packages.
    • Ad-hoc financial analyses and projects for Senior Leadership and other constituents.
    • Maintain various internal operational reporting files (pipeline, track record, etc.).

    Requirements

    • Bachelor's Degree in Finance, Economics, or related field. MBA or CFA preferred.
    • 10+ years of progressive experience in real estate financial analysis and related functions (e.g. portfolio / asset management, financial and operational reporting).
    • 5+ years of experience at a real estate operating company, preferably in the industrial, student housing, or multi-family sectors; fund management experience also beneficial.
    • Expertise in real estate financial modeling including Argus and Excel-based models, real estate valuation, and strong grasp of the broader real estate market.
    • Microsoft Office 365 and Yardi experience required; Argus Enterprise strongly preferred.
    • Understanding of real estate accounting principles and financial statements.
    • Proven track record of implementing new cross-functional processes / systems using best practices, and operational simplification. Ability to leverage technology and systems to scale.
    • Exceptional communication and presentation skills, with the ability to articulate complex financial information in a clear manner.
    • Collaborative, team-based approach to work; seeks to partner with others to deliver results.
    • Ability to navigate a matrixed, fast-paced environment with competing priorities.
    • High ethical standards and professionalism. Does the right thing.
    • Self-motivated with a strong initiative, results orientation, and a bias for action.
    • Exceptional standards with a high attention to detail.
    • A curious attitude to look beyond the face of the numbers to search for answers & insights.
    • "How can I help" mentality.

    Some Things You Should Know

    • This position is based in Chicago, IL.
    • We work on creative, complex, award-winning, high-profile jobs across the United States,
    • The pace is fast!

    Why Join CRG?

    At CRG, you’ll be joining a nationally respected platform with deep institutional relationships, a robust project pipeline, and the financial backing of Clayco. This is a rare opportunity to be part of a nimble, high-performing team where ideas are heard, effort is recognized, and value creation is rewarded. As Vice President of FP&A, you’ll play a critical role in shaping how we measure performance, allocate capital, and communicate results—while gaining exposure across every facet of the real estate investment business.

    • Join a mission-driven, entrepreneurial team backed by Clayco’s national platform.
    • Gain visibility and impact at the highest levels of leadership.
    • Be a part of landmark real estate projects across the U.S.
    • Work in an innovative culture that values speed, integrity, and excellence.
    • Best Places to Work – St. Louis Business Journal, Los Angeles Business Journal, Phoenix Business Journal.
    • ENR – Top Midwest Contractors (\#1), Top Design Build Contractors (\#4), Top 400 Contractors (\#20), ENR – Top Green Builders (\#5).
    • RE Journals: 2023 Developer of the Year.
    • RE Journals: \#1 Midwest Developer (2020 & 2021), Top 4 Midwest Developer (2022–2024).
    • GlobeSt.com: Industrial Influencer (2021, 2022 & 2024).
    • GlobeSt.com: Multifamily Influencer (2023 & 2024).
    • Crain’s Chicago Business, NAIOP, GlobeSt.com, Student Housing Business, Law.com, Connect CRE, RE Journals: Award-winning leadership and rising stars across multiple disciplines.

    Benefits

    • Discretionary Annual Bonus: Subject to company and individual performance.
    • Comprehensive Benefits Package Including: Medical, dental and vision plans, 401k, generous PTO and paid company holidays, employee assistance program, flexible spending accounts, life insurance, disability coverage, learning & development programs and more!

    Compensation

    • The salary range for this position considers a wide range of factors in making compensation decisions including but not limited to: Education, qualifications, skills, training, experience, certifications, internal equity, and location. It is not typical for an individual to be hired at or near the top of the range for the role and compensation decisions are dependent on the facts and circumstances of each case. The CRG Nationwide salary range for this position is approximately $150,000 - $200,000 +/- annually (not adjusted for location).