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

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 M