PEG COMPANIES
Vice President, FP&A
PEG COMPANIES, Salt Lake City, Utah, United States, 84193
Firm Overview:
Founded in 2003, PEG Companies is a vertically integrated owner, operator, and developer of multifamily, hospitality, and build-to-rent assets in the U.S. and Canada with a focus on the Mountain West. PEG currently manages approximately $2B of AUM across seven commingled funds and various separate accounts with over 1,100 employees.
Role Overview
We are seeking an experienced and analytical Vice President to lead the Financial Planning & Analysis (FP&A) function across our vertically integrated real estate investment firm. The ideal candidate will oversee all aspects of FP&A for corporate, investment, development, residential, hospitality, and construction assets, providing strategic financial insights and guidance to support the firm's growth and performance objectives. This role requires a leader with deep experience in real estate finance, exceptional analytical skills, and the ability to communicate complex financial information to both financial and non-financial stakeholders.
Responsibilities:FP&A Leadership : Oversee the FP&A function across all business units, including corporate, investment, development, residential, hospitality, and construction assets, ensuring alignment with the firm's strategic objectives.Budgeting & Forecasting : Lead the annual budgeting process and develop long-term financial forecasts for all business units, incorporating market trends, operational performance, and strategic initiatives.Financial Modeling : Develop and maintain complex financial models to analyze current and future financial performance, supporting key business decisions and investment strategies.Performance Analysis : Monitor and analyze financial performance across all assets, identifying key trends, variances, and opportunities for improvement. Provide actionable insights to senior leadership to drive business performance.Reporting : Prepare and present detailed financial reports to senior management, board members, and other stakeholders, ensuring clarity and accuracy in financial communication.Strategic Planning : Collaborate with senior leadership to develop and implement financial strategies that support the firm's growth objectives, including capital allocation, risk management, and investment decisions.Cross-Functional Collaboration : Work closely with various departments, including operations, development, construction, and asset management, to ensure financial plans are aligned with business goals and initiatives.Risk Management : Identify and assess financial risks across all business units, implementing strategies to mitigate potential impacts on the firm's financial performance.Process Improvement : Continuously evaluate and improve FP&A processes, tools, and systems to enhance efficiency, accuracy, and effectiveness in financial planning and analysis.Team Development : Lead and mentor a team of FP&A professionals, fostering a culture of continuous learning, collaboration, and excellence.Management Responsibilities:
This position will oversee the FP&A team.
Requirements:
Education
Bachelor's degree in Finance, Accounting, Economics, or a related field is required; MBA, CPA, or CFA is preferred.Skills and Experience
Experience : Minimum of 8 years of experience in FP&A, with a strong background in real estate finance, including corporate, investment, development, residential, hospitality, and construction assets.Expertise : Extensive experience in financial modeling, budgeting, forecasting, and performance analysis within a vertically integrated real estate firm.Analytical Skills : Exceptional analytical and problem-solving skills, with the ability to translate complex financial data into actionable insights.Leadership : Proven track record in leading and developing high-performing FP&A teams, with strong leadership and mentoring abilities.Communication : Excellent communication and presentation skills, with the ability to convey financial information to both financial and non-financial audiences.Technology Proficiency : Strong proficiency in financial software and tools, including advanced Excel, ERP systems, and financial reporting platforms.Strategic Thinking : Ability to think strategically and align financial planning with broader business objectives, driving value creation across all business units.Integrity : High ethical standards and a commitment to maintaining the highest levels of integrity and professionalism.Physical Requirements:
Must be able to tolerate prolonged periods of sitting and/or standing at desk.Must be able to operate a computer, telephone, and/or keyboard and tolerate prolonged periods performing work using a computer, telephone, and/or keyboard.Must be able to lift up to 15 pounds at times.
Compensation:
Competitive salary and benefits package, commensurate with experience, including performance-based incentives.
Founded in 2003, PEG Companies is a vertically integrated owner, operator, and developer of multifamily, hospitality, and build-to-rent assets in the U.S. and Canada with a focus on the Mountain West. PEG currently manages approximately $2B of AUM across seven commingled funds and various separate accounts with over 1,100 employees.
Role Overview
We are seeking an experienced and analytical Vice President to lead the Financial Planning & Analysis (FP&A) function across our vertically integrated real estate investment firm. The ideal candidate will oversee all aspects of FP&A for corporate, investment, development, residential, hospitality, and construction assets, providing strategic financial insights and guidance to support the firm's growth and performance objectives. This role requires a leader with deep experience in real estate finance, exceptional analytical skills, and the ability to communicate complex financial information to both financial and non-financial stakeholders.
Responsibilities:FP&A Leadership : Oversee the FP&A function across all business units, including corporate, investment, development, residential, hospitality, and construction assets, ensuring alignment with the firm's strategic objectives.Budgeting & Forecasting : Lead the annual budgeting process and develop long-term financial forecasts for all business units, incorporating market trends, operational performance, and strategic initiatives.Financial Modeling : Develop and maintain complex financial models to analyze current and future financial performance, supporting key business decisions and investment strategies.Performance Analysis : Monitor and analyze financial performance across all assets, identifying key trends, variances, and opportunities for improvement. Provide actionable insights to senior leadership to drive business performance.Reporting : Prepare and present detailed financial reports to senior management, board members, and other stakeholders, ensuring clarity and accuracy in financial communication.Strategic Planning : Collaborate with senior leadership to develop and implement financial strategies that support the firm's growth objectives, including capital allocation, risk management, and investment decisions.Cross-Functional Collaboration : Work closely with various departments, including operations, development, construction, and asset management, to ensure financial plans are aligned with business goals and initiatives.Risk Management : Identify and assess financial risks across all business units, implementing strategies to mitigate potential impacts on the firm's financial performance.Process Improvement : Continuously evaluate and improve FP&A processes, tools, and systems to enhance efficiency, accuracy, and effectiveness in financial planning and analysis.Team Development : Lead and mentor a team of FP&A professionals, fostering a culture of continuous learning, collaboration, and excellence.Management Responsibilities:
This position will oversee the FP&A team.
Requirements:
Education
Bachelor's degree in Finance, Accounting, Economics, or a related field is required; MBA, CPA, or CFA is preferred.Skills and Experience
Experience : Minimum of 8 years of experience in FP&A, with a strong background in real estate finance, including corporate, investment, development, residential, hospitality, and construction assets.Expertise : Extensive experience in financial modeling, budgeting, forecasting, and performance analysis within a vertically integrated real estate firm.Analytical Skills : Exceptional analytical and problem-solving skills, with the ability to translate complex financial data into actionable insights.Leadership : Proven track record in leading and developing high-performing FP&A teams, with strong leadership and mentoring abilities.Communication : Excellent communication and presentation skills, with the ability to convey financial information to both financial and non-financial audiences.Technology Proficiency : Strong proficiency in financial software and tools, including advanced Excel, ERP systems, and financial reporting platforms.Strategic Thinking : Ability to think strategically and align financial planning with broader business objectives, driving value creation across all business units.Integrity : High ethical standards and a commitment to maintaining the highest levels of integrity and professionalism.Physical Requirements:
Must be able to tolerate prolonged periods of sitting and/or standing at desk.Must be able to operate a computer, telephone, and/or keyboard and tolerate prolonged periods performing work using a computer, telephone, and/or keyboard.Must be able to lift up to 15 pounds at times.
Compensation:
Competitive salary and benefits package, commensurate with experience, including performance-based incentives.