FP&A Manager - Portfolio

The Portfolio FP&A Manager is a key member of the Finance team within a private-equity-backed warehousing and logistics real estate business. Reporting directly to the Head of Portfolio FP&A, the role sits within the FP&A function and is responsible for providing high-quality financial insight, analysis, and decision support across the operational property portfolio.

FP&A Manager - Portfolio

Working closely with Asset Management, Finance, and senior stakeholders including investors, the Portfolio FP&A Manager delivers portfolio-level reporting, forecasting, and performance analysis that supports value creation, capital allocation, and strategic decision-making. The role has regular exposure to senior leadership and plays an important part in shaping financial insight across the business

This position combines core FP&A disciplines with strong commercial business partnering, alongside involvement in investor and lender reporting within a private-equity-backed environment.

Key Responsibilities

Portfolio Performance & Insight

• Deliver detailed financial analysis across the operational portfolio, including income, costs, NOI, KPIs, leasing performance, vacancy, and capital expenditure
• Provide clear variance analysis against budget, forecast, prior periods, and key operational drivers
• Produce concise, insight-led commentary for senior management and operational stakeholders

Budgeting, Forecasting & Scenario Modelling

• Lead portfolio-level budgeting, reforecasting, and rolling forecast processes
• Develop and maintain asset and portfolio-level financial models to support scenario planning and risk analysis
• Support strategic planning and capital allocation through robust financial and sensitivity analysis

Month-End & Reporting

• Own the FP&A portfolio month-end process, ensuring timely and accurate delivery of:
  • Portfolio KPI reporting
  • Monthly performance packs
  • Vacancy and leasing analysis
  • Management reporting for senior stakeholders
• Partner with finance and operational teams to ensure accuracy and integrity of underlying data

Capital Expenditure & Investment Support

• Monitor and report on capital expenditure against budget and forecast
• Support the preparation and review of capex business cases and approval papers
• Contribute to the development of integrated portfolio-level capex reporting processes

Business Partnering

• Act as a trusted finance partner to asset management and operational teams
• Provide forward-looking insight to support leasing decisions, asset strategies, and performance improvement
• Deliver clear, actionable analysis in response to ad hoc queries

Investor & External Reporting

• Support investor and lender reporting, including regular and ad hoc submissions
• Act as a key point of contact for portfolio-level financial data and analysis requests

Systems, Data & Process Improvement

• Drive improvements in FP&A processes, reporting quality, and efficiency
• Support enhancements to financial models, BI reporting, and automation
• Promote strong data governance and consistent reporting standards

Team Leadership & Development

• Provide guidance and oversight to junior FP&A team members
• Lead delivery of key portfolio FP&A workstreams and projects
• Contribute to a high-performing, collaborative team culture

Skills, Knowledge & Experience

Essential

• ACA, ACCA, or CIMA qualified (or equivalent)
• Strong FP&A experience within real estate, infrastructure, or other asset-intensive sectors
• Proven expertise in budgeting, forecasting, financial modelling, and performance analysis
• Strong commercial acumen with the ability to translate complex data into clear, actionable insight
• Excellent stakeholder management and communication skills
• Experience with financial planning systems (e.g. Anaplan) and BI tools
• Exposure to investor, lender, or private-equity-backed environments
• Highly analytical, detail-oriented, and well organised
• Commercially minded, solutions-focused, and comfortable in a fast-paced environment

Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates