FP&A Manager - Real Estate
24 days ago
London
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