FP&A Manager - Real Estate

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