At a Glance
- Tasks: Lead financial reporting and analysis for a dynamic real estate portfolio.
- Company: Join a top-tier real estate business backed by a leading private equity fund.
- Benefits: Competitive salary, bonus potential, and hybrid working model.
- Other info: Collaborative environment with direct exposure to senior leadership and investor reporting.
- Why this job: Make a real impact in a high-visibility role with growth opportunities.
- Qualifications: ACA qualified with experience in real estate finance and strong Excel skills.
The predicted salary is between 85000 - 90000 £ per year.
Finatal are partnering with a leading real estate business, backed by a tier 1 large-cap private equity fund, to appoint a Portfolio FP&A Manager into their London-based finance team. The business owns and actively manages a significant portfolio of assets across the UK and Europe, with an ambitious growth agenda underpinned by a well-capitalised balance sheet and strong institutional backing.
This is a high-visibility position sitting within the central finance function, reporting into the Head of FP&A. You will take ownership of portfolio-level financial reporting and analysis across the asset base, acting as a key financial partner to asset management, investment, and senior leadership teams. The role carries genuine scope and influence, with direct exposure to fund-level performance and investor reporting.
Key responsibilities:- Own and deliver consolidated portfolio reporting on a monthly and quarterly basis, including NAV reporting, total return analysis, occupancy and rent roll tracking, and WAULT monitoring across the portfolio.
- Lead the annual budgeting and quarterly reforecasting process across the portfolio, working closely with asset managers and the wider finance team to produce accurate, well-supported forward-looking models.
- Prepare and maintain detailed cash flow forecasts at both asset and fund level, incorporating rental income, capex commitments, debt service obligations, and disposal proceeds.
- Produce board, LP, and lender reporting packs, including covenant compliance reporting and investor-facing performance summaries, ensuring accuracy and a high standard of financial narrative.
- Conduct variance analysis against budget and prior periods, identifying trends and risks at both individual asset and portfolio level, and presenting findings clearly to senior stakeholders.
- Support value creation initiatives by tracking key financial and operational KPIs across the portfolio, providing data-driven insight to inform asset management and strategic decision-making.
- Drive continuous improvement across reporting processes and financial systems, contributing to the build-out of scalable infrastructure as the portfolio grows.
- ACA qualified, ideally trained at a Big 4 Firm.
- Experience in real estate finance, within a fund, asset manager, developer, or REIT environment.
- Strong financial modelling skills with advanced Excel.
- Solid understanding of real estate performance metrics including NAV, total return, LTV, WAULT, ERV, and income yield.
- Comfortable operating in a PE-backed environment with exposure to investor and lender reporting.
- Clear and confident communicator, able to present complex financial information to non-finance stakeholders and senior leadership.
Financial Planning and Analysis Manager in Edinburgh employer: Finatal
Finatal is an exceptional employer, offering a dynamic work environment in the heart of London where innovation meets ambition. With a strong focus on employee growth and development, team members benefit from direct exposure to high-level financial operations and strategic decision-making within a well-capitalised real estate business. The hybrid working model promotes a healthy work-life balance, while the collaborative culture fosters meaningful contributions to the company's ambitious growth agenda.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning and Analysis Manager in Edinburgh
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Finatal. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Planning and Analysis Manager in Edinburgh
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Finatal.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Finatal's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Finatal
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Finatal.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Finatal will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Finatal employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
