Portfolio Reporting Manager

Social network you want to login/join with:Portfolio Reporting Manager | Growth Capital and Private Equity | Central London | £90,000 - £105,000 | 3 days in the officeDid you qualify in a practice firm and have spent the last few years in a commercial finance/FPandA role, helping businesses scale and make smarter decisions? Ready to take your skills to the next level in a hands-on, portfolio finance role for a dynamic growth capital team investing in some of the UK’s most exciting scale-ups across SaaS, tech, and brand-led businesses?You’ll work across the 20+ portfolio companies, assisting their growth and performance by supporting their commercial finance activities, as well as tracking key KPI’s and assessing their performance within the portfolio.What’s the role?You’ll be the financial heartbeat of half our portfolio – working closely with CFOs, FDs, and founders to:Monitor trading performance and cash flowShape and improve finance functionsDrive strategic decision-making through modern MI and KPI frameworksHelp build exit-ready businessesYou’ll also get stuck into pre-investment diligence, onboarding new portfolio companies, and supporting investment decisions with your financial insight.Who am I looking for?Someone who’s:Ideally trained in practice or used to working across a portfolio of businessesSpent 3–5 years in industry, ideally in FPandA or commercial financeObsessed with data-driven decision-makingComfortable navigating SaaS/ARR models and scaling finance teamsA natural communicator who can influence and collaborate across all levelsBonus points if you’ve worked with portfolio monitoring tools like iLevelWhy this role?Be part of a close-knit, ambitious team with a flat structureCreate measurable impact and see workflows from cradle to graveWork across a diverse, high-growth portfolio with real ownershipEnjoy a hybrid working model, generous benefits, and a culture that genuinely values wellbeing and individualityFor immediate consideration or to answer any questions, please get in touch with Harry at Trace Recruitment.
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