Portfolio Reporting Manager

Portfolio Finance Lead | Growth Capital & Private Equity | Central London | £90,000 - £105,000 | 3 days in the office  Did you qualify in a practice firm and have spent the last few years in a commercial finance/FP&A 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 flow
• Shape and improve finance functions
• Drive strategic decision-making through modern MI and KPI frameworks
• Help build exit-ready businesses

  You’ll also get stuck into pre-investment diligence, onboarding new portfolio companies, and supporting investment decisions with your financial insight. Who are we looking for? Someone who’s:

• ACA/ACCA/CIMA qualified
• Ideally trained in practice or used to working across a portfolio of businesses
• Spent 3–5 years in industry, ideally in FP&A or commercial finance
• Obsessed with data-driven decision-making
• Comfortable navigating SaaS/ARR models and scaling finance teams
• A natural communicator who can influence and collaborate across all levels

  Bonus points if you’ve worked with portfolio monitoring tools like iLevel Why this role?

• Be part of a close-knit, ambitious team with a flat structure
• Create measurable impact and see workflows from cradle to grave
• Work across a diverse, high-growth portfolio with real ownership
• Enjoy a hybrid working model, generous benefits, and a culture that genuinely values wellbeing and individuality

  For immediate consideration or to answer any questions, please get in touch with Harry at Trace Recruitment.