Financial Planning & Analysis Manager

Codan Limited; Whiteley; On-site; GBP 70,000 - 90,000; Full time

Job summary

Codan Limited in Whiteley, Hampshire, invites applications for a Financial Planning & Analysis Manager to lead budgeting, forecasting, and reporting across the business. You will translate complex data into clear narratives for senior stakeholders, build advanced financial models, and partner with Sales, Marketing, and Operations on strategic initiatives.

This role requires readiness for UK security clearance and occasional travel.

Qualifications

• Qualified accountant with ACA/ACCA/CIMA qualification.
• Ability to translate data into clear narratives for non-financial stakeholders.
• Ability to challenge senior stakeholders when data contradicts plans.
• Advanced Excel skills and model-building expertise.
• Proficiency in BI tools and ERP systems for reporting.

Responsibilities

• Lead annual budgeting and rolling forecasts.
• Conduct variance analysis against budgets and prior years.
• Partner with Sales, Marketing, Ops to support business cases and initiatives.
• Build and maintain financial models for scenarios and projections.
• Deliver monthly performance packs and dashboards to the Board.
• Oversee consolidation and financial reporting processes.
• Drive systems and process improvements for data accuracy.

Skills

Qualified accountant

Excel expert

Financial modelling

BI tools

ERP systems

Data storytelling

Education

ACCA/ACMA/CIMA

Tools

ERP systems

Job description

Title: Financial Planning & Analysis Manager

Date: 4 Aug 2026

Location: United Kingdom, Whiteley, Hampshire, GB

About Us

DTC | A Codan Company is a technology company based in Whiteley, Hampshire.

We specialise in the research and development of wireless and critical RF communication systems.

Our Engineers work at the edge of what is scientifically possible, using every advancement in technology to our advantage.

Our technology is deployed by our customers to give them an unrivalled ability to wirelessly transmit data over long ranges with high reliability and security. We are well established across multiple markets such as military and defence, uncrewed vehicles such as drones, police and government, and broadcast technology.

Key Responsibilities

• Budgeting & Forecasting: Leading the annual budget process and managing rolling quarterly or monthly forecasts.
• Variance Analysis: Comparing actual results against budgets and prior years to identify trends, risks, and opportunities.
• Business Partnering: Collaborating across departments (Sales, Marketing, Ops) to provide financial support for business cases and new initiatives.
• Financial Modelling: Building and maintaining complex models for scenario planning ("what-if" analysis) and strategic projections.
• Management Reporting: Delivering monthly performance packs and dashboards to the Board and executive team with clear narratives.
• Systems & Process Improvement: Developing and maintaining internal financial policies and management information systems to ensure data accuracy and efficiency.
• Financial Reporting: Work alongside Director of Accounting in preparing monthly, half yearly, and annual management accounts and statutory financial statements.
• Financial Consolidation: Leading the monthly, half yearly, and annual consolidation process for all divisional entities.

Key Skills / Experience

• Qualified accountant (ACA, ACCA, or CIMA).
• The ability to translate data into clear, concise narratives for non-financial stakeholders.
• The ability to "translate" finance for non-finance people and the confidence to challenge senior stakeholders when the data doesn't support their plan.
• Expert in Microsoft Excel.
• Mastery of advanced financial modelling, scenario analysis, and proficiency in BI tools and ERP systems.

Additional Requirements

• Preparedness to undergo UK Security Clearance.
• Preparedness to travel if required.
• Open plan, modern office environment

DTC | A Codan Company is committed to promoting a culture that supports personal development and embraces a diverse mix of employees throughout all levels of the organisation.

Interested in a career with us?