Financial Planning & Analysis Manager

Zetron, Inc; Whiteley; On-site; GBP 70,000 - 110,000; Full time

Benefits offered by this job

25 days annual leave+

Pension plan with company match

Company bonus scheme

Annual pay reviews

Training & development

Employee Assistance Program

Income protection

Life assurance

Flexible core hours

Onsite café

Job summary

DTC | A Codan Company in Whiteley, Hampshire is seeking a Financial Planning & Analysis Manager to lead budgeting, forecasting, and management reporting. The role requires expert Excel skills, advanced financial modelling, and the ability to translate data for non-financial stakeholders.

You will partner with Sales, Marketing and Ops to support business cases and strategic initiatives, while ensuring data accuracy and strong internal controls. UK security clearance may be required.

Qualifications

• Qualified accountant (ACA, ACCA, or CIMA)
• Ability to translate data into clear narratives for non-financial stakeholders
• Ability to challenge senior stakeholders when data doesn’t support the plan
• Expertise in Microsoft Excel
• Mastery of advanced financial modelling and scenario analysis; proficiency in BI tools and ERP systems

Responsibilities

• Lead the annual budget process and manage rolling forecasts
• Compare actual results against budgets and prior years to identify trends and risks
• Collaborate across Sales, Marketing, Ops to support business cases and new initiatives
• Build and maintain financial models for scenario planning and strategic projections
• Deliver monthly performance packs and dashboards to the Board and executive team with clear narratives
• Develop and maintain internal financial policies and MIS for data accuracy and efficiency
• Prepare monthly, half-yearly and annual management accounts and statutory financial statements
• Lead monthly, half-yearly and annual consolidation for all divisional entities

Skills

Accounting qualifications

Excel

Financial modelling

BI tools

ERP systems

Data storytelling

Stakeholder management

Education

Professional accounting qualification

Tools

Microsoft Excel

BI tools

ERP systems

Job description

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Title: Financial Planning & Analysis Manager

Location: United Kingdom, Whiteley, Hampshire, GB

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.

Benefits and Culture

Our culture is supportive and collaborative. You will be part of a multidisciplinary team where we share our ideas and innovation is strongly encouraged. We are looking for someone with genuine passion for the job and a “can-do” attitude.

25 days annual leave plus Bank holidays
A generous pension plan, company match up to 9%.
Company bonus scheme
Annual pay reviews (discretional)
A personal approach to training and development
Employee Assistance Program
Income protection
Life assurance
Flexible core working hours.
Open plan, modern office environment
Onsite subsidized café

Enjoy working as part of a global organisation with teams in Whiteley, Hampshire; USA; Denmark, Singapore; Dubai and Australia.

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.