Strategic FP&A Manager: Budgets, Modelling & Insights

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

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.