CDL Software

Financial Planning and Analysis

• Support the preparation of annual budgets, rolling forecasts, and long‑term financial plans
• Assist in gathering, validating, and challenging financial inputs from budget holders
• Maintain and update forecasting models, assumptions, and design drivers
• Support monthly forecasting cycles and contributions to Board‑level reporting
• Produce timely and accurate management information
• Support variance analysis, identifying key drivers, risks, and opportunities
• Prepare clear commentary and analysis to support decision‑making
• Assist with the development and improvement of dashboards and reporting tools
• Support analysis of cost structures and cost allocation methodologies
• Help ensure allocation bases are documented, understood, and consistently applied
• Assist with reviews of cost drivers and recharging models
• Contribute to identifying cost efficiency opportunities with stakeholders
• Support the development and review of financial models
• Assist with the evaluation of new opportunities and business cases
• Contribute to value chain and segmental profitability analysis
• Work closely with the Finance Business Partner to support operational and functional teams
• Provide financial insight and analysis to support planning and decision‑making
• Develop confidence in communicating with non‑finance stakeholders
• Support improvements to FP&A models, tools, and processes
• Contribute to finance system developments and data quality initiatives
• Assist with analysis of technology‑related or cloud costs where relevant

Finance Analyst

Project Manager

• The Project Manager works on a single medium sized project or multiple smaller projects being delivered to our external or internal customers. You will be working within a sizeable and well-established team of project managers, but will matrix manage wider teams of resources from across the business. You will manage the delivery of the projects through the full project lifecycle for which the duration might be a few months to a year for the medium sized projects.
• A key measure of our success is the ability to deliver to an agreed go live date, whilst not compromising quality or exceeding budget, therefore the Project Manager will require skills in the areas of planning, financial management, scope management and risk management.
• You will work collaboratively with stakeholders both internal and external and across all technical and non-technical disciplines to overcome complex challenges. Commercially astute and familiar with working in a technical environment, if you don’t already have knowledge of the insurance sector, you will be a quick learner with the ability to rapidly gain that understanding.

• This is a fantastic opportunity to work on the delivery of innovative software products that are at the forefront of technology in the retail insurance sector. The Senior Project Manager works on a single large programme of work or multiple projects being delivered to our external or internal customers.
• You will be working within a sizeable and well-established team of project managers, but will matrix manage wider teams of resources from across the business.
• You will manage the delivery of the projects through the full project lifecycle for which the duration might be a few months to over a year for larger programmes of work.
• A key measure of our success is the ability to deliver to an agreed go live date so the Senior Project Manager will be expected to employ their experience and expertise to be able to achieve those dates whilst not compromising quality or exceeding agreed budgets. This will require exceptional skills in the areas of planning, financial management, scope management and risk management.
• You will work collaboratively with stakeholders both internal and external and across all technical and non-technical disciplines to overcome complex challenges. Commercially astute and familiar with working in a technical environment, if you don’t already have knowledge of the insurance sector, you will be a quick learner with the ability to rapidly gain that understanding.