Job Description

As a Manager – Group Planning & Forecasting, you will play a key role in delivering Group-wide planning, forecasting, performance analysis and strategic decision support within a highly visible Group Finance function.

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Working within the Group Financial Reporting & Analysis team, this role provides broad exposure across the organisation, delivering analysis and insights that support decision-making by senior executives, including the CEO, CFO, Executive Leadership Team and Board.

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You will be responsible for:

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- Supporting the delivery of the Group's annual planning process and monthly forecasting cycles
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- Delivering analysis across revenue drivers, costs, capital efficiency and risk-adjusted returns
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- Developing scenario modelling and forecasting to support the Group's financial outlook
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- Providing commercial insights and performance analysis to support strategic decision-making
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- Supporting the delivery of Board, CEO, CFO and Executive Leadership reporting and analysis
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- Partnering with Finance and business stakeholders across the organisation to understand performance and influence outcomes
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- Identifying key financial trends, risks and opportunities and translating these into meaningful commercial insights
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- Managing and continuously improving Group planning and forecasting processes
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- Leading automation and reporting transformation initiatives across the team
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- Supporting improvements to reporting, analytics and broader Finance processes
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The Role

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As a Manager – Group Planning & Forecasting, you will play a key role in delivering Group-wide planning,



forecasting, performance analysis and strategic decision support within a highly visible Group Finance function.

n

Working within the Group Financial Reporting & Analysis team, this role provides broad exposure across the organisation, delivering analysis and insights that support decision-making by senior executives, including the CEO, CFO, Executive Leadership Team and Board.

n

You will be responsible for:

n

n
- Supporting the delivery of the Group's annual planning process and monthly forecasting cycles
n
- Delivering analysis across revenue drivers, costs, capital efficiency and risk-adjusted returns
n
- Developing scenario modelling and forecasting to support the Group's financial outlook
n
- Providing commercial insights and performance analysis to support strategic decision-making
n
- Supporting the delivery of Board, CEO, CFO and Executive Leadership reporting and analysis
n
- Partnering with Finance and business stakeholders across the organisation to understand performance and influence outcomes
n
- Identifying key financial trends, risks and opportunities and translating these into meaningful commercial insights
n




- Managing and continuously improving Group planning and forecasting processes
n
- Leading automation and reporting transformation initiatives across the team
n
- Supporting improvements to reporting, analytics and broader Finance processes
n

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This is a broad Group Finance opportunity offering significant senior stakeholder exposure and would suit someone looking to move into a highly visible role where their analysis directly contributes to enterprise-wide planning, performance and strategic decision-making.

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The Candidate

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The ideal candidate will bring:

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- Strong experience across FP&A;, financial planning, forecasting, commercial finance or performance reporting
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- Experience within banking or broader Financial Services
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- Strong commercial and analytical capability, with the ability to turn complex financial information into meaningful business insights
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- Experience supporting planning, forecasting and scenario modelling
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- An appropriate Finance qualification, ideally CA, CPA or equivalent
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- Strong Excel and financial modelling capability
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- Excellent stakeholder management and communication skills, with the confidence to engage and influence senior stakeholders
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- Experience identifying and communicating key performance drivers, risks and opportunities
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- Exposure to automation, reporting transformation or process improvement
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- Experience with Power BI, Alteryx or Tableau would be advantageous
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- Strong organisation and delivery discipline, with the ability to manage competing priorities in a quick-paced environment
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📌 Manager, Group Planning and Forecasting (New South Wales)
🏢 Lanson Partners
📍 New South Wales