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




Managing and continuously improving Group planning and forecasting processes
Leading automation and reporting transformation initiatives across the team
Supporting improvements to reporting, analytics and broader Finance processes
This is a broad Group Finance prospect 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.
The Candidate
The ideal candidate will bring:
Strong experience across FP&A;, financial planning, forecasting, commercial finance or performance reporting
Experience within banking or broader Financial Services
Strong commercial and analytical capability, with the ability to turn complex financial information into meaningful business insights
Experience supporting planning, forecasting and scenario modelling
An appropriate Finance qualification, ideally CA, CPA or equivalent
Strong Excel and financial modelling capability
Excellent stakeholder management and communication skills, with the confidence to engage and influence senior stakeholders
Experience identifying and communicating key performance drivers, risks and opportunities
Exposure to automation, reporting transformation or process improvement
Experience with Power BI, Alteryx or Tableau would be advantageous
Strong organisation and delivery discipline, with the ability to manage competing priorities in a fast-paced environment

📌 Manager, Group Planning And Forecasting (New South Wales)
🏢 Lanson Partners
📍 New South Wales