As a
Group Planning and Forecasting Manager
, you will play a key role in delivering Group-wide planning, forecasting, performance analysis and strategic insights in a highly visible team.
This role provides 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
Supporting improvements to reporting, analytics and broader Finance processes
As a
Group Planning and Forecasting Manager
, you will play a key role in delivering Group-wide planning, forecasting, performance analysis and strategic insights in a highly visible team.
This role provides 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
Supporting improvements to reporting, analytics and broader Finance processes
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
An appropriate Finance qualification, ideally
CA, CPA or equivalent
Robust
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
Experience with
Power BI, Alteryx or Tableau
would be advantageous
Robust organisation and delivery discipline, with the ability to manage competing priorities in a fast-paced environment

📌 Group Fp&A Manager - Financial Services (New South Wales)
🏢 Lanson Partners
📍 New South Wales