Group FP&A Manager - Financial Services

Lanson Partners; Sydney; On-site; AUD 140,000 - 200,000; Full time

Job summary

Lanson Partners is seeking a Group Planning and Forecasting Manager to drive group-wide planning, forecasting and performance analytics. You will deliver insights that inform senior leadership decisions, including the CEO and Board, and develop scenario modelling to steer financial outlooks.

The role requires strong FP&A experience, excellence in Excel and modelling, and proficiency with BI tools like Power BI, Alteryx or Tableau.

Qualifications

• Strong FP&A, planning, forecasting and reporting experience.
• Experience in banking or financial services sector is preferred.
• Ability to convert complex financial data into actionable insights.
• Finance qualification such as CA/CPA or equivalent required.
• Proficient in Excel and financial modelling techniques.
• Excellent stakeholder management and communication skills.
• Experience with Power BI, Alteryx or Tableau is advantageous.
• Strong organizational skills and ability to handle priorities.

Responsibilities

• Lead group-wide FP&A, forecasting and performance reporting processes.
• Deliver analysis of revenue drivers, costs, capital efficiency and risk-adjusted returns.
• Develop scenario modelling and forecasting to support the financial outlook.
• Provide commercial insights to support strategic decision-making.
• Support board, CEO and executive reporting and analysis.
• Drive improvements to reporting, analytics and finance processes.

Skills

FP&A

financial planning

forecasting

performance reporting

stakeholder management

Excel

financial modelling

Power BI

Alteryx

Tableau

Education

CA/CPA or equivalent

Tools

Power BI

Alteryx

Tableau

Job description

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
• 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
• 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