Head of Group Planning Forecasting

National Australia Bank; Sydney; On-site; AUD 180,000 - 280,000; Full time

Job summary

National Australia Bank is seeking a Head of Group Planning to shape the Group's financial future, leading planning, budgeting and forecasting with the CFO and Finance leadership. You will join the Finance Group Reporting and Analysis team and translate strategic issues into actionable financial outcomes, driving decision-making at Board level.

This role sits at the intersection of strategy, finance and performance management, demanding a commercially astute leader who develops teams and

Qualifications

• Extensive experience in corporate finance, investment banking, strategy consulting, or enterprise FP&A.
• Deep expertise in financial modelling, valuation, and capital allocation.
• Strong understanding of banking economics, balance sheet management, and shareholder value creation.
• Proven ability to influence executive and Board decisions.
• Excellent communication and stakeholder management with senior leaders.
• Experience leading and developing high-performing teams.
• Growth mindset with experience leveraging data, technology and AI to improve outcomes.
• Commerce/Finance tertiary qualification, CA/CPA/CFA/MBA preferred.

Responsibilities

• Own and lead the Group's financial planning, budgeting and forecasting.
• Align strategic objectives with financial outcomes and capital priorities.
• Provide independent commercial insight to improve performance.
• Recommend capital deployment to maximise risk-adjusted returns.
• Develop sophisticated financial models and scenario analyses for Board decisions.
• Support uncertainty navigation with sensitivity and stress tests.
• Collaborate with Investor Relations and senior finance on market communications.
• Enhance planning and forecasting with data-driven insights and AI.
• Drive continuous improvement across planning, reporting and performance management.

Skills

Financial modelling

Strategic analysis

Stakeholder management

Leadership

Data analytics / AI

Education

Commerce/Finance degree

CA/CPA/CFA/MBA

Job description

• Highly visible enterprise role at the centre of strategic decision-making.
• Opportunity to partner with the Group CFO, Group Strategy, Executive/ Finance Leadership Team and Investor Relations.
• Lead, coach and develop future finance leaders and strengthen enterprise finance capability across the Group.

Our people are customer obsessed. They prioritise the needs and satisfaction of the customer above all else. Our mindset fosters innovation and creates strong, lasting customer relationships as we strive to be the most customer centric company in Australia and New Zealand.

As Head of Group Planning, you will play a critical role in shaping the financial future of the Group. Working closely with the CFO and Finance leadership team, you will lead the Group's financial planning process, provide strategic financial insight, and support key decisions that optimise long-term shareholder value. You will join the Finance Group Reporting and Analysis team that’s focused on winning together.

This role sits at the intersection of strategy, finance and enterprise performance management, requiring a commercially astute leader who can translate complex strategic issues into actionable financial outcomes.

In this Head of role, you will:

• Own and lead the Group's financial planning, budgeting and forecasting processes.
• Drive alignment between strategic objectives, financial outcomes and capital priorities.
• Challenge assumptions and provide independent commercial insight to enhance business performance.
• Provide recommendations on capital deployment to maximise risk-adjusted returns and customer and shareholder value.
• Develop sophisticated financial models, valuation analyses and scenario assessments to support executive and Board decision-making.
• Support the organisation in navigating uncertainty through rigorous sensitivity and stress-testing analysis.
• Partner closely with Investor Relations and senior finance stakeholders on market communications and financial results.
• Enhance planning and forecasting capabilities through data-driven insights and advanced analytics (including AI).
• Drive continuous improvement across planning, reporting and performance management processes.

What you will bring

• Significant experience within corporate finance, investment banking, transaction advisory, strategy consulting, corporate development or enterprise FP&A.
• Deep expertise in financial modelling, valuation, scenario analysis and capital allocation decision-making.
• Strong understanding of banking economics, balance sheet management, capital frameworks and shareholder value creation.
• Proven ability to influence executive and Board-level decision-making through high-quality strategic analysis and commercial insight.
• Exceptional communication and stakeholder management skills, with the credibility and presence to engage senior leaders across the organisation.
• Demonstrated experience leading and developing high-performing teams in complex and dynamic environments.
• A growth mindset and passion for leveraging data, technology and AI to improve business outcomes.
• Relevant tertiary qualification in Commerce/Finance, ideally CA/CPA/CFA/MBA qualified.

We respectfully ask candidates to hold any questions until interview process, where we’ll discuss the role in detail and answer any questions. This helps to ensure a focussed, efficient and fair application process. The talent acquisition team looks forward to addressing all inquiries at that time if your application progresses.

A diverse and inclusive workplace works better for everyone

We know that our people make us who we are. That's why we have built a culture of equity and respect – where everyone feels valued and appreciated for being their authentic selves. In partnership with our multiple Employee Resource Groups (ERGs) we continue to foster an inclusive environment, where all NAB colleagues’ unique backgrounds and identities are understood, respected and celebrated.

We are committed to providing an environment where you can work your way.

For details on the recruitment process, and accessibility, please visit https://www.nab.com.au/about-us/careers/apply-for-job. To discuss adjustment requirements, please contact the NAB Careers team, via [e-mail] (please reference job number) or visit our Careers page through the link above for other contact options.