Head of Group Planning Forecasting

NAB; Sydney; On-site; AUD 260,000 - 380,000; Full time

Job summary

NAB is seeking a Head of Group Planning to lead the Group's financial planning, budgeting and forecasting, partnering with the CFO and senior Finance leadership to shape the financial future of the Group. You will join the Finance Group Reporting and Analysis team 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

Qualifications

• Significant experience in corporate finance, investment banking, or enterprise FP&A.
• Deep expertise in financial modelling, valuation and scenario analysis.
• Capital allocation decision-making capabilities.

Responsibilities

• Own and lead the Group's financial planning, budgeting and forecasting.
• Drive alignment between strategic objectives, financial outcomes and capital priorities.
• Provide independent commercial insight to enhance performance.
• Recommend capital deployment to maximise shareholder value.
• Develop sophisticated financial models and scenario analyses for Board decisions.
• Support decision-making with rigorous sensitivity and stress-testing.
• Partner with Investor Relations on market communications and results.
• Enhance planning and forecasting through data-driven analytics and AI.

Skills

Corporate finance

Financial modelling

Valuation

Scenario analysis

Capital allocation

Banking economics

Balance sheet management

Executive influence

Stakeholder management

Team leadership

Data & analytics

AI in finance

Commerce/Finance degree

CA/CPA/CFA/MBA

Education

Commerce/Finance degree (CA/CPA/CFA/MBA preferred)

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.

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.