Manager, Group Planning and Forecasting

Lanson Partners; Sydney; On-site; AUD 150,000 - 210,000; Full time

Job summary

Lanson Partners in Sydney is seeking a Manager – Group Planning & Forecasting to lead Group-wide planning, forecasting and performance analysis within a high-visibility Group Finance function.

Working in the Group Financial Reporting & Analysis team, you will provide insights to senior executives including the CEO, CFO, Executive Leadership Team and Board, influencing strategic decisions across the organisation.

Qualifications

• Strong experience in FP&A, forecasting and performance reporting.
• Experience in banking or financial services.
• Ability to translate complex financial data into insights.
• Experience with planning, forecasting and scenario modelling.
• Finance qualification CA/CPA or equivalent.
• Advanced Excel and financial modelling skills.
• Excellent stakeholder management and communication.
• Exposure to automation or reporting transformation would be a plus.
• Experience with Power BI, Alteryx or Tableau is advantageous.

Responsibilities

• Support the annual planning process and monthly forecasting cycles.
• Deliver analysis across revenue drivers, costs, capital efficiency and risk-adjusted returns.
• Develop scenario modelling and forecasting to support the Group’s financial outlook.
• Provide commercial insights and performance analysis for strategic decision-making.
• Support Board, CEO and Executive reporting and analysis.
• Partner with Finance and business stakeholders to understand performance.
• Identify financial trends, risks and opportunities and translate into insights.
• Manage and improve Group planning and forecasting processes.
• Lead automation and reporting transformation initiatives.
• Support improvements to reporting, analytics and broader Finance processes.

Skills

FP&A

Forecasting

Stakeholder management

Analytical thinking

Process improvement

Education

CA/CPA or equivalent

Tools

Power BI

Alteryx

Tableau

Excel

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 opportunity 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