Senior FP&A Manager

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

Job summary

Lanson Partners in Sydney, Australia seeks a Senior Financial Planning & Forecasting professional to coordinate and deliver forecasting and planning activities across the organisation. You will act as a central planning and forecasting coordination point, bringing input from multiple business areas to ensure robust, consistent forecasts aligned to the organisational outlook.

The role covers end-to-end forecasting cycles, timeline management, input consolidation, and escalation of risks and

Qualifications

• Strong experience across FP&A, financial planning, budgeting and forecasting.
• Experience coordinating complex forecasting or planning cycles across multiple teams.
• Experience producing and coordinating senior executive reporting and planning materials.
• Finance qualification CA/CPA or equivalent.

Responsibilities

• Coordinating end-to-end forecasting and planning cycles across Finance
• Managing planning timelines, deliverables, dependencies and key milestones
• Consolidating and reviewing forecast inputs from multiple business areas
• Challenging forecast assumptions, scenarios and inconsistencies to ensure a coherent organisation-wide view
• Supporting the production and quality assurance of executive forecasting and planning packs
• Managing scenario and version control across recurring planning cycles
• Partnering with Finance Business Partners and other Finance teams to improve the quality of forecasting inputs
• Identifying risks, opportunities and issues and ensuring these are appropriately escalated
• Improving planning processes, controls and ways of working, including opportunities for simplification and automation
• Supporting the delivery of accurate, controlled and timely planning submissions

Skills

FP&A

Financial Planning

Budgeting & Forecasting

Executive Reporting

Stakeholder Management

Complex Forecasting

Analytical Skills

Financial Services Experience

Education

CA/CPA or equivalent

Job description

As a Senior Financial Planning & Forecasting professional, you will play a key role in coordinating and delivering forecasting and planning activities across the organisation.

Working within the central Finance team, this role acts as a key planning and forecasting coordination point, bringing together inputs from multiple business areas to ensure forecasts are robust, consistent and aligned to the broader organisational outlook.

You will be responsible for

• Coordinating end-to-end forecasting and planning cycles across Finance
• Managing planning timelines, deliverables, dependencies and key milestones
• Consolidating and reviewing forecast inputs from multiple business areas
• Challenging forecast assumptions, scenarios and inconsistencies to ensure a coherent organisation-wide view
• Supporting the production and quality assurance of executive forecasting and planning packs
• Managing scenario and version control across recurring planning cycles
• Partnering with Finance Business Partners and other Finance teams to improve the quality of forecasting inputs
• Identifying risks, opportunities and issues and ensuring these are appropriately escalated
• Improving planning processes, controls and ways of working, including opportunities for simplification and automation
• Supporting the delivery of accurate, controlled and timely planning submissions

The Role

As a Senior Financial Planning & Forecasting professional, you will play a key role in coordinating and delivering forecasting and planning activities across the organisation.

Working within the central Finance team, this role acts as a key planning and forecasting coordination point, bringing together inputs from multiple business areas to ensure forecasts are robust, consistent and aligned to the broader organisational outlook.

You will be responsible for

• Coordinating end-to-end forecasting and planning cycles across Finance
• Managing planning timelines, deliverables, dependencies and key milestones
• Consolidating and reviewing forecast inputs from multiple business areas
• Challenging forecast assumptions, scenarios and inconsistencies to ensure a coherent organisation-wide view
• Supporting the production and quality assurance of executive forecasting and planning packs
• Managing scenario and version control across recurring planning cycles
• Partnering with Finance Business Partners and other Finance teams to improve the quality of forecasting inputs
• Identifying risks, opportunities and issues and ensuring these are appropriately escalated
• Improving planning processes, controls and ways of working, including opportunities for simplification and automation
• Supporting the delivery of accurate, controlled and timely planning submissions

This is a broad Group Finance opportunity offering exposure across multiple business areas and would suit someone who enjoys bringing structure, discipline and commercial judgement to complex planning and forecasting processes.

The Candidate

The ideal candidate will bring

• Strong experience across FP&A, financial planning, budgeting and forecasting
• Experience coordinating complex forecasting or planning cycles across multiple teams or business units
• Strong understanding of forecast assumptions, scenarios, financial drivers and planning processes
• Experience producing and/or coordinating senior executive reporting and planning materials
• An appropriate Finance qualification, ideally CA, CPA or equivalent
• Financial Services experience essential, ideally within institutional banking
• Strong analytical skills and the confidence to challenge assumptions and forecast inputs
• Excellent stakeholder management and communication skills
• Experience improving or simplifying planning processes, controls or systems
• Strong organisation and delivery discipline, with the ability to manage multiple deadlines and stakeholders