Strategic Group Planning & Forecasting Lead

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

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.