As a Group Planning and Forecasting Manager, you will play a key role in delivering Group-wide planning, forecasting, performance analysis and strategic insights in a highly visible team.
This role provides 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
- Supporting improvements to reporting, analytics and broader Finance processes
As a Group Planning and Forecasting Manager, you will play a key role in delivering Group-wide planning, forecasting, performance analysis and strategic insights in a highly visible team.
This role provides 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
- Supporting improvements to reporting, analytics and broader Finance processes
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
- 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
- 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
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Group FP&A Manager - Financial Services in Sydney employer: Lanson Partners
Lanson Partners is an exceptional employer that fosters a dynamic and collaborative work culture in the heart of Sydney. With a strong focus on employee growth, we offer ample opportunities for professional development and career advancement, ensuring that our team members thrive in a high-growth environment. Our hybrid work model promotes flexibility, allowing you to balance your professional and personal life while contributing to meaningful financial strategies that drive the organisation's success.
