At a Glance
- Tasks: Lead Group-wide planning and forecasting, delivering insights for strategic decision-making.
- Company: Join a dynamic finance team with high visibility and impact.
- Benefits: Competitive salary, professional development, and exposure to senior executives.
- Other info: Fast-paced environment with opportunities for automation and process improvement.
- Why this job: Make a real difference in enterprise-wide planning and performance analysis.
- Qualifications: Experience in financial planning, strong analytical skills, and finance qualifications.
The predicted salary is between 90000 - 110000 $ per year.
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 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
Manager, Group Planning and Forecasting 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.
