Associate Planning Forecasting

10 hours ago

Melbourne, Victoria, Australia NAB Full time
Overview

Join to apply for the Associate Planning Forecasting role at NAB.


Our people are customer obsessed. They prioritise the needs and satisfaction of the customer above all else. Our mindset fosters innovation and creates strong, lasting customer relationships as we strive to be the most customer centric company in Australia and New Zealand.


In the role of an Associate, you will join our Planning & Forecasting Team within Finance that's doubling down on keeping it simple.


Responsibilities
  • Evaluate financial planning, forecasting, and reporting, with a focus on trend analysis and variances to business plans.
  • Assist in delivering monthly forecasts for balance sheet, profit and loss statements, and other Group metrics.
  • Collaborate with Finance, Risk, Strategy, and Treasury stakeholders to achieve collective objectives focused on insight, forecasting and delivering the yearly Plan.
  • Support plan transfer activities during designated transfer windows.
  • Support the annual planning process and contribute to generating insights for Board and Executive Leadership Team materials.
  • Manage the financial impacts of organisational changes, validate numerical data, and address any data discrepancies.

What you'll need
  • Sound numerical, financial analysis and modelling skills.
  • Ability to manage multiple deadlines, and work in a face-paced, dynamic environment.
  • Data and business intelligence, including advanced Excel skills.
  • Ability to review complex data and analyse information from multiple sources.
  • Strong attention to detail and problem-solving skills.
  • Degree qualified, ideally CA or CPA qualification (or equivalent).
  • Substantial experience in Finance/Financial Services.

Diversity & Inclusion

A diverse and inclusive workplace works better for everyone. We know that our people make us who we are. That's why we have built a culture of equity and respect – where everyone feels valued and appreciated for being their authentic selves. In partnership with our multiple Employee Resource Groups (ERGs) we continue to foster an inclusive environment, where all NAB colleagues' unique backgrounds and identities are understood, respected and celebrated. We are committed to providing an environment where you can work your way.


For details on the recruitment process, and accessibility, please visit To discuss adjustment requirements, please contact the NAB Careers team, via (please reference job number) or visit our Careers page through the link above for other contact options.


Application notes

Join NAB. If you think this role is the right fit for you, we would love to hear from you. Please note candidate screening and interviews may be conducted prior to the closing date of the job advert. Unsolicited CVs from agencies will not be accepted.


Job details
  • Seniority level: Entry level
  • Employment type: Full-time
  • Job function: Consulting, Information Technology, and Sales
  • Industry: Banking

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