Associate Planning Forecasting

3 weeks 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

Referrals increase your chances of interviewing at NAB by 2x.


Get notified about new Planning Associate jobs in Melbourne, Victoria, Australia.

#J-18808-Ljbffr

  • Associate Planning Forecasting

    3 weeks ago

    Melbourne, Victoria, Australia NAB Full time

    OverviewJoin 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...

  • Associate Planning Forecasting

    3 weeks ago

    Melbourne, Victoria, Australia National Australia Bank Full time

    - You're encouraged to grow your skills and capability to maximise your value.- Provide detailed financial analysis and commercial advice on strategic and operational initiatives.- Support and align with NAB's Finance strategyOur people are customer obsessed. They prioritise the needs and satisfaction of the customer above all else. Our mindset fosters...

  • Associate Planning Forecasting

    3 weeks ago

    Melbourne, Victoria, Australia National Australia Bank Full time

    You're encouraged to grow your skills and capability to maximise your value.Provide detailed financial analysis and commercial advice on strategic and operational initiatives.Support and align with NAB's Finance strategyOur people are customer obsessed. They prioritise the needs and satisfaction of the customer above all else. Our mindset fosters innovation...

  • Associate Planning Forecasting

    3 weeks ago

    Melbourne, Victoria, Australia National Australia Bank Full time

    You're encouraged to grow your skills and capability to maximise your value.Provide detailed financial analysis and commercial advice on strategic and operational initiatives.Support and align with NAB's Finance strategyOur people are customer obsessed. They prioritise the needs and satisfaction of the customer above all else. Our mindset fosters innovation...

  • Forecasting and Planning Specialist

    1 week ago

    Melbourne, Victoria, Australia beBeeDemand Full time $120,000 - $140,000

    Role OverviewThis is a challenging and rewarding role that requires strong analytical skills and the ability to work in a fast-paced environment. As a Demand Planner, you will be responsible for developing and maintaining accurate demand forecasts, collaborating with cross-functional teams, and driving continuous improvement initiatives.Key...

  • Forecasting and Planning Specialist

    2 weeks ago

    Melbourne, Victoria, Australia beBeeSupply Full time $110,000 - $140,000

    Senior Supply Chain PlannerThe ideal candidate will lead our supply chain forecasting and volume management, ensuring accurate predictions and effective arrangements.Develop and manage monthly forecasts, including farm-level inputs and MFR preparation.Support the development of annual budgets, incorporating third-party volumes and driving continuous...

  • Forecast And Planning Analyst

    2 weeks ago

    Melbourne, Victoria, Australia Coles Group Full time

    We've been trusted to serve Aussie communities since 1914 and grown to become a top 30-listed on the ASX with 120,000 team members and a portfolio of iconic brands. At Coles Group, you'll not only get to make a difference to millions of Aussie lives—you'll also get to see your impact.**About the team**Technology is the backbone of our business. Every day,...

  • Forecasting and Planning Expert

    2 weeks ago

    Melbourne, Victoria, Australia beBeeSenior Full time $90,000 - $120,000

    Job SummaryWe are seeking a skilled and experienced Senior Planning Coordinator to play a key role in shaping the future of our Commercial vehicle lineup. This is an exciting opportunity for someone who thrives in fast-paced environments and loves translating complex data into actionable insights.">">">About the RoleThis Senior Planning Coordinator will be...

  • Forecasting Specialist

    2 weeks ago

    Melbourne, Victoria, Australia beBeeDemand Full time $90,000 - $120,000

    Welcome to the Demand Planner role where you will play a crucial part in ensuring our business stays ahead of market demand. Key ResponsibilitiesYou will work closely with our sales and operations planning teams to ensure customer-focused targets are delivered.Your key responsibilities will include:Leading, preparing, and presenting the monthly cycle of...

  • Associate Director, Planning

    2 weeks ago

    Melbourne City Centre, Victoria, Australia NAB - National Australia Bank Full time $104,000 - $130,878 per year

    Associate Director, Planning & ForecastingJob number: 803377Primary position location: VIC- Melbourne CBDCategory: Accounting/Corporate FinanceWork type: Permanent Full timeClosing at: Sep :55 AESTFavouriteWe are empowered to make a positive difference for customers and communities.Everyone is given the opportunity to learn, grow and achieve.Make a genuine...