Associate Planning Forecasting

1 week ago

Melbourne City Centre, Australia NAB Full time

Associate Planning Forecasting
- Job number: 802442
- Primary position location: VIC- Melbourne CBD
- Category: Data & Analytics
- Category: Financial Markets
- Work type: Permanent Full time
- Closing at: Sep 3 2025 - 23:55 AEST

**Favourite**

- **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 strategy**

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.

**Each day, you’ll go above and beyond to**:

- 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.

**We’re looking for the best and brightest to deliver the best for our customers. 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.

**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.

**Join NAB

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