Associate Director, Planning

1 week ago

Melbourne, Victoria, Australia NAB Full time $104,000 - $130,878 per year
  • We are empowered to make a positive difference for customers and communities.
  • Everyone is given the opportunity to learn, grow and achieve.
  • Make a genuine difference through the work you do.

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 Director, Planning & Forecasting
, you will join the
Group Finance Executive team
that's doubling down on making a tangible difference to customers while keeping it simple.

Each day, you'll go above and beyond to:

  • Lead the development and execution of the bank's annual budgeting and multi-year forecasting processes.
  • Partner with business units to ensure financial plans are aligned with operational strategies and risk appetite.
  • Provide strategic financial insights and scenario modelling to support planning and performance management.
  • Drive accountability of plans and forecasts across business units and track appropriately
  • Provide direction and insight into stress testing frameworks and ensure integration with financial planning as well as coordinate the base case scenarios feeding the ICAAP (Internal Capital Adequacy Assessment Process), ensuring alignment with Treasury and Risk.
  • Deliver monthly and quarterly performance reports, including variance analysis and commentary.
  • Drive continuous improvement in planning tools (current models), systems (Hyperion Planning), and processes to enhance efficiency and accuracy.

We're looking for the brightest to deliver the best for our customers. You'll need:

  • Proven experience in financial planning, forecasting, and capital adequacy within the banking or financial services sector.
  • Demonstrated leadership experience, including managing and developing high-performing teams.
  • Ability to influence cross-functional teams and drive strategic outcomes.
  • Exceptional analytical and strategic thinking skills, with the ability to translate complex data into actionable insights.
  • Relevant tertiary qualifications in Finance, Accounting, Economics, or a related field; CPA/CA preferred
  • Advanced proficiency in financial modelling and planning tools.
  • Strategic thinker who can operate and connect across large organisations

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.

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.

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