Manager Planning and Forecasting at Commonwealth Bank

Sydney, New South Wales, Australia -

Full Time

Start Date

Immediate

Expiry Date

16 Jun, 26

Salary

0.0

Posted On

18 Mar, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Commercial Acumen, Financial Modelling, Transaction Services, Valuations, Investment Analysis, Corporate Finance, Banking, Financial Services, Stakeholder Management, Excel, PowerPoint, Attention To Detail, Critical Thinking, Communication Skills, CA, CPA

Industry

Financial Services

Description

Manager, Investment Reporting & Analysis Shape Group investment decisions Exposure to ELT & Board High‑impact analytical role Do work that matters This role plays a critical part in supporting the Group CFO, Executive Leadership Team and Board to make informed investment decisions. You’ll help shape how CommBank allocates capital, evaluates investments, and drives long‑term value creation aligned to the Group’s strategy. See yourself in our team You’ll join the Group Financial Reporting & Analysis (FR&A) team within Group Finance. The Investment Reporting & Analysis team partners closely with senior finance, M&A, strategy and business stakeholders, overseeing the Group’s equity investment portfolio and supporting strategic capital allocation across both external and internal investment initiatives. Your impact Deliver Group‑wide investment spend reporting, analysis, planning and forecasting Assess the financial effectiveness, efficiency and value delivery of internal investment initiatives, including benefits realisation, return profiles and alignment to strategic objectives Provide financial due diligence and valuation support for equity investments, including M&A transactions, divestments and strategic partnerships Develop, review and challenge detailed financial models (DCF, comparables, scenario and sensitivity analysis) Assess value creation, financial risks and key assumptions underpinning investment decisions Partner with Finance, M&A, Strategy and business stakeholders to deliver high‑quality analysis and insights for investment committees, ELT and Board materials Manage performance reporting and insights across the Group’s equity investment portfolio Drive productivity, simplification and process improvements across key reporting and analysis processes Contribute to a strong, collaborative team culture and uphold CommBank’s Code of Conduct We’re interested in hearing from people who have Strong commercial acumen with advanced analytical and financial modelling capability Experience in transaction services, valuations, investment analysis or corporate finance or banking or financial services Proven experience supporting senior stakeholders with clear, concise and decision‑ready insights Advanced Excel and PowerPoint skills Excellent attention to detail, critical thinking and written and verbal communication skills Ability to manage multiple deliverables in a fast‑paced, high‑exposure environment CA or CPA or CFA qualification Why join us? Influence Group‑wide investment and capital allocation decisions High exposure to senior leaders, including the CFO, ELT and Board Build deep expertise across internal investment evaluation, transactions and strategic decision support Join a high‑performing, collaborative finance team with strong career progression opportunities Working at CommBank At CommBank, we support our people with flexibility to balance where work is done, with at least half their time each month connecting in the office. We also offer a range of flexible working options, including varied start and finish times, parttime arrangements and job share opportunities. We encourage you to talk to us about how flexibility could work for you in this role. If you're already part of the Commonwealth Bank Group (including Bankwest, x15ventures), you'll need to apply through Sidekick to submit a valid application. We’re keen to support you with the next step in your career. We're aware of some accessibility issues on this site, particularly for screen reader users. We want to make finding your dream job as easy as possible, so if you require additional support please contact HR Direct on 1800 989 696. Advertising End Date: 31/03/2026 Whether you’re passionate about customer service, driven by data, or called by creativity, a career with CommBank is for you. Our people bring their diverse backgrounds and unique perspectives to build a respectful, inclusive and flexible workplace. One where we’re driven by our values, and supported to share ideas, initiatives, and energy. One where making a positive impact for customers, communities and each other is part of our every day. Here, you’ll thrive. You’ll be supported when faced with challenges, and empowered to tackle new opportunities. We really love working here, and we think you will too.

Responsibilities

This role involves delivering group-wide investment spend reporting, analysis, planning, and forecasting, while assessing the financial effectiveness and value delivery of internal investment initiatives. The manager will also provide financial due diligence and valuation support for equity investments, including M&A transactions.