Job Description
Full job description
Associate Director Performance & Insights
Job number: 802059
Primary position location: VIC- Melbourne CBD
Category: Financial Markets
Work type: Permanent Full time
Closing at: Aug 1 2026 - 23:55 AEST
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As the Associate Director of Performance and Insights for Personal Banking Finance, you will take a wholistic/portfolio view to Personal Banking performance, linking external & internal factors impacting our performance, drive discussions, and aid decision making for our Personal Banking Executive Leadership team.
You will assist the Head of Performance Insights to ensure a clear cadence for performance reporting, planning, and forecasting, surfacing drivers of financial outcomes and levers to enhance value.
Bring together the external & internal environment to highlight performance outcomes across Personal Bank both now and into the future.
Highly collaborative work to build the Performance and Insights team within Personal Banking Finance.
Drive discussion & provide insight to Finance and the Personal Banking business.
In this Associate Director role, you will
Lead the team to prepare annual financial expense plan and regular forecasting.
Review historical financial and non-financial data and assist to illustrate relationships between data sets, using Power Pivot or Power BI where possible.
Review reporting and results across multiple Personal Bank businesses using PowerQuery, analyse and write commentary for divisional reporting.
Review internal period on period analysis for consolidation of PB’s half year and full year results.
Continuously improve above processes for robustness and resiliency but also to tilt away from processing/reporting to analysis and insight.
Drive and co-ordinate Risk and Financial Control uplifts within the Personal Bank Finance team.
Drive the Personal Bank transformation agenda by overseeing a periodic service review. This work supports Personal Banking Finance to identify opportunities for alignment/consolidation of work activity to deliver services more efficiently.
What you will bring
A strategic and open mindset with the ability to form hypotheses around different strategic choices that could be made across Personal Banking to improve performance.
Data and business intelligence, including advanced Excel skills and ideally some exposure to PowerBI.
Strong understanding of banking economics, business drivers and performance levers.
Substantial years of professional experience in finance/accounting, financial services, corporate reporting, risk reporting or data analytics.
Tertiary qualified (Commerce/Business/Economics, Science, Engineering) along with CA/CPA qualified (or working towards).
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.
Continue building your career with NAB:
You are encouraged to have a minimum of 12-18 months tenure in your current role before applying and have your people leader’s endorsement to proceed in the selection process.
If you think this role is the right fit for you, we invite you to apply. You will be scaffolded to enable your success as your transition into the role with real growth opportunity to propel your brand within the NAB Group.
If you require any reasonable adjustments to the recruitment process or the role, please let the recruitment consultant know. The International relocation policy will be applied to support and enable the career move.
Associate Director Performance & Insights
Job number: 802059
Primary position location: VIC- Melbourne CBD
Category: Financial Markets
Work type: Permanent Full time
Closing at: Aug 1 2026 - 23:55 AEST
Favourite
As the Associate Director of Performance and Insights for Personal Banking Finance, you will take a wholistic/portfolio view to Personal Banking performance, linking external & internal factors impacting our performance, drive discussions, and aid decision making for our Personal Banking Executive Leadership team.
You will assist the Head of Performance Insights to ensure a clear cadence for performance reporting, planning, and forecasting, surfacing drivers of financial outcomes and levers to enhance value.
Bring together the external & internal environment to highlight performance outcomes across Personal Bank both now and into the future.
Highly collaborative work to build the Performance and Insights team within Personal Banking Finance.
Drive discussion & provide insight to Finance and the Personal Banking business.
In this Associate Director role, you will
Lead the team to prepare annual financial expense plan and regular forecasting.
Review historical financial and non-financial data and assist to illustrate relationships between data sets, using Power Pivot or Power BI where possible.
Review reporting and results across multiple Personal Bank businesses using PowerQuery, analyse and write commentary for divisional reporting.
Review internal period on period analysis for consolidation of PB’s half year and full year results.
Continuously improve above processes for robustness and resiliency but also to tilt away from processing/reporting to analysis and insight.
Drive and co-ordinate Risk and Financial Control uplifts within the Personal Bank Finance team.
Drive the Personal Bank transformation agenda by overseeing a periodic service review. This work supports Personal Banking Finance to identify opportunities for alignment/consolidation of work activity to deliver services more efficiently.
What you will bring
A strategic and open mindset with the ability to form hypotheses around different strategic choices that could be made across Personal Banking to improve performance.
Data and business intelligence, including advanced Excel skills and ideally some exposure to PowerBI.
Strong understanding of banking economics, business drivers and performance levers.
Substantial years of professional experience in finance/accounting, financial services, corporate reporting, risk reporting or data analytics.
Tertiary qualified (Commerce/Business/Economics, Science, Engineering) along with CA/CPA qualified (or working towards).
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.
Continue building your career with NAB:
You are encouraged to have a minimum of 12-18 months tenure in your current role before applying and have your people leader’s endorsement to proceed in the selection process.
If you think this role is the right fit for you, we invite you to apply. You will be scaffolded to enable your success as your transition into the role with real growth opportunity to propel your brand within the NAB Group.
If you require any reasonable adjustments to the recruitment process or the role, please let the recruitment consultant know. The International relocation policy will be applied to support and enable the career move.
💡 Quick Summary
Seeking a career-building opportunity? The Associate Director Performance & Insights position is now open for candidates interested in the Bank Jobs sector. This role in Melbourne offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
