Job Description

Are you ready to be part of an organisation that values expertise, passion and diversity? At CFS we know that the foundation of our success lies in our exceptional people. We believe in celebrating individuality, have a passion for high performance and creating an environment where you can unleash your full potential. Our people enable us to make a difference and deliver exceptional experiences to help our customers achieve financial freedom.

Your Team

The Customer Analytics team is part of Group Data and Analytics which is responsible for partnering across CFS to deliver customer and business value from data. We leverage modern AI-enabled platforms to make insight-lead decision making a daily habit across CFS.

Your Responsibilities

• Partner with stakeholders to drive tangible business outcomes – in this role your focus will be to drive impact, not just data provisioning and visualisation. This person will need to build strong relationships across business.to understand needs that make the business grow.
• Own reporting products end-to-end – accountable for ~30 dashboards serving ~250 regular users; run BAU support (monitor, enhance, resolve) and deliver new dashboards aligned to business priorities.
• Build dashboards and AI agents side-by-side – design, develop and iterate Databricks Genies alongside Power BI to lift self-service, speed to insight and decision quality, with strong governance and usability.
• Drive disciplined, AI-enabled delivery – run an efficient BAU cadence and embed AI in design and build to materially lift speed, quality and efficiency. Prioritise simple, intentional solutions that scale.
• Protect data quality and trust – maintain robust data quality checks, issue management, and clear lineage/documentation in partnership with engineering and SMEs.
• Lift team capability and culture – role model ownership, curiosity and pace; contribute to Agile ceremonies and broader analytics initiatives.

Your Capability and Experience

• Proven end-to-end reporting product leadership – experience owning dashboards from problem definition through to build, deployment, adoption and ongoing improvement in a BAU environment.
• Strong technical foundations – strong capability in data transformation and visualisation (e.g., SQL + Power BI or similar) with a practical mindset for performance, maintainability and reusable design patterns.
• Experience partnering with senior leaders – confident communicator who simplifies complexity; able to influence, align priorities, and make recommendations with senior stakeholders while maintaining trusted partnerships.
• Quality-first mindset – demonstrated experience operating reliable reporting, including monitoring, data quality controls, issue triage, and continuous uplift.
• Growth mindset & continuous improvement – curious, forward-looking and willing to challenge the status quo; actively seeks better ways to deliver value more efficiently.

What to Expect

At CFS, you'll be working among the very best in the wealth management industry. It's an inspiring environment that encourages development and celebrates success. Other things to look forward to:

• Additional day for your birthday
• Hybrid working model
• Access to CFS Employer Super
• Life Leave - 3 days per annum
• Access to Sonder who provides human-powered medical, mental health and safety support through one easy-to-use app enabling you to get support whenever and wherever you need.
• Access to Corporate rates with BUPA Health Insurance
• Confidential coaching and counselling services supporting life, mind, body, relationships, work and family to assist you in taking charge of your own health and wellbeing

CFS Culture

At CFS we are committed to creating a thriving environment where individuals can flourish. We believe that success is built upon strong teams, and we are dedicated to celebrating uniqueness, championing individuality and supporting a diverse and inclusive workforce. We believe that when you can truly be yourself, you can unlock your full potential.

Apply today and join us in helping Australians to achieve their financial freedom.

Please note, CFS requires all candidates to have full work rights in Australia.

Where we have preferred candidates, background checks (including Police, Employment, Bankruptcy checks, ASIC banned and disqualified persons) will be completed prior to the final preferred candidate’s employment being confirmed. The outcomes of the background checks do not preclude the preferred candidate, however, they will be assessed against the inherent requirements of the role.

This role is based on Gadigal Land (Sydney).