Senior Analyst- Data and Analytics

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 within CFS's Customer Office drives insight-led decision-making to improve customer experiences and deliver on strategic priorities. As a Senior Analyst, you will own reporting products that uncover actionable insights, helping stakeholders understand customer behaviours and needs.

Your work supports better customer outcomes, strengthens CFS's commercial performance, and builds a data-driven culture by leveraging advanced analytics and fostering collaboration across key business areas.

Your Responsibilities

• Own reporting products end‑to‑end - discover, scope, build, test, deploy, drive adoption and continuously improve your product.
• Partner with stakeholders to translate ambiguous business problems into the delivery of decision‑focused metrics and visuals.
• Design insightful Power BI experiences - build clear, consistent dashboards (or an insights pack) that reveal trends, drivers and opportunities.
• Engineer dependable data foundations - write high‑quality SQL, and implement robust data quality checks and lineage. Work with data engineers and system SMEs to source and understand data.
• Contribute to team culture: Actively participate in Agile ceremonies, analytics initiatives, and foster collaboration.

Your Capability and Experience

• Proven experience delivering end-to-end reporting products, including data transformation with SQL, dashboard development, and continuous improvement.
• Strong commercial acumen and analytical skills to identify trends, drivers, and opportunities that deliver measurable results.
• Excellent communication skills to simplify complex concepts and confidently engage senior stakeholders with actionable recommendations.
• Demonstrated growth mindset with adaptability and focus on iterative delivery and continuous improvement.
• Advanced proficiency in SQL and data visualization tools, ideally using Databricks and Power BI.

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).