Senior Reporting and Insights Analyst

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 CFS’s Customer Office which is accountable for our customer’s experience of the brand, products, and services. Our team is responsible for customer (member, employer and adviser) insights and reporting. We leverage modern AI-enabled platforms to partner with stakeholders and make insight-lead decision making a daily habit across CFS. 

Reporting into our Director, Analytics as the Senior Reporting and Insights Analyst, you’ll own reporting products that help us unleash value through data‑driven action and decisions. 

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. 

• 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 through participating in Agile ceremonies, analytics initiatives, and foster collaboration.

Your Capability and Experience

• Experience in delivering reporting products (dashboards) end-to-end from understanding the business problem, transforming data using SQL, dashboard development and proactively delivering continuous improvements. 

• Commercial acumen + analytics craft – proven ability to identify drivers, trends and opportunities that lead to tangible results. 

• Clear communicator who simplifies complexity in writing and in the room, comfortable engaging senior stakeholders and making recommendations.

• Growth mindset & continuous improvement— curious, adaptable, and delivery‑focused; thrives in iterative delivery.

• Advanced SQL and data visualisation skills

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:

• Access to CFS Employer Super, which offers an expansive investment menu and flexible insurance solutions 
• Support with financial services, including discounts on home loans and daily bank accounts through our partnership with a leading financial institution
• Access to 24/7 confidential support covering safety, medical and mental health services  
• Additional leave day to celebrate your birthday
• Life Leave - 3 days per annum to focus on your wellbeing or celebrate a special event
• Exclusive discounts on retail, travel and entertainment

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).