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
Join the Enterprise Delivery PMO team and help deliver strategic programs and projects that drive meaningful outcomes across CFS. Working closely with stakeholders across technology, delivery, change and business teams, you'll contribute to initiatives that enhance customer experiences, improve business performance and support organisational transformation, all within a collaborative and high-performing team.
Your Responsibilities
Manage project and portfolio finances, including budgets, forecasts, accruals and financial reporting.
Monitor financial performance, identify variances and provide insights to support decision-making.
Prepare accurate and timely reporting for projects, programs and portfolios.
Analyse delivery data to identify trends, risks, issues and opportunities for improvement.
Maintain high-quality project data, registers, logs and reporting artefacts
Support governance processes, audits, stage-gate reviews and change control activities.
Facilitate the effective management of risks, issues, assumptions and dependencies (RAID).
Your Capability and Experience
Experience in a Portfolio Management Office (PMO) or Enterprise PMO supporting complex change initiatives.
Strong stakeholder management and communication skills, including the ability to influence and engage senior stakeholders.
Knowledge of project delivery frameworks, governance, Agile and Waterfall methodologies.
Demonstrated experience using AI-assisted tools across project management and PMO activities to improve delivery efficiency, insight generation, reporting quality and decision support.
Strong judgement, accuracy and quality control.
Strong written and verbal communication skills with excellent attention to detail.
Advanced Microsoft Excel skills and financial management capability.
Experience using project management, reporting and collaboration tools such as SharePoint and Power BI.
Desirable:
Confidence adopting new automation, digital and AI capabilities.
Understanding of Lean Portfolio Management principles and practices.
PM certifications (PMP, Prince2, SAFe Agile, PMI-SP or similar).
Continuous improvement mindset and exposure to Lean or Agile ways of working.
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:
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 can be based on Gadigal Land (Sydney).