Charles S.-Data & Analytics Product Manager | AI-Augmented Data Products | Executive BI Delivery | Financial Services
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Experience
Data Delivery Lead
Westpac
- Owned and managed the product roadmap and backlog for the Consumer Banker reporting framework, prioritising features and driving iterative delivery of banker scorecards and network performance reporting in an agile environment.
- Developed and iterated portfolio financial reporting on a weekly cadence based on stakeholder feedback, replacing manual PowerPoint packs and saving the program hours of effort weekly.
- Integrated Generative AI (MS Copilot) to automate data lineage documentation across a large legacy codebase, eliminating est. 6 months of analyst effort and accelerating data governance outcomes.
- Led a unified data delivery approach and standards across five UNITE initiatives (~CHF 115m portfolio) supporting consolidation of legacy systems into the Digital Banker platform.
- Led cross-functional delivery team of 3 while also drawing on BA and DA talent pools, coordinating analytical resource across workstreams to accelerate data, reporting & governance outcomes.
Senior Manager, Data & Analytics
Westpac
- Owned the Digital Transformation Scorecard as a Power BI-based performance management product, defining requirements, managing iterative delivery, and continuously evolving the product based on executive stakeholder feedback.
- Built and iterated a scenario-based cash forecast model daily during a potential crisis, evolving outputs in real time for executive leadership, recognised by the Chair of the Board Risk Committee.
- Co-created a cross-channel customer interactions data asset through hands-on data wrangling; sourcing, cleaning and structuring disparate data into a reusable analytical product, enabling journey analytics adopted widely as a core internal resource. ~11m customers, 5 channels incl. 1k+ branches.
- Supported submissions to the House of Representatives, ABA, and Senate inquiries on channel and cash usage, providing concise, evidence-backed narratives.
National Manager, Business Performance
BT Financial Group
- Owned the reporting and insights framework for General Insurance distribution, replacing fragmented legacy reports with consolidated performance packs covering sales, BDM productivity, and financial KPIs for senior leadership.
- Defined and implemented a unified KPI framework across divisions, enabling consistent, data-driven performance management at an executive level.
- Automated reporting cycles to reduce turnaround time and improve delivery consistency, saving hours of manual effort per day.
Industry experience
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Experienced in Banking and Finance and Insurance.
Business area experience
See which departments and functions this freelancer has contributed to most.
Experienced in Product Development, Business Intelligence, Finance, Information Technology, and Project Management.
Summary
Data & Analytics Product Manager with 15 years in financial services (consumer banking and insurance distribution at a major Australian bank), experienced in owning the full product lifecycle for data and analytics solutions within large, regulated institutions. Combines hands-on data expertise (Power BI, Fabric, SQL, Python) with strong product ownership discipline: roadmap management, backlog prioritisation, user story definition and iterative delivery in agile environments.
Skilled in technical business analysis, bridging business, tech and data teams, and translating complex stakeholder requirements into scalable data solutions. Track record of building analytics and AI products adopted as core business tools, including embedding Generative AI capabilities to accelerate data governance and operational efficiency.
Skills
Product & Delivery
- Analytics Product Ownership
- Roadmap & Backlog Management
- User Story Definition
- Agile Delivery
- Requirements Gathering & Validation
- Uat Coordination
Reporting & Governance
- Kpi Framework Design
- Executive Reporting & Dashboarding
- Performance Tracking & Scenario Modelling
- Data Strategy & Transformation
- Process Optimisation
- Data Governance & Quality
Stakeholder Leadership
- Business-It Translation
- Workshop Facilitation
- Portfolio & Change Governance
- Stakeholder Engagement
- Executive Communication
- Cross-Functional Leadership
Technical Skills
- Power Bi & Dax
- Ms Fabric
- Sql
- Python
- Advanced Excel
- Generative Ai
- Data Warehousing
- Etl & Data Migration
- Ms Power Apps
- Jira
Languages
Education
University of New England
Bachelor of Business · Information Systems · Armidale, Australia
Statistics
Experience
Expertise
Qualifications
Profile
Frequently asked questions
Have questions? Find more information here.
Charles is based in Zürich, Switzerland and can operate in on-site, hybrid, and remote work models.
Charles speaks the following languages: English (Native), German (Elementary).
Charles has at least 7 years of experience. During this time, Charles has worked in at least 3 different roles and for 2 different companies. The average length of individual experience is 2 years and 4 months. Note that Charles may not have shared all experience and actually has more experience.
Based on recent experience, Charles would be well-suited for roles such as: Data Delivery Lead, Senior Manager, Data & Analytics, National Manager, Business Performance.
Charles's most recent position is Data Delivery Lead at Westpac.
In recent years, Charles has worked for Westpac.
Charles is most experienced in industries like Banking and Finance and Insurance.
Charles is most experienced in business areas like Product Development, Business Intelligence, and Finance. Charles also has some experience in Information Technology and Project Management.
Charles has recently worked in industries like Banking and Finance.
Charles has recently worked in business areas like Product Development, Business Intelligence, and Finance.
Charles holds a Bachelor in Information Systems from University of New England.
Charles is immediately available full-time for suitable projects.
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Calculated based on our freelancers’ daily rates as of 30 Sep 2026. Actual rates may vary depending on seniority level, experience, skill specialization, project complexity, and engagement length.
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