I’m a strategic data and analytics leader with a passion for turning complex data into clear, decision-ready insights. I’ve led large-scale transformations and enterprise reporting initiatives in regulated financial services, focusing on governance, quality, and risk management while partnering with executive leadership to drive outcomes. I thrive on building high-performing teams, delivering end-to-end data delivery, and shaping standardised delivery approaches to enable faster, more reliable decision making. Australian citizen with proven ability to drive cross-functional collaboration, governance, and automation across complex portfolios. I’m motivated by turning data into value, modernising reporting ecosystems, and delivering measurable benefits for customers, regulators, and the business alike.

Charles Sage

I’m a strategic data and analytics leader with a passion for turning complex data into clear, decision-ready insights. I’ve led large-scale transformations and enterprise reporting initiatives in regulated financial services, focusing on governance, quality, and risk management while partnering with executive leadership to drive outcomes. I thrive on building high-performing teams, delivering end-to-end data delivery, and shaping standardised delivery approaches to enable faster, more reliable decision making. Australian citizen with proven ability to drive cross-functional collaboration, governance, and automation across complex portfolios. I’m motivated by turning data into value, modernising reporting ecosystems, and delivering measurable benefits for customers, regulators, and the business alike.

Available to hire

I’m a strategic data and analytics leader with a passion for turning complex data into clear, decision-ready insights. I’ve led large-scale transformations and enterprise reporting initiatives in regulated financial services, focusing on governance, quality, and risk management while partnering with executive leadership to drive outcomes. I thrive on building high-performing teams, delivering end-to-end data delivery, and shaping standardised delivery approaches to enable faster, more reliable decision making.

Australian citizen with proven ability to drive cross-functional collaboration, governance, and automation across complex portfolios. I’m motivated by turning data into value, modernising reporting ecosystems, and delivering measurable benefits for customers, regulators, and the business alike.

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Experience Level

Expert
Expert
Expert
Expert

Language

English
Fluent
German
Beginner

Work Experience

Executive Manager – UNITE Data Delivery Lead | Chief Transformation Office at Westpac
November 1, 2024 - Present
Led a unified data delivery approach across five UNITE initiatives (~$200m portfolio), supporting the consolidation of legacy systems into the Digital Banker platform. Directed cross-functional squads to deliver complex data migration and reporting outcomes under agile/hybrid governance, ensuring robust control evidence throughout delivery. Served as the central data conduit between business and technology to accelerate issue resolution and decision-making. Acted as People & Culture lead; implemented a targeted action plan that improved team sentiment around communication, leadership support and role clarity.
Senior Manager – Data & Analytics | Channel Experience Transformation, Consumer Division at Westpac
November 1, 2020 - November 1, 2024
Designed executive reporting including a scenario-based cash forecast model and the DTx Scorecard to track progress and benefits. Supported regulatory submissions and inquiries with concise, evidence-backed narratives. Co-created a cross-channel customer interactions data asset enabling journey analytics adopted across internal stakeholders.
National Manager – Business Performance at Bank Wealth Distribution | BTFG
March 1, 2019 - November 1, 2020
Modernised distribution reporting and executive packs; defined a unified reporting framework for sales, BDM productivity and financial KPIs. Audited external data feeds to embed governance and ensure data integrity. Streamlined reporting cycles and introduced automation to improve delivery consistency.
Customer Relations Consultant at BT Customer Relations | BTFG
January 1, 2011 - January 1, 2019
Advised on customer relations improvements and data-driven decision support.
Subject Matter Expert at BT Customer Relations | BTFG
January 1, 2011 - January 1, 2019
Provided subject matter expertise on customer relations processes and regulatory considerations.
Process Manager at BT Customer Relations | BTFG
January 1, 2011 - January 1, 2019
Led process optimization projects within customer relations to improve service delivery and operational efficiency.
Analyst – Business Improvement at Business Risk and Regulatory COE | BTFG
January 1, 2011 - January 1, 2019
Assisted in process improvement and governance within the risk and regulatory COE, contributing to data-driven risk management initiatives.
Operations Analyst at Bank Wealth Distribution | BTFG
January 1, 2011 - January 1, 2019
Analysed operations performance and supported reporting for wealth distribution, driving efficiency and accuracy in data-driven decisions.
Optimisation Manager at Bank Wealth Distribution | BTFG
January 1, 2011 - January 1, 2019
Supported business process optimization and performance improvement within the Bank Wealth Distribution and BTFG; contributed to governance and data quality in a regulated environment.

Education

Bachelor of Business (Information Systems) at University of New England
January 11, 2030 - January 1, 2018
Diploma of Financial Planning – RG146 at Kaplan
January 11, 2030 - January 1, 2012

Qualifications

Diploma of Financial Planning – RG146
January 11, 2030 - January 1, 2012

Industry Experience

Financial Services