Senior Business Analyst

Insignia Financial; Sydney; On-site; AUD 90,000 - 120,000; Full time

Job summary

Insignia Financial is evolving its Wrap platform and digital capability. We seek a senior Business Analyst to lead analysis across complex initiatives, partnering with product, technology and senior stakeholders to shape solutions delivering measurable adviser and member outcomes.

You will mentor others and drive clarity across teams. In this 12 month role you will lead business analysis across strategic initiatives, aligning business outcomes with delivery, uplifting capability, and shaping

Qualifications

• 7+ years’ experience in business analysis, ideally within financial services or superannuation.
• Strong technical skills in software delivery, including project tracking, SQL, Miro, etc.
• Proven experience leading analysis across large or complex initiatives.
• Strong stakeholder engagement skills, with the ability to influence at all levels.
• Deep experience eliciting and documenting requirements and facilitating workshops.

Responsibilities

• Partner with product owners, senior stakeholders, and delivery leaders to shape and communicate strategic requirements.
• Lead the translation of business needs into clear epics, user stories, and acceptance criteria.
• Facilitate workshops and stakeholder forums to drive alignment across complex initiatives.
• Act as the bridge between business and technology teams, ensuring clarity on value, scope, and priorities.
• Contribute to and influence backlog strategy, refinement, and alignment to delivery roadmaps.
• Use data, insights, and user feedback to inform decision making and continuous improvement.
• Identify and manage risks, assumptions, issues, and dependencies across initiatives.
• Lead planning activities including sprint planning and broader delivery planning.
• Manage requirements end to end, from discovery through to value realisation.
• Evaluate delivered solutions and identify opportunities to improve outcomes and unlock further value.
• Mentor and support Business Analysts, contributing to capability uplift and best practice.

Skills

SQL

Miro

Project tracking

Stakeholder engagement

Agile

Data analysis

Tools

Jira

Job description

The opportunity to join our team

At Insignia Financial, we are continuing to evolve our Wrap platform and broader digital capability, with a strong focus on delivering smarter, more data driven and technology enabled outcomes. This is an opportunity to operate at a senior level, leading analysis across complex initiatives and influencing how we connect strategy to delivery. You will work closely with product, technology, and senior stakeholders to shape solutions that deliver meaningful outcomes for advisers and members, while mentoring others and helping teams navigate complexity with clarity and purpose.

The opportunity to join our team

At Insignia Financial, we are continuing to evolve our Wrap platform and broader digital capability, with a strong focus on delivering smarter, more data driven and technology enabled outcomes. This is an opportunity to operate at a senior level, leading analysis across complex initiatives and influencing how we connect strategy to delivery. You will work closely with product, technology, and senior stakeholders to shape solutions that deliver meaningful outcomes for advisers and members, while mentoring others and helping teams navigate complexity with clarity and purpose.

In this 12 month role you will lead business analysis across strategic initiatives, driving alignment between business outcomes and delivery while uplifting capability across the team.

• Partner with product owners, senior stakeholders, and delivery leaders to shape and communicate strategic requirements
• Lead the translation of business needs into clear epics, user stories, and acceptance criteria
• Facilitate workshops and stakeholder forums to drive alignment across complex initiatives
• Act as the bridge between business and technology teams, ensuring clarity on value, scope, and priorities
• Contribute to and influence backlog strategy, refinement, and alignment to delivery roadmaps
• Use data, insights, and user feedback to inform decision making and continuous improvement
• Identify and manage risks, assumptions, issues, and dependencies across initiatives
• Lead planning activities including sprint planning and broader delivery planning
• Manage requirements end to end, from discovery through to value realisation
• Evaluate delivered solutions and identify opportunities to improve outcomes and unlock further value
• Mentor and support Business Analysts, contributing to capability uplift and best practice

Our BA Philosophy

• True collaboration
• Strong interpersonal skills
• Driven by team goals
• Dedicated to delivering client focused outcomes
• Strong iteration management skills
• Deep capability in Agile ways of working
• Advanced analytical thinking
• Comfortable working across functions and influencing outcomes
• Open, clear and pragmatic communication

What You Bring To This Role

• 7+ years’ experience in business analysis, ideally within financial services or superannuation
• Strong technical skills in software delivery, including project tracking, SQL, Miro, etc
• Proven experience leading analysis across large or complex initiatives
• Strong stakeholder engagement skills, with the ability to influence at all levels
• Deep experience eliciting and documenting requirements and facilitating workshops
• Ability to translate complex business problems into clear, actionable outputs
• Strong problem solving and analytical thinking capabilityExperience mentoring or supporting other Business Analysts
• Strong understanding of end to end delivery and requirements lifecycle management
• Experience working in agile delivery environments
• Relevant certifications such as IIBA, Agile or Scrum preferred
• A passion for continuous improvement and high quality delivery

A Little About The Team

Software development at Insignia Financial is not like your typical enterprise environment. Our team culture is grounded in agile values, strong collaboration, and continuous improvement. Some of the highlights include:

• Hiring talented people and giving them the space to do their best work
• Cross functional, self organising teams
• Minimal hierarchy and reduced organisational red tape
• Encouragement of leadership at all levels
• A strong focus on continuous improvement
• Collaboration over rigid process

Find the better way

What gets us excited about working here? Helping people feel good about their money as one of Australia’s leading financial wellbeing organisations. From those starting out to those retiring. As your team, we’ll show up for you and together we will create financial wellbeing for every Australian. Because we know people who are confident about their financial future live better lives.

If this sounds like your kind of career, you sound like our kind of person. With us, you’ll do work that builds your technical know-how and challenges our entire industry to move forward. Along the way, you’ll be free to explore new ideas and technology, solve problems in a team, and independently to get great things done. Around here, we like to call it “putting our fingerprints on the future”.

People-inspired tech

Deep expertise combined with creativity can take on the trickiest of problems. Join our team of brilliant minds and mentors as we explore our way to innovation and apply technology in more human ways than ever.

Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment.

Please note that applications from agencies will not be considered at this time.

We acknowledge and celebrate the richness that individual differences bring to our team. If you need assistance or an adjustment during the application process, please reach out and let us know.