Senior Technical Business Analyst — Financial Advice Tech Leader

Insignia Financial; Sydney; On-site; AUD 140,000 - 190,000; Full time

Job summary

Insignia Financial is seeking a Senior Technical Business Analyst to shape technology that enhances adviser and client experiences. You will translate complex business requirements into detailed technical specifications and integration designs, partnering with product, engineering and architecture teams across major transformation initiatives.

You bring 7+ years in business analysis within financial services, deep knowledge of advice technology, and experience with Agile/Lean delivery.

Qualifications

• 7+ years’ dedicated business analysis experience in complex technology and transformation environments.
• Proven Senior Technical Business Analyst experience within financial advice, superannuation and/or investment services.
• Strong knowledge of advice technology and end-to-end adviser and client experience.
• Experience with Agile or Lean delivery and tools such as Jira, Confluence, Miro.

Responsibilities

• Translate business and target-state requirements into detailed technical specifications, integration requirements, solution designs and implementation activities.
• Analyse financial advice technology, adviser workflows and system requirements to identify opportunities that improve business and customer outcomes.
• Partner with Business Analysts, Product Owners, architects and engineers to bridge the gap between complex technology solutions and business needs.
• Review and validate solution specifications against business requirements, ensuring solutions support effective adviser and client experiences.
• Apply strong data analysis skills to investigate issues, identify root causes and support technology and business teams with data-related queries.
• Plan and execute system testing, coordinate user acceptance testing and support implementation of planned releases and BAU fixes.
• Identify and manage programme-level risks, issues and dependencies, escalating appropriately to minimise delivery impacts.
• Build strong relationships with stakeholders, SMEs, Product Owners and delivery partners while supporting business readiness and successful adoption of change.

Skills

Stakeholder engagement

Analytical thinking

Problem solving

Communication

Influencing skills

Tools

Jira

Confluence

Miro

BPMN notation

Job description

Insignia Financial is seeking a Senior Technical Business Analyst to shape technology that enhances adviser and client experiences. You will translate complex business requirements into detailed technical specifications and integration designs, partnering with product, engineering and architecture teams across major transformation initiatives.

You bring 7+ years in business analysis within financial services, deep knowledge of advice technology, and experience with Agile/Lean delivery.