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Bill Davis Email & Phone Number
Lead Business Analyst
at
Insignia Financial
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✓ Verified August 2026
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Profile completeness 86%
Current company
Role
Lead Business Analyst
Location
Greater Melbourne Area, Australia
Company size
Who is Bill Davis? Overview
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Quick answer
Bill Davis is listed as Lead Business Analyst at Insignia Financial, a with 4263 employees, based in Greater Melbourne Area, Australia. AeroLeads shows a matched LinkedIn profile for Bill Davis.
Bill Davis previously worked as Business Architect at Insignia Financial and Senior Business Analyst and Delivery Team Lead at Ioof Ltd. Bill Davis holds Pmp, Masters Of Project Mgmt (It) from University Of Southern Queensland.
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Email format at Insignia Financial
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Insignia Financial
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Profile bio
About Bill Davis
Senior Business Analyst with more than 20 years in the Australian Superannuation and Wealth Management industries. My career has coincided with the progression of superannuation and investment product development through Master Trust, Investor Directed Portfolio Services & Wrap Platform designs, the rise of increasingly complex integrated environments and the criticality of digital engagement with our members and clients.Experienced in Agile & Waterfall delivery methods and customising to specific program needs. In addition I have enjoyed roles in Delivery Leadership, Product Ownership, Project Management and Architecture enhancing my core BA capabilities. I am passionate about bringing together these roles with our stakeholders and experts to deliver real value to our superannuation members and investment clients.
Current workplace
Bill Davis's current company
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Insignia Financial
8 roles
Bill Davis work experience
A career timeline built from the work history available for this profile.
Business Architect
Foundation member of Insignia's Business Architecture team formed for the Enterprise Transformation Program following the acquisition of the ANZ Pensions & Insurance and MLC businesses.Core duties include:Business capability modelling, Enterprise architecture options analysis and representation, program level delivery planning
Senior Business Analyst And Delivery Team Lead
Ioof Ltd
Business Analysis & Agile Delivery Team Lead on IOOF’s flagship platform transformation & SFT programsKey Projects:Bridges TPS (Personal Superannuation, Pension & Investments) platform SFT to IOOF PursuitOnline investment ordering and management; broking integration, Managed Discretionary Accounts IOOF Employer Superannuation migration to Evolve WrapIOOF Evolve Program Pursuit (Personal Superannuation, Pension and Investments) migration to Evolve Wrap (Expand); 55,000 clients & $17.5b FUMCustody insource, investment ordering uplift, ATO reporting, Client SuperMatch implementation,
Jan 2015 - Sep 2022
Product Owner
Ioof Ltd
Product Owner – Stockbroking AutomationAug 2013 – Dec 2014Product Owner working with IOOF’s Stockbroking stakeholders and agile delivery teams on an execution automation and integration program.Key Projects:Bridges Stockbroking execution automationBridges Clearing outsource Client & Adviser secure site / stockbroking integration
Feb 2013 - Dec 2014
Scrum Master And Lead Business Analyst
Ioof Ltd
Scrum Master and Lead Business Analyst within Agile Development TeamsIOOF transitioned from predominantly Waterfall to predominantly Agile delivery throughout this period.Key Projects: Listed investment (ASX shares) ordering on multiple superannuation and investment platforms, Corporate Actions automationOnline secure Client & Adviser Site feature developmentWorkflow automation uplift
Sep 2008 - Jan 2013
It Engagement Manager
Ioof Ltd
Working within the Technology division, this role's responsible for managing relationships with all business units at IOOF Ltd.Duties included Strategy, Planning, Prioritisation and Stakeholder Management.
Sep 2006 - Sep 2008
Business Analyst & Project Manager
Ioof Ltd
Business Analysis (Waterfall) and Project Management (PMI PMBOK methodology) for strategic technology projects within IOOF’s Program Management Office.Key projects: Lead Business Analyst – Insurance Stream for IOOF’s AM Corp acquisition, the largest superannuation platform integration at that time.Development and launch of IOOF’s flagship member and Adviser secure digital portals (Portfolio Online)Major platform rebrand and launch ‘Pursuit Super, Pension and Investments’Contributions STP
Apr 2002 - Sep 2006
Business Support Manager
Ioof Ltd
Managing a team of Operations Business and Test AnalystsOperations project liaison with ITProject Resource PlanningKey projects: IOOF Master Trust/IPS migration from Colonial Mutual to IOOF in house administrationMaster Trust to Wrap transition IOOF ASX Listing
Apr 2000 - Apr 2002
5 education records
Bill Davis education
Pmp, Masters Of Project Mgmt (It)
Bachelor Of Technology (B.Tech.), Information Systems
It Masters Short Course, Program Management Professional
It Masters Short Course, Scrum Vs Lean: Agile Methodologies Analysed And Compared
Assdip, Associate Diploma Of Superannuation Management
FAQ
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What company does Bill Davis work for?
Bill Davis works for Insignia Financial.
What is Bill Davis's role at Insignia Financial?
Bill Davis is listed as Lead Business Analyst at Insignia Financial.
Where is Bill Davis based?
Bill Davis is based in Greater Melbourne Area, Australia while working with Insignia Financial.
What companies has Bill Davis worked for?
Bill Davis has worked for Insignia Financial and Ioof Ltd.
How can I contact Bill Davis?
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What schools did Bill Davis attend?
Bill Davis holds Pmp, Masters Of Project Mgmt (It) from University Of Southern Queensland.
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