Simon Poll

Questioner
DISC Type : c

Business Analyst at First Super

Greater Melbourne Area, Australia

Overview

Simon Poll is a seasoned Business Analyst with over two decades of experience merging accounting and IT, specializing in the implementation of financial and reporting systems within the financial services industry. A CPA with a Bachelor of Business from Swinburne University, he excels at translating business requirements into technical solutions.

He recently earned an Automation Explorer certification from SolveXia, highlighting a focus on modernizing business processes.

Personality Overview

Not Easily Convinced

Value Seeker

Cautious & Analytical

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.  They prefer to analyze every situation thoroughly.
 They are more likely than others to negotiate on pricing and terms.

Topics They Care About

Financial Systems Implementation
Has over 20 years of experience implementing systems like Hyperion HFM and Oracle's Profitability Cost Management (PCM) for major banks and financial groups.
Regulatory Compliance (APRA)
His recent work at First Super involves preparing for APRA's CPS230 requirements, and he previously worked on an APRA project at ANZ.
Process Automation
Recently obtained an "Automation Explorer" certification from SolveXia, showing a proactive interest in efficiency and modernizing financial processes.

Media Appearances

Simon has no verified media appearances

Work History

2-2024
Business Analyst at First Super
3-2022 - 12-2023
Senior Business Analyst at Suncorp Group
11-2014 - 3-2022
Senior Business Analyst at Bendigo and Adelaide Bank
4-2014 - 11-2014
Senior Business Analyst at ANZ
4-2012 - 3-2014
Senior Analyst, Data at NAB

Education

1991 - 1994
CPA from CPA
1982 - 1985
Bachelor of Business from Swinburne University of Technology

More Information

Social Presence :

Prographics :

Exp : 13 Location : Greater Melbourne Area, Australia Job Level : Middle Designation : Business Analyst at First Super
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Insights For Selling To Simon

During A Call Or A Meeting

DO's

  • If you have a lower priced product compared to the competition, call out the same
  • Back up any claims with data and numbers
  • Keep some extra margin in hand as they will likely negotiate the pricing

DONT's

  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Don’t overhype the product/pitch, keep it measured

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Simon is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Simon

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Simon move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Simon take some risk or not?

  • They can take risk if they are convinced that they have analyzed the circumstances well.


You And Simon

Personality Compatibility


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