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Western & Southern Financial Group

Provides personalized financial solutions and guidance

Information Technology Business Analyst 2

Full-TimeDeadline 9/21/27
No salary listed
Junior, Mid
Bachelor's
Cincinnati, OH, USA
In Person
Business & StrategyBusiness Analysis

About the job

Requirements
  • A bachelor's degree in business, computer science, or computer engineering, or commensurate experience.
  • A minimum of 2 to 3 years of business analysis experience supporting project delivery in an information technology or business environment.
  • Experience eliciting and documenting complete, consistent, feasible, modifiable, unambiguous, and testable requirements package deliverables.
  • Experience leading identification of business-analysis project deliverables that support project goals and objectives.
  • Experience using listening, communication, and presentation techniques, with verbal and written communications conforming to rules of punctuation, grammar, diction, and style.
  • Ability to process information from various sources for detailed analysis, recommendations, and decision making.
  • Analytical, problem-solving, and critical-thinking skills.
  • Adaptability when adjusting to multiple demands and deadlines, shifting priorities, ambiguity, and rapid change.
  • Ability to research software and hardware products to meet agreed-upon requirements and support purchasing efforts.
  • Experience identifying basic to moderately complex problems, quantifying problems, and providing effective solutions.
  • Ability to maintain and reconcile requirements traceability, including reuse of documentation for future projects of a similar nature.
  • Ability to participate effectively in peer reviews of requirements documentation.
  • Initiative to learn new skills and improve professional expertise.
  • Attention to detail, organization, time management, and ability to prioritize workload demands.
  • Emotional intelligence, sound judgment, and enterprise and team thinking.
  • Ability to mentor and coach less experienced business analysts.
  • Ability to participate in recruiting and interviewing candidates for business analyst positions.
  • Proficiency in Microsoft Office, including Excel, Access, Word, Visio, and PowerPoint.
  • Ability to work in an office setting, remain stationary for long periods, communicate and exchange accurate information, prepare written correspondence and reports, apply logical thinking, and perform continuous computer work.
  • Ability to work extended hours during peak workloads or special projects and events.
Responsibilities
  • Deliver high-quality project deliverables and meet target delivery dates.
  • Use elicitation techniques to deliver project deliverables in support of project delivery.
  • Plan and monitor business-analysis activities, perform stakeholder analysis, select an appropriate project approach, and estimate business-analysis effort for project deliverables.
  • Build and maintain working relationships with program and project managers to understand program and project goals, objectives, scope, and deliverables.
  • Elicit requirements documentation across waterfall, agile, and iterative delivery methodologies while collaborating with multiple business analysts on semi-complex to complex projects.
  • Confirm and communicate stakeholder needs, collaborate with technology partners to identify solution options, document and communicate solutions, and maintain traceability from requirements to business objectives, test cases, and solutions.
  • Communicate and document project needs through Requirements Analysis Package documents, user stories, diagrams, process flows, and data-mapping documents.
  • Ensure deliverables are clear, concise, consumable, documented, and approved by project stakeholders.
  • Ensure documentation handoffs across business analysts are understood and completed as needed.
  • Identify urgency when risks and issues arise, and support prioritization and escalation related to project deliverables.
  • Coordinate and facilitate meetings with organizational representatives, vendors, and regulatory agencies for planning, validation, and final deployment.
  • Interpret requirements into feasible options while considering technical and business constraints, and communicate options to stakeholders.
  • Explain distinctions among requirements types and waterfall, agile, and iterative delivery methodologies.
  • Mentor and coach others in business-analysis documentation techniques, standards, and best practices.
  • Pursue self-development and improve delivery-assurance skills.
  • Work with moderate supervision, make decisions within an established range, escalate to management when necessary, and provide regular management updates.
  • Establish and maintain working relationships with associates, vendors, project stakeholders, and groups across the organization.
  • Act as a change agent supporting enterprise best practices and advocate PMO services where applicable.
  • Perform other assigned duties and comply with applicable policies and standards.
Desired Qualifications
  • Knowledge and experience with insurance-industry systems, insurance and annuity products, or the product-development process.
  • Experience with Microsoft SharePoint.
  • PMI Professional in Business Analysis, IIBA Certified Business Analysis Professional, or IIBA Certification of Competency in Business Analysis designation.
  • Insurance-related certification such as FLMI, CLU, or a related industry designation.

About the company

W

Western & Southern Financial Group

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Western & Southern Financial Group helps individuals and middle-market clients manage financial needs through personalized, face-to-face guidance. Western & Southern Life sales representatives assess goals and tailor solutions like life insurance within an agency-based system supported by mentors and managers. The firm translates complex financial concepts into practical plans focused on protection, savings, and retirement, backed by a long heritage dating to 1888. Its goal is to provide clear, stable guidance and ongoing support through a relationship-driven, professional team.

Company Size

1,001-5,000

Company Stage

N/A

Total Funding

N/A

Headquarters

Cincinnati, Ohio

Founded

1888

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Simplify's Take

What believers are saying

  • April 27, 2026 Till acquisition expands direct-to-consumer family banking immediately.
  • March 31, 2026 assets reached $132.3 billion, supporting acquisition capacity.
  • Fidelity’s IncomePoint distribution keeps Western & Southern inside employer retirement plans.

What critics are saying

  • The 2025 overtime class action targets Western-Southern and Eagle Realty’s payroll practices.
  • Armstrong v. Western & Southern shows repeated employee-benefit litigation pressure in 2026.
  • Till integration failure wastes capital and distracts management from core insurance profitability.

What makes Western & Southern Financial Group unique

  • 1888 Cincinnati mutual heritage and seven life subsidiaries anchor trust.
  • $132.3 billion in assets and managed assets signal scale and staying power.
  • Till Financial adds digital family banking to Western & Southern’s family-focused portfolio.

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Benefits

  • Flexible Work Hours
  • Performance Bonus

Company News

The Business Journals
May 1st, 2026
Western & Southern acquires fintech firm in first deal since 2022

Western & Southern has completed its first acquisition since 2022, purchasing a fintech firm to expand Gerber Life Insurance's family-focused offerings. The deal marks the company's return to acquisition activity after a two-year pause. Western & Southern indicated it has sufficient capital to pursue additional acquisitions when suitable opportunities emerge. The transaction strengthens the insurer's position in the family insurance market through enhanced technology capabilities.

Benzinga
Apr 27th, 2026
Western & Southern Financial Group acquires Till Financial to expand into digital family banking

Western & Southern Financial Group has acquired Till Financial, a fintech platform focused on digital family banking, marking a significant expansion into consumer financial services. The acquisition adds to Western & Southern's portfolio of family-focused brands, including Gerber Life Insurance and Fabric Technologies. Founded in 2018, Till provides a family banking platform featuring a mobile app and debit card with parental controls, automated allowances, shared savings goals and fraud protection. The platform helps families teach children financial literacy through hands-on money management. The deal advances Western & Southern's direct-to-consumer strategy and diversifies its offerings beyond traditional insurance products. Western & Southern, founded in 1888, serves 6.3 million customers and manages $132.3 billion in assets as of March 2026. Financial terms were not disclosed.

PR Newswire
Apr 27th, 2026
Western & Southern Financial Group Acquires Till Financial, Expanding into Digital Family Banking Services and Investing in the Next Generation

/PRNewswire/ -- Western & Southern Financial Group, a leading financial services company serving more than six million customers with insurance, retirement and...

FinSMEs
Jul 16th, 2025
Retirable Raises $10M in Series A Funding

Retirable, a NYC-based holistic retirement platform provider, raised $10m in Series A funding

The Cincinnati Enquirer
Aug 9th, 2024
Cincinnati-based company listed among the best for high school grads to start careers

Cincinnati-based Western & Southern was No. 48 of the top 50 companies listed on the report.