Full-Time

Information Technology Business Analyst 2

Deadline 5/5/27
Western & Southern Financial Group

Western & Southern Financial Group

1,001-5,000 employees

Provides personalized financial solutions and guidance

No salary listed

Cincinnati, OH, USA

In Person

Category
IT & Security
Business & Strategy (1)
Required Skills
Agile

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Requirements
  • Bachelor's Degree in business, computer science or computer engineering or commensurate experience - Required
  • Minimum of 2 - 3 years of business analysis experience in support of project delivery in IT or a business environment - Required
  • Demonstrated experience in eliciting and documenting requirements package deliverables. Requirements documentation meets best practices and is complete, consistent, feasible, modifiable, unambiguous, and testable. - Required
  • Demonstrated experience in leading identification of business analysis project specific deliverables that support project goals and objectives. - Required
  • Demonstrated use of strong listening, communication, and presentation techniques. Verbal and written communications are to conform to rules of punctuation, grammar, diction and style.
Responsibilities
  • Delivery of high-quality project deliverables and meeting target delivery date.
  • Utilizes a variety of elicitation techniques to deliver high quality project deliverables in support of project delivery.
  • Responsible for planning and monitoring activities related to business analysis. Performs stakeholder analysis and selects appropriate project approach, and estimates business analysis effort with regard to project deliverables. Requests assistance and support when needed.
  • Builds and maintains strong working relationships with program and project managers to ensure clear understanding of program and project goals, objectives, scope, and deliverables.
  • Responsible for elicitation of requirements documentation which may include supporting multiple delivery methodologies while collaborating with multiple business analysts to deliver a comprehensive package of project deliverables when delivering a semi-complex to complex project.
  • Confirms and communicates stakeholder needs. Collaborates with technology partners to identify solution options. Ensures solutions are well documented and understood by all project stakeholders. Ensures traceability of multiples types of requirements to business objectives, test cases and solutions.
  • Effectively communicates and documents project needs via deliverables such as RAP (Requirements Analysis Package) documents, user stories, diagrams, process flows, and data mapping documents. Ability to identify multiple types of requirements and documents these as needed.
  • Ensures clear, concise, and consumable deliverables are documented and approved by all project stakeholders.
  • Ensures hand-off of documentation across multiple business analysts is understood and occurs as needed. Requests assistance and support when needed.
  • Conveys an appropriate sense of urgency when risks and issues arise throughout the delivery of projects as related to project deliverables as well as potential need for prioritization and escalation.
  • Coordinates and facilitates meetings with representatives from all levels of the organization, vendors and regulatory agencies as required to support planning, validation, and final deployment processes. Seeks guidance from management as needed with expectation to develop increased independence regarding decision making.
  • Assists with the interpretation of requirements into feasible options, considering technical and business constraints, and communicates options to the stakeholders.
  • Articulates the distinction between types requirements and delivery methodologies (waterfall, agile, and iterative).
  • Demonstrated experience creating and working in a team culture that is committed to collaborative cross- functional relationships and service excellence.
  • Leadership responsibilities include: mentors and coaches others in business analysis documentation techniques, standards, and best practices; proactivley pursues self-development and improvement in delivery assurance skills on a control basis; works with moderate supervision and is empowered to make an established range of decisions, escalating to management when necessary and updating management on a regular basis; establishes and maintains positive working relationships with associates and vendors at all levels. Requests assistance and support when needed; establishes, fosters, and maintains working relationships with project stakeholders and other groups throughout the organization; acts as a change agent across the enterprise in support of best practices and where applicable, advocates PMO services.
  • Performs other duties as assigned.
  • Complies with all policies and standards.
Desired Qualifications
  • PMI Professional in Business Analysis (PMI-PBA)®, IIBA Certified Business Analysis Professional™ (CBAP®) or IIBA Certification of Competency in Business Analysis™ (CCBA®) designation - Preferred
  • Insurance-related certification (e.g., FLMI, CLU or related industry designation) - Preferred
  • MS SharePoint experience is desired, not required
Western & Southern Financial Group

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 Jobs

Simplify's Take

What believers are saying

  • IncomePoint SPIA launches on Fidelity's Guaranteed Income Direct platform in 2026.
  • RetireOne partnership expands SPIA access to RIAs since June 2025.
  • Till Financial bolsters direct-to-consumer strategy for younger demographics.

What critics are saying

  • Fidelity's platform pits Western & Southern against three competitors now.
  • IncomePoint caps premiums at $2 million, losing high-net-worth clients.
  • Till integration dilutes core annuity focus within 12 months.

What makes Western & Southern Financial Group unique

  • Western & Southern emphasizes face-to-face middle-market client relationships since 1888.
  • Subsidiaries like Gerber Life and Fabric target family-focused insurance offerings.
  • Till Financial acquisition adds digital family banking with parental controls.

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Benefits

Flexible Work Hours

Performance Bonus

Company News

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.

Securities and Exchange Commission
Feb 1st, 2024
SEC FORM D/A

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.The reader should not assume that the information is accurate and complete.

Western & Southern Financial Group
Jan 31st, 2024
Western & Southern, Fidelity Investments Offer New Approach To Protected Retirement Income

Western & Southern recently introduced IncomePoint - a new single-premium immediate annuity (SPIA) - within employer-based retirement plans administered by Fidelity Investments.

Business Wire
Jan 25th, 2024
Fidelity’S® Guaranteed Income Direct Solution Available Nationally, Enabling Employees To Convert Retirement Savings Into Lifetime Income

BOSTON--(BUSINESS WIRE)--Fidelity Investments®, the nation’s retirement leader1, announces the broad availability of Guaranteed Income Direct, a new solution allowing employees to convert all or a portion of their retirement savings – from a 401(k), 403(b) or 457(b) – into an immediate income annuity to provide consistent, pension-like payments2 throughout retirement. Retirement preparedness is a source of financial stress for employees: 79% are worried they won’t have enough money to last their lifetime3, and 85% feel employers should take more responsibility in helping them prepare for retirement4. As such, guaranteed income solutions within workplace retirement plans have become increasingly popular. Fidelity research shows the number of retirees and pre-retirees deciding to stay in plan past their retirement date has continually increased over the past 10 years5, with 65% of participants expressing interest in having guaranteed income options in their workplace plans.6 For employers, the feelings are mutual: 81% of plan sponsors7 would prefer to give retirees the flexibility to stay in plan and withdraw assets throughout their retirement years. “A key challenge for employees as they transition from saving for retirement to living in retirement is ensuring there’s enough predictable income to cover essential expenses,” says Keri Dogan, senior vice president, Financial Wellness and Retirement Income Solutions at Fidelity. “Many people feel anxious about how to generate income in retirement and want to reduce the risk of outliving their assets