About the Position:
The Business Analyst is responsible for translating business needs into clear, actionable requirements that drive successful project outcomes. This role partners closely with the Project Manager, Product Owner, and business stakeholders to define scope, document processes, and ensure solutions meet intended objectives. The ideal candidate is detail-oriented, curious, and comfortable operating at the intersection of business and technology.
Your Impact:
- Requirements & Documentation: Partner with business stakeholders to gather, analyze, and document functional and non-functional requirements into appropriate artifacts (e.g. user stories, process flows).
- Scope Definition & Traceability: Support project scoping by clearly defining requirements, assumptions, dependencies, and acceptance criteria; maintain traceability throughout the project lifecycle.
- Stakeholder Collaboration: Act as a liaison between business users, PMs, and delivery teams to clarify needs, resolve ambiguities, and manage requirement changes.
- User Acceptance Testing (UAT): Assist the PM in coordinating and supporting UAT activities, including test case development, execution, issue tracking, and validation, stepping in to perform testing when user availability is limited.
- Continuous Improvement: Proactively identify process gaps and improvement opportunities to enhance delivery efficiency and solution quality.
Who You Are:
- 3–5 years of experience as a Business Analyst or in a similar role supporting projects or product delivery.
- Strong analytical thinking with the ability to break down complex problems into clear requirements.
- Comfortable working in both structured and rapidly growing environments.
- Clear, concise communicator who can adapt messaging to technical and non-technical audiences.
- Collaborative, dependable, and accountable for high-quality outputs.
- Strong organizational skills and attention to detail.
- Comfort working across multiple initiatives simultaneously.
Your Toolkit:
- Experience with requirements documentation, user stories, and process mapping.
- Familiarity with project management methodologies (Agile, hybrid, or waterfall).
- Proficiency with common collaboration and documentation tools.
- Experience with Salesforce is a plus
- Experience working in a heavily regulated industry is a plus
Benefits:
- Core Benefits - Medical with HSA and FSA options, dental, and vision.
- Preparing for Your Future - 401(k) with a generous company match, access to a personal financial planner, and unique investment options.
- Great Team Culture - Team members consistently rave about having great colleagues.
- Time Off - We value family, giving back, making a positive impact in society, and creating time to enjoy life. You will enjoy 4 weeks paid time off, 12 paid holidays, and 2 days for giving back.
Join Us Now!
If you are ready to fast-track your career, make meaningful connections, and embark on a thrilling journey, apply now!
We demonstrate and act with complete and unconditional honesty and adhering to principles of sound ethics. After accepting an offer of employment, all candidates will go through a pre-employment background check, credit check, and pre-employment drug screen. Diversify is an Equal Opportunity Employer.
Skills Required
- 3-5 years of experience as a Business Analyst or similar role
- Experience with requirements documentation and user stories
- Familiarity with project management methodologies
- Proficiency with collaboration and documentation tools
What We Do
Diversify, Inc., and the Diversify group of companies, provide investment, wealth management and insurance services to clients located throughout the western United States. Founded in 2004 by Daniel J. Luke and Ryan O. Smith, Diversify, Inc. offers a personal, independent and diversified approach to financial planning and investment strategy. Diversify, Inc. is a branch office of DFPG Investments, Inc. Securities and Investment Advisory Services offered through DFPG Investments, Inc., a SEC registered investment advisor. Member FINRA (www.finra.org) / SIPC (www.sipc.org). Insurance offered through Diversify Insurance, Inc. Social Media Disclosures: http://www.dfpg.com/social-media/ Check the background of this firm on FINRA's BrokerCheck (http://brokercheck.finra.org/).








