Insight Investments Corporate Office - Costa Mesa, CA

Business Systems Analyst - IFS

Job Locations US-CA-Costa Mesa
Job ID
Regular Full-Time


  • Primary responsibility in support of the business in functional understanding, operation, and release management of our suite of financial and marketing applications including our Leasing (Leasewave), ERP (Great Plains), and CRM (Microsoft Dynamics 365) applications.
  • Identifying, defining, and documenting business needs and objectives, current operational procedures, problems, input and output requirements and levels of systems access after consulting with functional unit management and personnel.
  • Collaborate across the organization and with external partners on projects to design, build, enhance, and support a cohesive set of applications and infrastructure that support Business Processes & Systems
  • Author and use activity diagrams, use cases, scenarios, business analysis, flowcharts, document analysis, requirements workshops, surveys, site visits, business process descriptions, interviews, and workflow analysis to Induce and manage requirements
  • Participate in the planning, design and implementation of system solutions or enhancements that help keep internal tools and data flows up to date and working across the organization.
  • Review and evaluate available Functional Specifications and their impact on existing business processes and procedures.
  • Maintain and document system and business procedures by ensuring process owners and users are following known policies and procedures in accordance with known best practices and company policies.
  • Focus on the resolution of system and business process defects & data gaps ensuring acceptable system usage, testing, and timely deployments in collaboration with IT and external Vendor(s) to effectively support business operations.
  • Assist with querying data sources (databases, extracts, etc.) and translating ad-hoc business report requirements.
  • Provide training and process handoffs of newly released functionality to business areas.

Qualifications / Education

  • Minimum 3+ years of experience in Business Systems Analysis.
  • Hands-On experience with techniques related to the tasks associated with Business/Systems Analysis and the Software Development Life Cycle (both Agile & Waterfall methodologies).
  • Experience and working knowledge of Leasewave or other vendor-based leasing applications.
  • Proficiency with MS Excel, Visio, PowerPoint, and other MS Office Products.
  • Experience using industry leading software collaboration tools such as JIRA and SharePoint.
  • Hands-on experience with MS SQL Server.
  • Experience and a solid understanding of Finance, Accounting, and Leasing principles.
  • Experience in the finance/leasing industry is desired.
  • Bachelor’s Degree or equivalent years of experience.


  • Must be able to work in a fast-paced work environment requiring minimal direct supervision.
  • Must possess aptitude to take initiative and be able to own assigned work.
  • Strong verbal and written communication skills required.
  • Demonstrated ability to perform analytical thinking and problem-solving.
  • Demonstrated ability to work across functional teams and Management.
  • Must be a team player willing to participate and assist others at all levels of the organization.
  • Strong interpersonal skills to provide excellent customer service and maintain cooperative working relationships.


Insight Investments, LLC is an Equal Employment Opportunity/Affirmative Action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, gender, age, sexual orientation, gender identity, disability, status as a Veteran or other protected classification.




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