Business System Analyst

CAZ Investments; Houston (TX); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Bonus opportunities

Generous PTO plan

401k matching plan

Job summary

CAZ Investments in Houston is looking for a Business Systems Analyst to bridge business, data, and technology in the Digital Transformation team. The ideal candidate will translate workflows into scalable systems and ensure successful user adoption.

Required qualifications include a Bachelor’s degree and 4–7 years of experience in business analysis or systems implementation, preferably within data-intensive or financial services environments. CAZ offers competitive compensation, benefits, and a matching 401k plan.

Qualifications

• 4–7 years of experience in business analysis or process engineering roles.
• Experience supporting CRM, data, or workflow platforms.
• Proven ability to bridge business operations and technology.

Responsibilities

• Translate business needs into actionable requirements.
• Map workflows and design standardized processes.
• Drive user adoption of new systems.

Skills

Business analysis

Systems implementation

Process engineering

Effective communication

Stakeholder alignment

Education

Bachelor’s degree in business, Information Systems, Engineering, Operations, or related field

MBA or graduate degree in a technical, business, or data-related discipline

Tools

Salesforce

DealCloud

Job description

Business Systems Analyst

A Business Systems Analyst at CAZ is the connective layer between business, data, and technology. This individual will own translating workflows into scalable systems, ensuring what is built is both correct and adopted. This role sits at the center of the Digital Transformation team, driving process design, enabling execution, and ultimately accelerating decision-making and operational efficiency across the firm.

Key Responsibilities

• Gathers, clarifies, and translates business needs into structured, actionable requirements with clear success criteria
• Maps current workflows and designs scalable, standardized processes that eliminate inefficiencies and support firmwide consistency
• Converts business requirements into technical specifications, defining system logic, data flows, and integrations for the development teams
• Partners with developers to refine scope, prioritize work, and ensure alignment throughout the build and delivery process
• Leads validation and user acceptance testing to ensure solutions are accurate, complete, and aligned with business intent before deployment
• Drives user adoption by developing documentation, training, and feedback loops to ensure new systems are effectively integrated into daily workflows
• Identifies opportunities to enhance systems, processes, and reporting, enabling better decision-making and ongoing operational efficiency

Success as a Business Systems Analyst

• Delivery of accurately scoped, on-time system and process implementations that meet defined success criteria
• Stakeholder adoption and effective integration of new systems and workflows into daily firm operations
• Quality and completeness of business requirements, technical specifications, and documentation across all projects

Requirements

• Bachelor’s degree in business, Information Systems, Engineering, Operations, or a related field; experience in financial services or other data-intensive environments preferred
• MBA or graduate degree in a technical, business, or data-related discipline is a plus
• 4–7 years of experience in business analysis, systems implementation, or process engineering roles, preferably supporting CRM, data, or workflow platforms
• Strong ability to bridge business operations and technology, with hands-on experience supporting platforms such as CRM, data, or workflow systems
• Proven experience designing, standardizing, and improving end-to-end business processes to drive efficiency and scalability
• Demonstrated capability in working with data, reporting, or analytics tools to translate business needs into actionable insights and dashboards
• Effective communicator with the ability to align cross-functional teams, influence decisions, and drive adoption of new systems and processes
• Hands-on experience with systems such as Salesforce, DealCloud, or similar CRM/workflow platforms
• Ownership: demonstrates a high level of personal responsibility, proactively driving work from concept through execution without needing oversight
• Structured Problem Solving: Approaches ambiguity with logic and discipline, breaking complex problems into clear, actionable components
• Communication: communicates complex ideas in a simple, direct manner tailored to both technical and non-technical audiences
• Stakeholder Alignment: builds trust across teams and drives consensus, ensuring business, data, and technology stakeholders remain aligned
• Execution Mindset: operates with urgency and precision, consistently following through on commitments and delivering high-quality outcomes
• Cross Functional Awareness: Strong understanding of how different business functions interact and influence system design

Compensation and Benefits

• Base salary will be commensurate with experience
• Bonus opportunities will be tied to effectiveness, measured by a periodic goal-setting process, with the amount of opportunity depending on value-added to the organization and firm profitability
• Participation in our matching 401k plan
• We offer a generous PTO plan, along with an excellent benefits portfolio