Executive Director, Business Intelligence and Technology Solutions

Grant Title: n/a

Job Description Summary / TWC Summary

JOB SUMMARY:
The Executive Director of Business Intelligence and Technology Solutions is a seasoned senior hands-on professional who serves as the technology and analytics expert for Finance and Business Administration. The Executive Director receives general direction, priorities, identified control issues, business needs, and expected outcomes from the Senior Associate Vice President of Strategic Initiatives and Transformation.
The Executive Director independently designs, builds, implements, and maintains business intelligence, workflow-automation, internal-controls automation, and continuous controls monitoring solutions. The position develops dashboards, KPIs, scorecards, data models, automated reports, digital workflows, system validations, exception reports, alerts, low-code applications, and other technology solutions that improve efficiency, monitoring, internal controls, and decision-making.
The Executive Director works with functional owners to understand process details and business rules, and with Information Technology when enterprise integration, ERP configuration, cybersecurity review, or specialized development is required. The Executive Director drafts business and functional requirements, leads the functional evaluation and selection of software, develops acceptance criteria, and tests solutions before recommending acceptance. Functional leaders retain ownership of their operations, data, processes, controls, and corrective actions.

DISTINGUISHING CHARACTERISTICS:
This is a working Executive Director position distinguished by its integration of business intelligence, technology solution development, business process automation, internal control automation, and continuous controls monitoring. The incumbent leverages extensive expertise to independently lead complex, cross-functional initiatives while personally designing, developing, implementing, and optimizing innovative solutions. Unlike a traditional executive leadership role focused primarily on oversight, coordination, or strategic recommendations, this position requires a hands-on executive who delivers end-to-end solutions that drive operational efficiency, strengthen governance, enhance data-informed decision-making, and support continuous process improvement across the organization.
The position translates general business needs and identifies control issues into practical technology solutions and serves as the functional lead from requirements development through software evaluation, testing, and acceptance recommendation. The Executive Director may independently lead process-improvement initiatives when technology, automation, systems, data, or analytics are the primary enablers and support broader transformation initiatives by delivering the required technology component. The position does not replace the operational responsibilities of functional leaders, the enterprise technology responsibilities of Information Technology, the procurement and contracting responsibilities of authorized university offices, or the independent assurance responsibilities of Internal Audit.

Essential Duties Summary

DATA ANALYTICS, KPIs, AND PERFORMANCE REPORTING:

• Develops and maintains executive scorecards, leadership dashboards, operational dashboards, management reports, and analytical tools.
• Develops cross-divisional KPIs and performance measures in partnership with executive leadership and functional owners.
• Establishes and documents KPI definitions, formulas, baselines, targets, thresholds, data sources, ownership, reporting frequency, and validation requirements.
• Build dashboards, reports, scorecards, and data visualizations using Power BI or comparable business-intelligence tools.
• Develops and maintains data models, calculations, queries, data transformations, and automated reporting processes.
• Uses SQL, DAX, Power Query, advanced Excel, or comparable tools to combine and analyze information from multiple systems.

DATA QUALITY, VALIDATION, AND CONTROLS MONITORING

• Validates the accuracy, completeness, consistency, and timeliness of financial and operational data, reports, dashboards, and analytical products.
• Reconciles dashboards and management reports to Banner, ERP data, the general ledger, payroll, procurement, budget, asset-management, and other authoritative source systems.
• Investigates conflicting results, duplicate or missing records, mapping issues, timing differences, unusual variances, and calculation errors.
• Establishes data-quality controls, validation procedures, data dictionaries, source-to-report mappings, data lineage, and reporting standards.
• Documents data definitions, calculations, validation procedures, assumptions, limitations, and identified data-quality concerns.
• Communicates material data quality or reporting concerns to the appropriate functional owners and leadership.

BUSINESS REQUIREMENTS, SOFTWARE SELECTION, AND ACCEPTANCE

• Elicits, analyzes, drafts, validates, and maintains business and functional requirements for assigned technology initiatives.
• Documents current-state and future-state process flows, business rules, user needs, data requirements, reporting requirements, internal-control requirements, interfaces, security considerations, use cases, and acceptance criteria.
• Prepares functional specifications, requirements documents, statements of work, procurement specifications, demonstration scripts, and vendor-evaluation criteria as assigned.
• Conducts fit-gap and build-versus-buy analyses and leads to the functional evaluation of available university platforms and external software solutions.
• Evaluates software against documented requirements, usability, control effectiveness, integration, data, security, scalability, implementation effort, vendor support, total cost, and long-term sustainability.
• Leads the functional software-selection process and selects or recommends the preferred solution, subject to required university procurement, Information Technology, cybersecurity, legal, and executive approvals.
• Develops requirements-traceability matrices, test strategies, test plans, test cases, test scripts, test data, expected results, and acceptance criteria.
• Coordinates and personally participates in system, integration, regression, and user-acceptance testing; documents defects, verify corrections, and retests until critical issues are resolved.
• Determines whether the solution satisfies documented requirements and acceptance criteria and provides a written recommendation to accept, conditionally accept, or reject the solution before production use or formal acceptance.
• Participates in configuration, implementation, documentation, training, deployment, transition to operational ownership, and post-implementation validation.

INTERNAL CONTROLS AUTOMATION AND CONTINUOUS CONTROLS MONITORING

• Receives identified internal-control issues and expected outcomes from the Senior Associate Vice President and develops the technology solution needed to address them.
• Designs and implements automated preventive and detective controls, including system validations, workflow restrictions, required approvals, alerts, exception reports, and monitoring dashboards.
• Develops continuous controls-monitoring analytics to identify control failures, unusual activity, policy exceptions, missing approvals, aging items, duplicate records, and other operational risks.
• Documents automated control logic, data sources, thresholds, responsible owners, review frequency, evidence requirements, escalation procedures, and expected system behavior.
• Tests and validates that automated controls and monitoring tools operate as designed and produce reliable results.
• Monitors implemented solutions, reports unresolved exceptions, and recommend adjustments when a control or technology solution is not producing the intended result.
• Supports corrective-action and audit-remediation tracking by developing reports, dashboards, workflows, and evidence-management tools.

TECHNOLOGY-ENABLED PROCESS IMPROVEMENT

• Leads process-improvement initiatives when data, workflow automation, systems, reporting, artificial intelligence, controls monitoring, or another technology solution is the primary enabler of the improvement.
• Supports broader process-improvement and transformation initiatives by designing and implementing the technology, data, automation, analytics, control-monitoring, and performance-measurement components.
• Uses current-state review, data analysis, and root-cause analysis to identify bottlenecks, rework, manual steps, ineffective handoffs, control gaps, and system limitations.
• Works with functional owners to confirm the desired future-state process and determine which steps should be standardized, eliminated, simplified, or automated.
• Coordinates with assigned process-improvement professionals and functional owners to ensure that future-state process design, business requirements, controls, and technology solutions are aligned.
• Establishes measures to determine whether implemented process and technology improvements achieved the intended efficiency, accuracy, control, and service outcomes.
• Conducts post-implementation reviews and maintains or enhances solutions following implementation.

CROSS-FUNCTIONAL SUPPORT AND BUSINESS CONTINUITY

• Works collaboratively with functional leaders, employees, Information Technology, consultants, auditors, and data owners on cross-functional initiatives.
• Maintains clear technical documentation, process documentation, data definitions, control logic, user instructions, and solution-support information.
• Maintains sufficient working knowledge of continuous process improvement, internal controls, and audit-remediation tracking to provide temporary coverage when assigned.
• Protects confidential and security-sensitive business, employee, vendor, and operational information.
• Performs other job-related duties as assigned.

% FTE: 1.0

Hiring Range: $130,278.45-$169,361.98

Education

Required:
Bachelor’s degree from an accredited college or university in data analytics, business analytics, management information systems, information systems, computer science, business administration, statistics, industrial engineering, or a closely related field. An equivalent combination of relevant education, professional experience, technical training, and demonstrated accomplishments may be considered.

Required Licensing/Certification: None Required

Knowledge, Skills, and Abilities

Knowledge of:

• Business intelligence, KPI development, performance measurement, dashboard development, data modeling, data visualization, and reporting automation.
• Workflow automation, digital forms, low-code applications, business-process automation, systems integration, and technology-solution delivery.
• Internal controls automation, preventive and detective controls, exception reporting, continuous controls monitoring, and corrective-action monitoring.
• Data governance, data quality, metadata, data lineage, master-data concepts, and reporting standards.
• ERP systems, integrated administrative systems, and authoritative source-system data.
• Business analysis, requirements elicitation and documentation, fit-gap analysis, software evaluation and selection, requirements traceability, test management, user-acceptance testing, and solution acceptance.
• Process analysis, root-cause analysis, future-state design, implementation, and sustainment.
• Artificial intelligence, intelligent automation, human oversight, auditability, security, and associated governance considerations.

Skill in:

• Power BI dashboard and report development.
• SQL, DAX, Power Query, data modeling, and advanced Excel.
• Financial and operational data analysis.
• Report validation and reconciliation.
• KPI, scorecard, and performance-measure development.
• Exception analytics and monitoring controls.
• Translating business requirements into technical and reporting specifications.
• Communicating complex analytical information to executive and nontechnical audiences.
• Preparing clear business, technical, and data documentation.

Ability to:

• Independently design, build, implement, maintain, and improve business-intelligence, process-automation, and controls-automation solutions.
• Convert general direction and identified business or control problems into practical, secure, and sustainable technology solutions.
• Lead the functional requirements, software-evaluation, selection, testing, and acceptance process while complying with university approval and procurement requirements.
• Determine whether a proposed or delivered solution satisfies documented requirements, internal controls, and acceptance criteria before recommending acceptance.
• Determine whether reports, dashboards, automated controls, and monitoring tools are accurate and operating as intended.
• Work with functional owners to understand business rules without assuming permanent operational ownership.
• Collaborate effectively with executives, functional leaders, operational staff, Information Technology professionals, consultants, auditors, and data owners.
• Manage confidential and security-sensitive information.
• Prioritize competing assignments and deliver completed work under compressed timelines.

Work Experience

Required:

• At least eight years of progressively responsible experience in a combination of business intelligence, data analytics, business analysis, systems analysis, workflow automation, enterprise technology solutions, or closely related work.
• At least three years of senior-level or lead responsibility independently directing complex, cross-functional technology, analytics, automation, or technology-enabled process-improvement initiatives.
• A demonstrated record of exercising independent judgment, advising executive leadership, resolving complex technical and business issues, and delivering completed solutions in a complex organization.
• Demonstrated hands-on experience personally building and maintaining dashboards, reports, scorecards, and analytical products using Power BI or a comparable business-intelligence platform.
• Practical hands-on experience using SQL, DAX, Power Query, advanced Excel, or comparable tools to combine, transform, analyze, and report information from multiple systems.
• Demonstrated experience in at least three of the following areas: business-requirements development; software evaluation and selection; user-acceptance testing; workflow or low-code automation; controls-monitoring analytics; automated controls; or technology-enabled process improvement.
• Experience participating in solution design, implementation, testing, issue resolution, documentation, training, deployment, or post-implementation support.
• Experience working with ERP-enabled business or administrative processes and authoritative source-system data.
• Candidates must have personally developed and implemented analytical, automation, or technology-enabled solutions. Experience limited to reviewing, supervising, advising on, or coordinating the work of others will not satisfy this requirement.

Preferred:

• Experience with Microsoft Fabric, Azure Data Factory, Azure Data Lake, Synapse Analytics, or comparable technology.
• Experience with Microsoft Power Platform, Power Automate, or comparable workflow-automation and low-code platforms.
• Experience with continuous controls monitoring controls automation, exception analytics, or automated compliance reporting.
• Experience integrating artificial intelligence, predictive analytics, robotic process automation, or intelligent automation into business processes.
• Experience working with Banner or another higher-education ERP.
• Experience working with external consultants or systems-integration partners.
• Experience in higher education, government, healthcare, nonprofit, or another complex regulated environment.
• Microsoft Certified: Fabric Analytics Engineer Associate or Fabric Data Engineer Associate.
• Microsoft Power Platform or comparable low-code and automation certification.
• Certified Information Systems Auditor, Certified in Risk and Information Systems Control, Lean Six Sigma Green Belt, Project Management Professional, or another relevant certification.

Working/Environmental Conditions

This job description is intended to describe the essential functions of the position and is not an exhaustive list of all duties and responsibilities. Essential duties, functions, and responsibilities may vary based on the specific work assigned to the position.

Open Until Filled

Yes

Special Instructions to Applicants

Open to all applicants.