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.
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.
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.
