Business Intelligence Specialist 2–5 TX

Job Summary

Involves analysis of complex business problems using data to provide insight to decision makers. Identifies and interprets trends and patterns in datasets to locate influences. Develops forecasts, recommendations, and strategic / tactical plans based on business data and market knowledge. Works with business and / or clinical units to understand and prioritize data and information requirements. Creates specifications for reports and analysis based on business needs and required / available data elements. Optimizes the performance of enterprise business intelligence tools by defining data to filter and index that add value to the user. Develops business cases to support enterprise-wide business intelligence solutions.

Job Title	Business Intelligence Specialist 2 TX	Business Intelligence Specialist 3 TX	Business Intelligence Specialist 4 TX	Business Intelligence Specialist 5 TX
Job Code	5480	5481	6660	6661
Bargaining Unit	TX	TX	TX	TX
FLSA	Non-Exempt	Exempt	Exempt	Exempt
Generic Scope	Professional who applies acquired job skills, policies, and procedures to complete substantive assignments / projects / tasks of moderate scope and complexity; exercises judgment within defined guidelines and practices to determine appropriate action.	Experienced professional who knows how to apply theory and put it into practice with in-depth understanding of the professional field; independently performs the full range of responsibilities within the function; possesses broad job knowledge; analyzes problems / issues of diverse scope and determines solutions.	Technical leader with a high degree of knowledge in the overall field and recognized expertise in specific areas; problem-solving frequently requires analysis of unique issues / problems without precedent and / or structure. May manage programs that include formulating strategies and administering policies, processes, and resources; functions with a high degree of autonomy.	Recognized organization-wide expert. Has significant impact and influence on organizational policy and program development. Regularly leads projects of critical importance to the organization; these projects carry substantial consequences of success or failure. Directs programs with organization-wide impact (or may have impact beyond the University) that include formulating strategies and administering policies, processes, and resources. Significant barriers to entry exist at this level.
Custom Scope	Applies acquired skills and professional concepts to business analytics projects of small to medium size and intermediate scope and complexity. Typically, the bargaining unit job code should be used for work covered by this title. However, if the position is not covered by the Higher Education Employer-Employee Relations Act (HEERA) due to one of the following reasons—(1) Confidential status, where duties normally require access to confidential information that significantly influences the development of management’s bargaining or grievance positions; (2) employed outside of California at a location with 100 or fewer employees; or (3) Supervisory status, where duties include supervising employees as a regular part of the job—then the position should be listed under the generic title without the “TX” ending.	Applies skills and experience as a seasoned business analytics professional to projects of medium size at all levels of complexity, or to portions of large, multidimensional projects. Typically, the bargaining unit job code should be used for work covered by this title. However, if the position is not covered by the Higher Education Employer-Employee Relations Act (HEERA) due to one of the following reasons—(1) Confidential status, where duties normally require access to confidential information that significantly influences the development of management’s bargaining or grievance positions; (2) employed outside of California at a location with 100 or fewer employees; or (3) Supervisory status, where duties include supervising employees as a regular part of the job—then the position should be listed under the generic title without the “TX” ending.	Applies advanced knowledge of business intelligence practices to lead complex projects requiring advanced analytics to support operational efficiencies and strategic planning. Resolves highly complex problems requiring in-depth analysis of variable factors. Typically, the bargaining unit job code should be used for work covered by this title. However, if the position is not covered by the Higher Education Employer-Employee Relations Act (HEERA) due to one of the following reasons—(1) Confidential status, where duties normally require access to confidential information that significantly influences the development of management’s bargaining or grievance positions; (2) employed outside of California at a location with 100 or fewer employees; or (3) Supervisory status, where duties include supervising employees as a regular part of the job—then the position should be listed under the generic title without the “TX” ending.	As a recognized expert applies comprehensive knowledge of business intelligence practices, applications and advanced analytics to lead projects of greatest size, complexity and / or scope that have critical impact across the university / medical center and / or system-wide. Typically, the bargaining unit job code should be used for work covered by this title. However, if the position is not covered by the Higher Education Employer-Employee Relations Act (HEERA) due to one of the following reasons—(1) Confidential status, where duties normally require access to confidential information that significantly influences the development of management’s bargaining or grievance positions; (2) employed outside of California at a location with 100 or fewer employees; or (3) Supervisory status, where duties include supervising employees as a regular part of the job—then the position should be listed under the generic title without the “TX” ending.
Key Resp 01	Consults with end users to identify data and reporting needs. Creates queries and generates reports.	Consults with end users to gather and clarify data and reporting needs for complex business intelligence solutions and analytics. Writes queries, develops report templates, and dashboards.	Consults with department leaders and process owners to gather and clarify data and reporting requirements for highly-complex business intelligence solutions and analytics.	Conducts full data analysis for strategic projects. Consults with key business and / or clinical leaders to gather data and reporting requirements for the most complex business intelligence solutions and analytics.
Key Resp 02	Develops, prepares and tests reports.	Performs predictive analysis and forecasting to provide information that supports organizational goals. Mines data to quantify relationships and identify issues warranting further analysis.	Applies advanced skills to produce in-depth forecasts, advanced statistical quantitative analyses, complex reports, data sets, and recommendations to support and enhance business /clinical processes. Works on large projects with many data streams.	Designs and leads the production of the most complex forecasts, analyses, reports, data sets, and recommendations to support and enhance business and clinical process. Leverages expertise to develop business strategies that determine organizational goals and objectives.
Key Resp 03	Performs comprehensive data analysis for business decision making.	Conducts industry benchmarking analysis and develops quantitative business cases. Presents recommendations to managers.	Conducts industry benchmarking analysis to identify best practices and client performance or capability gaps. Develops and presents quantitative business cases to managers and senior leaders.	Conducts industry benchmarking analysis to identify leading practices, and client performance or capability gaps. Develops quantitative business cases for the most complex business / clinical issues / challenges and presents recommendations to leaders that inform the prioritization, sequencing and development of multi-year implementation road maps.
Key Resp 04	Assists in identifying and resolving data and system errors and discrepancies.	Identifies and analyzes errors and problems for end users, developing and applying functional solutions and / or conducting specific training as needed.	Analyzes and troubleshoots highly-complex data errors and problems, designing, testing, and applying advanced functional solutions.	Performs expert-level analysis and troubleshooting of the most complex, broad-scope data issues.
Key Resp 05	Performs segments of quality assurance planning and testing.	Conducts on-going analyses of data sources and data sets. Identifies issues and collaborates on developing solutions to data management challenges.	Evaluates data sources for relevance, integrity and accuracy. Identifies issues and collaborates on solutions to data management challenges.	Evaluates availability and suitability of multiple complex datasets and ensures data integrity and accuracy.
Key Resp 06	Participates in end user training ensuring user competence, data access, and optimal performance of BI tools and processes.	Participates in developing and / or delivering curriculum for end user training to ensure user competence, data access, and optimal performance of BI tools and processes.	Participates in developing and / or delivering curriculum for advanced end user training to ensure competence, data access, data accuracy, and optimal performance of BI tools and processes.	Consults with training staff regarding curriculum development for advanced end user training to ensure competence, ease of access, data accuracy, and optimal performance of BI tools and processes.
Key Resp 07	Participates on cross-functional teams to address business intelligence processes and services.	Serves on internal committees and participates on cross-functional teams to solve business, process, service and / systems issues.	Serves on committees and participates on cross-functional teams to solve complex business, process, service and / or systems issues.	Leads teams and committees on strategic business planning.
Key Resp 08			Serves as consultant for advanced analytics and business intelligence best practices for service, performance, and documentation.	Serves as expert consultant regarding business intelligence process design, automation, streamlining, and reporting.
Education	Bachelor’s degree in related area and / or equivalent experience / training.	Bachelor’s degree in related area and / or equivalent experience / training.	Bachelor’s degree in related area and / or equivalent experience / training.	Bachelor’s degree in related area and / or equivalent experience / training.
Special Condition	Exercise the utmost discretion in managing sensitive information learned in the course of performing their duties. Sensitive information includes but is not limited to employee and student records, health and patient records, financial data, strategic plans, proprietary information, and any other sensitive or non-public information learned during the course and scope of employment. Understands that sensitive information should be shared on a limited basis and actively takes steps to limit access to sensitive information to individuals who have legitimate business need to know. Ensure that sensitive information is properly safeguarded. Follow all organizational policies and laws on data protection and privacy. This includes secure handling of physical and digital records and proper usage of IT systems to prevent data leaks. The unauthorized or improper disclosure of confidential work-related information obtained from any source on any work-related matter is a violation of these expectations.	Exercise the utmost discretion in managing sensitive information learned in the course of performing their duties. Sensitive information includes but is not limited to employee and student records, health and patient records, financial data, strategic plans, proprietary information, and any other sensitive or non-public information learned during the course and scope of employment. Understands that sensitive information should be shared on a limited basis and actively takes steps to limit access to sensitive information to individuals who have legitimate business need to know. Ensure that sensitive information is properly safeguarded. Follow all organizational policies and laws on data protection and privacy. This includes secure handling of physical and digital records and proper usage of IT systems to prevent data leaks. The unauthorized or improper disclosure of confidential work-related information obtained from any source on any work-related matter is a violation of these expectations.	Exercise the utmost discretion in managing sensitive information learned in the course of performing their duties. Sensitive information includes but is not limited to employee and student records, health and patient records, financial data, strategic plans, proprietary information, and any other sensitive or non-public information learned during the course and scope of employment. Understands that sensitive information should be shared on a limited basis and actively takes steps to limit access to sensitive information to individuals who have legitimate business need to know. Ensure that sensitive information is properly safeguarded. Follow all organizational policies and laws on data protection and privacy. This includes secure handling of physical and digital records and proper usage of IT systems to prevent data leaks. The unauthorized or improper disclosure of confidential work-related information obtained from any source on any work-related matter is a violation of these expectations.	Exercise the utmost discretion in managing sensitive information learned in the course of performing their duties. Sensitive information includes but is not limited to employee and student records, health and patient records, financial data, strategic plans, proprietary information, and any other sensitive or non-public information learned during the course and scope of employment. Understands that sensitive information should be shared on a limited basis and actively takes steps to limit access to sensitive information to individuals who have legitimate business need to know. Ensure that sensitive information is properly safeguarded. Follow all organizational policies and laws on data protection and privacy. This includes secure handling of physical and digital records and proper usage of IT systems to prevent data leaks. The unauthorized or improper disclosure of confidential work-related information obtained from any source on any work-related matter is a violation of these expectations.
KSA 01	Working knowledge of business intelligence functions and analytics.	Thorough knowledge of business intelligence functions, analytics, industry standards and best practices.	In-depth knowledge of business intelligence functions, advanced analytics, industry standards and best practices.	Expert knowledge of business intelligence functions, advanced analytics, industry standards and best practices.
KSA 02	Working knowledge of relevant internal databases, BI applications and tools. Ability to produce reports and documentation.	Thorough knowledge of relevant internal databases, BI applications and tools. Ability to produce high-quality reports and documentation.	Advanced knowledge and skill in internal databases, BI applications, tools, and systems.	Expert knowledge and skills in internal databases, BI applications, tools, and systems.
KSA 03	Demonstrated analytical and problem-resolution skills.	Strong critical thinking and problem-solving skills to manage complex information, assess problems, and develop and effective solutions.	Advanced critical thinking and problem-solving skills to manage highly-complex information, assess problems, and develop effective solutions.	Highly-advanced critical thinking and problem-solving skills to manage highly-complex information, assess problems, and develop effective solutions.
KSA 04	Detail oriented, with demonstrated organizational skills.	Detail oriented, with ability to manage time and organize competing priorities.	Advanced organizational and project management skills.	Highly advanced organizational and project management skills.
KSA 05	Demonstrated written and verbal communication skills with the ability to convey complex information in a clear, concise manner.	Strong written and verbal communication skills with the ability to convey complex information in a clear, concise manner.	Advanced written and verbal communication skills with the ability to convey complex information in a clear, concise manner. Ability to produce and deliver presentations to diverse audiences.	Expert written and verbal communication skills with the ability to convey complex information in a clear, concise manner. Ability to produce and deliver presentations to diverse audiences and senior leaders.
KSA 06	Demonstrated interpersonal skills for effective collaboration with professional and technical staff.	Strong interpersonal skills for effective collaboration with a broad range of professional and technical staff.	Advanced interpersonal skills for effective collaboration with managers, professional and technical staff.	Highly developed interpersonal skills for effective collaboration with senior leaders, professional and technical staff.
KSA 07	Ability to train staff at a variety of technical skill levels.	Proven ability to serve as a technical resource providing advice and counsel on business intelligence issues.	Ability to serve as an advanced technical leader providing advice, counsel, and analysis on business intelligence issues.	Ability to serve as an expert technical leader providing high level advice, counsel, and analysis on business intelligence issues.
Environment	Campus, medical center or other university setting.	Campus, medical center or other university setting.	Campus, medical center or other university setting.	Campus, medical center or other university setting.