Principal Business Analyst (#RM0227)
$48.32-$58.73 Hourly / $8,375.31-$10,180.24 Monthly / $100,503.72-$122,162.90 Yearly


Under general direction, manages and participates in analytical studies and projects, including detailed quantitative analyses, to business programs and operations of various County departments; directs and manages the research, organization, and analysis of business information gathered from various automated systems and electronic databases, including the most complex types of studies conducted within the department; identifies and recommends business efficiencies and process improvement opportunities; and does related or other work as required in accordance with Rule 3, Section 3 of the Civil Service Rules.


This is the management-level class in the Business Analyst series. Incumbents in this class exercise program leadership and are assigned advanced responsibility for the design and implementation of complex and difficult analytics-based data studies that inform and support department planning and process improvement efforts. Incumbents provide leadership in departmental decision support programs where specialized electronic data analysis tools are used to identify key performance indicators, design and conduct data queries, perform statistical and quantitative analyses, prepare explanatory and predictive models, and prepare annual and long-range financial forecasts. Depending on assignment, incumbents may serve as the analytics program manager and may supervise a work unit of subordinate analytical, supervisory, technical and/or other employees. In some assignments, duties may require incumbents to be familiar with department-specific business practices, goals, and/or automation resources.


  • Manages departmental business cycle analytics programs and functions; works with other department managerial staff to establish process improvement goals, objectives, and opportunities and make strategic proposals for the analysis and interpretation of business information and the realization of business goals.
  • Manages, directs, oversees, and participates in the collection, identification, and analysis of business cycle information, including key performance indicators; designs and manages the use of complex data tools and system queries; ensures the correct selection, analysis and interpretation of data and the identification of business trends.
  • Manages and conducts detailed analytic and data-based studies of departmental business functionality, including financial, program, and/or operational activities; using explanatory and predictive modeling methods, develops business scenarios, options, priorities and alternatives; prepares cost and revenue projections.
  • Manages and participates in the preparation of complex analytical reports outlining study findings as well as process improvement solutions and analyses; develops cost allocations and indirect cost rate proposals based on third-party payer and/or other requirements.
  • Participates in the development of capital and operational budgets; analyzes budget variances, provides explanations as to why they occurred, and provides recommendations as needed.
  • Manages the design and development of solution testing plans, strategies and quality management tools; reviews solution defects and makes strategy adjustments as needed.
  • Supervises the work of subordinate staff, including analytical, supervisory, technical and/or other employees; provides training on departmental systems and processes; assigns, directs, and monitors staff activities; evaluates staff performance; initiates disciplinary action as required.
  • Provides business process subject matter expertise for, and coordination of, information technology projects; defines business process needs and provides liaison and input to information technology staff regarding the development, modification, and/or maintenance of automated systems.
  • Monitors the quality and integrity of data stored in and/or processed through core business applications and databases; ensures the maintenance of data tables and references and the downloading/uploading of data sets; identifies opportunities for improving databases, data sets, and reports utilized by the department, and works with departmental information technology staff to implement changes as appropriate.
  • Defines and conducts best practice studies by researching other departments and/or agencies; responds to a variety of information requests from both inside and outside the department.
  • Analyzes and interprets existing, new and proposed legislation for cost and program impacts; develops and prepares impact projections.
  • Prepares and presents a variety of financial, statistical, and narrative documents, including charts, tables, and other visual data tools; prepares and answers correspondence and questionnaires; makes graphic and oral presentations to individuals and groups.
  • Develops and recommends policy statements for management approval.
  • Confers with representatives of other agencies or departments; serves as a liaison between departments.



Experience: Two years as a Business Analyst II in San Joaquin County Service.


Education: Graduation from an accredited four-year college or university with a major in business analytics, computer science, mathematics, finance, business, or public administration, or a closely-related field.

Experience: Four years conducting professional, quantitative analyses of financial, programmatic, and/or operational business data utilizing business analytics methodologies, as well as developing and presenting process improvement recommendations.

Substitution #1: Current standing as a Certified Business Analysis Professional (CBAP) from the International Institute of Business Analysis may substitute for the above-required education.

Substitution #2: A master’s degree in business analytics, computer science, mathematics, finance, business or public administration, or a closely-related field may be substituted for one year of the above-required experience.


Special Requirement: Depending on assignment, positions may require that some or all of the qualifying experience was obtained while working in an area or program that is directly related to departmental business operations.


Principles and practices of public sector management and administration, including human resources and fiscal control; principles and practices of leadership, supervision and employee development; advanced theories, principles, and methods related to the business intelligence life cycle including predictive modeling, data mining, lean operations, requirements management and communication, enterprise analysis, requirements analysis, and solution assessment and validation; advanced quantitative data analytics techniques and procedures related to research, collection, compilation, statistical evaluation, and modeling of data; laws and regulations pertaining to area of assignment; computer software tools used for the storage, management, manipulation, analysis and reporting of large quantities of data; typical spreadsheet and relational database programs and analysis tools; basic principles of information technology; principles and methods of communicating information through written and oral reports and presentations.


Manage complex business analytics programs and projects; supervise and develop subordinate staff, including professional analysts; participate in strategic management groups for the purpose of identifying analytics goals and objectives; build and conduct relational database queries using standard software tools; analyze business data in order to identify trends, resolve problems, and recommend potential areas of process improvement; participate in the development and maintenance of departmental data systems and structures; lead and/or coordinate projects; communicate effectively, both orally and in writing; maintain effective relationships with those contacted during the course of work.


Mobility - ability to frequently sit for long periods, move about an office, and reach above and below desk level. Dexterity - sufficient to frequently operate a keyboard, handle individual papers, and write and take notes. Lifting - ability to occasionally lift papers, files, and material weighing up to 25 pounds. Visual - ability to frequently read computer screens and do close-up work. Hearing/Talking - ability to hear normal speech, hear on the telephone, talk in person, and talk on the telephone. Emotional/Psychological Factors - ability to frequently make decisions and concentrate, and to occasionally make public contact and work overtime if needed.

San Joaquin County complies with the Americans with Disabilities Act (ADA) and, upon request, will consider reasonable accommodations to enable individuals with disabilities to perform essential job functions.

CLASS: RM0227; EST: 1/8/2014;