Description
POSITION OBJECTIVE
The philanthropy data analyst has primary responsibility for developing and analyzing donor data to identify trends and opportunities for increased philanthropic support of Case Western Reserve¿s highest priorities. The philanthropy data analyst will execute a high volume of data requests from colleagues in University Relations and Development across campus and is responsible for ensuring the timeliness of delivery. The assistant director understands the business needs of customers and works directly with them to deliver accurate, timely and relevant data that helps achieve the overarching goals of University Relations and Development. Under the direction of the director of business intelligence and reporting, the assistant director develops tools and processes to streamline data access and is instrumental in providing data analysis that supports decision-making and informs strategy.
ESSENTIAL FUNCTIONS
Serve as the point of contact for internal customers within the University Relations and Development division to determine data information needs. Execute and deliver data requests within the expected timeline. Ensure appropriate and accurate lists and reports are prepared. Pull data for several types of customized lists including mail/email lists, donor lists, prospect lists, etc. Perform complex data analysis in support of ad-hoc data and analytics requests. Troubleshoot and resolve problems with standard reports and analytic requests as needed. Develop and analyze data to support leadership in problem solving, program improvement and to increase the overall success of priority fundraising initiatives for the university. (70%)
Contribute to the design of sophisticated and complex comprehensive, unit-wide data visualizations and reports that include assessments of portfolios, pipelines, development officer and unit progress to performance and campaign goals. Execute custom report audits and extracts, data analysis, and ongoing communication with partners in University Advancement. Perform complex data reporting and analysis that provide support in the areas of campaign progress, annual giving, and engagement. (20%)
Become knowledgeable on the university's CRM, reporting products and vendor-provided packages for the advancement operation to maintain a stable, efficient, and high-performance analytic and reporting platform. Liaise with partners across campus on projects and data practices and procedures. Provide user support for business intelligence and analytic products, including helping users navigate and understand reports. Serve as a technical resource and mentor to colleagues on the prospect management and prospect research team and as a representative of the department through presentations and training of our partners. Remain current on philanthropic trends as they affect higher education. Seek opportunities for professional development that will enhance job performance including ongoing development of analysis and visualization skills, conference attendance, and building networks within the university and peer institutions. (10%)
NONESSENTIAL FUNCTIONS
Perform other duties as assigned. (<1%)
CONTACTS
Department: Regular and extensive interaction with executive director, senior director, and vice president as required to perform essential functions.
University: Contact with the senior vice president, vice presidents, deans, trustees, alumni, chief development officers, senior staff in schools and college, faculty and staff as required to perform essential functions.
External: Contact with donors, alumni, foundation representatives, community organizers/advocates, corporate executives, and federal, state, and local government officials. Contact with visitors, academic boards and organizations as required to perform essential functions.
Students: Contact with undergraduate, graduate, and professional students as required to perform essential functions.
SUPERVISORY RESPONSIBILITY
No direct supervisory responsibility.
QUALIFICATIONS
Experience: 2 or more years of professional experience in a related field, preferably in a sophisticated development operation. Experience in data analytics, statistics, or business strongly desired. Experience in advancement operations, business operations, or fundraising analytics in a higher education setting preferred.
Education: Bachelor's degree required.
REQUIRED SKILLS
Excellent interpersonal skills, including demonstrated ability to interact effectively with senior-level professionals within the university as well as external constituencies including professional organizations, computer systems professionals, and vendors. Must be able to work both independently and collaboratively with colleagues. Ability to interact with colleagues, supervisors, and customers virtually and face to face.
Ability to communicate well, both verbally and in writing, with key stakeholders providing business analysis to drive performance.
Must possess strong organizational and time management skills.
Superior ability to analyze data and apply data analysis to solve problems.
Knowledge of computer systems needed to maximize the value of information systems developed and used by the institution in achieving its fundraising goals.
Computer proficiency (including Microsoft Office) and the ability to learn new programs. Expert proficiency in Microsoft applications is essential, especially Excel; along with prior exposure to mainframe and web-based database applications. Proficient with SQL, Tableau, and/or other similar business intelligence tools.
Demonstrated competency in manipulating data, creation/refinement of data visualizations, and dashboard development. Demonstrated knowledge of quantitative and qualitative analysis.
Articulates complex ideas clearly, accurately, and concisely.
Experience in administrative survey techniques, statistical and research methods.
Highly refined and urgent sense of confidentiality and discretion as this position has access to extremely personal financial information.
Ability to write reports, business correspondence and procedure manuals.
Familiarity with Ellucian Advance highly desirable.
Appropriate virtual meeting skills and ability to use virtual meeting software, such as Zoom.
Ability to meet consistent attendance.
Demonstrated history of successful support, education, and advocacy for all students, aligned with the values, mission, and messaging of the university, while adhering to the staff policy on conflict of commitment and interest.
WORKING CONDITIONS
General office environment. Travel to meetings in various buildings on campus on a near daily basis.
Requirements
QUALIFICATIONS
Experience: 2 or more years of professional experience in a related field, preferably in a sophisticated development operation. Experience in data analytics, statistics, or business strongly desired. Experience in advancement operations, business operations, or fundraising analytics in a higher education setting preferred.
Education: Bachelor's degree required.
