Senior Analyst, Data & Analytics Group - Office of Advancement
Senior Analyst, Data & Analytics Group - Office of Advancement
The Senior Analyst works on projects utilizing data to aid strategic and tactical decisions, including supporting identification of prospective donors for the major gift pipeline. S/he provides accurate, timely and comprehensive analysis and information, demonstrating advanced knowledge of fundraising fundamentals, strategies, and trends in philanthropy and data analysis. Reporting to the Director of the Data & Analytics Group, the Senior Analyst has duties that include but are not limited to:
Analytics Projects & Mass Prospective Donor Identification
- Initiates and/or assists in the design of new prospect identification and qualification projects; assists in the management and completion of large complex projects, including outcomes analysis, prioritization projects, and data mining; and works on select collaborative prospect identification projects as part of a cohesive team.
- Gathers, filters, and segments large data sets for the purposes of identifying, classifying and refining rated prospect lists and pools for fundraising activities; and assists in creating analyses to support various aspects of the campaign, including capital projects, academic priorities and organizational goals.
- Leverages available data sources and retrieve, query and append data from internal databases, and external data sources.
- Uses various software tools (Excel, Tableau, R, SQL, Python, etc.) to analyze and present data analysis.
- Synthesizes information and disseminates results through written reports, maps, charts, graphs, presentations and other media for varied audiences.
- Prepares and delivers presentations to clients and partners as part of regular product delivery.
- Responds to urgent or time sensitive management requests with high quality analyses.
- Stays abreast of current and emerging trends in philanthropy, fundraising, higher education and business intelligence.
Prospect Management Data Quality
- Assists in developing and implementing methods of measuring portfolio performance; identifies baselines for development officers; and develops analysis to measure the impact of metrics over time.
- Assesses the accuracy of key portfolio dimensions including ratings, interests, inclination, and engagement so that data integrity and quality control for these measures are consistent and relevant across Advancement.
- Utilizes analysis findings to develop portfolio recommendations, with the goal of optimizing the size and distribution of assigned prospects to maximize gift yield.
- Participates in internal data review and clean-up processes for maintenance of key prospect data, including prospect movement, ratings, stages, assignments, actions, proposals, and closed gifts.
Business Intelligence Analysis
- Contributes as a team member to business intelligence projects to help inform decisions being made by Advancement leadership.
- Develops an advanced ability to work with Tableau and other data visualization tools to develop dashboards and regular reports based on client needs.
- Demonstrates an ability to work with clients to define questions and objectives, relates to data that can inform them, and contributes to the development of key performance indicators.
- Works with the Associate Director, Analytics, to continually develop data visualization and related skills.
Project Management & Informal Team Leadership
- Helps orient and train junior Analyst colleagues.
- Leads the annual new parent screening process; coordinates with team members and colleagues within Advancement to screen and assign capacities to incoming parents; and provides data to development on screening results.
- And/or serves as a project or team lead on other projects as designated by the Director.
- Liaises with client groups to intake, plan and deliver projects; and ensure that projects meet client needs and feedback is gathered and evaluated on an ongoing basis.
Training & Relationship Building
- Implements trainings on prospect development topics and serves as a resource to colleagues across Advancement, particularly from development teams.
- Builds relationships with development colleagues to better understand their work, as well as needs which could potentially be met by Data & Analytics Group products or services.
- Bachelor's degree
- At least 2 to 3 years of development, fundraising, market research or prospect research experience with a demonstrated competency in data analysis
- Self-starter, ready to make an impact in a mission-driven environment
- Excited by data and the challenge of helping a large organization become more data driven
- Highly-organized, independent and motivated by achieving milestones
- Known for both their strength of communication and ability to adapt to meet the needs and expectations of managing relationships with executives, frontline staff, and everyone in-between
- Familiar with traditional research techniques, including traditional text and periodical based research, utilizing databases, and the use of other industry resources
- Strong project management skills, including the ability to manage multiple projects and priorities
- An advanced ability to work with data features to identify prospective donors in the context of specific fundraising opportunities and initiatives
- Proven analytical skills emphasizing the ability to gather, clean, evaluate and synthesize data
- Experience and/or knowledge of specialized data sources relevant to fundraising such as iWave PRO or WealthEngine
- Ability to read and interpret financial and SEC documents
- Advanced level of proficiency with Microsoft Excel, as well as proficiency in statistical concepts, data visualization and/or analysis tools and languages (Tableau, R, Python, SQL)
- Strong information presentation skills, both in writing and in visuals (Word, PowerPoint, etc.)
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