The Advancement Data and Gift Analyst Associate is responsible for assisting the Business Analyst in developing the operational, analytical, and organizational processes that underpin an effective, efficient Advancement program. The role is the subject-matter expert on the department’s metrics and finances. The Advancement Data and Gift Analyst Associate assists the Business Analyst in key operational functions for Advancement, including: Salesforce support, prospect list generation, list segmentation, portfolio management, gift processing and acknowledgement. In addition, the Advancement Data and Gift Analyst Associate serves as liaison to the finance and IT team to ensure gifts are appropriately recorded.
Areas of Responsibility:
- Support Vice Presidents of Major Gifts in creation, revision, and evaluation of their pipelines, tracking closed deals and ensuring open deals cover any deficits in yearly revenue targets
- Provide Salesforce support and supplemental training to Advancement field staff
- Develops project plan and assists Business Analyst with annual revenue and expense budgeting process
- Assists Business Analyst in developing, analyzing and interpreting Advancement metrics and business health indicators
- Financial responsibility includes working within a budget, processing invoices, contracting with vendors/consultants and assisting with budget tracking
- Maintain the department’s library of standard operating procedures for gift handling and key business processes
- Responsible for database and Giving Society management, ensuring accurate and clean data to meet all cultivation/stewardship and mail merge demands
- Responsible for accurate data entry of donations from various sources, including stocks, mutual funds, wire transfers, checks, and multi-year pledges into multiple data bases
- Send donor leadership acknowledgement letters within established timeframe for top donors and national board members
- Track Board of Directors annual give/get prior to quarterly Board Meetings;Produces quarterly personal giving and fundraising summaries for the national Board of Directors.
- Implements chapter support model, including through management of central inquiry inbox
Educational Background:
Bachelor’s degree
Skills/Experience:
- 3 year’s experience in data/financial analysis and/or metrics management
- Client-service oriented, with demonstrated expertise in problem-solving
- High Profiency with Microsoft Excel
- Ability to communicate clearly and professionally with senior executives and major donors
- Ability to organize, analyze, and interpret large, complex datasets
- Superior attention to detail and dedication to accuracy
- Exceptional organizational skills
- Experience with major gifts pipeline management best practices and systems
- Self-directed and able to effectively balance multiple priorities independently
- Excellent written and verbal communications skills
- Experience working with Salesforce, generating reports, and interpreting data
- Experience organizing time and managing diverse activities to meet deadlines
- Identifies and implements best practices and suggests how to improve current practices
- Develops recommendations to solve problems and issues related to business operations
Job Function:
Listing Stats
Post Date:
Jan 18 2019
Active Until:
Feb 18 2019
Hiring Organization:
The Leukemia & Lymphoma Society
industry:
Nonprofit