SOM Office of Development Business Analyst

Detailed Job Listing:

job family: managerial and professional  

STARS Requisition: 46115BR
University Job Title: Business Analyst 
Department Job Title: SOM Office of Development Business Analyst 

Grade: P5

Position Focus: 

Reporting to the Director of Development Operations and Director of Leadership and Reunion Giving, this role performs data analysis and project management in support of fundraising efforts within the department. Design and produce original reports that allow fundraisers, volunteers, and managers to track and analyze activity and progress toward revenue goals. Provide project management around the reunion giving volunteer program, including tracking of volunteer activity and creating custom reports.

Essential Duties: 

  1. Provide reporting and analysis that allows fundraisers, volunteers, and managers to prioritize and organize cultivation and solicitation strategies. Become a resident expert with Blackbaud CRM (Hopper), Excel, EverTrue, Gravyty, and other Yale systems to bring best practices in tracking and evaluating moves management and evaluating fundraising results. Support Yale SOM’s expanded Reunion Giving program ensuring that this important fundraising program is effective and that the volunteers have a seamless experience managing their peer-to-peer solicitations. Improve the flow of timely, accurate and clear portfolio management information by providing training and assistance with producing monthly and ad hoc reports through Hopper. As appropriate, train support staff to perform routine activities for development officers in support of monthly operating plans.
  2. Serve as one of SOM’s primary liaisons with the Hopper team to contribute to developing improved reporting and analysis for prospect management, volunteer management, reunion giving, and leadership giving. Document details on the key business processes that are specific to SOM (secondary gift officer assignments, pipeline gift opportunities, Reunion Gift Volunteers, etc.). Consolidate complex information from multiple reports and lists into clear and concise analysis for managers.
  3. Maintain effective relationships with offices throughout the University including but not limited to Advancement Systems, SOM IT, Information Services and Analysis, and Contributions Processing. Provide excellent internal and external customer service to these and other departments.
  4. Identify opportunities for improvements within existing development systems and platforms and provide ongoing support to development staff allowing the most efficient use of these systems.
  5. Work collaboratively with reunion giving, leadership giving and major giving to ensure a positive donor experience for reunion giving volunteers and ensure that we are maximizing opportunities to secure gifts to the school. Develop reports that demonstrate the impact and importance of peer-to-peer fundraising to effectively steward reunion giving volunteers. Likewise, serve as a key partner with SOM Alumni Relations to ensure a seamless and effective reunion giving program between both teams.
  6. In coordination with the Director of Development Operations continually assess operational and administrative structures within SOM development. Enhance, improve, and change systems to promote efficiency and increase activity.
  7. Ensure that gifts and pledges are accurately booked in Yale’s tracking system, contacts are documented in a timely manner, and appropriate information is recorded in university records. Research errors and issues as needed. Use existing and developing technological resources to develop and promote regular and illustrative reporting systems to accurately track and enhance fundraising performance.

Required Education & Experience: 

Bachelor’s Degree in a related field and four years of related experience or equivalent combination of education and experience.

Required Skills & Abilities:   

  1.  Advanced knowledge of Excel and strong knowledge of other Microsoft Office applications.
  2.  Demonstrated excellent communication skills, outstanding interpersonal skills, sound judgment, and experience handling confidential information. Strong initiative, creativity, organizational ability, and attention to detail.
  3. Demonstrated ability to work well independently and as part of a team and to work collaboratively with other groups: Annual Giving, Major Gifts, Leadership Giving, Alumni Relations, etc.
  4. Ability to use current desktop technologies, learn the University’s sophisticated alumni database systems, and adapt to and use future technologies.
  5. Ability to work occasional evenings and weekends. 

Preferred:

Knowledge of Blackbaud CRM and experience in analysis of fundraising and business needs and development of related business systems. Knowledge of university fundraising and financial systems. Global orientation; experience working across countries and regions, and fluency in more than one language.

Competencies:

  • Customer Service Focus – Listening carefully to and understanding customers’ needs and proactively responding to those needs in a consistent and timely manner.
  • Teamwork/Communication – Working cooperatively to achieve common goals. Support cooperation, collaboration and the sharing of information.
  • Product Excellence – Provide the best quality product available and continuously upgrade standards to maintain quality.
  • Leadership – Provide direction and motivation to others through communication, modeling appropriate behavior, optimism and high achievement.
  • Innovative – Openness to new ideas and their implementation. Ability to react and adapt to changing situations appropriately.
  • Strategic Thinking – Recognize opportunities, identify critical, high pay-off activities and prioritize them to attain goals.

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