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Advancement Reporting and Data Analyst

Western University of Health Sciences
Pomona, California, US
Full-time

Ensure you read the information regarding this opportunity thoroughly before making an application.

Job Summary

Responsibilities of this position include development, implementation and organization of Blackbaud, Raiser’s Edge NXT and database systems or any other applicable systems.

As a member of the Gift Administration and Data Integrity (GADI) team within University Advancement, the selected individual will ensure data integrity, and provide systems innovation and expertise.

The Advancement Reporting and Data Analyst will also create reports and resources to support data-driven decisions and fundraising efforts.

This position reports to the Assistant Vice President of Development California.

Knowledge, Skills and Abilities

Individuals must possess the knowledge, as well as the following skills and abilities, or be able to explain and demonstrate the ability to perform functions of the job, with or without reasonable accommodation :

  • Must have a demonstrated knowledge of Blackbaud’s Raiser’s Edge and / or other relational database systems.
  • Must have advanced Microsoft Excel and Word skills; be familiar with Office 365 and apps, such as OneDrive, SharePoint, and Teams.

Must have excellent computer skills and the ability and willingness to learn and utilize new applications / methods as necessary in order to complete work as efficiently as possible.

  • Outstanding analytical and mathematical skills.
  • Must have the ability to create, coordinate, and manage detail-oriented projects; comfortably juggle multiple priorities and changing circumstances;

organize and prioritize work and meet deadlines with a proven record of accuracy and attention to detail.

  • Handle all constituent information with discretion while adhering to policies and procedures around confidentiality.
  • Excellent verbal, organizational, and written communication skills. Must be able to professionally interact with administration, faculty, staff and students and current / prospective donors.
  • Commitment to collegiality, teamwork, and ethical fundraising practices.
  • Availability to occasionally work outside of the normal schedule for fundraising engagements and occasional weekend obligations.
  • Experience working in a nonprofit fundraising environment is desired.
  • Flexibility and ability to work remotely when the need arises, while adhering to the University’s telecommuting policy and procedures.

Required Qualifications

EDUCATION :

  • Bachelor’s degree in a relevant field or equivalent experience is required.
  • Experience with relational database computer systems and software is required.
  • Certification or equivalent level experience with fundraising software, preferably Raiser’s Edge, is desired.

EXPERIENCE : Two years working with database systems. Advancement experience with higher education preference.

Essential Job Duties

Key Responsibilities

Data Integrity and Management

  • In a timely and accurate manner, adhering to gift policies and procedures, perform the entry of gifts and commitments, track and produce pledge reminders, and provide acknowledgement and receipt of all philanthropic donations.
  • Work collaboratively with University Financial Services & Treasury to manage and reconcile gift revenue records. This includes collaborating with this office to successfully close out each fiscal year and preparing University Advancement’s materials for the annual audit, 990 tax form, and other relevant inquiries from University Financial Services & Treasury.
  • Update and maintain accuracy of all contact information through a quarterly Raiser’s Edge address finder method and manage a yearly data integrity and clean-up process.
  • Regularly review, investigate, and identify database cleanup and integrity, including record duplicates, invalid or incorrect manually entered or uploaded data, etc.

to maximize accuracy and usability of data in accordance with guidelines and standards.

  • Perform data imports : review, clean, and standardize source data; create and run import files; perform quality control and correct inconsistencies after import to maintain data integrity.
  • Provide timely and courteous responses to inquiries from donors and other constituents; confirm receipt of donations, investigate discrepancies between donor records and Raiser’s Edge, etc.
  • As needed, serve as liaison between IT and other staff to help resolve issues that impact operations and users.

Reporting

  • Prepare weekly, monthly, and year-end gift revenue and gift reports for University Advancement, College Deans and Budget Officers, and other University staff as needed.
  • Provide constituent lists for solicitations, mailings, communications, and University event invitations.
  • In collaboration with the Director of Donor Experience and Engagement, produce annual tax acknowledgement letters in January.
  • Write queries to produce data output documents to support fundraising reporting requirements; assist colleagues in the production / running of reports.
  • Provide accurate analysis of fundraising goals and historic donor information for executive level reporting needs.

Other Duties

  • Support University Advancement and University Events team with event preparation and registration as needed.
  • Create, oversee, and troubleshoot user accounts, roles, and privileges.
  • Perform other duties as assigned.

Work Schedule

Monday through Friday, 8 AM- 5 PM

Physical Demands

Do the essential functions of this job require lifting? Yes

The physical demands described here are representative of those that must be met by any employee to successfully perform the essential functions of this job.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to sit, talk and hear.

The employee regularly uses hands to manipulate PC keyboard, and reach with hands and arms. The employee is occasionally required to stand and walk.

The employee must occasionally lift and / or move up to 10 pounds. Specific vision abilities required by this job include close, distance, color, and peripheral vision, depth perception and ability to adjust focus due to working with computer databases, files, and handling detailed paperwork.

Describe Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Duties of the Advancement Reporting and Data Analyst are normally performed in a typical office setting.

The noise level in this setting is usually moderate due to light office traffic, fax, copier, and phones.

Posting Information

Posting Number : A00726

Posting Date : 08 / 16 / 2024

Close Date : Open Until Filled

Conditions of Employment - Background Check

To secure employment, successful fulfillment of a background check, including a criminal records check, may be required. Western University of Health Sciences will extend a conditional offer of employment, subject to rescission if the background check unveils disqualifying information or if it is found that the candidate deliberately withheld or misrepresented information.

Non-completion of the background check to satisfaction may impact the ongoing employment of a current Western University of Health Sciences employee who received a conditional offer for the position.

Pay Transparency Act

Western University of Health Sciences is required to provide a reasonable estimate of the compensation range for this role.

This range considers various factors in making compensation decisions, including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs.

It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience.

The Expected Pay Scale is defined as the budgeted salary or hourly range that the University reasonably expects to pay for this position.

Placement within the Expected Pay Scale is determined by internal equity and relevant qualifications.

Equal Opportunity Statement (EEO)

It is the policy of Western University to provide equal employment opportunity to all employees and applicants for employment as required by law without regard to age, race, color, national origin ancestry, citizenship, ethnicity, creed, religion or religious creed, sex or gender (including gender identity), marital status, sexual orientation, disability (both physical and mental) including HIV and AIDS, medical condition (cancer and genetic characteristics), pregnancy (which includes childbirth, breastfeeding and medical conditions related to pregnancy, childbirth or breastfeeding), age, genetic information, military and veteran status, or any other applicable protected characteristic as outlined by federal, state, or local laws.

This policy applies to all employment practices within WesternU including without limitation, hiring, recruiting, promotion, termination, layoffs, leave of absence, compensation, benefits, and training.

WesternU makes hiring decisions based solely on qualifications, merits, and business needs at the time.

Applicant Documents

Required Documents :
  • Resume
  • Resume
  • Optional Documents :

    • Cover Letter
    • Letter of Recommendation #1
    • Letter of Recommendation #2
    • Letter of Recommendation #3
    • Additional Applicant Document

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