Data Management and Reporting Specialist

QUALIFICATIONS:

Education

• Bachelors degree from an accredited college.

Experience and Training

• A minimum of three to five years of experience with Raiser’s Edge, a comparable fundraising system, or a relational database is required;
• A minimum of three to five years of experience with data reporting, analysis, and cleanup is required;

Knowledge, Skills, Ability:

• Knowledge of system databases, data elements, and data analysis;
• Understanding of programming logic;
• Strong analytical skills and attention to detail;
• Knowledge of fundraising techniques, preferably in the higher education environment;
• Strong proficiency and experience with Microsoft Office applications, including Word and Excel;
• Strong communication skills;
• Ability to maintain confidentiality, utilize discretion and exercise good judgement;
• Ability to prioritize work assignments.

ESSENTIAL FUNCTIONS:  

• Acts as the primary reporting expert, responsible for extracting and formatting data for various purposes such as financial reporting, weekly reporting, donor lists in publications, pledge tracking/reconciliation and reminders, Retreats, and Staff meetings. Functions as the backup expert providing user access and security, as well as training for IA staff and others on the utilization of Advancement Services systems, queries, exports, and reports.
• Performs any needed data management and maintenance of the development database, ensuring accuracy and integrity of constituent or gift information.
• Assists with technical requirements, performs imports/exports, or manages software that performs imports/exports of data for third party systems such as for constituent biographical information, website integration, Admissions student information, etc.
• Assists with constituency synchronization, ensuring accuracy in the database.
• Performs necessary audits of gifts and pledges and provides guidance when necessary to the Gift Processing Team.
• Has primary responsibility for reviewing the gift posting file, and addressing issues as needed daily.
• Manages integration and serves as primary resource for Salesforce Marketing Cloud, Omatic Cloud, and the Event Management solution as it relates to data integrity and accuracy, data management and flow, data extraction, troubleshooting and analysis/reporting.
• Collaborates with the Director of Advancement Data Analysis and Research in researching, developing, implementing, and enforcing University policies and procedures. Ensures compliance with IRS, UPMIFA, and FASB regulations related to charitable giving, incorporating updates based on technical advances, changes in accounting practices, and evolving laws.
• Ensures the maintenance of new and established criteria for recurring reporting needs within the Office of Institutional Advancement.
• Maintains existing Power BI Dashboards and lead the development of new dashboards.
• Collaborates with IT, the Business Office, annual auditors, and various departments to address operational and reporting requirements associated with the Institutional Advancement function.
• Maintains policies and procedures for processes related to the database and reporting.
• Works jointly with the Director of Advancement Data Analysis and Research to assess new technology or functionality.
• Contributes to team effort by assisting with other Advancement Services work as needed.
• Communicates routinely and effectively with members of the Advancement Services team, Institutional Advancement department, and others within and outside of the University as needed.
• Other duties as assigned.

ACCOUNTABILITY:

• Maintains positive donor relations through accurate reporting of the development database.
• Expands the University’s database of development prospects.
• Ensures timely and accurate reports to track and assist with successful fundraising activities.
• Reports to the Director of Advancement Data Analysis and Research.

For more information regarding this position, please contact Harry Stillwell, Director of Advancement Data Analysis and Research at

hstillwe@highpoint.edu