Director, Development Data Management and Analysis

1 week ago

Coral Gables, United States InsideHigherEd Full time
Current Employees:

If you are a current Staff, Faculty or Temporary employee at the University of Miami, please click here to log in to Workday to use the internal application process. To learn how to apply for a faculty or staff position using the Career worklet, please review this tip sheet.

The Director, Development Data Management & Analysis (A) manages and oversees business rules, data integrity, and management of funds and gift data. The incumbent manages all aspects of funds and designations in DAR’s database (i-BIS), working closely with all Development Officers, Controller’s Office, and unit Business Officers to ensure gift funds are allocated according to donor intent in a timely manner. The Director ensures the fund management system and data standards comply with industry (CASE) guidelines and the Development and Alumni Relations’ Master Gift Policy, elevating questions or inquiries to leadership as appropriate. The incumbent is the front-facing resource for gift and data acceptance procedures and policy.

CORE JOB FUNCTIONS

1. Organizes and documents business rules and procedures for the Data Strategy area in a manner that can be understood by common users. Establishes and maintains standards for business rules and process documentation, change management communication, and periodic review to ensure processes remain relevant and accurate.

2. Fosters Division-wide adherence to gift-related policies and procedures.

3. Develops and manages a suite of audit and integrity reporting for gift data that aligns with business rules and procedures, working in collaboration with Data Analysts within Data Strategy and DAR IT. Manages projects and/or routine tasks to audit current and historical gifts as necessary and makes updates to ensure correctness, as appropriate.

4. Collaborates with Development Officers, unit Business Managers, and Controller’s Office to accurately record all academic and medical suspense donations into the CRM system, maintaining meticulous attention to detail with the objective of moving gifts out of suspense and into permanent designations as quickly as possible. Works closely with the Financial Analyst at Medical Development to manage the Medical Suspense account. Actively monitors the number of days each gift is in suspense and regularly reports to the Executive Director.

5. Manages year-end and routine data requests from the Controller’s Office. Establishes a working relationship with that office to develop transparency around timelines, data definitions, and proper usage.

6. Establishes best practices and identifies process improvements for gift management and data strategy in collaboration with the Executive Director by benchmarking process improvements with industry leaders and peers.

7. Works closely with Professional Development and Training to develop and offer end-user training on gift acceptance procedures. Prioritizes training needs and develops documents and materials that can be used for routine and ad hoc training purposes for end users and for Data Strategy team members.

8. Oversees and provides a high level of customer service for service-desk level support to the ServiceNow request system for Data Strategy. Ensures tickets are assigned in the appropriate timeframe and monitors progress to completion, alerting team members of pending requests as needed. Provides regular status reporting to the Executive Director on request volume, common issues, and resolution timeframes.

9. Provides excellent customer service to all donors and clients, responding to inquiries and concerns related to their contributions in a courteous and timely manner.

10. Manages two or more direct reports to accomplish unit goals.

11. Maintains confidentiality when working with financial information and exercises discretion when communicating with colleagues about gifts. Ensures that work is consistent with Payment Card Industry (PCI) guidelines, the Family Educational Rights and Privacy Act (FERPA), the Health Insurance Portability and Accountability Act (HIPAA), and all other applicable laws, rules, and regulations.

12. Establishes and continuously assesses the effectiveness of the internal controls within the unit and compliance with University policies and procedures. Ensures employees are trained on controls within the function and on University policy and procedures.

This list of duties and responsibilities is not intended to be all-inclusive and may be expanded to include other duties or responsibilities as necessary.

MINIMUM QUALIFICATIONS

Education:

Bachelor’s degree in relevant field.

Experience:

Minimum 7 years of relevant experience. Any relevant education, certifications and/or work experience may be considered.

Knowledge, Skills and Attitudes:

• Skill in collecting, organizing, and analyzing data.

• Knowledge of fundraising CRMs, particularly Blackbaud, Workday, and GAAP accounting.

• Advanced use and application of Microsoft Excel.

• Ability to work independently and collaboratively with colleagues to accomplish shared goals.

• Strong background with computer application systems and financial analytical skills.

• Ability to recognize, analyze, and solve a variety of problems.

• Ability to exercise sound judgment in making critical decisions.

• Ability to work in a complex environment with the skills to manage multiple projects and deadlines, establish priorities, set objectives, and achieve stated goals.

• Appreciation for organizational subtleties and a high level of discretion.

• Excellent oral and written communication skills.

• Customer service experience, focus, and above average problem-solving skills.



The University of Miami is an Equal Opportunity Employer - Females/Minorities/Protected Veterans/Individuals with Disabilities are encouraged to apply. Applicants and employees are protected from discrimination based on certain categories protected by Federal law. Click here for additional information.Job Status:Full timeEmployee Type:StaffPay Grade:A13

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