Business Intelligence Specialist
3 weeks ago
Are you a data wizard who loves to help your colleagues? Do you spot that one glitch no one else sees? Can you foresee data problems no one else has imagined? Under the supervision of the Senior Director of Donor Relations, the Business Intelligence Specialist plays a key role in campus communications objectives by leading data gathering, integrity, and analysis for the Donor Relations team across Financial Endowment Reporting, donor acknowledgments, our impact reporting calendar, our professorships website, and other key areas as needed.
A successful Business Intelligence Specialist will provide user-friendly, easy-to-understand reports that make the data easily understandable to all colleagues, regardless of their role. This includes program metrics for Acknowledgments, Narrative Reporting, Financial Reporting, budgets, and more.
You will manage the Financial Endowment Reporting process for all donors, including maintaining data on donors, funds, reporting status, and verifying financial information. This key project includes reporting to hundreds of donors on thousands of funds across the University and requires advanced Excel skills, Tableau, and Salesforce, high accuracy, and focus, and reporting through web-based software, along with proactive collaboration with colleagues, fundraisers, and UDAR leadership.
You will manage the Donor Relations project calendar for reporting, reviewing incoming gifts, pulling gift documentation, consulting with fundraisers and other colleagues and adding projects to our team’s project management software, conducts monthly audits of all Donor Relations projects in our donor database and project management software to ensure project files are complete and copied for the next reporting cycle, guaranteeing the integrity of our project calendar.
The work of the position will impact the success of UCSF’s fundraising, stewardship, and events programs by building relationships with and securing support from the campus’s external audiences. In the first three months, as the Business Intelligence Specialist, you will forge a strong and productive relationship with our Senior Donor Relations Writer in Acknowledgments and the Senior Director of Donor Relations, familiarize yourself with UDAR and our various systems (Salesforce, Marketing Cloud, WorkFront, Box, Slack, MS Teams, Paperflite, and Tableau, among others), forge partnerships across our team and fundraisers across our development office, and communications colleagues in each of our Schools.
Within six months, you will be tracking incoming gift data for acknowledgments and reporting, managing our reporting calendar in WorkFront, creating Paperflite projects, building reports in Salesforce, analyzing metrics in Tableau, and be a pro at sending acknowledgments in Marketing Cloud. You’ll be our department’s in-house expert and train others on how to build reports and use many aspects of our software, while providing reports and more custom analytics for your colleagues.
Within a year, you will leverage your strategic partnerships across UDAR to analyze data and suggest opportunities to improve workflows, create new reports, continue to be a proactive and engaged collaborator, and be able to anticipate the needs of our fundraisers, leaders, and donors, with a campus-wide insight into philanthropy at UCSF. The job duties listed are typical examples of work performed by positions in this job classification and are not designed to contain or be interpreted as a comprehensive inventory of all duties, tasks, and responsibilities. Specific duties and responsibilities may vary depending on department or program needs without changing the general nature and scope of the job or level of responsibility. Employees may also perform other duties as assigned.
For roles covered by a bargaining unit agreement, there will be specific rules about where a new hire would be placed on the range.
**Department Description**
- The UCSF Foundation and the Office of University Development and Alumni Relations (UDAR) are responsible for fostering and strengthening the campus outreach efforts to UCSF constituents and for garnering private support for the campus and the Medical Center. In raising private support, UDAR identifies, qualifies, solicits and stewards donors for the schools, medical centers, departments and programs on campus; accepts and administers all private gifts to the university through The Regents or the UCSF Foundation; and manages all alumni relations activities, campus support group activities and campus events. The UDAR office staffs the UCSF Foundation. The office is also responsible for the design and implementation of fundraising campaigns for UCSF
**Required Qualifications**
- Bachelor's degree in a related area and/or equivalent experience/training
- 3+ years work experience in an analytic role, business intelligence or related field
- Thorough knowledge of business intelligence functions, analytics, industry
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