Advancement Data Analyst

5 days ago


Florissant, Missouri, United States Augustine Institute Inc Full time
Job Title: Advancement Analyst

Job Summary:

The Augustine Institute is seeking a highly skilled Advancement Analyst to join our Development team. As a key member of our team, you will be responsible for analyzing financial and operations data to provide actionable insights that drive fundraising efforts.

Key Responsibilities:

  • Serve as the subject matter expert for Salesforce and Classy, our systems of record for donation data and online giving platform.
  • Provide training to the Advancement team to ensure optimal use of Salesforce to support fundraising efforts.
  • Collaborate with Advancement leadership to develop dashboards and reports within Salesforce that facilitate benchmarking and goal tracking.
  • Leverage Wealth-X and first-party data to identify prospective donors and create processes for distributing prospects among regional gift officers.
  • Support Advancement leadership in creating processes for escalating donors through various levels of giving and stewardship.
  • Manage gift acknowledgement processes, including one-off acknowledgements and annual tax letter distribution.
  • Collaborate with Marketing and Technology teams to maintain the integration between HubSpot and Salesforce, allowing marketing data to be used to inform fundraising efforts.
  • Combine and verify information from various sources and reporting systems.
  • Develop regular reports to inform stakeholders throughout the organization of Advancement performance and projections.
  • Make data-driven recommendations for enhancements to processes.
  • Manage monthly donation reconciliation between Advancement and Finance to ensure accuracy and consistency of data between systems.

Requirements:

  • Bachelor's degree in business analysis, business administration, finance, or related field.
  • At least two years of professional experience in business intelligence and analysis.
  • Advanced Microsoft Office experience (Word, Excel, PowerPoint, Outlook).

Necessary Knowledge, Skills, and Abilities:

  • Exceptional data analysis skills with the ability to present findings and solutions to business problems collaboratively and promptly.
  • Strong written and oral communication skills.
  • Exceptional attention to detail.
  • Ability to effectively work in a team environment.
  • Strong ability to think creatively and strategically to identify and resolve problems effectively.
  • Ability to effectively manage multiple priorities.
  • Advanced proficiency with Excel, PowerPoint, and business intelligence systems.

Work Environment:

The Augustine Institute is an equal-opportunity employer. All employment decisions are made based on qualifications, merit, and business need.

The Augustine Institute offers a competitive total rewards package, which includes a 403b retirement plan match, medical, dental, and vision insurance, paid holidays, and a generous paid time off plan, as well as other benefits.


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