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 collaborate closely with our Senior Donor Relations Writer for Acknowledgments by generating template acknowledgments in a timely and accurate manner with a goal of recognizing donors' generosity, expressing appreciation, and stewarding donors by articulating the current needs and vision of the University. Donor Relations generates more than 2,500 acknowledgments each year, with all letters approved and sent within five to seven business days.. This requires close coordination with and reporting on metrics to the Offices of the Chancellor and School Deans. A successful candidate will be able to balance accuracy and speed while delivering acknowledgments based on the donor’s giving level, philanthropic capacity, and other key factors.
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.
The final salary and offer components are subject to additional approvals based on UC policy.
To see the salary range for this position (we recommend that you make a note of the job code and use that to look up): TCS Non-Academic Titles Search (https://tcs.ucop.edu/non-academic-titles)
Please note: An offer will take into consideration the experience of the final candidate AND the current salary level of individuals working at UCSF in a similar role.
For roles covered by a bargaining unit agreement, there will be specific rules about where a new hire would be placed on the range.
To learn more about the benefits of working at UCSF, including total compensation, please visit: https://ucnet.universityofcalifornia.edu/compensation-and-benefits/index.html
- 5+ years work experience in an analytic role
- Working knowledge of fundraising, donor relations and public relations concepts,
- principles, procedures and techniques
- Demonstrated proficiency in proofreading and copy editing. Preferred
- Ability to set, negotiate, and meet priorities and produce high-quality work under multiple
- deadline pressure and within a busy environment with minimal guidance and supervision
- Proficient knowledge of the MS Office Suite (Word, Excel, PowerPoint)
- 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 standards and best practices
- Thorough knowledge of relevant internal databases, BI applications and tools. Ability to produce high-quality reports and documentation
- Strong critical thinking and problem-solving skills to manage complex information, assess problems, and develop and effective solutions
- Detail oriented, with ability to manage time and organize competing priorities
- Strong written and verbal communication skills with the ability to convey complex information in a clear, concise manner
- Strong interpersonal skills for effective collaboration with a broad range of professional and technical staff
- Proven ability to serve as a technical resource providing advice and counsel on business intelligence issues
- Skill to maintain confidentiality
