Location: New Haven,CT, USA
Essential Duties
1. Extracts, reports and creates executive summaries on data derived from multiple data sources. Serves as a data expert and is the coordinator of day-to-day methods used to retrieve data and generate reports. 2. Creates and designs complex tables, macros, forms, queries and reports. 3. Utilizes querying tools and applicable internal reporting structures and guidelines to develop, design and produce complex reporting and analysis based on constituent and revenue data extracted from primary databases. 4. Enforces rules and procedures for cleaning, integrating, and reconciling information/data from various sources. Identifies and effectively communicates necessary corrections or enhancements to business data and applications that will facilitate reporting needs. 5. Produces high-level analysis and summaries for senior leadership. 6. Maintains, updates, and reconciles complex financial and business information in relevant database records as needed. 7. Researches and investigates revenue-based information using office files and databases to ensure accuracy. 8. Maintains a thorough knowledge of, and establishes best practices, particularly as they relate to revenue and financial tracking. Participates in the development of processes and practices and serves as expert data analytics and reporting resource within the unit. 9. Builds strategic relationships with staff within and outside the unit and serves as a key contact on questions relating data and reporting needs. 10. Interacts with external stakeholders at the request of leadership and/or frontline staff in response to inquiries, often requiring a comprehensive knowledge of business development.
Required Education and Experience
Eight years of related experience, six of them in the same job family at the next lower level and a high school level education; or six years of related experience and an Associate's Degree; or two years of related work experience and a Bachelor's Degree; or an equivalent combination of experience and education.
Background Check Requirements
All candidates for employment will be subject to pre-employment background screening for this position, which may include motor vehicle, DOT certification, drug testing and credit checks based on the position description and job requirements. All offers are contingent upon the successful completion of the background check. For additional information on the background check requirements and process visit Learn about background checks under the Applicant Support Resources section of Careers on the It's Your Yale website.
Position Focus:
Reporting to the Director, Analytics and Data Services, support the efforts of Alumni Affairs and Development through high-level reporting and analysis utilizing database systems and other tools.
The Senior Analytics and Data Services Coordinator is responsible for the following: Provide complex report requests, data extractions and other information in support of the business needs of Alumni Affairs and Development. Develop, design and produce complex standard and ad hoc reporting and analysis based on constituent and revenue data extracted from primary databases to support fundraising programs and alumni activities. Perform reconciliation of extracted financial and/or constituent data. Produce high-level analysis and executive summaries for senior leadership. Understand and utilize relevant database systems, and applicable internal reporting structures and guidelines. Coordinate and update database selections for publications, events, mailings and other Alumni Affairs and Development activities. Work closely with staff from the Alumni Affairs and Development ITS organization, including conducting report testing for standard and ad hoc reports and selections, and communicating findings and/or data integrity issues. Utilize database systems to assist with problem-solving for giving and prospect data integrity and reports. Support revenue and constituent coding structures and hierarchies, through data entry and reporting. Contribute to the establishment of best practices, and maintain reporting documentation and guidelines within Analytics and Data Services. Collaborate with the Analytics and Data Services team on reporting and analysis projects, and provide training and direction to team members as needed. As part of the Information Management and Donor Services unit, collaborate with staff from Advancement Systems, and Gift and Records Services, as well as other schools and units across the University. Perform other administrative duties as assigned. The information provided in the Principal Responsibilities below is generic in nature; prospective applicants will find the information in this Position Focus to be most relevant to the position.
Preferred Education, Experience and Skills:
Familiarity with university and/or development and alumni affairs programs, processes, and practices. Proven experience in higher education advancement services. Proven experience with Blackbaud CRM or other fundraising and relationship management systems, including query development and marketing efforts.
Posting Disclaimer
The intent of this job description is to provide a representative summary of the essential functions that will be required of the position and should not be construed as a declaration of specific duties and responsibilities of the particular position. Employees will be assigned specific job-related duties through their hiring departments.