Director of Business Intelligence and Reporting

Case Western Reserve University, United States

Updated: about 1 month ago
Location: Campus, ILLINOIS
Job Type: FullTime

POSITION OBJECTIVE

Working under general direction, the director of business intelligence and reporting is responsible for strategic data review and analysis through the creation of reports and data extracts using business intelligence tools and translating that analysis to inform business processes, ensuring prospects effectively move through fundraising pools, portfolios, and pipelines for the university relations and development division and executive leadership team. The incumbent will help turn broad data streams into actionable information for Advancement leadership, prospect managers, and front-line development officers in the university relations and development division and schools/colleges across campus. The director will play a critical role in analyzing the university’s prospect pipeline, prioritizing data reporting and analytics initiatives that generate actionable insights and maximize fundraising revenue to the university. The incumbent ensures the effective management of the university’s prospect pool and pipeline by applying sophisticated knowledge and skills in the use and manipulation of data and reporting to support all areas of prospect and pipeline development. The director is a creative and agile innovator who takes measured risks, runs pilots, evaluates results, adjusts as indicated and enlists others to produce the very best products and information.

 

ESSENTIAL FUNCTIONS

  • Reporting – Dashboard/Prospect Management: Conceptualize, analyze, and contribute to the design and development of sophisticated and complex comprehensive, unit-wide data visualizations and reports that include assessments of portfolios, pipelines, development officer and unit progress to performance and campaign goals. Develop methodologies and programs for analyzing and presenting data. Review, monitor, and contribute to prospect and proposal pipeline data through the design of custom report audits and extracts, data analysis, and ongoing communication with partners in University Advancement. Perform complex data reporting and analysis that provide support in the areas of campaign progress, annual giving, and engagement. (40%)
  • Reporting – General: Direct and oversee the process and execution of donor report requests ensuring collaboration with colleagues in the university relations and development division on individual donor stewardship plans. Conduct research and develop custom donor reports and correspondence. Ensure appropriate and accurate donor lists are prepared as needed. Oversee the process and execution of pulling data for several types of customized lists including mail/email lists, donor lists, prospect lists, etc. Monitors and evaluates quality and timeliness of list development and delivery to partners. Perform complex data analysis in support of ad-hoc data and analytics requests. Work with senior leadership for guidance on information strategy, vision, and priorities. Lead projects and team meetings to produce the very best products and information. (40%)
  • Reporting – Training/Ongoing maintenance: Evaluate reporting products and vendor-provided packages and their effectiveness for the advancement operation to maintain a stable, efficient, and high-performance analytic and reporting platform. Reviews systems and processes to inform leadership of potential improvements and recommendations. Liaise with partners across campus on projects and data practices and procedures. Provide user support for business intelligence and analytic products, including helping users navigate and understand reports. Serve as a technical resource and mentor to colleagues on the prospect management and prospect research team and as a representative of the department through presentations and training of our partners. Remain current on philanthropic trends as they affect higher education. Seek opportunities for professional development that will enhance job performance including ongoing development of analysis and visualization skills, conference attendance, and building networks within the university and peer institutions. (10%)
  • Review, scope, prioritize, and assign work to the assistant director of business intelligence and reporting as well as provides training, support, and mentorship. (10%)

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    NONESSENTIAL FUNCTIONS

    Perform other duties as assigned. (<1%)

     

    CONTACTS

    Department:  Regular and extensive interaction with executive director, senior director, and vice president as required to perform essential functions.

    University:  Contact with the president’s office, provost’s office, vice presidents, deans, trustees, alumni, chief development officers, senior staff in schools and college, faculty and staff as required to perform essential functions.

    External:  Contact with donors, alumni, foundation representatives, community organizers/advocates, corporate executives, and federal, state, and local government officials. Contact with visitors, academic boards and organizations as required to perform essential functions.

    Students: Contact with undergraduate, graduate, and professional students as required to perform essential functions.

     

    SUPERVISORY RESPONSIBILITY

    Direct supervision of the assistant director of business intelligence and reporting.

     

    QUALIFICATIONS

    Experience: 5 or more years of professional experience in a related field, preferably in a sophisticated development operation. Experience in data analytics, statistics, or business strongly desired. Experience in advancement operations, business operations, or fundraising analytics in a higher education setting preferred.

    Education: Bachelor’s degree required. Master’s degree preferred.

     

    REQUIRED SKILLS

  • Excellent interpersonal skills, including demonstrated ability to interact effectively with senior-level professionals within the university as well as external constituencies including professional organizations, computer systems professionals, and vendors. Must be able to work both independently and collaboratively with colleagues. Ability to interact with colleagues, supervisors, and customers face to face.
  • Ability to communicate well, both verbally and in writing, with key stakeholders providing business analysis to drive performance.
  • Must possess strong organizational and time management skills.
  • High degree of creativity, flexibility, and exceptional organizational skills, including the ability to manage multiple projects and constantly shifting priorities effectively using project management tools and agile methods.
  • Must be proficient in database management and manipulation; possess strong interpersonal skill to motivate appropriate use of prospect management system by peers and superiors. Experience with design, implementation, and maintenance of data warehouses.
  • Knowledge of computer systems needed to maximize the value of information systems developed and used by the institution in achieving its fundraising goals.
  • Computer proficiency (including Microsoft Office) and the ability to learn new programs. Expert proficiency in Microsoft applications is essential, especially Excel; along with prior exposure to mainframe and web-based database applications. Proficient with SQL, Tableau, and/or other similar business intelligence tools.
  • Demonstrated competency in manipulating data, creation/refinement of data visualizations, and dashboard development. Demonstrated knowledge of quantitative and qualitative analysis.
  • Articulates complex ideas clearly, accurately, and concisely.
  • Experience in administrative survey techniques, statistical and research methods.
  • Highly refined and urgent sense of confidentiality and discretion as this position has access to extremely personal financial information.
  • Ability to write reports, business correspondence and procedure manuals.
  • Familiarity with Ellucian Advance highly desirable.
  • Appropriate virtual meeting skills and ability to use virtual meeting software, such as Zoom.
  • Ability to meet consistent attendance.

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    WORKING CONDITIONS

    General office environment. Travel to meetings in various buildings on campus on a near daily basis.

    In employment, as in education, Case Western Reserve University is committed to Equal Opportunity and Diversity.  Women, veterans, members of underrepresented minority groups, and individuals with disabilities are encouraged to apply.

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    Case Western Reserve University provides reasonable accommodations to applicants with disabilities.  Applicants requiring a reasonable accommodation for any part of the application and hiring process should contact the Office of Equity at 216-368-3066 to request a reasonable accommodation.  Determinations as to granting reasonable accommodations for any applicant will be made on a case-by-case basis.

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