DescriptionThe Data Analyst, Foundation Operations plays a critical role in supporting the Foundation's fundraising and operational success through data management, reporting, prospect research, and gift administration. This position is responsible for maintaining the integrity of constituent and donor data within Salesforce, managing operational workflows, supporting prospect identification efforts, and producing reports that inform fundraising strategy and decision-making.
The Data Analyst serves as a key resource for internal stakeholders by ensuring accurate data management, timely completion of requests, and adherence to established policies and procedures. This role requires strong analytical skills, attention to detail, and the ability to manage multiple priorities in a collaborative and mission-driven environment.
ResponsibilitiesResearch & Prospect Identification-50%
- Manage the monthly patient screening process, including data preparation, review, and distribution of results.
- Create, maintain, and monitor research-related Cases within Salesforce.
- Conduct prospect research, wealth screening reviews, and basic analysis to support fundraising strategies and portfolio development.
- Assist in identifying new major gift prospects and opportunities for donor engagement.
- Prepare prospect profiles, briefing materials, and research summaries for Foundation leadership and fundraising staff.
- Maintain research records and documentation in accordance with Foundation standards and best practices.
- Salesforce Data & Case Management
- Manage incoming data requests and constituent record updates, ensuring accuracy and completeness within Salesforce.
- Create, assign, monitor, and resolve Salesforce Cases in a timely manner.
- Perform routine data maintenance, audits, and quality assurance activities to ensure data integrity.
- Maintain documentation of processes, procedures, and data governance standards.
- Collaborate with Operations Data team to resolve data issues and improve workflow efficiency.
- Support system enhancements, testing, and process improvement initiatives as assigned.
Reporting & Analytics-25%
- Develop, maintain, and distribute recurring and ad hoc reports for fundraising, operations, and leadership teams.
- Support campaign, event, and donor engagement efforts through list generation, segmentation, and data analysis.
- Monitor reporting accuracy and consistency across systems and reports.
- Assist in identifying trends and opportunities through data analysis and reporting insights.
Gift Accounting Support-10%<