Philanthropic Services Business Analyst
Oregon Community Foundation
Philanthropic Services Business Analyst
Location: Portland, OR
Application Deadline: 11/20/2020
Since 1973, the Oregon Community Foundation (OCF) has pursued a mission to improve lives for all Oregonians through the power of philanthropy. The Foundation invites Oregonians with different perspectives to come together around the shared value of giving back. We work with individuals, families, businesses and organizations to create charitable funds that support the community causes they care about. These funds support the critical work that nonprofits are doing across Oregon. Our headquarters are in Portland, with regional offices in Bend, Eugene, Salem, and Medford, Oregon.
The Philanthropic Services Department (PSD) helps individuals, businesses and nonprofits create funds to support the community causes they care about¾either during their lifetime or with a gift through their will or trust. With team members operating out of five regional offices (Bend, Eugene, Medford, Portland and Salem), this team also supports existing donors through personalized services like research and educational events, with the goal of helping them to achieve maximum impact through their philanthropy.
In support of those efforts, the Philanthropic Services Business Analyst serves as an expert resource for database users across the Philanthropic Services department. Skilled in data science, business analytics, and well versed in the work of development and donor relations, this role provides operational oversight for PSD of a comprehensive CRM, prospect and donor management procedures and donor research to support the Foundation’s philanthropic goals.
Essential Duties and Responsibilities
Database Management, Accountability and Oversight – Percentage of Time: 60%
In support of fundraising and stewardship efforts, administer the foundation’s CRM database system and ensure accurate content for PSD; oversee the development and implementation of data entry policies and procedures as it relates to prospect and donor tracking and management
Identify changing technologies and industry standards in collaboration with the Operations Team and advocate system changes on behalf of PSD with the goal of improving overall functionality
In collaboration with OCF’s Database Manager and staff across the organization, conceptualize and help to design reports; advise PSD staff in determining how best to extract data to meet needs with the overarching goal of improving donor/prospect stewardship, recruitment and retention efforts
Work across departments to apply a data equity framework to the information we collect and use (Example: The We All Count Data Equity Framework)
Provide department-wide trainings and serve as a resource for PSD staff on data process and procedures to ensure they have the core competencies to properly manage data that falls within both their job descriptions and the department’s purview
Document established standards for data storage and use that pertains to PSD and make it available for staff generally
Process Improvement and Data Analysis – Percentage of Time: 20%
In collaboration with the Operations Team, propose and create systems that improve the processing of data, reducing organizational risk and increasing operational efficiencies
Translate data into usable, actionable information for the formation and execution of fundraising strategies and measures of success. This should promote understanding of our entire constituency, drive decision making, and inform team strategies about prospects and donors.
Inspect, transform, and model data with the goal of discovering useful information, including competitive insights and trends that support strategic decision-making
In partnership with the Operations Team, collaborate across departments to develop and improve integrated systems that support donor cultivation related to development, grantmaking, communications, events, research and foundation initiatives
Address data issues as a member of the interdepartmental database management team
Prospect and Donor Research – Percentage of Time: 20%
Drive the adoption of new systems and processes for prospect/donor tracking including wealth screening tools and techniques
In collaboration with the Operations Team, develop and maintain a streamlined, easy to use approach for grant match-up and stewardship activities so that staff can easily track and identify areas of interest for their donors and prospects
Develop tracking systems for stewardship of donors and build upon existing processes to retain donors and further OCF’s fundraising efforts where possible; use data to create metrics that track and encourage the building of the pipeline of future gifts
Proactively share information about significant public wealth events throughout Oregon
Research and provide in depth reports and event briefings on prospects, existing donors and, on occasion, volunteers, as needed
Serve as an arbiter of ethics for conducting prospect research and, to the extent possible, ensure that fundraising-related ethical standards are successfully and consistently implemented and followed by PSD
Marginal or Non-Essential Job Duties:
Required Cultural Values: In addition to the specific job requirements for each position, staff are expected to embody certain cultural values to support OCF’s mission: communicate effectively, value one another, demonstrate accountability, embrace possibilities, address conflict and take action.
Required Education, Skills, Training and Experience and Skills
Studies have shown that women and people of color are less likely to apply for jobs unless they believe they meet every one of the qualifications as described in a job description. We are most interested in finding the best candidate for the job, and that candidate may be one who comes from a less traditional background. If you are interested in applying, we encourage you to think broadly about your background and qualifications for the role.
Five years’ experience managing research analytics, development database management or related work. Previous experience in a non-profit setting is strongly preferred
Relevant bachelor’s-level education credentials, such as a degree in Computer Science, Business, Marketing, or another related field, or an equivalent combination of experience and education in lieu of a degree
Two years’ experience with prospect research and constituent database queries
Well versed in the goals of prospect development and donor stewardship
Excellent analytical skills—able to think critically and apply sound judgement, and problem-solving skills
Advanced reasoning abilities to effectively understand the research needs and solutions for special projects and unique requests
Demonstrated ability to understand and articulate financial mathematical and statistical concepts
Advanced project management skills, including the ability to create and implement new database protocols and strategies, identify and track milestones, and track and manage deliverables with minimal supervision
Able to use a methodical approach to independently identify issues, initiate solutions and enhance processes and procedures
Confidence and competence in learning and using existing and new technologies
Excellent verbal and written communications skills and comfort presenting in front of internal audiences
Demonstrated ability to effectively and proactively interact, communicate and collaborate on multidisciplinary teams
Cultural agility skills necessary to work effectively with diverse people, teams and communities
Physical Demands and Working Conditions: This job is typically performed under comfortable working conditions; any disagreeable elements are generally absent during normal performance of the job. Job duties are performed in an office setting or indoor meeting rooms. Requires frequent use of computer monitor and use of mouse, with repetitive typing. Requires ability to sit or stand for long periods at a time. May require lifting up to 25 lbs. on occasion.
The physical effort typically applied in this job includes: Standing, sitting, walking, lifting, carrying, pulling, pushing, bending, reaching, manipulating, stretching, keying/typing.
The amount of effort typically applied and the frequency of application: (Whereas, the following refers to lifting, any equivalent effort may be substituted.)
Less than 1 pound – Effort applied less than 15% of the time
Between 1 and 5 pounds – Effort applied less than 15% of the time
Between 5 and 25 pounds – Effort applied less than 15% of time
The effort reflected above is typically applied when sitting, standing, bending, and walking.
Travel – Percentage of Time: