The 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.
Research & 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%
Provide gift entry and gift processing support during periods of high volume or staff coverage needs.
Assist with gift reconciliation activities and documentation.
Ensure compliance with Foundation policies, accounting standards, and audit requirements.
Support recordkeeping and reporting related to charitable contributions and donor transactions.
Meeting & Project Coordination-5%
Coordinate agendas, meeting materials, and scheduling for Foundation Operations meetings.
Document action items and follow-up activities to support project execution and team accountability.
Participate in and support cross-functional projects related to data management, reporting, prospect research, and gift administration.
Provide flexible support for departmental priorities and special initiatives as needed.
Performs other job-related duties as assigned.
Education and/or Experience Required:
Education: Associate’s Degree.
Experience: Minimum of one-year previous administrative experience, including data entry and report creation.
Education and/or Experience Preferred:
Education: Bachelor’s degree.
Experience: Salesforce or compatible CRM experience preferred.
License and/or Certification Required:
N/A
Knowledge, Skills and Abilities:
Knowledge:
Knowledge of constituent relationship management (CRM) systems, preferably Salesforce.
Understanding of fundraising operations, donor databases, prospect research, and gift administration practices.
Knowledge of data management principles, including data quality, governance, and reporting standards.
Familiarity with nonprofit fundraising metrics, donor lifecycle management, and prospect development practices preferred.
Basic understanding of accounting principles related to charitable gift processing and reconciliation preferred.
Skills:
Strong analytical and problem-solving skills with the ability to interpret and present data effectively.
Advanced attention to detail and commitment to maintaining data accuracy and integrity.
Proficiency in Microsoft Excel, including data manipulation, reporting, and analysis functions.
Strong organizational and time-management skills with the ability to manage multiple priorities and deadlines.
Effective written and verbal communication skills.
Ability to prepare concise reports, summaries, and presentations for diverse audiences.
Strong project coordination and administrative skills.
Ability to learn new technologies, systems, and processes quickly.
Abilities:
Ability to manage confidential and sensitive information with discretion and professionalism.
Ability to work independently while contributing effectively within a collaborative team environment.
Ability to identify process improvement opportunities and recommend practical solutions.
Ability to prioritize competing demands in a fast-paced environment.
Ability to maintain accuracy while handling large volumes of data and transactions.
Ability to build positive working relationships with internal stakeholders and provide exceptional customer service.
Ability to adapt to changing priorities and departmental needs.