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Director, Foundation Information Management & Reporting
Location:
Annapolis, MD
Description:
Background: ST.A.R (STrategic Advancement Resources) ST.A.R is the strategic and infrastructure team that guides, advises, and executes backline fundraising operations for the USNA Foundation. Our vision as the Strategic Advancement Resources Team is to be drivers and collaborators of strategic fundraising. We set the tone and environment for our team and donor experience to achieve fundraising success, supporting the "margin of excellence" for the Naval Academy and Brigade of Midshipmen. The position is part of a highly collaborative and energetic team, all driven to advance the USNA Foundation mission and committed to personal and professional development. We are a team driven by collegiality, collaboration, achievement, and personal growth. Our team works closely to think strategically, address opportunities and challenges, and seek ways to improve group and individual performance. This position reports to the Executive Director of Strategic Advancement Resources and works with colleagues at the foundation and across the enterprise to develop innovative reports, data visualizations, and data analysis, as well as manage the underlying foundation data and the administration of the Blackbaud CRM application. The Director, Foundation Information Management and Reporting will lay the data-driven groundwork to help execute a campaign supporting the Naval Academy's Strategic Plan 2030. This exempt position will work closely with the Executive Director to develop reports that advise program effectiveness, fundraising performance, areas of opportunity, and progress toward goals. This position is the foundation data steward responsible for the foundation data quality, ensuring data is accurate, measurable, and actionable. Additionally, this position is the foundation CRM administrator and expert generating and maintaining data, driving innovation through records information management in support of programs at the foundation and across the enterprise. EXPECTATIONS OF THE POSITION Blackbaud CRM application administration Partnering with IT and the CRM database engineer, manage the functionality and configuration of the Foundation CRM, including but not limited to batch and batch templates, workflow queues, dynamic exports, dynamic queries, alerts, smartfields, attributes, recognition programs, and other BBCRM system functionality. Using BBCRM generate data exports and reports in support of mailings, solicitations, and invitations, as well as create queries and reports to disseminate information to appropriate staff members, including gift officers, management, donor relations, research, and senior leadership. Manage the data exchange and systems integrations for the Foundation Tech ecosystem, including RNL, Ovrture, Evertrue, DonorSearch AI, Givecampus, ThankTank, Financial Edge, etc. The maintenance of data integrity and the ability to troubleshoot problems within the database are of primary importance to this role. Working with the STAR and Information Technology teams, liaise with database vendors and third-party consultants for technical problems associated with the database, and coordinate corrective solutions. Information Management Automate and streamline data inputs, appends, updates, and exports using the BrightVine data link and other programming tools. Manager and steward of the funds and designation data. Responsible for creating new designations and assigning the correct data fields for fund usage, reporting priority, and reconciliation with the Yard and the Treasury teams. Run the pledge write-off process, analyze and recommend the pledges to be written off annually. Primary coordinator of the annual Donor Report project. Responsible for the data collection and submission of the annual VSE report. Data Visualization and reporting Develop and report on Key Performance Indicators weekly, quarterly, and annually, finding ways to improve upon current reports. Develop and design data visualizations that inform trends, strategy, and progress toward goals. Translate data into useful tools for development and alumni association staff. Maintain all documentation on reporting processes. Maintain and update SOPs as needed. Serve as a backup in foundation data analytics. REQUIRED QUALIFICATIONS FOR THE POSITION Approaches each day with grit and optimism, works enthusiastically, thinks with intellect, and acts honestly and humbly. Strong collaboration, analytical, problem-solving, and critical thinking skills. Exceptional written/verbal communication and project management skills. Dedication to growth and professional development with an openness to coaching and mentoring. A bachelor's degree from an accredited college or university. 3 to 5 years of data management experience, preferably in nonprofit, marketing, and higher education or an independent school. Proficient in PowerBi and other data visualization and mining tools. Expert knowledge of Excel, including advanced formulas, pivot tables, add-ins, and macros. Proficient with MS Office, Office 365 including teams, power automate, share point, PowerPoint, Word, and Outlook. Experience using fundraising databases, specifically Blackbaud CRM. Ability to manipulate, analyze and synthesize data using data mining tools. Strong problem-solving skills and resourcefulness. Knowledge of SQL is preferred. Perform or assist other duties as assigned. Due to the collaborative nature of the role and the consistent, in-person interaction with the Foundation staff is necessary. This position is based in Annapolis and is not eligible for a full-time remote working arrangement.
Company:
Usna Alumni Association & Foundation
Posted:
December 26 2023 on ApplicantPro
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More About this Listing: Director, Foundation Information Management & Reporting
Director, Foundation Information Management & Reporting is a Executive Director Job at Usna Alumni Association & Foundation located in Annapolis MD. Find other listings like Director, Foundation Information Management & Reporting by searching Oodle for Executive Director Jobs.
Director, Foundation Information Management & Reporting is a Executive Director Job at Usna Alumni Association & Foundation located in Annapolis MD. Find other listings like Director, Foundation Information Management & Reporting by searching Oodle for Executive Director Jobs.