Senior Advancement BI Analyst - Office of Institutional Advancement

Summary

The Senior Enterprise BI and Analytics Analyst serves as the lead analytics partner between advancement leadership, frontline fundraisers, Alumni Relations, Prospect Management and Research, Data Information Services, and MCW enterprise IT. This position combines knowledge of fundraising and advancement operations with advanced skills in data analysis, data modeling, and visualization. The analyst translates advancement business questions into requirements, transformation logic, and functional specifications, then designs and builds dashboards, metrics, and data products that guide fundraising strategy.

The role owns reporting for the Grateful Patient program, fundraiser performance, campaign progress, and donor pipeline, and ensures advancement data is accurate, trusted, and aligned with institutional and industry reporting standards. The analyst collaborates with units across MCW and the clinical enterprise to expand the advancement analytics footprint and supports the transition to a modern CRM platform.

Primary Responsibilities

Designs, builds, and maintains dashboards and reports in Tableau or Power BI for advancement leadership, gift officers, and campus partners covering fundraising production, campaign progress, pipeline health, donor retention, and portfolio performance.

Leads the design and ongoing development of Grateful Patient program metrics, including patient identification and referral volume, physician and clinician engagement, conversion from identification to solicitation, time to first gift, and revenue attributed to clinical relationships.

Partners with clinical enterprise units and compliance staff to define secure, HIPAA compliant data flows that support Grateful Patient screening, referral tracking, and reporting.

Builds and implements reports to support fundraising metrics and business rules for gift and pledge counting, soft credit, campaign counting, and fiscal year reporting consistent with CASE Global Reporting Standards.

Partners with enterprise units including Business Development and Government Relations to deliver reporting on corporate and foundation relationships, industry partnership pipeline, and sponsorship revenue, along with analysis that connects donors, board members, and community partners to elected officials and government stakeholders in support of advocacy and relationship strategy.

Partners with Prospect Management and Research to accelerate prospect identification through reporting and metrics, including identification queues that surface constituents with strong capacity and affinity, pipeline and portfolio coverage analysis, and data quality checks that ensure wealth screening results, research ratings, and relationship data are accurately associated with constituent records.

Develops planned giving analytics, including identification models for bequest and legacy prospects, tracking of expectancies and realized gifts, and reporting on legacy society growth.

Partners with Alumni Relations to deliver engagement scoring, participation and retention trends, reunion and event performance, and analysis of how alumni engagement converts to giving.

Formulates calculations, transformation logic, data analysis, and rapid prototypes for advancement analytics applications, dashboards, and data products.

Develops requirement analysis, functional specifications, and solution designs for analytics and data visualization in partnership with the Business Analyst and advancement stakeholders.

Writes SQL scripts for data acquisition, transformation, and validation from the CRM, data warehouse, and related advancement and institutional sources.

Builds and maintains data models supporting fundraiser performance metrics, prospect and moves management, events, and constituent engagement reporting, and applies predictive modeling, RFM analysis, and donor lifecycle modeling to segment constituents from acquisition through retention, upgrade, and lapse.

Serves as the analytics subject matter expert during any advancement platform changes by mapping legacy reports and data structures to the new environment and validating data accuracy.

Coordinates quality control and accuracy of information by identifying data issues, recommending corrective action to be in line with data governance and stewardship standards.

Produces analysis for board and leadership presentations, annual reporting and executive ad hoc requests.

Supports and improves the advancement analytics intake and triage process to increase efficiency and responsiveness.

Trains and supports end users to expand adoption of self-service reporting across the Office of Institutional Advancement.

Provides guidance and peer mentoring to reporting analysts and data staff.

Provides technical and functional documentation on project requirements and deliverables.

Performs other duties as assigned.

Knowledge, Skills, Abilities

Knowledge of fundraising operations in higher education, healthcare, or nonprofit settings, including gift and pledge accounting principles and advancement reporting standards.

Advanced proficiency in a business intelligence platform such as Power BI, Tableau, or Qlik, including data modeling, predictive modeling, calculated measures, and dashboard design for executive and operational audiences.

Advanced SQL skills and experience working with relational databases and data warehouses.

Experience working with a CRM or constituent database, such as Raiser's Edge NXT, Blackbaud CRM, Salesforce, Slate, Ellucian CRM Advance, or a comparable system.

Familiarity with grateful patient fundraising and HIPAA requirements governing the fundraising use of protected health information, or the ability to develop that knowledge quickly.

Ability to translate complex data into clear, actionable insight for fundraisers and senior leadership.

Excellent oral and written communication, strong critical thinking and problem solving, and close attention to detail.

Ability to manage multiple priorities and work independently.

Qualifications

Appropriate experience may be substituted for education on an equivalent basis.

Minimum Required Education: Bachelor's degree

Minimum Required Experience: 5 years of experience in data analysis, business intelligence, or reporting, including SQL development, data modeling, and dashboard design in Power BI, Tableau, or a comparable tool.

Preferred Education: Bachelor's Degree or Master's degree in data analytics, information systems, statistics, business, or a related field

Preferred Experience: 3 or more years of experience in higher education, healthcare, or nonprofit advancement, including analytics supporting prospect research, planned giving, alumni relations, business development, government relations or grateful patient programs. Experience with predictive modeling, RFM segmentation, or donor lifecycle modeling and with CRM data migration or conversion.

Preferred Certification/Licensure(s): Microsoft Certified Power BI Data Analyst Associate, Tableau Certified Data Analyst, or comparable analytics certification

Physical Requirements

Work requires occasionally lifting moderate weight materials, standing, or walking continuously.

Work Environment

Occasional exposure to dust, noise, temperature changes, or contact with water or other liquids. Work is performed in an environmentally controlled environment.

Sensory Acuity

Ability to detect and translate speech or other communication required. May occasionally require the ability to distinguish colors and perceive relative distances between objects. #LI-NK1

Why MCW?

• •Outstanding Healthcare Coverage, including but not limited to Health, Vision, and Dental. Along with Flexible Spending options
• •403B Retirement Package
• •Competitive Vacation and Paid Holidays offered
• •Tuition Reimbursement
• •Paid Parental Leave
• •Employee & Family Assistance Program (EFAP)
• •Pet Insurance
• •On campus F