Job Posting: Business Analyst, Philanthropic Services
Location: Portland, OR
This position will have the opportunity to work remotely up to two days per week when doing so aligns with the responsibilities of the position.
Hiring Range: $87,000 to $97,000, depending on experience.
Position Type: Full-Time, Exempt
Application Deadline: 1/28/2025
About Us:
Oregon Community Foundation (OCF) was founded in 1973 with a big mission: to improve the lives of all Oregonians through the power of philanthropy. In partnership with donors and volunteers, OCF works to strengthen communities in every county in Oregon through research, grantmaking, and scholarships. OCF is one of the largest community foundations in the country with over $3 billion in assets under management. In 2023, OCF distributed more than $200 million in grants and scholarships.
OCF is an Equal Opportunity Employer with five offices throughout Oregon in Bend, Eugene, Medford, Portland, and Salem. Our cultural values include effective communication, respect, accountability, innovation, proactivity, and equity.
Come join our team. To learn more, please visit oregoncf.org.
About You:
- Knowledgeable: You are well-versed in the goals of prospect development and donor stewardship and are able to understand and articulate financial, mathematical, and statistical concepts. You’re highly proficient with advancement research resources and techniques, MS Office, integrated databases, and project management tools. You’re confident and competent in learning and using technology.
- Competent: You have 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 minimum supervision.
- Collaborative:You have a demonstrated ability to effectively and proactively interact, communicate and collaborate on multidisciplinary teams.
- Communicator: You have excellent communication skills and are an engaging presenter, comfortable presenting in front of audiences.
- Critical Thinker: You have advanced reasoning abilities to effectively understand research needs and solutions for special projects and unique requests. You’re able to use a methodical approach to independently identify issues, initiate solutions, and enhance processes and procedures.
- Culturally Agile: You have the cultural agility skills necessary to work with diverse people, teams, and communities.
Job Summary and Responsibilities:
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 and strategies for optimal metrics tracking, prospect and donor management procedures and donor research to support the Foundation’s philanthropic goals.
- Data Accountability, Oversight and Process Improvement (45%)
- Administer the 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 and advocate system changes on behalf of PSD with the goal of improving overall functionality.
- Conceptualize and assist in designing reports; advise on how best to extract data to meet needs with the overarching goal of improving donor/prospect stewardship, recruitment, and retention efforts.
- 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 pertain to PSD and make it available for staff generally.
- Build and design strategies for tracking funds for stewardship purposes; this would include auditing funds for data anomalies and working with stakeholders to identify solutions.
- Maintain the data and documentation on how OCF’s relationship management system operates within the CRM; train staff as needed.
Data Analysis (35%)
- 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.
- 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 (20%)
- Drive the adoption of new systems and processes for prospect/donor tracking including wealth screening tools and techniques.
- 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.
- Train administrative staff to conduct research and to 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 fund-raising-related ethical standards are successfully and consistently implemented and followed by PSD>.
Qualifications:
Education and Experience:
- 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.
Travel (3%):
- Requires ability to travel to regional offices on an infrequent basis, which may require an overnight stay.
Working Conditions and Safety:
- Comfortable office environment.
- Physical effort includes frequent use of computer monitor and mouse, with repetitive typing, and occasionally lifting up to 25 lbs. May require prolonged sitting or standing.
- Report all injuries, illnesses, or accidents to your supervisor as soon as possible and within 24 hours.
Remote Work:
This position will have the opportunity to work remotely up to two days per week when doing so aligns with the responsibilities of the position. During the initial training period, this position may work more frequently in the office.
Compensation and Benefits:
- Hiring Range: $87,000 to $97,000, depending on experience.
- Salary offers are determined in conjunction with an internal pay equity assessment. This initial hiring range reflects our starting offer based on your skills and experience. It’s important to note that this is just the beginning; our overall salary structure offers additional opportunities for growth and advancement based on performance and development within the role, as well as resources available.
- This is a full-time, exempt position.
- Benefits include paid time off, medical, dental, vision, 401k, disability and life insurance, employee assistance plan, volunteer leave, and professional development opportunities.
Encouragement to Apply:
Studies show that women and people of color are less likely to apply for jobs unless they believe they meet all the qualifications. We are most interested in finding the best candidate for the job, and that candidate may come from a less traditional background. We encourage you to think broadly about your background and qualifications and apply.
How to Apply:
OCF is an Equal Opportunity Employer. Submit a cover letter and resume online at oregoncf.org/about/careers.
For the full job description, please visitOCF - Business Analyst, Philanthropic Services
