Fundraising Operations Senior Analyst
Association of Fundraising Professionals (AFP) Silicon Valley Chapter · San Francisco, CA · 2 wk ago
HybridOTHR$86k–$108k/yrFull-time
About the role
The Development Operations Senior Analyst will play a critical role in supporting the Major Gifts, Grants and Foundations, and Planned Giving teams at KQED by managing and optimizing the organization’s donor database for Major Gifts, Planned Giving, and Grants and Foundations donors, and supporting KQED’s philanthropy campaigns.
Responsibilities
- Manage and maintain the Development donor database, ensuring the accuracy and completeness of donor records, membership status, and renewal dates, gift payments and pledge tracking in each record.
- Conduct regular audits to maintain data integrity, including cleansing, de-duplication, and updating contact information.
- Process complex transactions for grants, foundations, stocks and estate gifts, as well as pledge commitment entry, payment tracking, and invoicing.
- Finalizes gift transaction batches and process deposits.
- Identifies workflow for management of Challenge gifts in collaboration with Major gifts and Membership teams.
- Monthly Renewals: Responsible for the data production of monthly fundraising renewal letters in partnership with Major Gift Officers. Assists with mailings as needed (i.e. merges and prints letters, stuffs and addresses envelopes, generates labels, etc.).
- Aid in the preparation of spreadsheets and workbooks for projects requiring mail merge; Help create and distribute tax letters and other important donor information.
- Data Analysis & Reporting: Updates the monthly dashboards and extracts data from the CRM donor database system for tracking revenue, goals, and metrics. Support Campaign data tracking and dashboard creation. Analyze Major Donor data to identify trends, patterns, and opportunities for fundraising growth and improved donor engagement. Generate regular and ad hoc reports for development and fundraising teams, including metrics on donor retention, acquisition, giving trends, and ongoing monthly and quarterly performance reports. Segment donor lists for targeted digital communications, appeals, and stewardship efforts. Showcase SQL proficiency to perform data extractions, identify audience segments, and audit donor data integrity within the database. Design and maintain interactive dashboards (Google Looker Studio or similar platform) to translate raw technical data into actionable visual insights for non-technical stakeholders to support executive decision-making.
- Fundraising Support: Provide data-driven insights to inform fundraising strategies, planning, and donor cultivation. Collaborate with development officers to analyze the performance of portfolios and fundraising initiatives. Systems Optimization: Support acquisition, implementation, and modification of new analytics tools. Troubleshoot database issues and collaborate on system upgrades, integrations, and process improvements. Stay updated on industry best practices and emerging technologies related to database management and fundraising analytics.
- Collaboration & Training: Collaborate with the fundraising team to understand their data needs and provide appropriate tools and resources. Support Major Gift officers, Planned Giving team, Grants, and Foundations team to ensure they adequately use the database and are comfortable with donor data entry and reporting functions. Work closely with the Finance team to reconcile donations and ensure financial data accuracy. Track grant deliverables in collaboration with the Foundations and Grants team. Create presentations for leadership and KQED Board, including PowerPoint, Excel spreadsheets, and data visualizations.
- Compliance & Security: Ensure all Major donor data complies with data protection regulations and organizational policies. Implement security protocols to safeguard sensitive donor information. Support annual audits by providing necessary documentation and reports.
Requirements
- Bachelor’s degree in business administration, data analytics, computer science, information systems, or any related field.
- 4 to 5 years of experience working with donor databases in a nonprofit setting (experience with ROI database, Raiser’s Edge, Salesforce, or other CRM tools is preferred).
- Strong analytical skills with experience in data management, reporting, and trend analysis.
- Skilled in Microsoft Excel, data visualization tools, pivot tables, and VLookups.
- Understanding of fundraising and donor stewardship processes.
- Knowledge and understanding of SQL or other programming languages.
- Strong communication skills and ability to collaborate with cross-functional teams.
- Experience with data protection regulations (GDPR, CCPA) and nonprofit compliance.