The Charitable Giving Data Analyst is responsible for managing, analyzing, and improving the data infrastructure that supports the organization’s philanthropic initiatives.
This role ensures accurate tracking of charitable gifts, nonprofit partner accounts, and impact reporting.
The Analyst will develop and refine data processes, leveraging CRM tools and Excel to enhance operational efficiency and strategic decision-making.
This role will be accountable for working daily in the Microsoft suite of solutions and in Sales Force, with a high level of integrity and accountability.
The Analyst will perform both routine data work and problem solving, developing enhancements to current processes and solutions.
Design, maintain, and optimize the charitable giving database, including gift records, nonprofit partner accounts, and contact information.
Conduct thorough reviews of non-profit IRS filings and financial statements to identify trends, risks, and opportunities, deliver insights that support informed evaluation.
Collaborate with team members and third-party vendors to gather feedback and translate needs into improved data processes and reporting systems.
Develop and generate reports and dashboards using CRM tools and Excel to support impact measurement and strategic decision-making.
Ensure data accuracy, integrity, and confidentiality across all systems and reporting tools.
Identify and implement process improvements for data collection, entry, and reporting workflows.
Requirements
Minimum Qualifications: High School Diploma or GED
Knowledge acquired through 3 to up to 5 years of work experience
Ability to represent the Company and Brand with Excellence
Experience working cross-functionally with HR, Public Affairs, and IT teams
Effective interpersonal and data management skills
Ability to maintain confidentiality
Candidate must show high level of integrity and character
Humility that exemplifies Consolidated Values (service to others)
Critical reasoning and creative problem analysis
Excellent and thorough attention to detail
Competency analyzing organizational data (large sets), provide summaries and evaluate for leadership decisions
High proficiency in Microsoft Office Suite and CRM software (i.e., Salesforce) or other database management
Requires great attention to detail.
Proven ability to problem solve and develop innovative improvements.
Familiarity with Tableau preferred for data sourcing and presentations.
Strong understanding of grant evaluation processes, such as metrics development, data review, and outcome reporting.
Tech Stack
Tableau
Benefits
Competitive Benefits: 401(k) match + health coverage + employee stock purchase plan
Professional Development: Dedicated training + personalized mentorship