Data Analyst (Charitable Giving Department)

CONA ServicesCharlotte, NC
4dHybrid

About The Position

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 preform both routine data work and problem solving, developing enhancements to current processes and solutions.

Requirements

  • 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.
  • Strong understanding of grant evaluation processes, such as metrics development, data review, and outcome reporting.
  • High School Diploma or GED
  • Knowledge acquired through 3 to up to 5 years of work experience
  • Valid Driver's License

Nice To Haves

  • Degree in Data Analytics, Business, Information Technology, Nonprofit Management or related.
  • Familiarity with Tableau preferred for data sourcing and presentations.

Responsibilities

  • 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.

Benefits

  • Career Growth: Clear pathways to advance and develop your career
  • Competitive Benefits: 401(k) match + health coverage + employee stock purchase plan
  • Purpose-Driven: Create meaningful impact in the communities you serve
  • Professional Development: Dedicated training + personalized mentorship
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