Senior Advancement BI Analyst - Office of Institutional Advancement

Medical College of Wisconsin•Wauwatosa, WI

About The Position

The Senior Enterprise BI and Analytics Analyst is the lead analytics partner for advancement leadership, frontline fundraisers, Alumni Relations, Prospect Management and Research, Data Information Services, and MCW enterprise IT. The role combines knowledge of fundraising and advancement operations with advanced data analysis, data modeling, and visualization skills. It translates business questions into requirements, transformation logic, and functional specifications, and creates dashboards, metrics, and data products that support fundraising strategy. The analyst owns reporting for the Grateful Patient program, fundraiser performance, campaign progress, and the donor pipeline, while ensuring advancement data is accurate, trusted, and aligned with institutional and industry reporting standards. The position also works across MCW and the clinical enterprise to expand advancement analytics and support a transition to a modern CRM platform. The analyst designs and maintains analytics products for fundraising, prospect and moves management, events, and constituent engagement. Responsibilities include building secure and HIPAA-compliant reporting processes for the Grateful Patient program; developing fundraising metrics consistent with CASE Global Reporting Standards; supporting analytics for prospect research, planned giving, Alumni Relations, corporate and foundation relationships, government relations, and advocacy; and applying predictive, RFM, and donor lifecycle modeling. The role also supports platform changes and data migration, coordinates data quality and governance efforts, prepares analysis for leadership and board presentations, improves reporting intake and triage, trains end users, and mentors reporting analysts and data staff. The position requires a bachelor's degree or equivalent substituted experience and at least five years of experience in data analysis, business intelligence, or reporting, including SQL development, data modeling, and dashboard design. Preferred qualifications include a relevant bachelor's or master's degree, advancement analytics experience, predictive or donor lifecycle modeling, CRM migration experience, and a related analytics certification. Work may occasionally involve lifting moderate-weight materials, standing, or walking continuously. The work environment is environmentally controlled, with occasional exposure to dust, noise, temperature changes, or liquids.

Requirements

Bachelor's degree; appropriate experience may be substituted for education on an equivalent basis.
At least 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.
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 fundraising use of protected health information, or ability to develop that knowledge quickly.
Ability to translate complex data into clear, actionable insights for fundraisers and senior leadership.
Excellent oral and written communication skills, critical thinking and problem-solving skills, and close attention to detail.
Ability to manage multiple priorities and work independently.

Nice To Haves

Bachelor's or master's degree in data analytics, information systems, statistics, business, or a related field.
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.
Experience with CRM data migration or conversion.
Microsoft Certified Power BI Data Analyst Associate, Tableau Certified Data Analyst, or comparable analytics certification.

Responsibilities

Design, build, and maintain Tableau or Power BI dashboards and reports on fundraising production, campaign progress, pipeline health, donor retention, and portfolio performance.
Lead the design and ongoing development of Grateful Patient program metrics, including patient identification and referral volume, clinician engagement, conversion, time to first gift, and revenue attributed to clinical relationships.
Partner with clinical enterprise units and compliance staff to define secure, HIPAA-compliant data flows for Grateful Patient screening, referral tracking, and reporting.
Build reports and business rules for gift and pledge counting, soft credit, campaign counting, and fiscal-year reporting consistent with CASE Global Reporting Standards.
Provide reporting and analysis on corporate and foundation relationships, industry partnership pipelines, sponsorship revenue, and connections among donors, board members, community partners, elected officials, and government stakeholders.
Partner with Prospect Management and Research to develop prospect identification reporting, identification queues, pipeline and portfolio coverage analysis, and data quality checks.
Develop planned giving analytics, including bequest and legacy prospect identification, expectancy and realized-gift tracking, and legacy society growth reporting.
Partner with Alumni Relations on engagement scoring, participation and retention trends, reunion and event performance, and analysis of engagement-to-giving conversion.
Formulate calculations, transformation logic, data analysis, and rapid prototypes for advancement analytics applications, dashboards, and data products.
Develop requirements analyses, functional specifications, and solution designs for analytics and data visualization with the Business Analyst and advancement stakeholders.
Write SQL scripts to acquire, transform, and validate data from the CRM, data warehouse, and related advancement and institutional sources.
Build and maintain data models for fundraiser performance, prospect and moves management, events, and constituent engagement reporting.
Apply predictive modeling, RFM analysis, and donor lifecycle modeling to segment constituents across acquisition, retention, upgrade, and lapse.
Serve as the analytics subject matter expert during advancement platform changes by mapping legacy reports and data structures and validating data accuracy.
Coordinate quality control and data accuracy, identify data issues, recommend corrective action, and align work with data governance and stewardship standards.
Produce analysis for board and leadership presentations, annual reporting, and executive ad hoc requests.
Support and improve the advancement analytics intake and triage process.
Train and support end users to increase self-service reporting adoption across the Office of Institutional Advancement.
Provide guidance and peer mentoring to reporting analysts and data staff.
Provide technical and functional documentation for project requirements and deliverables.
Perform other duties as assigned.

Benefits

Health, vision, and dental coverage
Flexible Spending options
403B retirement package
Competitive vacation and paid holidays
Tuition reimbursement
Paid parental leave
Employee & Family Assistance Program (EFAP)
Pet insurance
On-campus fitness facility and onsite classes
Discounted rates on select cell phone plans, local fitness facilities, and Milwaukee recreation and entertainment