JOB SUMMARY: Strategic, cross-organizational leader, responsible for overseeing all aspects of the database system; donor and gift-related data processing; gift acceptance; HIPAA compliance/disclosures; state solicitation registration and compliance; fundraising data analysis and modeling; departmental budgeting and expense reporting, and varied internal and external reporting activities. Plays a key role in supporting the Senior Leadership Team and the broader staff on all aspects of budget development, financial analysis, KPI analysis and reporting, compliance and special projects.

EDUCATION/EXPERIENCE: Bachelor's degree in Business Administration, Health Administration, Non-profit Management or related field of study with five years' experience in development administration, business analysis, compliance and financial reporting is required. Master's degree in Business, Accounting or Healthcare Administration preferred. Experience with a healthcare development team or electronic data warehouse platforms preferred.

LICENSURE, CERTIFICATION, and/or REGISTRATION: N/A

ESSENTIAL FUNCTIONS:

1. Leads a staff team in developing strategies focused on optimal utilization of the donor database for data storage, integrity, modeling and reporting.

2. Leads ongoing, rigorous exploration of alternative or supplemental technology platforms that could better enable the Philanthropy team to achieve targets. Specifically, will lead an effort to orchestrate needs assessment, acquisition decision and implementation of a donor database/CRM.

3. Oversees data flow from the donor database to the medical center financial system to ensure revenue reconciliation and the timely, accurate generation of fundraising progress reports as well fund expenditure reports.

4. Meets regularly with gift officers/managers within Philanthropy to strategize use of the donor database, Tableau reporting tools and supplemental technology platforms to support workflow and achievement of targets.

5. Works closely with the AVP - Major Gifts, Director - Major Gifts, and AVP - Program and Campaign Mgmt. to generate reports on gift officers' and various development teams' productivity including YTD Gift Income, YTD Total Number of Gifts, YTD Total Number of Donors, contacts (contact type & method), number of asks, and volume of data reviewed to identify potential donors. Quarterly YTD, three and five year trend analysis for historical trending and future projections based on current and projected future levels of potential prospect pools and/or programs, campaigns and events.

6. Manages all aspects of the medical center budgeting system to insure all deadlines for submission and review of data are met. Assists department leaders in the creation of operating budgets, forecasting and analysis for their respective areas. Provides monthly variance analysis reports for the department Senior Leadership Team.

7. Compiles and prepares operational and financial reports and analyses setting forth progress, adverse trends, appropriate recommendations or conclusions for each operating unit within the department and performance versus budget and business plan parameters.

8. Reviews peer trends and industry changes to ensure that KPI reporting reflects the most relevant data and approaches to manage a highly efficient development operation.

9. Provides oversight of all pertinent compliance policies and procedures governing HIPAA and ethical fundraising standards. Maintains a high level of understanding and proficiency in all aspects of laws, policies, procedures and standards governing the operation of a fundraising function. Provides leadership and daily management for all aspects of state fundraising registrations insuring compliance always. Maintains all opt-out files.

10. Serves as the department liaison to the Medical Center Legal Department and all outside legal services utilized.

11. Serves as the internal consultant to all department functions regarding administrative, policy and procedures impacting fundraising operations.

12. Serves as the liaison with all external groups (Case, AFP, AAMC-GIA, and AHP) for purposes of staying informed on industry changes, benchmarking opportunities and best practices.

13. Provides leadership to special projects and perform other duties as assigned.

SKILLS/QUALIFICATIONS: Solid computer skills with ability to master new software applications and technologies in database management. Excellent skills in the functional use of Excel, Outlook, and Microsoft Word. Knowledge of Raiser's Edge or donor CRM system. Prefer experience with managed/supported database transition. Models professionalism, confidence, honesty and reliability. Possesses an even disposition with the ability to deal effectively with people from different backgrounds and varying experience levels. Evaluates problems accurately using data, and strategically explore solutions. Ability to handle confidential materials with discretion and sound judgement. Effectively manages complex processes and demonstrates attention to detail. Goal-oriented, organized, able to prioritize work for self and team members. Excellent customer service and interpersonal skills. Ability to work successfully under pressure.

WORK ENVIRONMENT: Fast paced, long hours, ability to deliver results Professionalism and customer service skills being a must at all times Occasionally subject to irregular hours