Job description - Fundraising Database Reporting and Solutions Analyst

Transcription

1 Job description - Fundraising Database Reporting and Solutions Analyst Main purpose of job The Fundraising Database Reporting and Solutions Analyst will lead on the requirement gathering, design and creation of high quality reports to meet the business intelligence reporting needs of the organisation particularly across the Fundraising directorate as well as assisting the organisation in ensuring its CRM system is utilised to its maximum potential. The post-holder will guide CRM users to create sound data processes and work closely with the Fundraising Database manager to champion and extend the use of the CRM database across all departments and directorates. Position in organisation Reports to the Fundraising Database Manager Member of the Fundraising Database Team within the Fundraising Directorate Works with all users of CRM at all levels across multiple directorates Works in collaboration with central IT teams on delivery of solutions Works in collaboration with the Fundraising Reporting and Analysis team to standardise reporting definitions. Dimensions and limits of authority Responsible for spreading knowledge of how data is stored and used, implementing processes and reporting across the organisation within guidance from the Fundraising Database Manager Advise on appointment of and work with external agencies and experts within criteria agreed by the Fundraising Database Manager Liaise directly with suppliers to agree data exchange standards and for support. Duties and key responsibilities Strategy To be a lead for the fundraising reporting and database development strategy

2 Database Reporting and Development Lead in developing strategy to fulfil the organisation s database and reporting needs. E.g. by reviewing potential software solutions, creating reporting structures and designing reporting definitions Lead the development of a suite of sophisticated Business Intelligence and Management Information reports for business owners Lead the design of a Reporting Data Warehouse for CRM related data. Demonstrate and prove the value of management reporting by creating prototypes, highlighting reportable KPIs and producing dashboards Write complex SQL scripts and use business intelligence software to manipulate and present large datasets into easy to digest reports and dashboards for management teams across the organisation Co-ordinate the testing of new reports and organise user acceptance testing Assist in the production and delivery of training for reporting as necessary Liaise with database software suppliers to ensure the fundraising database is working efficiently for organisational needs Guide colleagues across the Society in maximising use of the database with regard to record-keeping and analysis by designing data flows, storage and mapping between data sources Keep up-to-date with developments in the fundraising database industry and recommend any identified additions or changes to current process and functionality Database Administration and Analysis Collaborate with central IT department and other suppliers to maximise efficiency of data imports and general use of the Fundraising CRM system Carrying out business analysis to identify better or new ways to use data from all directorates within the Society Lead business owners and internal and external suppliers in the design of departmental processes for the import of personal and transactional data Identify on-going issues and difficulties with all forms of data and work with internal and external suppliers to diagnose and resolve as necessary Create SQL data integrity scripts for regular house-keeping; ensuring data is accurate, complies with the Society s business rules and Data Protection legislation Compile and maintain systems and procedures manuals to support the database Communicate with internal clients to ensure they are aware of changes to business processes with regard to the Fundraising CRM system Database Support Diagnose problems with Database tools and features, and work with internal IT and external suppliers to provide solutions Using SQL to interpret the CRM, identify and diagnose data issues

3 Lead on unit and functional testing for development of new CRM features and processes by designing test matrixes and managing the testing process With the Fundraising Database Manager, write and update database business rules Devise and implement best practices for database support procedures to be used by the Fundraising Database Support team in their day to day support roles Produce technical documentation for all aspects of the Fundraising Database Support team s work (including reports, database imports, SQL processes and bespoke CRM features) Responsible for articulating the users needs of other teams and directorates by creating comprehensive requirements documents and advise on proper use of the database Deputise for other members of the Fundraising Database Support team as necessary to ensure data imports and processes are performed to agreed schedules To undertake any other duties or projects commensurate with the nature and grade of this post as required. Additional responsibilities Adhere to all the Society s service standards, policies and procedures. Comply with the data protection regulations, ensuring that information on clients remains confidential. Responsible for personal learning and development, to support the learning and development of others and the whole organisation. Work in a manner that facilitates inclusion, particularly of people with dementia. Implement the Society s health and safety policy and procedures, ensuring that all practices and procedures are undertaken in accordance with a healthy and safe working environment and that all staff and volunteers for whom you may be responsible are aware of their responsibilities in respect of their role, monitoring data and recommending action as required. Administrate and organise own work to ensure that it is accurate and meets quality targets, reasonable deadlines and reporting requirements. Follow the Society s management information guidelines and requirements, including ensuring appropriate monthly measures on service usage levels are collected and submitted on the services database or other systems in accordance with deadlines.

4 Person specification All of the following requirements are essential, unless marked with a * when they are desirable, and will be assessed from a combination of information provided from the application form and interview process. Education and qualifications Numerate and literate, with a good standard of education up to degree standard SQL qualifications* Formal certification for Business Intelligence reporting software* Skills and experience Extensive experience of creating Business Intelligence and Management Information reports using SQL and/or proprietary reporting tools Extensive experience of designing reports by gathering requirements from users Extensive experience of implementing and supporting database processes Extensive experience of working with technical IT staff Experience of supporting large, multi-user CRM databases Experience of working in a customer-facing environment Ability to independently identifying issues and inefficiencies, and proposing sound solutions Ability to articulate user requirements into logical documentation and visualise using data reports Knowledge of SQL to an intermediate level Experience of using SQL to diagnose data issues Experience of creating SSRS reports Experience of writing detailed technical and non-technical documentation for a variety of users Excellent understanding of database and reporting value in a large organisation Advanced Microsoft Office skills; in particular Word, Excel and Outlook Advanced skills with Microsoft Access* Experience of fundraising environments* Experience of charity CRM systems (in particular, ProgressCRM)* Experience of Business Intelligence reporting software* Experience of working with PRINCE2 project management methodology and/or Agile development methods* Personal attributes / qualities Strong negotiating and influencing skills

5 Strong team working and interpersonal skills Excellent written and verbal communication skills Able to work effectively on own initiative and as part of a team, without close supervision Able to work to multiple deadlines and under pressure Strong attention to detail Ambitious, innovative, self-motivated and target driven Demonstrate flexibility in adapting to changing work conditions, including learning new tools and technologies as required Value Based Behaviours Alzheimer s Society has a value-based behavioural framework which brings our values to life in everything we do. The framework is applied across the full employment (and volunteering) life-cycle. This includes individual objectives, appraisals, performance management, reward and recognition and personal and professional development. You will be given a full copy of the framework if appointed, as part of your induction. For this role, the key value based behaviours you will need to evidence in your application and which will be assessed during the recruitment process are: Adapt my communication style to meet the needs of those I m communicating with. Promote partnership and collaboration within and across teams Contribute constructively to changes, embracing these positively Use my initiative to anticipate and overcome problems and obstacles Engender a customer focused culture in my team or area of expertise Work within and contribute to the development of our policies and procedures Take responsibility for my own development by proactively seeking opportunities for learning and development. Actively seek and share knowledge, skills and expertise with colleagues.