Customer Relationship Management Data Analyst
The American Technion Society (ATS) is currently seeking a Customer Relationship Management Data Analyst to join their growing organization. This position is 2-3 days a week NYC-based role.
The American Technion Society
The American Technion Society (ATS) supports visionary education and world-changing impact through the Technion-Israel Institute of Technology. Based in New York City, they represent thousands of US donors, alumni and stakeholders who invest in the Technion’s growth and innovation to advance critical research and technologies that serve the State of Israel and the global good. Over more than 80 years, their nationwide supporter network has funded new Technion scholarships, research, labs, and facilities that have helped deliver world-changing contributions and extend Technion education to campuses on three continents.
Your Role
American Technion Society (ATS) is committed to using data and analytics to meet goals, drive revenue growth and advance the organization as laid out in the strategic plan. Working closely with the Assistant Director, Database Services and Gifts Administration and reporting to the CFO, the Data Analyst will uncover insights that inform actionable business decisions across all departments at ATS.
The Data Analyst must be knowledgeable of data standards and best practices as they relate to fundraising. This role requires the ability to work directly with large data sets, strong communication skills, and an interest in fundraising. They will work closely with major gifts officers, senior staff, and various departments to identify and execute opportunities to further leverage technology to achieve the organization’s mission.
The Data Analyst will be expected to be an expert in Raiser’s Edge and will spend 30-40% of their time supporting the Assistant Director, Database Services and Gifts Administration to support and further develop reporting capabilities as well as act as their back-up.
Duties include, but are not limited to, the following:
- Reporting and Analytics
- Design Raisers Edge reports, queries and exports as needed
- Create and distribute daily/weekly/monthly reports
- Create and maintain regularly updated dashboards, develop expertise in various data visualization tools to build new reports and dashboards
- Analyze and interpret data to provide ongoing support and facilitate strategic decisions
- Generate required donor lists as needed for philanthropic giving, digital engagement, donor stewardship and marketing strategies
- Systems and Process Support
- Advise and help build integrations between data systems, partnering with various stakeholders across the organization to find ways to automate recurring business processes
- Manage integrations between data sets and reporting tools (SQL reporting, Power BI, etc) in order to automate and optimize reporting process
- Oversee the import and export of data between a variety of sources to ensure secure transmittal across multiple platforms
- Work with various stakeholders to analyze business processes and make recommendations to improve efficiency
- Ongoing Development and Data Maintenance
- Collaborate with outside agencies as needed for report development
- Regularly audit existing reporting and make recommendations for enhancements or new analysis
- Work with Digital Engagement Manager and Sr. Director of Marketing and Communication to verify data and create unified reporting structures
- Partner with stakeholders to propose ways of maintaining data and coding in various systems for better data management and reporting
- Monitor trends and serve as subject matter expert of analytics tools and platforms; look for new opportunities and solutions for ATS
- Support the Assistant Director, Database Services and Gifts Administration in ongoing governance and data hygiene
Qualifications:
- BA/BS or equivalent experience
- 3+ years’ experience managing data analysis and reporting, preferably in Raisers Edge or Sales Force
- Excellent analytical and quantitative skills, including ability to manipulate, analyze, and interpret data
- Advanced knowledge of Raisers Edge (or Salesforce) and Excel a must; basic knowledge of SQL
- Experience with reporting software such a Tableau, Power BI a plus
- Ability to document policies and procedures and communicate complex technical information
- Excellent organizational skills, including the ability to prioritize and manage multiple tasks and meet deadlines
Salary range: $75,000-$85,000
Have we described a role that you have been seeking, along with a set of skills you possess? If so, we’d like to hear from you immediately. Please submit your resume and cover letter below.
Treasury & Endowment Specialist
The American Technion Society (ATS) is currently seeking a Treasury & Endowment Specialist to join their growing organization. This hybrid position is based in New York and is expected to work from our New York office at least two days per week.
The American Technion Society
The American Technion Society (ATS) supports visionary education and world-changing impact through the Technion-Israel Institute of Technology. Based in New York City, they represent thousands of US donors, alumni and stakeholders who invest in the Technion’s growth and innovation to advance critical research and technologies that serve the State of Israel and the global good. Over more than 80 years, their nationwide supporter network has funded new Technion scholarships, research, labs, and facilities that have helped deliver world-changing contributions and extend Technion education to campuses on three continents.
Your Role
Reporting to the Assistant Controller, this position monitors the day-to-day ATS financial operations while overseeing a long-term financial strategy. Key responsibilities include maintaining banking relationships, arranging for investing and financing, and ensuring adherence to all company policies.
Duties include, but are not limited to, the following:
- Accountable for the daily management of the financial and monetary aspects of ATS, which includes treasury, cash flow, liquidity, funding, and relationships with financial institutions.
- Manage accounting for the endowment and investment accounts
- Provide support to ATS external auditors for the development of financial reports while meeting all IRS reporting requirements.
- Responsible for presentations to senior management, board, and other outside partners in order to effectively communicate fiscal data.
ATS Investment Management 50%
- Co-owns the accounting for all investments (including alternative investments and other fund managers) ensuring that capital contributions and distributions, investment income, and capital commitments are recorded accurately in the general ledger and financial statements. This includes roll-forwards and reconciliations to third party records to resolve any discrepancies.
- Ensure that related inter-fund balancing between operating and endowment are accurate and reconciled.
- Provides a quarterly summary of endowment investments activity for upload to Fundriver and works with the Compliance Manager to prepare allocation of earnings for endowed funds
- Manages the calculation for the ATS yearly spend through Fundriver
- Handles the annual reporting requirement for investments in foreign banks (FBAR)
- Acts as liaison to money managers and custodians for new investments or liquidation requests. Coordinates with ATS counsel, investment consultant and authorized ATS signers on new investment agreements/contracts.
- Supports documentation for annual IRS Form 990 and 990T (UBIT) and annual financial statement audits.
- Assist with responses to external auditors’ data requests and questions.
Cash Management: 25%
- Manages cash which includes tracking of daily transactions to ensure bank disbursements are proper, deposits are complete and recorded, balances are sufficient for operations and any excess funding placement.
- Directs the monthly reconciliation of five main and four smaller bank accounts to ensure that ATS’ and banks’ records match and any reconciling issues are resolved in a timely manner.
Campaign/Gifts, Grants and Financial Planning/Reporting: 25%
- In partnership with the Gifts Admin team, ensures that gifts are processed accurately, timely and completely prior to posting to FE
- Coordinates on pledge receivables and assists with discounting and reserve analysis
- Reports weekly campaign overview for management and fundraising team to determine performance and strategize to meet targets.
- Identifies major accounts due for follow-up and collection to assist meeting cash and grants goals at year-end.
- Develops for the CFO board materials for the financial committees’ semi-annual board meetings.
- Collects, analyzes and consolidates statistical financial data to assist the CFO in strategic planning and setting up financial targets covering investment income, cash transmissions, best efforts grants to Technion and unrestricted funds to establish the Society’s financial strength and needs in conjunction with the financial model.
Qualifications:
- Bachelor’s Degree required and CPA license preferred
- 10+ years of finance and accounting experience, specifically related to investment portfolio/endowment accounting
- 5+ years treasury experience, including management of banking relationships
- Experience in the not-for-profit and tax-exempt arena as a proven finance and accounting leader.
- Detail oriented and accurate with strong numerical analysis, evaluation and research skills
- Strong interpersonal and communication skills; experience in effectively communicating key data, including presentations, to stakeholders
Salary range: $88,000 – $122,000 annually. This is the good faith range at the time of posting. Incoming salaries are determined based on experience and internal equity.
Have we described a role that you have been seeking, along with a set of skills you possess? If so, we’d like to hear from you immediately. Please submit your resume and cover letter below.
ATS is an equal opportunity employer. We support the diverse cultures, perspectives, skills, and experience of our employees and are committed to creating an inclusive environment for all staff. It is further the policy of ATS to provide reasonable accommodations to qualified individuals with disabilities in all aspects of the employment process.
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