Analyst, Financial Analytics

May 19, 2017
Institution Type
Four-Year Institution
About The Unit: The Financial Analytics team is an innovative and collaborative group responsible for developing data-driven forecasts and fundraising strategies. The team's financial forecasts serve to provide ARD senior leadership and other external UChicago partners with critical information regarding both short and long term fundraising trajectories. The team also develops targeted fundraising strategies aimed to create or improve upon desired results across a broad array of University units and initiatives. Financial Analytics accomplishes this through rigorous and thoughtful analysis of historical data while keeping a keen eye on any data or trends that could have an impact on future fundraising results. The team is constantly incorporating or defining best practices across financial fundraising analytics. The University of Chicago Campaign: Inquiry and Impact (, the most ambitious and comprehensive campaign in the University's history, will raise $5 billion to support faculty and researchers, practitioners and patients, and students and programs across the University. Launched in October 2014, the campaign supports priorities in every division, school, department, and institute, and aims to engage 125,000 alumni and friends over its five-year duration. Please note: This role is located in Harper Court at 5235 S Harper Court - the corner of 53rd Street and Lake Park. For more information:

Unit Job Summary: Analyst, Financial Analytics: Support financial analysis and forecasting efforts for the Alumni Relations and Development division (ARD), including fiscal year, campaign, and long-term projections on cash and Fundraising Progress (FRP). Analyze and communicate fundraising results, generate insight into ARD's growth trajectory, and understand, analyze, and help to communicate the influence of fundraising outcomes on the University's overall financial position. Support team's partnership with central budget office to contribute to long-range budget model, as well as other ad hoc initiatives. Initiate, help to develop, and test system enhancements that bring efficiencies to the financial analytics team. Develop complex queries using Business Objects. Develop and deliver ad hoc reports and analysis to a variety of stakeholders, including senior leaders. Work to integrate the findings of the financial analytics team into the work of teams throughout the Strategic Information, Events, and Stewardship (SIES). Generate insight into donor behavior, and work with partners throughout ARD, including Prospect Management to incorporate that insight into fundraising strategy. Generate insight into the performance of fundraising pilots, programs, and fundraising initiatives. Partner with Information Engagement team to educate all ARD staff on University financial position, fundraising progress, forecasting methods, and other related initiatives. Assist in the development of materials that make processes and insight transparent and accessible to all staff. Develop and maintain relationships with colleagues University-wide and at peer institutions to keep pace with best tools, techniques, and practices in application of quantitative analysis techniques to alumni relations and development programs. Develop and expand analytical skillset on an ongoing basis. Find and apply new tools and techniques to achieve maximum effectiveness in data informed analysis. Perform other duties as assigned. Seek opportunities for professional development that will enhance job performance, including building networks within the University and with colleagues at peer institutions.

Unit Education: Bachelor's degree or higher required. Mathematics, statistics, financial analysis or similar relevant coursework preferred.

Unit Experience: Experience in data analysis, finance, research or other similar field in a nonprofit or related industry setting required. A minimum of two years of experience analyzing data using statistical software packages preferred.

Unit Job Function Competencies: Applicants must be currently authorized to work permanently in the United States. A current resident of the Chicago area or willing to relocate to the Chicago area required. Strong verbal and writing skills, high attention to detail and follow-up, and excellent organizational skills required. Ability to manage confidential information with discretion and tact required. Demonstrated skill and knowledge of, or ability to learn quickly, the internal workings of the University as well as the technology tools available to the Office of Alumni Relations and Development, including Ellucian-Advance/Griffin, a Microsoft Windows computer environment, Microsoft Outlook, Word, Excel, PowerPoint and Access required. Strong leadership qualities, including the ability both to delegate and to execute, thereby leading by word and by example required. Ability to work collegially and collaboratively in a team setting required. An exceptional work ethic and track record of personal initiative required. Outstanding interpersonal and communications skills characterized by the ability to listen, to speak and to write well required. Flexibility and adaptability to new programs in an emerging and changing environment required. Willingness and ability to travel to campus and/or non-campus locations for University business required. Willingness and ability to work evenings and weekends required. Dress code of business or business casual attire required. Familiarity with at least one professional advancement membership-based organization (AASP, APRA, CASE) preferred. Understanding of the University of Chicago, its history, organization and modus operandi preferred.

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