Corporate Giving Data and Project Manager

Citizens Bank; Westwood (MA); On-site; USD 89,000 - 110,000; Full time

Benefits offered by this job

Medical, dental and vision coverage

Retirement benefits

Parental leave

Flexible work arrangements

Education reimbursement

Wellness programs

Job summary

Citizens Bank is seeking a Corporate Giving Data and Project Manager to lead data management, analysis and visualization for enterprise reporting. You will own dashboards in Tableau and Excel, respond to requests, and collaborate across HR and business lines to enhance community data insights.

The role requires 5+ years in data management/analysis, expertise in BI tools, scripting (Python/R), SQL, and experience with corporate giving platforms.

Qualifications

• 5 years’ experience in data management and analysis with a proven track record of crafting and executing data projects from scratch.
• Ability to think strategically, prioritize, plan and manage challenging projects with tight deadlines.
• Strong analytical skills and experience, with the ability to quickly synthesize a large volume of data, generate reports and summarize key insights.
• Strong communication, problem solving and relationship-building skills.
• Detail-oriented self-starter with the ability to see the big picture.
• Experience with data cleaning, data quality, and database governance.
• Experience performing data analysis and visualization with large datasets.
• Experience building reports and dashboards using BI tools (Tableau, Power BI, etc.).
• Proficiency in scripting languages from scratch (Python or R).
• Proficiency in Microsoft Excel (advanced formulas, pivot tables, etc.).
• Strong understanding of best practices in philanthropy.
• Experience with SQL and Microsoft Stack (PowerApps, SharePoint).
• Experience with Bonterra/CyberGrants platform.

Responsibilities

• Develop and maintain Tableau dashboards to elevate community data reporting.
• Create and distribute reports in Tableau and Excel for senior leaders.
• Respond to data requests and automate reporting through scripting and BI tools.
• Analyze ad hoc requests to identify dashboards to build or enhance.
• Manage and clean community data; suggest data collection improvements.
• Produce insights from grantmaking data for collaborative views with partners.
• Collaborate with HR, Community Development, and business lines to enhance reporting.

Skills

Data management

Data analysis

Tableau

Power BI

SQL

Python

R

Excel

Bonterra/CyberGrants

Education

5 years data management/analysis experience

Tools

Tableau

Power BI

SQL

Python

R

Excel

Bonterra/CyberGrants

PowerApps/SharePoint

Job description

Description

Reporting directly to the Director of Corporate Giving, the Corporate Giving Data and Project Manager requires a professional with significant expertise in data management, analysis and visualization to fulfill regular reporting, maintain enterprise-wide dashboards, and perform routine and ad hoc data requests for enterprise business leaders. In addition, the position also requires excellent project management skills and knowledge or willingness to learn about corporate giving and private foundations.

Data and Analytics responsibilities

• Playing a key role in helping the Corporate Giving Team transform and elevate our community-related data reporting, helping to define an overall community data structure, increasing the frequency of reporting by developing Tableau dashboards and enhancing the user experience to help transition from a high volume of ad hoc requests to a self-servicing data model.


• Maintaining community-related reports and dashboards in Tableau and Excel for distribution to senior leaders on a regular basis, continuing to iterate on these dashboards to make them more robust and interactive.


• Responding to ongoing and ad hoc data requests to support the Enterprise’s goals around our corporate philanthropy, employee giving and volunteerism by extractingdata from a grants management / engagement platform and creating reports utilizing scripting languages, Microsoft Excel and Tableau.


• Analyzing ad hoc requests looking for patterns/trends to determine what new dashboards should be created or enhancements should be made and rolled out more broadly to meet needs.


• Managing community data including the data collection and cleaning and makes suggestions around collection changes that should be made in our grants management/engagement platform or in other data systems to allow for easier reporting.


• Distilling large volumes of data related to our collaborative grantmaking process with the Investors Foundation, including external data provided to us by the Investors Foundation about their grantmaking to create collective and side-by-side giving views.


• Engaging other groups within the Enterprise (such as HR, Community Development) to explore opportunities for learning through analysis of the community data we maintain, and the data maintained by the business lines to develop enhancements for our community reporting efforts.

Corporate Giving responsibilities:

• Conducts project management including project planning, stakeholder engagement and milestone development and execution for giving programs and strategic initiatives.


• Leveraging Scripting, Excel, and other software skills to aid in the evaluation or execution of new projects and initiatives (i.e. Dollars for Doers, Emergency Relief) such as developing new budget tracking methods, creating department-wide data request tracking systems, crafting usage projections for new initiatives by using historical data.


• Serving as one of our Bonterra/CyberGrants grants management/employee engagement platform administrators, developing and implementing enhancements to our platform, i.e., creation of new portal pages, development of applications/forms/correspondence


• Researching best practices, current issues and legal issues in corporate giving and foundation grantmaking and conducts benchmarking as necessary to develop

Required Skills & Experience

• 5 years’ experience in data management and analysis with a proven track record of crafting and executing data projects from scratch, delivering against goals and exhibiting sound judgment.


• Ability to think strategically, prioritize, plan and manage challenging projects with tight deadlines within a fast-moving, changing, and complex environment.


• Strong analytical skills and experience, with the ability to quickly synthesize a large volume of data, generate reports and summarize key insights.


• Strong communication (written and verbal), problem solving and relationship-building skills.


• Describe themselves as a motivated self-starter who is detail-orientation and has an ability to see the big picture.


• Experience with data cleaning, data quality, and database governance.


• Experience performing data analysis and visualization with large datasets.


• Experience building reports and dashboards using business intelligence tools (Tableau, Power BI, etc.)


• Proficiency in scripting languages from scratch (Python or R)


• Proficiency in Microsoft Excel (advanced formula usage: vlookups/xlookups, data sorting and filtering, pivot table creation and manipulation, conditional formatting)


• Strong understanding of best practices in philanthropy


• Experience working with database querying languages (SQL)


• Experience working with Microsoft Stack (PowerApps, SharePoint, Forms, Lists, etc.)


• Experience working with the Bonterra/CyberGrants platform.

Hours & Work Schedule

• Hours per Week: 40


• Work Schedule: Monday - Friday

Pay Transparency

The salary range for this position is $89,000 - $110,000 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the budget, work location, and relevant skills and experience.

We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits .

Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.