Philanthropy Reporting & Bus Analyst

University of Kentucky; Lexington (KY); On-site; USD 45,000 - 71,000; Full time

Job summary

The University of Kentucky Office of Philanthropy and Alumni Engagement seeks a Philanthropy Reporting and Business Analyst to turn complex advancement data into clear, actionable insight. You will design and build reports and dashboards using BI and CRM tools, partnering with stakeholders to gather requirements, ensure data accuracy, and optimize visualizations for usability and performance.

The ideal candidate has strong analytical skills, experience with Salesforce RADAR, SQL, Excel, and

Qualifications

• Design, build, and maintain reports and dashboards for philanthropy data.
• Ensure data accuracy and provide clear, actionable insights.
• Experience with CRM reporting and BI tools preferred.

Responsibilities

• Design, build, and maintain reports and dashboards.
• Conduct quality assurance testing and provide user training.
• Develop reports using RADAR, SQL, Excel, and related tools.
• Validate data, document processes, and summarize trends with recommendations.
• Collaborate with stakeholders across teams to improve usability and performance.

Skills

Analytical thinking

Communication

Interpersonal skills

Education

BS

Tools

Tableau

Power BI

Apsona

Salesforce Reporting

Job description

Posting Details

Job Title Philanthropy Reporting & Bus Analyst

Requisition Number RE55384

Working Title Philanthropy Reporting & Business Analyst

Department Name 14000:Office Of Philanthropy

Work Location Lexington, KY

Grade Level 44

Salary Range $44,678-71,469/year

Type of Position Staff

Position Time Status Full-Time

Required Education BS

Click here for more information about equivalencies: https://hr.uky.edu/employment/working-uk/equivalencies

Required Related Experience 2 yrs

Required License/Registration/Certification None

Physical Requirements Sitting and/or standing for long periods of time working on a computer.

Shift Monday - Friday; 8:00 a.m. - 5:00 p.m.

Job Summary The University of Kentucky Office of Philanthropy & Alumni Engagement (PAE) is seeking a Philanthropy Reporting & Business Analyst to turn complex advancement data into clear, actionable insight for our fundraising and engagement teams. This role designs and builds reports and dashboards using our business intelligence and CRM reporting tools (such as Tableau, Microsoft Fabric, and Apsona), partnering directly with PAE stakeholders to gather requirements, ensure data accuracy, and optimize visualizations for usability, performance, and aesthetics.

Responsibilities include designing, building, and maintaining reports and dashboards; conducting quality assurance testing; providing training and ongoing support to PAE users on reporting best practices; developing reports using Salesforce (RADAR), SQL, Excel, and other tools as our reporting environment evolves; performing data validation and documenting processes; and summarizing data variances and trends with clear recommendations for improvement. The ideal candidate brings strong analytical skills, the ability to independently identify problems and synthesize data from multiple sources, excellent communication and interpersonal skills, and a track record of successful cross-team collaboration. Experience building reports and dashboards in modern BI tools is expected, though specific platform experience can vary — we value strong fundamentals and adaptability over a fixed toolset. Comfort working in a CRM environment is required, and Salesforce experience is a plus. PAE’s culture is grounded in our shared core values and we’re looking for someone who brings genuine enthusiasm for using data to advance UK’s philanthropic mission.

The culture within the Office of Philanthropy and Alumni Engagement (PAE) is built on our shared core values CoMMIT- Collaboration, Communication, Mission Driven, Mutual Respect, Innovation and Transparency.

By applying for a position within UK PAE, you are indicating your commitment and expressing your agreement to our six values. It is important you share these values in order to be part of our committed team!

This is an in-person, on-site position located at the Alexandria Drive office in Lexington, KY.

Skills / Knowledge / Abilities Comfort working in a CRM environment. Adaptability to business intelligence and reporting tools.

Does this position have supervisory responsibilities? No

Preferred Education/Experience Six years of related experience in data management and reporting. Salesforce experience is a plus.

Deadline to Apply 08/23/2026

Our University Community

We value the well-being of each of our employees and are dedicated to creating a healthy place for everyone to work, learn and live. In the interest of maintaining a safe and healthy environment for our students, employees, patients and visitors, the University of Kentucky is a Tobacco & Drug Free campus.

The University follows both the federal and state Constitutions as well as all applicable federal and state laws on nondiscrimination. The University provides equal opportunities for qualified persons in all aspects of institutional operations and does not discriminate on the basis of race, color, national origin, ethnic origin, religion, creed, age, physical or mental disability, veteran status, uniformed service, political belief, sex, sexual orientation, gender identity, gender expression, pregnancy, marital status, genetic information or social or economic status.

Any candidate offered a position may be required to pass pre-employment screenings as mandated by University of Kentucky Human Resources. These screenings may include a national background check and/or drug screen.

Posting Specific Questions

1. * How do you approach designing a report? What are the steps you take?
   (Open Ended Question)
2. * Tell us about your experience with Tableau, PowerBI, Apsona and/or Salesforce Reporting platforms.
   (Open Ended Question)
3. * How do you go about verifying the accuracy of information in your report?
   (Open Ended Question)
4. * What challenges have you faced with writing financial reports in the past and how did you overcome them?
   (Open Ended Question)
5. * The Office of Philanthropy and Alumni Engagement (PAE) recognizes a set of values that guide us in our daily interactions. These values are collaboration, communication, mission driven, mutual respect, innovation and transparency. Please choose one of the PAE values and give a specific example when you exhibited this quality in your professional experience.
   (Open Ended Question)

Applicant Documents

Required Documents

1. Resume
2. Cover Letter

Optional Documents

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