Senior Advancement BI Analyst - Office of Institutional Advancement

mcw; Wauwatosa (WI); On-site; USD 110,000 - 150,000; Full time

Job summary

Medical College of Wisconsin seeks a Senior Enterprise BI and Analytics Analyst to lead analytics partnerships across advancement leadership, fundraising, Alumni Relations, and IT.

You will translate business questions into data requirements, build dashboards, and deliver metrics that drive fundraising strategy.

Qualifications

• Experience designing dashboards and reports for fundraising or nonprofit sectors.
• Proficient in SQL for data acquisition and validation.
• Familiarity with CASE Global Reporting Standards and fundraising metrics.
• Knowledge of HIPAA compliant data flows and reporting.
• Experience with data warehouses and CRM integrations.

Responsibilities

• Designs, builds, and maintains dashboards and reports in Tableau or Power BI for advancement leadership, gift officers, and campus partners.
• Leads development of Grateful Patient program metrics, referral volume, and revenue attribution.
• Partners with clinical units to define secure data flows that support Grateful Patient screening and reporting.
• Builds reports for gift and pledge counting, soft credits, and fiscal year reporting per CASE standards.
• Collaborates to deliver reporting on corporate and foundation relationships and donor pipelines.
• Works with Prospect Management and Research to surface high-potential prospects and ensure data quality.

Skills

Data analysis

Data modeling

SQL scripting

Dashboard design

HIPAA compliance

Cross-functional collaboration

Communication

Problem solving

Forecasting

Tools

Tableau

Power BI

SQL

Job description

Summary

The Senior Enterprise BI and Analytics Analyst serves as the lead analytics partner between advancement leadership, frontline fundraisers, Alumni Relations, Prospect Management and Research, Data Information Services, and MCW enterprise IT. This position combines knowledge of fundraising and advancement operations with advanced skills in data analysis, data modeling, and visualization. The analyst translates advancement business questions into requirements, transformation logic, and functional specifications, then designs and builds dashboards, metrics, and data products that guide fundraising strategy.

The role owns reporting for the Grateful Patient program, fundraiser performance, campaign progress, and donor pipeline, and ensures advancement data is accurate, trusted, and aligned with institutional and industry reporting standards. The analyst collaborates with units across MCW and the clinical enterprise to expand the advancement analytics footprint and supports the transition to a modern CRM platform.

Primary Responsibilities

• Designs, builds, and maintains dashboards and reports in Tableau or Power BI for advancement leadership, gift officers, and campus partners covering fundraising production, campaign progress, pipeline health, donor retention, and portfolio performance.
• Leads the design and ongoing development of Grateful Patient program metrics, including patient identification and referral volume, physician and clinician engagement, conversion from identification to solicitation, time to first gift, and revenue attributed to clinical relationships.
• Partners with clinical enterprise units and compliance staff to define secure, HIPAA compliant data flows that support Grateful Patient screening, referral tracking, and reporting.
• Builds and implements reports to support fundraising metrics and business rules for gift and pledge counting, soft credit, campaign counting, and fiscal year reporting consistent with CASE Global Reporting Standards.
• Partners with enterprise units including Business Development and Government Relations to deliver reporting on corporate and foundation relationships, industry partnership pipeline, and sponsorship revenue, along with analysis that connects donors, board members, and community partners to elected officials and government stakeholders in support of advocacy and relationship strategy.
• Partners with Prospect Management and Research to accelerate prospect identification through reporting and metrics, including identification queues that surface constituents with strong capacity and affinity, pipeline and portfolio coverage analysis, and data quality checks that ensure wealth screening results, research ratings, and relationship data are accurately associated with constituent records.
• Develops planned giving analytics, including identification models for bequest and legacy prospects, tracking of expectancies and realized gifts, and reporting on legacy society growth.
• Partners with Alumni Relations to deliver engagement scoring, participation and retention trends, reunion and event performance, and analysis of how alumni engagement converts to giving.
• Formulates calculations, transformation logic, data analysis, and rapid prototypes for advancement analytics applications, dashboards, and data products.
• Develops requirement analysis, functional specifications, and solution designs for analytics and data visualization in partnership with the Business Analyst and advancement stakeholders.
• Writes SQL scripts for data acquisition, transformation, and validation from the CRM, data warehouse, and related advancement and institutional sources.
• Builds and maintains data models supporting fundraiser performance metrics, prospect and moves management, events, and constituent engagement reporting, and applies predictive modelling, RFM analysis, and donor lifecycle modeling to segment constituents from acquisition through retention, upgrade, and lapse.
• Serves as the analytics subject matter expert during any advancement platform changes by mapping legacy reports and data structures to the new environment and validating data accuracy.
• Coordin

Knowledge, Skills, Abilities

Knowledge of fundraising operations in higher education, healthcare, or nonprofit settings, includin