Associate Analyst, Business Intelligence

09 Oct 2018
End of advertisement period
09 Dec 2018
Contract Type

Position Focus: 

Reporting to the Associate Director, Business Intelligence, support the business intelligence efforts of Alumni Affairs and Development, using data visualization tools to develop reporting and analysis of fundraising results and alumni activities. Understand and utilize relevant Alumni Affairs and Development systems, and applicable internal reporting structures and guidelines, and serve as a subject matter expert for these functions. Under the direction of the Associate Director, Business Intelligence, design effective data visualizations/dashboards, including chart options, filter options, calculations and consistent metrics using data visualization tools and data warehouse tables. Optimize existing coding structures, standard metrics and data to support business intelligence efforts, and perform research and analysis of data elements. Perform testing of dashboard functionality, calculations and visualizations utilizing internal database systems and other tools. Support the Associate Director, Business Intelligence with project management efforts for business intelligence projects, from inception to completion, including the work plan, timeline and status for all relevant tasks. Work effectively and efficiently with the Alumni Affairs and Development staff to gather business requirements to ensure accurate and meaningful dashboard creation. Create and maintain appropriate end user documentation for dashboard content. Collaborate with ITS to coordinate new data fields and calculations in the data warehouse, quality assurance testing, publishing of dashboards, access, security and data refreshes. Support the Associate Director, Business Intelligence to develop change management plans and communications. Collaborate with Advancement Systems to develop and incorporate training materials into the standard training curriculum. Collaborate with Analytics and Data Services team members for business intelligence projects, and as part of the Information Management and Donor Services team, collaborate with staff from Advancement Systems, and Gift and Records Services, as well as other fundraising units across the University.

Essential Duties

1. Work with business partners and process owners to document data, reporting and BI requirements and performance targets. 2. Develops and maintains a standard methodology for documenting and codifying requirements and specifications using standard templates that meet the needs of both business partners and ITS. 3. Develop prototypes and mock-ups to help elicit and define requirements. 4. Partner with ITS to identify reporting & BI solutions, including evaluation of commercial off-the-shelf software and other solutions. 5. Develop prototypes using reporting software & BI tools to model and iterate requirements, and ensure the appropriateness of chosen solutions. 6. Provide analytical support for the development and deployment of solutions, and collaborates with developers and end-users to insure that application functionality meets business needs. 7. Develops test cases and scenarios, and actively participates in the testing and quality assurance process. 8. Contributes to the deployment planning, including training, communications and user readiness planning. 9. Facilitate and support data stewardship and governance processes. 10. Develop metrics to monitor data quality. 11. Analyze and resolve data quality and reporting issues. 12. May perform other duties as assigned.

Required Education and Experience

Bachelor’s degree in business, technology or related field and three years of experience in analysis of reporting needs and development of related business intelligence solutions or an equivalent combination of education and experience.

Required Skill/Ability 1:

Demonstrated ability with supporting business intelligence efforts through creating effective data visualizations/dashboards, including charts, filters and calculations utilizing Tableau and data warehouse tables.

Required Skill/Ability 2:

Exceptional reporting and analytical skills, including ability with interpreting data, coding structures and business requirements.

Required Skill/Ability 3:

Advanced proficiency with Excel, and strong knowledge of other Microsoft Office products, such as Word, PowerPoint and Outlook.

Required Skill/Ability 4:

Excellent project management and organizational abilities with strong attention to detail, strong interpersonal skills, and well-developed written and verbal communication skills. Ability to work either independently or as part of a team, and to handle multiple projects simultaneously.

Required Skill/Ability 5:

Ability to maintain confidentiality of information.

Preferred Education, Experience and Skills: 

Familiarity with university and/or development programs, processes, and practices. Knowledge of external higher education database tools. Experience in higher education advancement services. Experience with Blackbaud CRM or other fundraising and relationship management systems.

Background Check Requirements 

All candidates for employment will be subject to pre-employment background screening for this position, which may include motor vehicle, DOT certification, drug testing and credit checks based on the position description and job requirements. All offers are contingent upon the successful completion of the background check. Please visit for additional information on the background check requirements and process.

Posting Disclaimer

The intent of this job description is to provide a representative summary of the essential functions that will be required of the position and should not be construed as a declaration of specific duties and responsibilities of the particular position. Employees will be assigned specific job-related duties through their hiring departments.

Affirmative Action Statement:

Yale University considers applicants for employment without regard to, and does not discriminate on the basis of, an individual’s sex, race, color, religion, age, disability, status as a veteran, or national or ethnic origin; nor does Yale discriminate on the basis of sexual orientation or gender identity or expression. Title IX of the Education Amendments of 1972 protects people from sex discrimination in educational programs and activities at institutions that receive federal financial assistance. Questions regarding Title IX may be referred to the University’s Title IX Coordinator, at, or to the U.S. Department of Education, Office for Civil Rights, 8th Floor, Five Post Office Square, Boston MA 02109-3921. Telephone: 617.289.0111, Fax: 617.289.0150, TDD: 800.877.8339, or Email: