Research Analyst

Responsibilities

• Manage and ensure quality of key research and operations-related systems including, but not limited to: research system.
• Oversee the development and maintenance of a research repository of PDFs of government financial reports as well as information extracted from government financial reports.
• Ensure completeness of the research relational database.
• Sogolytics survey tool:
  Create and execute surveys and extract results.
• Develop a system for organizing survey results to permit synthesis of results across multiple projects.
• Develop a process and documentation for the development of surveys that facilitates the communication of a designed survey for entry in the tool.
• CRM Microsoft Dynamics 365: quality review data associated with contacts, organizations, interactions, and other project-related data.
• Develop and maintain reports and charts.
• Maintain mailing lists.
• Assist with data uploads.
• Microsoft Power BI: develop and maintain dashboards for project and administrative use.
• Microsoft Copilot: support GASB staff in the adoption of Copilot including training and troubleshooting uses of the tool.
• Evaluate opportunities where Copilot or other AI solutions may improve processes and workflows for the organization, make recommendations, and lead implementation of these opportunities.
• Evaluate current policies and revise or write new policies and procedures for key research and operations-related systems.
• Identify and resolve technology issues, coordinating as needed with IT developers and solution providers.
• Make suggestions for process improvements and system modifications.
• Conduct periodic training of staff on systems and technology tools.

• Bachelor’s Degree in Computer Science, Data Analytics, Information Systems, or other relevant field.
• Three or more years of professional experience in an IT or IS environment.
• Experience supporting and administering CRM platforms (preferably Microsoft Dynamics 365).
• Experience with Large Language Models, including prompt engineering as well as agentic AI solutions.
• Experience in Sogolytics, another survey tool, or the skills to build embedded survey logic.
• Ability to design and deliver effective training sessions and materials to the staff in the use of current systems and various technology tools.
• Basic understanding of accounting with a preference given to candidates with understanding of governmental accounting.
• Experience learning, communicating, and implementing business requirements.
• Ability to identify areas for process improvements and increased efficiencies.
• Project management experience with small- to medium-scale projects.
• Excellent time management and organizational skills.
• Excellent written and verbal communication skills.
• Willingness to learn new technologies and develop new areas of expertise.