Senior BI Analyst - Office of Institutional Advancement

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 modeling, 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.

Coordinates quality control and accuracy of information by identifying data issues, recommending corrective action to be in line with data governance and stewardship standards.

Produces analysis for board and leadership presentations, annual reporting and executive ad hoc requests.

Supports and improves the advancement analytics intake and triage process to increase…