Bottom Line

Director

• Create informative, actionable, and repeatable reporting that highlights relevant business trends and opportunities for improvement
• Conduct insightful, ad hoc analyses to investigate ongoing or one-time operational issues
• Use expertise in data structure to build new capabilities for the organization using data analytics
• Manage the queue of reporting requests and prioritize reports, manage completion of requests, and communicate status and timeline to parties in a timely manner
• Create reporting and analytics roadmap that establishes key milestones and deliverables, in support of current and future business needs and requirements – leverage Bottom Line’s data calendar as a starting point for this roadmap
• Ensure that timely, accurate and insightful reporting is developed and published for use
• Manage and/or partner with consultants to create and deliver reporting dashboards and action-oriented insights to inform program success, fundraising strategy and performance, and guide decision making on HR matters
• Support onboarding and knowledge transfer process for new staff and/or consultants hired on the data team
• Partner with Bottom Line Program teams across all regions, in developing reports and dashboards with metrics that inform them about their caseload and how well they are doing to meet key performance targets and indicators
• Consult with Development teams and conduct analyses, including understanding their fundraising goals, formulating analytical approaches, performing data extraction and exploration, and translating results into actionable insights
• Collaborate with Salesforce Engineer to understand impacts of changes and impacts on dashboards and reports
• Leverage statistical techniques to build multivariate analyses and/or predictive/explanatory models that address key strategic projects, topics, and questions
• Proactively focus on the discovery of insights hidden in Bottom Line’s Enterprise Datawarehouse, to help the organization make smarter decisions
• Work with cross-functional stakeholders across various Business Units, to define business requirements around data and reporting needs for analysis and ensure accurate results
• Collaborate with cross-functional stakeholders to develop consistent and reliable structured definitions for data and/or metrics for use in reporting and analysis
• Facilitate User Acceptance testing – on all end-user deliverables – to collect stakeholder feedback and enhancement requests and ensure all business unit organizational dashboards and reports are error free by consistently performing Quality Assurance tasks on them
• Ensure all program and development dashboards and reports developed in Power BI are delivered in a fast and timely manner, are of high quality, and continue to be refreshed and enhanced for organization decision making and performance measurement and tracking
• Use JIRA to centralize and streamline prioritized requirements and ad-hoc requests
• Facilitate sprint review meetings to demonstrate completed work products and review product backlog priorities for the subsequent sprint
• Manage backlog for each sprint cycle to ensure work products are delivered with the highest quality
• Create presentations to help illustrate data in ways that are appropriate and easy for stakeholders to understand
• Participate in, and in some instances lead, data governance meetings and provide content/insight to the discussion
• Clearly communicate analysis and complex concepts to non-subject matter experts orally and in writing
• Develop documentation for each analysis conducted and/or dashboard report developed
• Prepare research, reports, summaries, presentations, and other materials that summarize findings for internal and external audiences
• Create and manage a learning community (both virtual and in-person) of members engaged in data and analysis of key data points.

Director of Analytics and Reporting

Financial Planning and Analysis

• Manage the day-to-day financial operations for a $15M, multi-site organization
• Establish and maintain internal controls to ensure compliance with financial policies
• Oversee the effective use of financial systems and their intersection across the organization
• Develop budget projections and conduct budget scenario planning
• Manage the annual financial audit, and all required state and federal reporting
• Prepare monthly financial statements including budget to actuals, forecasts and cash flow
• Coordinate with COFO in managing annual budget planning process

Director of Analytics and Reporting

Director of Finance