Finance & Accounting Jobs in San Francisco, CA (Now Hiring) — 2,035 open — Page 62

SFSU Internal Applicants Only

Working Title

Senior Prospect Research Analyst

SF State University

San Francisco State is an Equal Opportunity Employer and does not discriminate against persons on the basis of race, religion, color, ancestry, age, disability, genetic information, gender, gender identity, gender expression, marital status, medical condition, National origin, sex, sexual orientation, covered veteran status, or any other protected status.  Reasonable accommodations will be provided for qualified applicants with disabilities who self-disclose by contacting the Senior Human Resources Manager.

Applicants may visit titleix.sfsu.edu for more information on SF State's policy prohibiting discrimination, and how to file an online report using the procedures under Executive Order 1096 Revised. Inquiries can be directed to the campus Title IX Coordinator and Discrimination, Harassment, and Retaliation Administrator by calling (415) 338-2032 or emailing [email protected].

San Francisco State is a 100% Smoke/Vapor-Free Campus.  Smoking or Vaping of any tobacco/plant-based substance is not permitted on any University properties.

The person holding this position may be considered a "mandated reporter" under the California Child Abuse and Neglect  Reporting Act and is required to comply with the requirements set forth in CSU Executive Order 1083 as a condition of employment.

This position may be a "designated position" in the California State University's Conflict of Interest Code.  The successful candidate accepting this position may be required to file Conflict of Interest forms subject to the regulations of the Fair Political Practices Commission.

Department

Development Office

Appointment Type

This is a one year probationary position.

Time Base

Full Time (1.0 FTE)

Work Schedule

Monday through Friday, from 8:00 a.m. to 5:00 p.m.

Anticipated Hiring Range

$5,797.00 - $6,658.00 Per Month ($69,564.00 - $79,896.00 Annually)

Salary is commensurate with experience.

Position Summary

Position Information

• Assists in developing cultivation, solicitation and overall fundraising strategies. Assists in building, evaluating, maintaining and rating a qualified pool of prospects for campaigns, major gifts, planned gifts, and annual gifts.
• Partners with assigned fundraisers (DODs) to manage their prospect portfolios through regular interactions including portfolio review meetings scheduled on a bimonthly basis and as needed.
• Analyzes data and researches prospect information to create appropriate new prospect portfolios; maintains an active pipeline of future prospects for assigned DODs to maximize fundraising and campaign success.
• Manages Active Qualification assignments and pipeline for assigned DODs.
• Identifies, then qualifies potential donors from local, national and international sources including online databases, existing files, referrals from alumni and friends, and works independently leading a proactive media scanning process including social media, and other web sources; presents these prospects development officers.
• Using our internal Raiser’s Edge NXT (RE) a fundraising database and external data sources such as Live Alumni, LexisNexis, iWave, etc., conducts targeted research on prospects and current donors to refine cultivation and solicitation strategies including analysis of financial reports such as: IRS 990 or 990- PF; SEC 10K, Form 4, S1, and Proxy statements; and other public filings.
• Oversees the updating of statuses and information (capacity ratings, employment, philanthropy, biographies, contacts, etc.) in the portfolios of assigned DODs.
• Evaluates prospects who are inactive, follows-up with DODs, re-assigns prospects and updates information.
• Ensures integrity of prospect data maintained in Raisers Edge.
• Monitors accuracy and completeness of data entered and follows up with DODs as necessary.
• Using campus donor database (RE), manages, records and reports on wide range of demographic, financial, activity and descriptive information.
• Interprets and synthesizes large amounts of information including complex financial, legal and technical language into coherent, understandable and accurate presentations (written, visual and/or oral), that pertain to the university's fundraising objectives.
• Writes, edits, and provides prospect and event briefings based on research to DODs and other stakeholders.
• Provides insight and analysis of results or activities which may include analysis of donor trends, interests, giving capacity and affinity, and makes recommendations to Senior Director for improvements or new approaches as indicated. • Learns new systems and technology including data sources and has expanded capacity to conduct prospect screenings in ResearchPoint, LiveAlumni. iWave and other research tools.

Data Management/Reporting

• Provides portfolio, proposal and metrics reports for all regular meetings with DODs and senior leadership using RE and Tableu, which are used to help determine next steps with prospects and manage solicitation and fundraising progress. • Coordinates closely with database staff; ensures prompt and accurate data-entry in the prospect management and tracking module of the database of record (currently Advance) with information obtained via research, media scans, updates from meetings, etc.
• Assists with the creation of new reports and procedures.

• Analysis and implementation of the results of wealth screening and ratings, including organizing the resulting prospect assignments. Utilizes advanced data segmentation analysis to interpret and prioritize results.
• Organizes periodic prospect screening which may include efforts with volunteers or Foundation board members.
• Identifies and prepares profiles on potential volunteers to serve in key leadership positions including the philanthropic foundation, advisory councils, campaign committees and other volunteer boards/committees.
• Other projects may include interest code development, targeting foundation and corporate prospects, evaluating and expanding use of data in the database to inform critical needs/create efficiencies, etc.
• Identified as “power user” and tests, evaluates and make recommendations for new data systems.

• Provides basic training for effective use of donor database and compliance with university policies and procedures regarding prospect data; (N) provides additional training on information tools, processes, and sources.
• Leads training, assigning work and monitoring and performance of student assistants. Training includes basic research skills, fundraising database (currently Advance), specifically in the Prospect Research module, and in updating prospect records.
• Assists and participates in short- and long-range strategic planning and in the developing/revising department policies and procedures. • Identifies, shares, and incorporates best practices and new resources used in prospect research.
• Participates in department, unit, professional development and other meetings as appropriate.

Minimum Qualifications

Preferred Qualifications

• Work experience: 5+ years of experience in development/fundraising programs, including minimum of four years of related research experience (e.g. development prospect research, library/information sciences, data analytics research or related field) in the non-profit or commercial sectors.
• Professional experience with fundraising, proactive prospect management, data analysis tools (statistical software) or a related activity such as business development and/or sales.
• Expertise in Lexis/Nexis, ResearchPoint, Foundation Directory Online, LiveAlumni, iWavePRO, and other specialized search engines.
• Ability to effectively present results, ideas and/or concepts in written or presentation format and use consultative and consensus-building skills to facilitate outcomes.
• Ability to identify philanthropic patterns, as well as relationships among individuals, foundations and corporations.
• Advanced skills in relational database applications, reports and functions, and to communicate technical information clearly and concisely.
• Expertise in Ellucian/Advance a plus.
• Expertise in Excel, PowerPoint to create use advanced formulas, pivot tables, charts, graphs, etc.
• Experience developing reports from databases (Raiser's Edge); using reporting tools such as Tableau for preparing materials on prospects and fundraising metrics.

Pre-Employment Requirements

This position requires the successful completion of a background check.

Eligibility to Work

Applicants must be able to provide proof of US Citizenship or authorization to work in the United States, within three business days from their date of hire.

Benefits

Threaded through our Total Compensation package is a commitment to Bridging Life's Transitions.  SF State is committed to providing our employees with a comprehensive program that rewards efforts that are appreciated by your colleagues, students and the customers we serve.

We offer a competitive compensation package that includes Medical, Dental, Vision, Pension, 401k, Healthcare Savings Account, Life Insurance, Disability Insurance, Vacation and Sick Leave as well as State Holidays and a dynamic Fee Waiver program, all geared towards the University's commitment to attract, motivate and retain our employee.

CSUEU Position (For CSUEU Positions Only)

Eligible and qualified on-campus applicants, currently in bargaining units 2, 5, 7, and 9 are given hiring preference.

Additional Information

SFSU Internal Applicants Only

SF STATE IS NOT A SPONSORING AGENCY FOR STAFF OR MANAGEMENT POSITIONS. (i.e. H1-B VISAS).

Thank you for your interest in employment with California State University (CSU).  CSU is a state entity whose business operations reside within the State of California.  Because of this, CSU prohibits hiring employees to perform CSU-related work outside of California with very limited exception.  While this position may be eligible for occasional telework, all work is expected to be performed in the state of California, and this position is assigned to on-campus operations.

CSU strongly encourages faculty, staff, and students who are accessing campus facilities to be immunized against COVID-19. The systemwide policy can be found at https://calstate.policystat.com/policy/9779821/latest/.

The Human Resources office is open Mondays through Fridays from 8 a.m. to 5 p.m., and can be reached at (415) 338-1872.

Please note that this position, position requirements, application deadline and/or any other component of this position is subject to change or cancellation at any time.