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Development Analyst, University Library

Job Description

Development Analyst, University Library
Under general supervision, serves as the analyst for the University Library Development Team, supporting a complex and multifaceted University-wide program in coordination with Central Development's Prospect Management, Development Research, Donor Relations and Foundation Relations units. Provides leadership for all analytical functions that support the strategic goals, initiatives and projects that secure philanthropic support from individuals, foundations and organizations to the University Library.

Under the general direction of the Director of Development, University Library, establishes, develops and maintains comprehensive systems within the unit in coordination with central Development Office; supports leadership in short- and long-term strategic planning and project management for program development and implementation which is focused on achieving operational and fundraising goals for the University Library. Proactively plans, organizes, and attends strategy meetings and coordinates follow up for $25,000+ prospects; prepares materials and reports that analyze the activities, progress, and goals of the Development Team; ensures the consistency, timeliness and accuracy of information disseminated to donors, prospects, and internal constituents. Reviews and analyzes data as it relates to fundraising strategies and prospect identification and management and associated trends. Coordinates communication and works closely with the Development Research and Donor Relations & Stewardship units on collaborative projects and related prospect issues. Identifies, manages and completes special projects for other Library fundraising goals as needed. Responsible for a high level of prospect and gift analysis and research, providing analytical reporting to the Directors, Senior Director and Associate Vice Chancellor ("AVC").

Proactively identifies issues and solutions, and makes recommendations to the Senior Director and ICA team and Library Development Director. This role contributes to the overall goals and success of the unit.

Must be able to work under pressure of frequently shifting priorities and deadlines. Ability to establish and maintain cooperative working relationships within the division of Institutional Advancement, the Library Development Team and the broader campus community. High level of initiative, creativity and energy. Ability to work independently.

The Analyst will be privy to sensitive materials, information and planning; therefore, the position requires the utmost degree of confidentiality. Maintains in depth knowledge of University policies and procedures and state and federal regulations related to fund raising and accepted business practices; uses exceptional analytical skills, excellent composition, grammar and editing skills, and various database and software tools necessary to accomplish assigned tasks.

Minimum Requirements

Minimum Requirements for Analyst:
Demonstrated management and supervisory experience.

Excellent communication and interpersonal skills.

Excellent skills in analysis, problem solving, working with detail while applying and understanding broader contexts as they affect a diverse customer base: faculty, staff, students, and donors.

The ability to establish a cooperative working relationship with staff; the ability to work as a member of a team, and to support the Development Office structure, obtaining approvals and coordinating as needed.

Ability to interpret policies and procedures and accurately communicate them to others.

Strong customer service skills.

Ability to prioritize and meet deadlines.

Ability to work under minimal supervision.

Demonstrated experience in the maintenance of databases, expertise in the use of Word, Excel, and other office software and/or web-based applications.

The ability to handle problems as they occur, and follow through on all aspects of the position.

High level of initiative, creativity and energy.

Desirable Requirements

Special Conditions of Employment
A little help? Go to Driver's License Requirements or Background Check Guidelines

Satisfactory completion of a fingerprint background check

Other Special Conditions of Employment

May be called upon to work occasional evenings and weekends at various Development Office, Institutional Advancement or campus-wide events.

Other Recruitment Notes

Optional Applicant Documents

Other Document (1)
Other Document (2)
Other Document (3)

Required Applicant Documents

Resume
Cover Letter

Job Description

FLSA Exemption Status
A little help? Go to Exempt vs. Non-Exempt Employees

Non-exempt

CBU (Collective Bargaining Unit)

99 - Non-Represented (PPSM)

ERC (Employee Relations Code)

E

Grade Type

PSS

Grade Type

General Services

Grade Type

Project and Policy Analysis

Grade Type

Intermediate

Grade Type

P2

Grade

19

End Date for Other Appointment Type (e.g., Contract or 18-month Career)

Provision Number

Type of Supervision Received
A little help? Go to Degree of Supervision

General supervision

Knowledge, Skills and Abilities

Physical Requirements
Continuously=Activity occurs > 66%
Frequently=Activity occurs 33% to 66%
Occasionally=Activity occurs < 33%
Not Applicable=Activity does not exist

Stand

FREQ.

Walk

FREQ.

Sit

FREQ.

Bend

OCCAS.

Crouch/Squat

OCCAS.

Kneel/Crawl

OCCAS.

Climb

OCCAS.

Reach above shoulder level

OCCAS.

Use keyboard/mouse

FREQ.

Hand Activities: Fine dexterity

FREQ.

Hand Activities: Hand twisting

OCCAS.

Hand Activities: Simple grasping

OCCAS.

Hand Activities: Power grasping

N/A

Other (please specify activity)

Frequency of Other Activity

N/A

Lifting Activities: Light lifting (< 20 lbs)

OCCAS.

Lifting Activities: Moderate lifting (20-50 lbs)

N/A

Lifting Activities: Heavy lifting (>50 lbs)

N/A

Push/Pull Activities: Light pushing/pulling (< 20 lbs of force)

OCCAS.

Push/Pull Activities: Moderate pushing/pulling (20-50 lbs of force)

N/A

Push/Pull Activities: Heavy pushing/pulling (>50 lbs of force)

N/A

Mental Requirements

Read/Comprehend

CONTIN.

Write

FREQ.

Perform Calculations

FREQ.

Communicate Orally

FREQ.

Reason and Analyze

CONTIN.

Other (please specify activity)

Frequency of Other Activity

N/A

Environmental Requirements

Is exposed to excessive noise

CONTIN.

Is around moving machinery

OCCAS.

Is exposed to marked changes in temperature and/or humidity

OCCAS.

Is exposed to dust

OCCAS.

Is exposed to fumes

N/A

Is exposed to gases

N/A

Is exposed to radiation

N/A

Is exposed to microwave

OCCAS.

Drives motorized equipment

N/A

Works in confined quarters

OCCAS.

Other (please specify activity)

Frequency of Other Activity

N/A

Job Duties

Total Percentage of Duties: 100

3
Records

Order of
Imp

Essen
Duty

%

Freq.

Function

Duties

1

Yes

50

Daily

Coord. & Project Mgmt, & Strategic Development

Plans, organizes, attends, tracks and coordinates follow up for strategy management meetings for $25,000+ Library interest projects/prospects, and creates action plan to manage next steps. Coordinates with central prospect management to track strategy meeting outcomes and next steps.

Plans, organizes and attends quarterly strategy meetings with development officer(s) to review $25,000+ prospect portfolio.

Conducts research directly, as well as in coordination with central development research, on major, principal and leadership gift prospects and suspects; supports research on key leadership/principal gift campus-wide initiatives and makes recommendations.

Develops planning tools, reports, presentations, and trainings to enhance team building and address the business needs of the overall fundraising operation.

Works collaboratively with Advancement Services to ensure the data integrity of $25,000+ prospect information, suggest enhancements, and develop new reporting.

Synthesizes material from multiple sources, compiles and edits into coherent, accurate and concise profiles and summaries, using established standards of style, grammar and content.

Helps prepare, review and edits gift proposals and gift letters.

Helps coordinate and prepare DOs and Senior Administrators for major gift donor visits, solicitations, and high level events.

Under general direction of Directors and Senior Director, assists with any special projects on behalf of the Office of Development. Maintains a close and effective working relationship with other development units, facilitating collaborative efforts between teams. Performs other duties as assigned by the Director of Development for the University Library.

2

Yes

35

Daily

Complex Analysis & Reporting

COMPLEX ANALYSIS:
Maintains an active awareness of goals, objectives, and directions of the development program as a whole.

In conjunction with Senior Director and Directors develops a comprehensive plan that addresses the goals, objectives and needs set by the University Library Development Officer.

Provides analytical support utilizing a solid understanding of UCSB Foundation financial reports, Advance database, AWA reports, and UC policies and practices.

Interprets prospect and donor information and facilitates communication regarding prospects to staff of all levels and technical abilities. Requires excellent communication skills, both written and verbal.

Troubleshoots/problem solves regularly to obtain required information that will coordinate and track fundraising activity.

Performs analyses to assess the effectiveness of overall strategies.

REPORTING AND DATA ANALYTICS:
Uses Advance to develop ad-hoc database queries to identify and segment target populations, analyze prospect and donor constituencies, and support a range of business decisions.

Creates reports for Director of Development, reviews current and past reports and makes recommendations for follow up with donors.

Produces tailored gift reports and background data from the Advance database for use in meetings with senior administrators, faculty, Trustees, and volunteers

Develops new analytical reports that provide accurate projections of gifts in the pipeline and demographic snapshots of prospect pool. Prepares and distributes prospect management reports.

Provides ongoing analyses of the data in these reports to identify relevant trends, interprets content of narrative reports and other submitted information to pull out key information and communicates that information to senior staff.

3

Yes

15

Weekly

Training & Stewardship Support

TRAINING AND RESOURCES:
Stays abreast of current and emerging trends in prospect management, philanthropy, fundraising, and higher education and shares information with development colleagues.

Maintains the DevNet resource as it relates to the University Library policies, procedures and templates for gift letters, proposals, process.

Assists with Stewardship Reporting and benefit fulfillment for donors at all levels.

Assist with stewardship event planning and execution for major gift and leadership donors.

Source

Development Analyst, University Library
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