Job Description

Job Description

The Advancement Operations Analyst assists the Assistant Vice President of University Advancement Operations (AVP) in analyzing and developing the operational and organizational processes that support an effective and efficient department. The Analyst will support the creation of templates, processes, workflows, and other tools to support quality assurance, data accuracy, revenue and expense management, and metrics. The Analyst will also support financial reporting and needs across the department. Assists with creating proper budget management and expense documentation. Assists AVP with developing, implementing, and maintaining training for all University Advancement staff. Assists AVP and Associate Director of Advancement Operations with analysis and recommended best practices for department heads and budget managers.

Responsibilities

REPORTING AND DATA ANALYSIS

• Assist AVP with developing, tracking, and reporting on metrics and business health indicators, preparing report/data visualization, and various reconciliations.
• Assists with research, analysis, and validation of gift and expense data for collaboration with Financial Services reports.
• In collaboration with AVP, design reports to meet departmental strategic and operational goals, objectives, and business needs.
• Work closely with AVP to ensure report/information results are accurate and reliable.
• Assist AVP with monitoring revenue for reporting, including employee giving and gifts from foreign sources.
• Track and report expense management activity.

PROCESS AND SYSTEM MANAGEMENT

• Assist AVP with conceptualizing, designing, implementing, and maintaining access and internal controls for systems utilized by Advancement.
• Monitor existing budget management systems and tools for efficiencies and effectiveness. Make recommendations for improvement as needed.
• Assist AVP with researching and recommending procedures to increase end-user experience, accuracy, efficiency, and effectiveness in collaboration with Financial Services and IS&T.
• Research industry best practices to glean insight into current trends, success/failure rate, and lessons learned.
• Participate in campus partner meetings to keep abreast of university-wide projects and ensure that Advancement Operations and procedures consistently align with the University’s overall vision and goals.

DOCUMENTATION AND TRAINING

• Collaborate with AVP and Associate Director to document internal business processes.
• Assist AVP with conceptualizing, designing, implementing, and maintaining operational workflows and flowcharts.
• Work closely with AVP to establish a training plan and supporting documents.
• Identify, develop, and maintain best-practice standards for administrative and functional users.
• Regularly review and update Advancement Operations training documents for compliance with Fiscal Policy and ensure conformity to industry-leading standards is consistently reliable, accurate, and up to date.
• Proactively document University third-party system integration enhancements affecting UA process and workflow.

BUDGET AND FINANCIAL MANAGEMENT

• Collaborate with Associate Director and assist with annual budget load and re-allocations, month-end and year-end review, and departmental expense management.
• Assist with budget analysis, including revenue and expense.
• Serves as backup to Specialists as needed.

Required Qualifications

• Bachelor’s degree or equivalent education is required; it is desired that the incumbent has at least 1 year of progressive experience in budget administration or an equivalent combination of education and experience.
• Working knowledge of budget development, variance analysis, and revenue projections with experience with data/financial analysis and metrics management.
• Analytical and problem-solving skills with experience in gathering and analyzing data, reasoning logically, drawing valid conclusions, and making effective recommendations to management.
• Demonstrated ability to work independently, take initiative, and exercise independent discretion and judgment on matters of significance.
• Highly collaborative team player who can work and communicate effectively with diverse constituents in explaining and resolving budget concerns and applying institutional policies.
• Analytical skills with the ability to collect, organize, interpret, and analyze large, complex datasets with superior attention to detail and dedication to accuracy.
• Detailed understanding of data relationships, data input (manual and electronic), and data reporting.
• Demonstrated advanced skills in Excel, including pivot tables, lookup tables, and working with complex functions and formulas.
• Working knowledge of accounting principles and ability to apply this knowledge to research and resolve discrepancies.
• Strong writing skills to prepare clear and concise correspondence and application documentation and manuals.
• Ability to prioritize duties when faced with interruptions, distractions, and fluctuating workload.
• Ability to use tact and diplomacy and maintain a high level of confidentiality.
• Strong interpersonal skills and demonstrated ability to explain technical application data to users and non-users.
• Ability to understand federal and state regulations and university policies, and experience in applying that knowledge to develop, maintain and enhance training and workflow documentation.
• Technical knowledge and end user experience with enterprise and institutional systems, including experience in running reports from financial systems and troubleshooting database problems.

Company Description

Chapman University is a nationally ranked institution offering traditional undergraduate and graduate programs in the heart of Orange County, one of Southern California’s most diverse and vibrant regions. The university achieved R2 status in the Carnegie Classification of Institutions of Higher Education, a distinction held by just 10 percent of all U.S. universities.

Chapman University does not discriminate on the basis of race, color, gender, religion, national or ethnic origin, disability, age, marital status or sexual orientation in the administration of its education policies or any other policies or programs administered by the university.

Company Description

Chapman University is a nationally ranked institution offering traditional undergraduate and graduate programs in the heart of Orange County, one of Southern California’s most diverse and vibrant regions. The university achieved R2 status in the Carnegie Classification of Institutions of Higher Education, a distinction held by just 10 percent of all U.S. universities. \r\n\r\nChapman University does not discriminate on the basis of race, color, gender, religion, national or ethnic origin, disability, age, marital status or sexual orientation in the administration of its education policies or any other policies or programs administered by the university.