Director, Development Data Management and Analysis

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The University of Miami is considered among the top tier institutions of higher education in the U.S. for its academic excellence, superior medical care, and cutting-edge research. At the U, we are committed to attracting a talented work force to support our common purpose of transforming lives through teaching, research, innovation, and service. Through our values of Diversity, Integrity, Responsibility, Excellence, Compassion, Creativity, and Teamwork (DIRECCT) we strive to create an environment where everyone contributes to making UM a great place to work. We are one of the largest private employers in Miami-Dade County; home to more than 16,000 faculty and staff from all over the world.

The Division of Development and Alumni Relations (DAR) supports and promotes the mission, purpose, and priorities of the University of Miami through fundraising and engagement by building and nurturing strategic philanthropic relationships to improve and transform the lives of individuals and communities. We are committed to values central to the Division—Service, Gratitude, Trust, and Partnership—which guide our strategic thinking, decision-making, and day-to-day interaction with each other and our stakeholders.

General Overview: 

The Director, Data Standards and Integrity is responsible for the management and oversight of business rules, data integrity and management of funds and gift data. This position manages all aspects of funds and designations in DAR’s database (i-BIS), working closely with all Development Officers, Controller’s Office and unit Business Officers to ensure gift funds are allocated according to donor intent in a timely manner. This position ensures our fund management system and data standards comply with industry (CASE) guidelines and the Development and Alumni Relations’ Master Gift Policy – elevating questions or inquiries to leadership as appropriate. This position is also the front-facing resource for gift and data acceptance procedures and policy.

Essential Responsibilities:

1. Organize and document business rules and procedures for the Data Strategy area in a manner that can be understood by common users. Establish and maintain standards for business rules and process documentation, change management communication and periodic review to ensure processes remain relevant and accurate.

2. Actively foster Division-wide adherence to gift-related policies and procedures.

3. Develop and manage a suite of audit and integrity reporting for gift data that aligns with business rules and procedures, working in collaboration with Data Analysts within Data Strategy and DAR IT. Manage projects and/or routine tasks to audit current and historical gifts as necessary and make updates to ensure correctness, as appropriate. 

4. Collaborate with Development Officers, unit Business Managers and Controller’s Office to accurately record all academic and medical suspense donations into the CRM system, maintaining meticulous attention to detail – and with the objective of moving gifts out of suspense and into permanent designations as quickly as possible. Work closely with the Financial Analyst at Medical Development to manage the Medical Suspense account. Actively monitor the number of days each gift is in suspense and regularly report to the Executive Director.

5. Oversee pledge management for the Division, spearheading the distribution of monthly pledge reminders and monitoring past due pledges according to Divisional policy for managing pledge write-offs. Work closely with the Executive Director and Assistant Vice President to monitor outstanding pledge balances through various lenses and regularly report on pledge balances to executive leadership.

6. Manage year-end and routine data requests from the Controller’s Office. Establish a working relationship with that office to develop transparency around timelines, data definitions and proper usage.

7. In collaboration with the Executive Director, establish best practices and identify process improvements for gift management and data strategy by benchmarking process improvements with industry leaders and peers.

8. Work closely with Professional Development and Training to develop and offer end-user training on gift acceptance procedures. Prioritize training needs and develop documents and materials that can be used for routine and ad hoc training purposes for end users and for Data Strategy team members.

9. Oversee and provide a high level of customer service for service-desk level support to the Provide excellent customer service to all donors and clients, responding to inquiries and concerns related to their contributions in a courteous and timely manner.

10. When applicable, manage one or more direct reports to accomplish unit goals.

11. Maintain confidentiality when working with financial information, and exercise discretion when communicating with colleagues about gifts.  Ensure that work is consistent with Payment Card Industry (PCI) guidelines, the Family Educational Rights and Privacy Act (FERPA), the Health Insurance Portability and Accountability Act (HIPAA)., and all other applicable laws, rules, and regulations

Minimum Qualifications:                           

Education:

Bachelor’s degree, in Finance or Accounting preferred.

Experience:

• Minimum 7 years of relevant experience, experience in the field of accounting or finance preferred.

• Any relevant education, certifications and/or work experience may be considered.

Knowledge, Skills and Attitudes:

• Skill in collecting, organizing, and analyzing data

• Knowledge of fundraising CRMs preferred, particularly Blackbaud CRM

• Knowledge of Workday preferred

• Knowledge of GAAP accounting

• Advanced use and application of Microsoft Excel

• Ability to work collaboratively and positively with colleagues to accomplish shared goals.

• A combination of a strong background with computer application systems and financial analytical skills are critical.

• Ability to recognize, analyze, and solve a variety of problems.

• Ability to exercise sound judgment in making critical decisions.

• Ability to work in a complex environment with the skills to manage multiple projects and deadlines, establish priorities, set objectives, and achieve stated goals.

• Ability to work as a team or independently.

• Attention to detail and able to meet strict deadlines.

• Appreciation for organizational subtleties and a high level of discretion.

• Excellent oral and written communication skills.

• Customer service experience, focus, and above average problem-solving skills.

The University of Miami is an Equal Opportunity Employer - Females/Minorities/Protected Veterans/Individuals with Disabilities are encouraged to apply. Applicants and employees are protected from discrimination based on certain categories protected by Federal law. Click here for additional information.

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