Business Intelligence Associate – Consulting

Business Intelligence Associate – Consulting

Requirements

• Minimum of 1 year of professional work experience, preferably in nonprofit management, philanthropy, government, consulting and/or financial services
• Strong relationship-building approach with the ability to center the needs of internal team members and consulting clients
• Strong analytical and research skills and ability to work with large amounts of data to create reports and presentations independently
• Proficient with Microsoft Office Applications (e.g., Excel, Word, and PowerPoint)
• Ability to build flexible and efficient tools for data visualization and clear presentations
• Experience with Salesforce and Asana are a plus
• Strong organizational and time management skills to support multiple projects and work plans simultaneously
• Effective communication skills on project timelines and deliverables, both written and verbal
• Flexible, adaptable, and willing to pivot on short notice to meet the organization’s needs
• Committed to continuous improvement and demonstrate a growth mindset

Responsibilities

• Collaborate within the Consulting department to support rigorous systems, data, capacity and project management
• Develop, update, and maintain database in Salesforce including keeping financial and impact records and other documents organized and up to date
• Support the maintenance of a custom suite of Salesforce reports that reflect internal and external compliance metrics
• Support the administration of invoicing and billing for program engagements and funders, including disbursement and tracking of re-grants, processing payments, reimbursements, and signature documents
• Support the administration of internal department meetings, including managing technology requirements, preparing materials, capturing and sharing notes, and tracking follow-up actions
• Support the development of analyses and materials for internal practice and/or capacity management efforts and follow up on items resulting from the meetings and other implementation efforts
• Document client outcomes, learning, and feedback to support the accomplishment of initiative deliverables
• Establish, maintain, and update electronic files, databases, records, and other documents; compose and process a variety of standard documents and correspondence, which may be confidential in nature
• Plan and manage multiple project work plans, meeting internal and external deliverables in an efficient and timely manner
• Manage key administrative functions in support of efficient operations and achievement of program goals
• Monitor changes in projects and ensure plans are applicable with organizational rules and regulations
• Develop a process to monitor client financial information, data capture, and scheduling. Track and manage progress against budget, capacity, and delivery targets
• Identify opportunities for improvements; recommend policy or process changes as appropriate
• Perform other duties as assigned
• Support the development of internal impact reports, compliance metrics, and operational insights for consulting work
• Update and maintain database in Salesforce including keeping financial and impact records and other documents organized and up to date
• Support colleagues with initial assessments, data analysis and sector research
• Manage and monitor client data, reports, files, and research
• Support the development, distribution, collection and analysis of client outcome and demographic surveys

Preferred Qualifications

• Experience with Salesforce and Asana are a plus