CRM Business Analyst with Fundraising

Analyze various contact, investor, and financial data to suggest and create new health checks or reconciliations, and work with the business team and IT team to maintain data quality

Partner with the IT development team to design and provide clear requirements and visuals documentation on the product to be built via web applications, SQL queries, APIs, etc.

Work with the QA team to develop test cases/scenarios as a part of the SDLC process and help them troubleshoot when there are data discrepancies or determine certain discrepancies are acceptable (and be able to explain why) Help the IT team stay organized by updating the Azure Boards ticketing system and track status updates for our deliverables Research and test new potential applications for the team Required Skills Strong experience with CRM systems (i.e., Salesforce, Dynamo), such as designing UIs, creating workflows, setting up fields, data uploads, building inline reporting Experience in the buy-side finance industry, including PE and open-ended funds

Excel Pivot Tables, functions such as VLOOKUP, SUMIF, and combining various tabs of data into a meaningful summary for business users Power BI build reports from preset views or custom SQL queries, joining multiple data sources, adding Calculated Fields and Parameters to create a visual, interactive experience for business users
SQL Writing and editing basic queries based on preset views, ability to look at a query to help troubleshoot Deep understanding of how data is connected, comfortable joining different tabs in Excel at a minimum, ideally also able to join datasets within SQL Ability to communicate technical information with colleagues as well as senior management who may not have a technical background, be able to understand what a business user needs and explain that in technical terms to the development team Collaborate with power users and partner with other team members to arrive at the best possible solution.

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