Working @ Haas

Human Resources

Gift and Data Associate

Job Title: Gift and Data Associate (4722C) #24479
Job ID: 24479
Location: Main Campus-Berkeley
Full/Part Time: Full-Time
Department: Haas Core Programs
Regular/Temporary: Regular

About Berkeley

The University of California, Berkeley, is one of the world's most iconic teaching and research institutions. Since 1868, Berkeley has fueled a perpetual renaissance, generating unparalleled intellectual, economic and social value in California, the United States and the world. Berkeley's culture of openness, freedom and acceptance—academic and artistic, political and cultural—make it a very special place for students, faculty and staff.

Berkeley is committed to hiring and developing staff who want to work in a high performing culture that supports the outstanding work of our faculty and students. In deciding whether to apply for a staff position at Berkeley, candidates are strongly encouraged to consider the alignment of the Berkeley Workplace Culture with their potential for success at http://jobs.berkeley.edu/why-berkeley.html

Departmental Overview

The Haas School Business ("Berkeley Haas") is one of the per-eminent business schools in the world. The school employs ~ 80 FTE ladder faculty, 130 professional faculty and 230 FTE staff serving 2,200 students in six degree programs—three of which are "self-supporting." In addition, the school is home to a strong and growing Executive Education unit which serves both domestic and international executives. Berkeley Haas supports a multitude of research, teaching and public service institutes as well as two research laboratories, the Long Business Library, and an on-site café. Staff is organized across many functions including admissions, career services, computing, financial aid, student affairs, payroll, business services and facilities. The school provides business and financial leadership/expertise to the campus and is served by an international advisory board of business and industry leaders.

The school's annual budget is in excess of $150 million and boasts an endowment of more than $300 million. The complexities of the school's finances include non-state funded faculty FTE, self-funded degree programs (and corresponding independent fee approval and registration processes), over 300 funds of all types (central, student fees, recharge, gifts, endowments (held at both the Regents and Berkeley Foundation) contracts and grants), and multiple loan programs some of which are self-funded and insured. Further, the Berkeley Haas senior staff, Dean, faculty and advisory board demand robust year-end financial statements. In short, the school has the highest standards for financial management AND it has an incredibly complex professional school financial system given the unique activities of the school.

Responsibilities

Support the Director of Advancement Services in the Haas School of Business Advancement Services office in the areas of gift and biographical information management, data acquisition and reporting and provide administrative support to unit. Work from Footprints customer request work queue to perform data enrichment services to the Haas School of Business donor/alumni constituents in the CADS Alumni Donor database. Provide Footprints queue management support and reporting to the Advancement Services team. Support Director and team administratively (i.e. set meetings, prepare and process purchase orders or distribute meeting materials). Serve as back up to the Gifts and Acknowledgement Coordinator. Position reports to the Director of Advancement Services.

Data Maintenance

  • As directed, work from data maintenance plan to perform data enrichment services to donor/alumni records. Services include: Email appends, lost alumni research, decease verification, cell and home phone research, employment research and address updates.
  • Work from customer queue to perform data research to find lost constituent information.
  • Verify donor and constituent information with Development and Alumni Relations staff. Perform audits to ensure data accuracy and completeness.
  • Coordinate and process data analysis and entry projects; operate and maintain a computer and database system; enter donations into the computer, maintain database integrity and gift lists; adhere to system operations.
  • Add new constituent records to the database as needed, analyze information and populate all appropriate data fields where information is available.

Visual Reporting — using Tableau

  • Analyze HAAS DW (Haas Data Warehouse) data extracts to create visual style reports—use tools such as Tableau, PowerPoint, Publisher, Prezi, etc.
  • Analyze various data sets to create presentation slides and reports for donor and alumni workshops and retreats.
  • Create weekly Footprints work reports—metrics reporting.
  • Manage monthly database health report and distribution.

Administrative Support

  • Provide administrative support to Director and Advancement Services team. Schedule meetings and maintain complex calendar. Support meeting logistics such as scheduling rooms, travel time and make copies for supporting materials. Set up A/V as needed.
  • Make travel arrangements and prepare travel and entertainment documents.
  • Working with Business Services and various vendors prepare purchase requisitions for purchasing services, office supplies and/or software or equipment.
  • Maintain confidential files for Director.
  • Maintain Gift and Donor files for unit.
  • Prepare correspondence on behalf of Director.

Stewardship/Gift Acceptance and Administration Support

  • As needed, produce standard and custom acknowledgement letters for all gifts received in a timely and accurate fashion.
  • Prepare policies and procedures as directed by the Director of Advancement Services.
  • Serve as back up to the Gift and Acknowledgements Coordinator to enter gifts into the GMM system to be formally accepted and receipted/acknowledged.
  • Organize, coordinate and maintain the integrity of hardcopy filing system.

Career Development

  • Work on special programs as assigned.
  • Attend classes which will enhance expertise in job areas.
  • Serve on departmental and campus-wide committees as appropriate.
  • Participate in activities that enhance the campus community and/or larger community to further University service.
  • Maintain knowledge of business processes in order to provide back up to other support staff.

Required Qualifications

  • Proficient knowledge and experience in Microsoft Office applications such as WORD, Excel, Access,and Powerpoint.
  • Proficient in Google Apps.
  • Proficient in Visio.
  • Experience using Prezi.
  • Financial and statistical record-keeping techniques.
  • Oral and written communications skills.
  • Interpersonal skills using tact, patience and courtesy.
  • Organizational skills and detail oriented.
  • Analyze data for appropriate posting.
  • Learn complex data entry codes and procedures quickly.
  • Prioritize data entry projects and review work for accuracy.
  • Complete tasks in a timely manner.
  • Working on multiple tasks with interruptions in an energetic environment.
  • Work well under pressure with periodic heavy workloads.
  • Self-starter and self-motivated.
  • Working in a team environment.
  • Establish and maintain cooperative and effective working relationships with others.

Preferred Qualification

  • Operation of a computer, codes and their applications, and generation of reports.
  • Experience using Tableau.
  • Experience managing Helpdesk tickets (Footprints preferred).
  • Working knowledge of ellucian's Advance Web (CADS).
  • Knowledge of relational database systems.
  • Previous experience working in a Development/Advancement Services role.
  • Excellent Customer Service Skills.
  • Stewardship experience.
  • Gift Acceptance and policy experience.
  • Experience in working with vendors to obtain quotes for data integrity services/
  • Experience in processing contracts with purchasing.
  • Experience in UCOP DSS (Data Security Standards).

Salary & Benefits

Salary: $27.35.

For information on the comprehensive benefits package offered by the University visit:
http://ucnet.universityofcalifornia.edu/compensation-and-benefits/index.html

How to Apply

To apply, please visit http://jobs.berkeley.edu. Please submit your cover letter and resume as a single attachment when applying.

Other Information

This is a limited (temporary) appointment and the estimated duration will be until June 30, 2018, which could change depending on the start date of the selected candidate.

Equal Employment Opportunity

The University of California is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status. For more information about your rights as an applicant see:
http://www.eeoc.gov/employers/upload/poster_screen_reader_optimized.pdf

For the complete University of California nondiscrimination and affirmative action policy see:
http://policy.ucop.edu/doc/4000376/NondiscrimAffirmAct