Database & Prospect Research Analyst - Orlando Health Foundation

Position Summary About Orlando Health: At Orlando Health, we are ordinary people with extraordinary individuality, working together to bring help, healing and hope to those we serve. By daily embodying our over 100-year legacy, we reinforce our reputation as a trusted and respected healthcare organization that delivers professional and compassionate care to our patients, families and communities. Through our award-winning hospitals and ERs, specialty institutes, urgent care centers, primary care practices and outpatient facilities, our 27,000+ team members serve communities that span Florida’s east to west coasts and beyond. Orlando Health is committed to providing you with benefits that go beyond the expected, with career-growing FREE education programs and well-being services to support you and your family through every stage of life. We begin your benefits on day one and offer flexibility wherever possible so that you can be present for your passions. “Orlando Health Is Your Best Place to Work” is not just something we say, it’s our promise to you. Position Summary: The Database & Prospect Research Analyst is a core member of the Data & Research team and is focused on prospect identification, research support, data analytics, and prospect management to help build and support the Orlando Health Foundation fundraising capabilities. Responsibilities Essential Functions: • Responsible for identifying and evaluating prospects for major gift support: o Conducting biographical, financial and demographic research using various prospect resource tools, as well as internet, published, in-house and interview sources. o Utilize donor & patient database to proactively identify opportunities through data mining, predictive modeling, and statistical techniques, in order to build robust identified pools for development units. o Identify new prospects, corporations, and foundations using internal data, screenings and subscription tools. • Collaborate with major gift development officers to implement strategies for identifying new prospects and conduct independently managed research projects to identify and evaluate potential donors. o Review, evaluate and assist major gift officers in re-prioritizing prospect portfolios, prospect pools, using predictive modeling, screening and statistical techniques. o Developing and disseminating information that supports planning and decision making. Complex problem resolution and documentation. • Perform research prequalification on prospects, conducting in-depth research on prospects as needed. • Maintains accurate and complete information on all constituents • Prepares queries, reports, and exports for mailings, email, donor annual reports and events. • Assists in training Foundation team members on basic features of donor database in order to maintain database integrity. • Imports new and updated information into the Raiser’s Edge database and/or List Management. • Develops and Completes projects under the guidance of the Foundation Database & Research Manager. • Assist database management with Raiser’s Edge clean-up by performing record merges, updates, and imports as needed. • Assist in trainings and other processes that will enhance team efficiencies and overall department knowledge. • Safeguard the confidentiality of donor information at all times. Uphold Foundation and Hospital policies’ regarding confidential information. Adhere to ethical and confidentiality guideline of both Orlando Health and Association of Professional Researchers for Advancement (APRA). • Maintains reasonably regular, punctual attendance consistent with Orlando Health policies, the ADA, FMLA and other federal, state and local standards. • Maintains compliance with all Orlando Health policies and procedures. Other Related Functions: • Exhibits maturity, initiative, and critical thinking skills. • Discretion and the demonstrated ability to maintain confidentiality and adhere to the highest ethical standards. • Establishes and maintains open communication with peers and customers throughout Orland Health Foundation and beyond as necessary and appropriate. • Prioritizes effectively and is well organized. • Maintains a respectful attitude towards other team members and is helpful to those less experienced. • Analyze complex financial and employment information to establish or re-evaluate gift capacity ratings for major prospects. • Ability to exercise sound judgment and decision making; interact with all levels of staff. • Well spoken, communicate professionally, self-starters, able to learn and solve problems on their own. Qualifications Education/Training: Bachelor’s Degree required. Licensure/Certification: None Experience: Three (3) years of experience in fundraising or closely related field, to include: • Prospect research, data analysis, relationship management, or prospect management, are essential. • At least 2 years’ experience using BlackBaud Raiser’s Edge or equivalent CRM system, required. • Familiarity with databases such as LexisNexis for Development Professionals (LNDP), Wealth Engine, iWave, and Wealthpoint. • Experience with interpreting financial data such as SEC documents and 990s. • Proficiency in Microsoft Office (Word, Excel, Outlook, and PowerPoint) required. • Excellent analytical and interpersonal skills, including ability to express all appropriate information clearly and concisely, whether written or verbal. Essential Functions: • Responsible for identifying and evaluating prospects for major gift support: o Conducting biographical, financial and demographic research using various prospect resource tools, as well as internet, published, in-house and interview sources. o Utilize donor & patient database to proactively identify opportunities through data mining, predictive modeling, and statistical techniques, in order to build robust identified pools for development units. o Identify new prospects, corporations, and foundations using internal data, screenings and subscription tools. • Collaborate with major gift development officers to implement strategies for identifying new prospects and conduct independently managed research projects to identify and evaluate potential donors. o Review, evaluate and assist major gift officers in re-prioritizing prospect portfolios, prospect pools, using predictive modeling, screening and statistical techniques. o Developing and disseminating information that supports planning and decision making. Complex problem resolution and documentation. • Perform research prequalification on prospects, conducting in-depth research on prospects as needed. • Maintains accurate and complete information on all constituents • Prepares queries, reports, and exports for mailings, email, donor annual reports and events. • Assists in training Foundation team members on basic features of donor database in order to maintain database integrity. • Imports new and updated information into the Raiser’s Edge database and/or List Management. • Develops and Completes projects under the guidance of the Foundation Database & Research Manager. • Assist database management with Raiser’s Edge clean-up by performing record merges, updates, and imports as needed. • Assist in trainings and other processes that will enhance team efficiencies and overall department knowledge. • Safeguard the confidentiality of donor information at all times. Uphold Foundation and Hospital policies’ regarding confidential information. Adhere to ethical and confidentiality guideline of both Orlando Health and Association of Professional Researchers for Advancement (APRA). • Maintains reasonably regular, punctual attendance consistent with Orlando Health policies, the ADA, FMLA and other federal, state and local standards. • Maintains compliance with all Orlando Health policies and procedures. Other Related Functions: • Exhibits maturity, initiative, and critical thinking skills. • Discretion and the demonstrated ability to maintain confidentiality and adhere to the highest ethical standards. • Establishes and maintains open communication with peers and customers throughout Orland Health Foundation and beyond as necessary and appropriate. • Prioritizes effectively and is well organized. • Maintains a respectful attitude towards other team members and is helpful to those less experienced. • Analyze complex financial and employment information to establish or re-evaluate gift capacity ratings for major prospects. • Ability to exercise sound judgment and decision making; interact with all levels of staff. • Well spoken, communicate professionally, self-starters, able to learn and solve problems on their own. Education/Training: Bachelor’s Degree required. Licensure/Certification: None Experience: Three (3) years of experience in fundraising or closely related field, to include: • Prospect research, data analysis, relationship management, or prospect management, are essential. • At least 2 years’ experience using BlackBaud Raiser’s Edge or equivalent CRM system, required. • Familiarity with databases such as LexisNexis for Development Professionals (LNDP), Wealth Engine, iWave, and Wealthpoint. • Experience with interpreting financial data such as SEC documents and 990s. • Proficiency in Microsoft Office (Word, Excel, Outlook, and PowerPoint) required. • Excellent analytical and interpersonal skills, including ability to express all appropriate information clearly and concisely, whether written or verbal.