Senior Associate, Data Analytics & Reporting

Job description

Position: Senior Associate, Data Analytics & Reporting Organization: Jewish Federation Bay Area Location: San Francisco, CA (Hybrid) As the largest funder of Jewish causes in California, the Jewish Federation Bay Area connects donors, changemakers, and community partners to build a thriving, resilient future. The Federation serves as a trusted partner and advisor for those seeking to make an impact today while shaping a better tomorrow, investing in education, social services, and security while mobilizing crisis relief worldwide. With over a century of leadership, the Federation empowers individuals and families to give strategically, building a thriving and resilient future for generations to come. The Senior Associate, Data Analytics & Reporting is an experienced data professional who works independently on moderately complex analytics, reporting, and visualization initiatives. This role transforms data into clear, actionable insights that support philanthropy, finance, community impact, and executive decision-making. The Senior Associate owns discrete deliverables and workstreams within the Federation's reporting ecosystem, applying judgment to adapt analytic methods to unique situations. This role reports to the Managing Director, Data. Core Responsibilities: Analytics & Reporting: - Develop, maintain, and enhance dashboards, reports, and analytic outputs supporting fundraising, donor engagement, financial visibility, and community impact measurement - Independently execute moderately complex analytics projects, translating business questions into effective reporting solutions - Apply analytical judgment to adapt methodologies and visualizations based on audience needs and data constraints Data Visualization & Storytelling: - Create clear, compelling data visualizations and narratives using Power BI and/or Tableau - Tailor communication style to different audiences including executive leadership, committees, and program staff - Support preparation of data-driven materials for Board meetings, annual reporting, and organizational presentations Systems & Data Collaboration: - Work closely with Salesforce NPSP data to analyze constituent, giving, and engagement data - Partner with Data Operations and cross-functional stakeholders to ensure data accuracy and consistency - Build audience lists for events, emails, and mailings; oversee cross-functional hand-offs related to distribution lists Collaboration & Mentorship: - Collaborate across Philanthropy, Finance, Marketing, Community Impact, and Data teams - May mentor Associates or lead small analytic workstreams - Build credibility as a knowledgeable and reliable analytics partner across the organization Qualifications: - Working knowledge of Salesforce NPSP - Demonstrated experience developing dashboards and reports using Power BI and/or Tableau - Strong communication skills with the ability to tailor messages to technical and non-technical audiences - Proven ability to work independently, apply judgment, and manage multiple priorities - Bachelor's degree with 3–4 years of relevant experience in data analytics, business intelligence, or reporting; or Master's degree with 2–3 years of relevant experience The Federation views equity, diversity, inclusion, and belonging as the pathway to achieving inclusive excellence and fostering a company culture where everyone can thrive. We strive to create a community that draws upon the widest possible talent pool to unify excellence and diversity while fully embracing individuals from varied backgrounds, cultures, races, identities, life experiences, perspectives, beliefs, and values. Compensation: Salary commensurate with experience. Excellent benefits including medical, dental, vision, vacation, sick pay, holidays (including Jewish), and retirement plan.