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Advancement Operations Analyst

Chapman University
California, United States
Salary Not Specified
Posted Date
Sep 6, 2022

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Position Type
Faculty Positions, Business & Management, Business Administration, Administrative, Business & Administrative Affairs, Computer Services & Information Technology, Other Business & Administrative Affairs, Financial Affairs, Technology Administration/Other
Employment Type
Full Time
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Posting Details

Position Information

Position Title

Advancement Operations Analyst

Position Type


Job Number


Full or Part Time

Full Time

Employee Status


Posting Date


Position Summary Information

Job Description Summary

The Advancement Operations Analyst is responsible for assisting the Assistant Vice President of University Advancement Operations ( AVP ) in analyzing and developing the operational and organizational processes that support an effective and efficient department. The Analyst will support the creation of templates, processes, workflows, and other tools to support quality assurance, data accuracy, revenue and expense management, and metrics. The Analyst will also support financial reporting and needs across the department. Takes the lead to ensure proper budget management and expense documentation and training is developed, implemented, and maintained for all University Advancement staff. Assists AVP and Assistant Director of Advancement Operations (AD) with analysis and recommended best practices for department heads and budget managers.


  • Collaborate with AVP to develop, track and report on metrics and business health indicators, prepare report/data visualization, and assist with various reconciliations.
  • Assist with research, analysis, and validation of gift and expense data for collaboration with Financial Services reports.
  • Design reports to meet departmental strategic and operational goals, objectives, and business needs.
  • Work closely with AVP to ensure report/information results are accurate and reliable.
  • Monitor revenue for reporting, including employee giving and gifts from foreign sources.
  • Track and report expense management activity.
  • Conceptualize, design, implement and maintain access and internal controls for systems utilized by Advancement.
  • Monitor existing budget management systems and tools for efficiencies and effectiveness. Make recommendations for improvement as needed.
  • Research and recommend procedures to increase end-user experience, accuracy, efficiency, and effectiveness in collaboration with Financial Services and IS&T.
  • Research industry best practices to glean insight into current trends, success/failure rate, and lessons learned.
  • Participate in campus partner meetings to keep abreast of University-wide projects and to ensure that Advancement Operations and its procedures are always in alignment with the University’s overall vision and goals.
  • Collaborate with AVP and Assistant Director of Advancement Operations to document internal business processes.
  • Conceptualize, design, implement and maintain operational workflows and flowcharts. Establish a training plan and supporting documents.
  • Develop and maintain best-practice standards for administrative as well as functional users.
  • Regularly review and update Advancement Operations training documents for compliance with Fiscal Policy and ensure conformity to industry-leading standards is consistently reliable, accurate, and up to date.
  • Proactively document University third-party system integration enhancements affecting UA process and workflow.
  • Collaborate with Assistant Director of Advancement Operations and assist with annual budget load and re-allocations, month-end and year-end review, and departmental expense management.
  • Assist with budget analysis, including revenue and expense
Perform other duties as assigned

Required Qualifications
  • Bachelor’s degree in accounting or finance with a minimum of 3 years of progressive experience in budget administration OR equivalent combination of education and experience.
  • Working knowledge of budget development, variance analysis, and revenue projections with experience with data/financial analysis and metrics management.
  • Strong analytical and problem-solving skills with proven experience in gathering and analyzing data, reasoning logically, drawing valid conclusions and making effective recommendations to management.
  • Demonstrated ability to work independently, take initiative, and exercise independent discretion and judgment on matters of significance.
  • Strong, collaborative team player with ability to work and communicate effectively with diverse constituents in explaining and resolving budget concerns and applying institutional policies.
  • Strong analytical skills with the ability to collect, organize, interpret and analyze large, complex datasets with superior attention to detail and dedication to accuracy.
  • Detailed understanding of data relationships, data input (manual and electronic) and data reporting.
  • Demonstrated advanced skills in Excel including pivot tables, lookup tables, working with complex functions and formulas.
  • Working knowledge of accounting principles and ability to apply this knowledge to research and resolve discrepancies.
  • Strong writing skills to prepare clear and concise correspondence and application documentation and manuals.
  • Ability to prioritize duties when faced with interruptions, distractions and fluctuating workload.
  • Ability to use tact and diplomacy and to maintain a high level of confidentiality.
  • Strong interpersonal skills and demonstrated ability to explain technical application data to both users and non-users.
  • Ability to understand federal and state regulations and university policies, and experience in the application of that knowledge to develop, maintain and enhance training and workflow documentation.
  • Strong technical knowledge to learn and use enterprise and institutional systems needed for the position, including experience in running financial reports from enterprise/financial systems, and in troubleshooting database problems.
Desired Qualifications

Experience working for a university. Knowledge of Chapman University policies and procedures.

Special Instructions to Applicants

Chapman University is an equal opportunity employer committed to fostering a diverse and inclusive academic global community. The University is dedicated to enhancing diversity and inclusion in all aspects of recruitment and employment. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, citizenship status, physical disability, mental disability, medical condition, military and veteran status, marital status, pregnancy, genetic information or any other characteristic protected by state or federal law. The University is committed to achieving a diverse faculty and staff and encourages members of underrepresented groups to apply.

Applicants for Staff and Administrator positions must be currently authorized to work in the United States on a full-time basis. Chapman University does not sponsor applicants for Staff and Administrator positions for work visas.

The offer of employment is contingent upon satisfactory completion and outcomes of a criminal background screening, and upon you accepting and returning a signed original Agreement to Arbitrate.

Minimum Number of References

Maximum Number of References

Pre-screening Questions

Required fields are indicated with an asterisk (*).

Applicant Documents
Required Documents
  1. Resume
  2. Cover Letter
Optional Documents
  1. Letter of Recommendation 1
  2. Letter of Recommendation 2
  3. Letter of Recommendation 3
  4. 3 References Listed on One Page

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