Director of Analytics and Reporting

Overview & Benefits

Students are at the core of Bottom Line. Every day, we are energized by their drive, potential, and passion. We know that the success of our students will create a ripple effect in our communities.  Bottom Line is bridging the divide of educational inequity by providing a trusted advisor and the social capital necessary for our students to earn their bachelor’s degree, build financial stability, and successfully launch thriving careers. We primarily focus on students of color who will be in the first generation of their family to earn a college degree, are from low-income backgrounds, and are academically prepared for college.  For more than two decades, Bottom Line has been fighting for educational equity by ensuring that the right to a quality college education is accessible to those who's potential and drive exceed their opportunity. For first-generation degree-aspiring students from low-income backgrounds who face systemic barriers, Bottom Line’s advisors are a relentless ally who partner with them to find the right college, persist to a degree, and successfully launch a career.  As one of the first college support organizations to focus on college completion, Bottom Line now produces best-in-class college graduation rates that reduce the significant gap between first-generation students from low-income backgrounds and their wealthier peers. We operate regional programs in Massachusetts, New York City, Ohio, and Chicago that collectively serve over 8,000 students.  When you join Bottom Line, you will find an organization that lives into its core values. We are committed to building strong, impactful relationships with our students, co-workers, schools, community partners, donors, and other supporters. We are engaging, responsive, caring, direct, honest, solutions-oriented, and we always follow through on our promises. We act with empathy and extend grace to ourselves and each other. We pursue ambitious goals, hold ourselves to high standards, make data-informed decisions, and orient to long-term success for our students and our organization. We operate with curiosity, evolve thoughtfully, take informed risks, and learn from successes, setbacks, and each other. Experts in our field are driven by our mission and motivated by the impact we are achieving.  At Bottom Line, we have a strong commitment to Diversity, Equity, and Inclusion. We aim to attract diverse candidate pools who hold these same values and are ready to help us along our journey toward greater equity and inclusion.  Bottom Line offers a comprehensive benefits package.  For more information about who we are, please review our Core Values and Careers Page.  

Responsibilities

Position Summary: The Director of Reporting and Analytics will be responsible for implementing a variety of dynamic reporting and analytics efforts in support of multiple business units (BUs): Development/Fundraising, Human Resources, Program, and Program Design.  While this person will have an analytical mindset, they will be adept at simplifying highly technical information for a non-technical audience. Specifically, the ideal candidate will be an equal part data designer/visualist and analyst with a strong reporting and analytics skillset and the ability to thrive in an environment that leverages agile principles to deliver work tasks on time. The Director will utilize Bottom Line’s modern Datawarehouse, business intelligence tool, multiple analytics techniques, and effective communication skills to provide integrated data-driven and actionable insights to support key stakeholders in making critical business decisions.  Additionally, the Director will create a roadmap that builds out a schedule for the necessary dashboards and reports that Bottom Line relies on frequently, and continually trains individuals within the organization to be good data stewards.   

The Director will thrive in an environment with a high degree of individual responsibility but be able to partner with or oversee individuals from consultative groups performing a variety of reporting and analytics functions. Data analyses from this individual and/or the team of consultants that they will either collaborate with or oversee, will drive a deeper understanding of our students and funders, and continuously improve success factors for Bottom Line’s core programs and development strategies. The Director reports to the Managing Director of Research, Analytics, and Evaluation. 

Primary Responsibilities (95%):  

• Create informative, actionable, and repeatable reporting that highlights relevant business trends and opportunities for improvement 
• Conduct insightful, ad hoc analyses to investigate ongoing or one-time operational issues 
• Use expertise in data structure to build new capabilities for the organization using data analytics  
• Manage the queue of reporting requests and prioritize reports, manage completion of requests, and communicate status and timeline to parties in a timely manner 

• Create reporting and analytics roadmap that establishes key milestones and deliverables, in support of current and future business needs and requirements – leverage Bottom Line’s data calendar as a starting point for this roadmap.  
• Ensure that timely, accurate and insightful reporting is developed and published for use.  
• Manage and/or partner with consultants to create and deliver reporting dashboards and action-oriented insights to inform program success, fundraising strategy and performance, and guide decision making on HR matters.  
• Support on-boarding and knowledge transfer process for new staff and/or consultants hired on the data team  
• Partner with Bottom Line Program teams across all regions, in developing reports and dashboards with metrics that inform them about their caseload and how well they are doing to meet key performance targets and indicators.   

• Consult with Development teams and conduct analyses, including understanding their fundraising goals, formulating analytical approaches, performing data extraction and exploration, and translating results into actionable insights.  
• Collaborate with Salesforce Engineer to understand impacts of changes and impacts on dashboards and reports. 
• Leverage statistical techniques to build multivariate analyses and/or predictive /explanatory models that address key strategic projects, topics, and questions.  
• Proactively focus on the discovery of insights hidden in Bottom Line’s Enterprise Datawarehouse, to help the organization make smarter decisions.  
• Work with cross-functional stakeholders across various Business Units, to define business requirements around data and reporting needs for analysis and ensure accurate results.  

• Collaborate with cross-functional stakeholders to develop consistent and reliable structured definitions for data and/or metrics for use in reporting and analysis.  
• Facilitate User Acceptance testing – on all end-user deliverables – to collect stakeholder feedback and enhancement requests and ensure all business unit organizational dashboards and reports are error free by consistently performing Quality Assurance tasks on them.  
• Ensure all program and development dashboards and reports developed in Power BI are delivered in a fast and timely manner, are of high quality, and continue to be refreshed and enhanced for organization decision making and performance measurement and tracking 
• Use JIRA to centralize and streamline prioritized requirements and ad-hoc requests.  
• Facilitate sprint review meetings to demonstrate completed work products and review product backlog priorities for the subsequent sprint. 

• Manage backlog for each sprint cycle to ensure work products are delivered with the highest quality.  
• Create presentations to help illustrate data in ways that are appropriate and easy for stakeholders to understand.  
• Participate in, and in some instances lead, data governance meetings and provide content/insight to the discussion.  
• Clearly communicate analysis and complex concepts to non-subject matter experts orally and in writing.  
• Develop documentation for each analysis conducted and/or dashboard report developed.  

• Prepare research, reports, summaries, presentations, and other materials that summarize findings for internal and external audiences 
• Create and manage a learning community (both virtual and in-person) of members engaged in data and analysis of key data points. 

Secondary Responsibilities (5%):  

• Represent the Bottom Line brand in a positive light, and take actions to increase brand awareness throughout the community  

• Maintain a “students first” perspective, actively building connections with colleagues across functions to build understanding of each other’s work, and more importantly, serve as the best possible advocate for our students and mission    
• Work collaboratively with others on the National Team and with regional teams on shared projects, committees, and other opportunities  
• Conduct interactions with a high degree of professionalism, using an interpersonal communication style that promotes progress through teamwork in a collaborative manner. 

Duties, responsibilities, and activities may change at any time with or without advanced notice.  

Qualifications

Qualifications – Required: 

• Bachelor’s degree or equivalent experience 

• 5+ years of experience developing and using advanced analytics and reporting techniques 
• Deep technical background in analytics, applied data science, and reporting, including, data visualization, statistics modeling, and descriptive analytics 
• Experience collaborating with and/or managing consultants to deliver on reporting dashboards and/or predictive modeling tasks, as well as priority setting and managing day-to-day activities 
• Strong computer skills, including advanced knowledge of Microsoft Excel, hands-on experience with Power BI, SQL and Python 
• Ability to use business data to improve programs, quality of outcomes, seek efficiencies, and support BL in being a data-driven organization 

• Demonstrated analytic skills, including knowledge of, and proficiency with, quantitative analytical concepts such as statistical methods and database structures 
• Demonstrated ability to clearly and effectively present ideas and complex research insights, using a variety of mediums (including written reports, presentations, data visualizations, and proposals) to audiences with diverse knowledge and areas of expertise 
• Detail oriented, analytical, and inquisitive 
• Extremely organized with strong time-management skills 
• Demonstrated commitment to Bottom Line’s mission, vision, and core values 

• Approaching mastery in Bottom Line's seven core competencies: Relationships, Results, Communication, Inclusiveness, Talent Development, Agility, and Planning 
• Proven track record of driving adoption of analytics tools   
• Highly developed analytic and information integration skills, ability to draw inferences from disparate pieces of data; identify key findings; and link to implications and provide recommendations 
• Strong project management skills, able to multi-task, prioritize, and meet tight deadlines 

Competencies: 

All employees are expected to demonstrate continued growth within our seven core competencies. 

Competencies provide Bottom Line with a way to define, in behavioral terms, what it is that people need to do to produce the results that the organization desires, in a way that is in keeping with its culture.  Bottom Line defines a competency as a cluster of related knowledge, skills and attitudes that affects a major part of one’s job that correlates with performance on the job, that can be measured against well-accepted standards, and that can be improved via training and development.   

• Relationships  

• Identifies opportunities and takes action to build and maintain meaningful and collaborative connections with various stakeholders 

• Results  

• Produces quality outcomes; compiles and analyzes data to drive future plans; uses creative solutions 

• Communication  

• Effectively articulates information in a clear, concise, and timely manner to a wide range of stakeholders 

• Inclusiveness  

• Creates and maintains an environment that respects and values the identities and cultures of all colleagues and students we serve 

• Talent Development  

• Actively contributes to the hiring, development, retention, and promotion of a highly effective team 

• Agility  

• Demonstrates adaptability and openness to shifting priorities, needs of stakeholders, and organizational changes 

• Planning  

• Effectively and efficiently uses resources (people, time, materials, technology) in order to create, meet, and assess both strategic and task-oriented goals