The UM Foundation connects donors’ passions with needs and opportunities at the University of Montana – our work changes lives and makes the world a better place.
This is an exciting time to work at the UM Foundation as we continue to celebrate the transformational impact of the most successful higher education campaign in state history, inspiring more than 34,000 donors to give $450.9 million that has elevated every student, school and college at the University of Montana. New colleagues will play a key role in preparing for the university’s next comprehensive campaign.
We are committed to maintaining a diverse and inclusive workplace that reflects the people and culture of the University we serve, fostering an environment allowing us to inspire each other to our best work. We are also passionate about delivering an exceptional donor experience, acting with integrity and respect, and innovating thoughtfully and with purpose. We act with integrity and respect, and work to create a team where everyone feels valued, respected, and supported.
Why Work for Us?
- Retirement 403(b) contribution of 11%!
- Generous Time Off – Team Members accrue 4 weeks of vacation and 12 days of sick leave per year, with an additional 12 days of holiday leave
- Paid parental leave of 4 weeks per year for new parents
- Short-term and long-term disability pay protection benefits
- Benefits – Medical, Dental, Vision, wellness program and more!
- Over 80% of our workforce feels highly engaged in their work, year-to-year
- Professional Development Opportunities
- Most positions are eligible for a part-time remote work arrangement
Basic Function and Responsibility
The Senior Business Analyst is responsible for leading the analysis, design, and implementation of business processes that leverage digital technology to support the Foundation’s operations and fundraising goals. This role is also a change agent that guides the adoption of new technology and business processes by applying effecting change management strategies. The Senior Business Analyst plays a key role in the optimization of a new Microsoft Dynamics CRM system going live in February 2022.
This role partners closely with senior management and leads a team of programmer analysts to produce high quality deliverables.
What You'll Do
Duties and Responsibilities
- Manages projects to support and enhance CRM functionality, including system implementations, software integrations, data exchanges, process automation, data hygiene, and reporting and analytics solutions
- Supervises, coaches, and mentors a team of programmer analysts; manages workloads, sets priorities, and evaluates their performance regularly
- Leads the scrum team in sprint planning, retrospectives, and refinement of the backlog
- Elicits requirements from end users to solve business problems and identify the desired outcome
- Documents requirements as user stories in the Jira project management system
- Works collaboratively with team members to design solutions that meet business objectives and fulfill user requirements
- Develops and maintains test plans, use cases, and testing reports; supports end users with user acceptance testing
- Leads internal data analysis projects and oversees the development and enhancement of actionable dashboards, interactive reports, analyses, and KPIs
- Identifies inefficient business processes and leads efforts to improve them
- Collaborates with Information Systems colleagues to ensure data security policies and procedures are properly applied, maintained, and followed by staff and external partners
- Partners with the Director of CRM Training and Data Management in the operation of the Foundation’s data management strategy
- Manages the fulfillment of ad hoc data requests from staff and external partners
- Integrates change management strategies into the plan and approach for IT projects
- Consults with senior management to design and implement technical solutions that facilitate business processes and anticipate future needs
- Associate’s degree or equivalent
- Experience with modern software systems and relational databases
- Project management experience
- Proven experience in requirements gathering, process design and documentation
- Supervisory experience
- Proficient in Excel, PowerPoint, Word, and Outlook
- Self-starter and quick learner who is easily able to learn new products, systems, applications, and technologies
- Strong interpersonal, written, and oral communication skills, and the ability to communicate effectively with both technical and non-technical audiences
- Strong analytical and problem-solving skills with high attention to detail
- Ability to work on multiple projects at one time in complex environment
- Solid understanding of business and accounting principles
- Bachelor’s degree or higher in Information Systems or related field
- Experience with Customer Relationship Management (CRM) systems, preferably Microsoft Dynamics or Salesforce
- Experience managing IT projects through the complete software development lifecycle
- Three years of supervisory experience
- Experience building and leading cross-functional teams
- Experience and knowledge of change management principles, methodologies, and tools
- Ability to analyze complex data systems and document data elements, data flow, relationships and dependencies
- Working knowledge of T-SQL programming
- Experience with business intelligence systems (e.g., SQL Server Reporting Services, Power BI, Tableau, Logi Analytics, Advizor)
The position at certain times may not include all of the duties listed nor do the listed examples include all tasks which may be found in the position.
The University of Montana Foundation
Since 1950, the UM Foundation has delivered on its mission to inspire philanthropic support to enhance excellence and opportunity at UM.
The UM Foundation is an independent, nonprofit organization that serves UM by managing private fundraising efforts, donations and investment of endowed gifts. Governed by a Board of Trustees, the UM Foundation operates under an agreement with UM that is reviewed and approved by the Montana University System Board of Regents.
The Foundation’s dedicated trustees, trustee emeriti, staff professionals, volunteers and student employees bring broad expertise and deep commitment to the mission-critical work of the Foundation.
These Foundation stakeholders believe in the power of generous people to make a difference in the world. They believe philanthropy definitively shapes UM as a world-class institution that improves the life of every student.
Our core values guide us in all that we do
- We are passionate about delivering an exceptional donor experience
- We inspire each other to do our best work
- We act with integrity and respect
- We innovate thoughtfully and with purpose
The Foundation manages a long-term investment portfolio, valued at $265 million, established to provide ongoing annual support for scholarships, faculty, programs, and other University priorities.
The UM Foundation offices are located in a new building on the beautiful University of Montana campus. The Foundation currently employs nearly 60 professional staff working across teams focused on development, finance and operations, information systems, and marketing and communications.
The University of Montana
As Montana’s flagship university, the University of Montana sets a high bar for academic studies, creative accomplishments, and scientific exploration. The University draws a diverse, global population to Missoula and helps cultivate an educated, engaged and vibrant community. Students receive a world-class education in a broad range of subjects that include the trades, liberal arts, sciences, graduate and postdoctoral study and professional training.
- Alexander Blewett III School of Law
- College of Business
- College of Health
- College of Humanities and Sciences
- College of the Arts and Media
- Davidson Honors College
- Missoula College
- Phyllis J. Washington College of Education
- W.A. Franke College of Forestry and Conservation
Missoula is a thriving community of 77,000 residents who make their home where five valleys converge. Set in an outdoor playground of majestic mountains, scenic valleys and winding rivers, Missoula residents enjoy four distinct seasons, an energetic college-town vibe and unparalleled recreational opportunities.
Missoula’s vibrant downtown lies north of the Clark Fork River, which runs through the heart of the city. Residents and visitors flock there for its locally owned restaurants and bars, eclectic retail stores and during the summer, its bustling Saturday farmer’s market scene.
Missoula offers outstanding cultural and entertainment opportunities that contribute to the “Missoula Lifestyle.” Big-name and local artists play Missoula’s varied concert venues and festivals. Local residents enjoy excellent art galleries, public lectures, theatrical productions, sporting events and world-class fly-fishing.
- Rattlesnake Wilderness Area: 5 miles
- Montana Snow Bowl Ski Area: 7 miles
- Glacier National Park: 139 miles
- Yellowstone National Park: 269 miles
- There are 3.1 million acres of wilderness within a 100-mile radius of campus.