Senior Business Analyst

The Heart Research Institute (HRI) is an internationally recognised medical research institute delivering ground-breaking cardiovascular research from our state-of-the-art facilities in Newtown, Sydney and the Charles Perkins Centre (CPC) at The University of Sydney.

For over 30 years, HRI has been one of Australia's leading research organisations working to detect, prevent and treat heart disease. Through our research, HRI has made significant findings that have changed the way we live with and treat cardiovascular disease. Our vital work is through generous philanthropic giving.

Growing and retaining a loyal and engaged database of donors is critically important to HRI’s sustainability and ongoing development and success. 

The Role

We are seeking an experienced and inspiring Business Analyst, with an inquiring mind who is keen to make a meaningful difference in an organisation focused on delivering exceptional medical research, powered by philanthropic funding. 

You will be an essential member of the Development, Philanthropy and Communications team providing developing analytics, business/scenario modelling and reporting to enable informed decision making. 

The primary purpose of this position is to facilitate data analytics, program reporting, business case development, real time analysis of program performance and predictive modelling for program forecasting and budget development. You will also ensure data integrity and be the owner and internal champion of knowledge for the CRM, D365. You will also have experience in Raisers Edge and the integration of these systems. You will work collaboratively with internal stakeholders including the IT team to optimise the use of the system and facilitate training across the team to ensure that the system is implemented effectively over time. 

You will manage a team of two experienced analysts, and collectively, you will develop and share business intelligence that will enable the boarder team to drive and grow philanthropic revenue across diverse revenue streams. 

Core Responsibilities

• Design and deliver comprehensive weekly/monthly/annual reporting on donor numbers and revenue, including segmented data. 
• Support the Director Development, Philanthropy and Communications with regular reporting and insights driven data to support decision making.
• Inspire, mentor and develop a team of 2 highly experienced data analysts. 
• Conduct deep dive analysis on the donor database, identifying opportunities for growth across revenue streams. 
• Produce financial status updates to inform essential reporting including Board reporting and ARFC reporting.
• Undertake income modelling to project the impact of strategic initiatives on revenue pipeline and performance. Identify the impact of different levels of investment and donor acquisition and retention.
• Work with the Director Development, Philanthropy and Communications and philanthropy managers and the finance team to develop business cases for current and future program investments across the Australia and International fundraising portfolio.
• Deliver comprehensive campaign reporting and analysis outlining performance and providing year on year comparison and effectively measuring return on investment.
• Develop segmented data and lists to enable targeted communications and campaign activity.
• Ensure data integrity and accurate and timely processing and coding of donations.
• Manage the CRM and be the point of knowledge and reference for D365 queries and operational requirements. 
• Collaborate with internal stakeholders to understand the business needs and customise D365 dashboards to report on and meet business needs, enabling effective decision making.
• Facilitate training across the team in the use of D365 ensuring the organisation is able to develop and access donor intelligence, and ensuring the team is proficient and competent in the use of D365.
• Continuous improvement and development of D365 capabilities based on the evolving needs of the team in using D365.
• Support with ad hoc reporting and data requests from internal stakeholders including the CEO, Board, Director Development and Philanthropy and extended Philanthropy team.
• Work collaboratively with the HRI IT team to ensure CRM integration with other essential systems that support the business including the Finance system. 
• Work collaboratively with the Finance team to ensure effective budgeting, reporting and auditing processes/procedures.
• Work with Director Development, Philanthropy and Communications and philanthropy managers and the finance team to develop annual budgets. 

Core Skills

• Commercial mindset and an analytical thinker.
• Excellent communication skills and ability to manage, mentor and inspire a team of Business Analysts.
• Relevant tertiary qualifications in Business, IT, Technology or Commerce.
• Relevant Microsoft certifications in D365.
• Strong knowledge of D365 applications and features including customisation and management.
• Strong experience in data import, export, migration within D365.
• Strong competency in mapping out business requirements, business processes and reporting requirements to deliver strategic solutions.
• Ability to work collaboratively with cross functional teams, including technical developers, IT teams, project managers and systems users. 
• Ability to create models of income and expenditure and develop scenario analysis to drive decision making.

Join The Heart Research Institute during a time of growth and innovation, as we transition the organisation from being very traditional in focus to one focused on strategic philanthropic giving. For further information on this position, please contact Katrina Dowling at ***************@hri.org.au or on 02 82088*** for a confidential discussion.

To view the benefits of working at HRI, please view our Benefits page: https://www.hri.org.au/join-us/benefits

How to Apply:
Please submit your application online and include the following documentation in your application:

• A cover letter addressed to Katrina Dowling, Director Development, Philanthropy and Communications.
• A detailed resume

Eligibility:
To apply for this position, you must have an appropriate Australian or New Zealand work visa.

Closing date: Friday March 29th, 2024

Please note: Due to the volume of applications expected, only short-listed candidates will be contacted.

The Heart Research Institute supports Equal Employment Opportunity. 

We value diversity and encourage applications from women, Aboriginal and Torres Strait Islanders, people with disability, LGBTQI individuals and applicants of diverse cultures and ages. 

We are committed to the safety and wellbeing of our employees and affiliates, and our community. Whoever you are, you are welcome at HRI.

If you have a disability and need support to submit your application, please email *******@hri.org.au