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This team integrates the core functions that shape how donors experience and invest in the institution-including Donor Experience (Engagement, Stewardship, Recognition, and Acknowledgement), Development Communications, Campaign Operations, Research & Portfolio Management, and Proposal, Case, and Gift Agreement Development. Although not guaranteed, certain additional benefits may be offered through the Naval Academy, such as use of certain recreational facilities (including the Brigade Sports Complex gym, marina and indoor/outdoor pools), as well as category II eligibility for employee children to apply to the Naval Academy Primary School.

YEAR

The United States Naval Academy Alumni Association and Foundation in Annapolis, Maryland is looking to hire a full-time Analyst, Research & Portfolio Management, to join the Donor Experience & Strategy Team.This team integrates the core functions that shape how donors experience and invest in the institution-including Donor Experience (Engagement, Stewardship, Recognition, and Acknowledgement), Development Communications, Campaign Operations, Research & Portfolio Management, and Proposal, Case, and Gift Agreement Development. Together, these areas ensure that donors are identified, inspired, informed, and recognized through a cohesive, data-driven approach that connects philanthropy to impact and aligns with institutional priorities.This exempt position report to the Director, Research & Portfolio Management and has a annual salary range of $57,100 to $71,350.This position pays a competitive salary commensurate with experience and is also eligible for an annual performance-based bonus, when applicable. You would also be eligible for a generous benefits plan which includes medical, dental, vision, an FSA, an HSA, a fully-vested 403(b) retirement plan with employer matching, 22 days of accrued paid time off (PTO) per fiscal year, 14 paid holidays per calendar year, group life insurance, short-term & long-term disability, identity theft protection, and annual opportunities for professional development. Although not guaranteed, certain additional benefits may be offered through the Naval Academy, such as use of certain recreational facilities (including the Brigade Sports Complex gym, marina and indoor/outdoor pools), as well as category II eligibility for employee children to apply to the Naval Academy Primary School. Our mission requires that we hire and retain the best of the best. To do that, we offer competitive pay, generous benefits, opportunities for career development, and a positive work experience.This position is based in historic Annapolis at our current offices at the Fluegel Alumni Center located overlooking the Severn River on the beautiful grounds of the U.S. Naval Academy. ABOUT THE UNITED STATES NAVAL ACADEMY (USNA) ALUMNI ASSOCIATION AND FOUNDATION The United States Naval Academy Alumni Association and the United States Naval Academy Foundation are two independent, not-for-profit corporations sharing a single president and CEO and operating as a fully integrated organization in support of the Naval Academy and its mission. The organization's focus and core competencies are engagement and philanthropy in pursuit of complementary and closely aligned missions. Our Mission: We connect and support our alumni and the U.S. Naval Academy community so that the Brigade and alumni lead and serve at their full potential for the good of the nation.Position SummaryThe Analyst, Research & Portfolio Management position plays a critical role in advancing the philanthropic growth of the Naval Academy Foundation by delivering data-driven insights, portfolio strategy, and prospect intelligence to support long-term fundraising effectiveness.This role serves as a strategic partner in optimizing prospect development efforts and portfolio performance across frontline fundraising teams, including Regional Development, Planned Giving, Corporate & Foundation Relations, Parent Giving, and Class Giving. The Analyst contributes to building and sustaining a strong pipeline of prospective donors, ensuring that fundraising resources are aligned to maximize long-term impact and institutional priorities.While the role collaborates across the Enterprise-including Alumni Engagement and Events and other partner teams-priorities are driven by Foundation fundraising objectives. Broader support is provided on a strategic, prioritized basis.This position is part of an energized and engaged team, all of whom are driven to advance our mission as well as their own professional and personal growth. The team works collaboratively to think strategically, address opportunities and challenges, and continuously improve both team and individual performance.This position reports to the Director, Research and Portfolio Management and works closely with the Assistant Director of Research and Portfolio Management to execute key initiatives. The Analyst partners directly with frontline fundraisers and Donor Experience & Strategy colleagues to inform engagement strategies, briefing development, and leadership interactions with prospective donors and volunteers.RESPONSIBILITIESPortfolio Management<ul><li>Support the strategic oversight and management of the Foundation's prospective donor tracking system, including prospect assignments, portfolio composition, and pipeline development across giving levels </li><li>Create and maintain a robust prospective donor pool to support principal, major, planned, and leadership annual giving portfolios, ensuring alignment with institutional priorities </li><li>Analyze and monitor portfolio health indicators (e.g., pipeline development, prospect activity, stage progression), and provide recommendations to optimize fundraiser performance and portfolio effectiveness </li><li>Recalibrate portfolios as needed to elevate high-priority prospects and ensure alignment with capacity, inclination, and institutional priorities </li><li>Partner with frontline fundraisers to support disciplined moves management, identify stalled prospects, and inform strategy adjustments or reassignment recommendations </li><li>Support the development and maintenance of top prospect lists for use in regular strategy and leadership review sessions </li><li>Serve as a key resource on portfolio management tools and systems, including CRM and EverTrue </li></ul>Research<ul><li>Identify, evaluate, and rate prospective donors through comprehensive research and analysis, leveraging data, predictive modeling, and prospecting methodologies </li><li>Produce high-quality, actionable research profiles and briefings for senior staff, board members, volunteers, and Naval Academy leadership </li><li>Develop strategic briefing materials in partnership with Donor Experience & Strategy for key donor engagements, leadership meetings, priority events, and volunteer interactions </li><li>Support briefing development for senior leadership and lead staff involved in donor conversations, as well as for Foundation and Alumni Association leadership, including the Nominating Committee and prospective board member engagement </li><li>Prepare research and briefing materials for priority events and engagements aligned with fundraising objectives and institutional priorities </li><li>Ensure all research outputs are accurate, timely, and aligned with strategic fundraising needs </li><li>Develop dashboards and reports to inform portfolio management, leadership decision-making, and frontline fundraising strategy </li><li>Collaborate with Campaign Operations and Development Communications to support integrated planning and execution of fundraising and engagement initiatives </li></ul>Data & Strategy<ul><li>Support data integrity, consistency, and effective use of CRM systems to enable accurate reporting and informed decision-making </li><li>Apply data analysis and segmentation techniques to identify trends, uncover opportunities, and inform prospect strategy </li><li>Contribute to the development of proactive prospecting and pipeline growth strategies </li><li>Help ensure alignment between prospect data, portfolio strategy, and institutional priorities </li></ul>Other<ul><li>Additional responsibilities in support of the Research and Portfolio Management team, as assigned </li></ul>QUALIFICATIONS<ul><li>A bachelor's degree from an accredited college/university or equivalent experience</li><li>1 to 3+ years of research and/or data mining experience, preferably in nonprofit, marketing, and higher education or an independent school</li><li>Proficiency in conceptualizing and developing proactive prospecting methodologies using such tools as constituent list segmentation, data mining, and electronic and peer screenings</li><li>Ability to manipulate, analyze and synthesize data using data mining tools</li><li>Strong collaboration, analytical, problem-solving, and critical thinking skills</li><li>Proficiency in using Microsoft Office suite, in particular Excel and Word or similar software</li><li>Knowledge of Power BI and/or Canva helpful</li><li>Exceptional written/verbal communication and project management skills</li><li>Strong interpersonal and communication skills, with the ability to collaborate effectively across teams </li><li>Ability to manage multiple priorities in a fast-paced environment </li><li>Ensure adherence to professional standards and ethics of prospect research</li><li>Approaches each day with grit and optimism, works with enthusiasm, thinks with intellect, and acts with honesty and humility</li><li>Dedication to growth and professional development with an openness to coaching and mentoring</li></ul>Due to the collaborative nature of the role and consistent, in-person interaction with Foundation staff, this position is based in Annapolis and is not eligible for a full-time remote working arrangement.Apply: Please go to <a href="https://usna.isolvedhire.com/jobs/" rel="nofollow">https://usna.isolvedhire.com/jobs/</a> and apply on our website.The USNA Alumni Association and Foundation is an Equal Opportunity EmployerVeterans encouraged to apply

USNA Alumni Association & Foundation

Analyst, Research and Portfolio Management

Analysis Skills

Campaigns

Channel Strategies

Coaching

Communication Skills

Continuous Improvement

Corporate Planning

Customer Relationship Management (CRM)

Customer Relationship Management (CRM) Systems

Data Analysis

Data Mining

Data Modeling

Data Quality

Develop Methodologies

Donor Development

Establish Priorities

Fundraising

Interpersonal Skills

Investment Management

Leadership

Maintain Compliance

Mentoring

Microsoft Excel

Microsoft Office

Microsoft Word

Multitasking

Nonprofit

Operational Communications

Operations Research

Performance Tuning/Optimization

Portfolio Analysis

Power BI

Predictive Modeling

Presentation/Verbal Skills

Primary School

Problem Solving Skills

Project/Program Management

Reporting Dashboards

Resource Management

Sales Prospecting

Sports

Stewardship

Strategic Planning

Team Player

Time Management

Trend Analysis

Responsible for optimization and streamlining the organization's Quote 2 Cash workstream, focusing on analyzing existing process, identifying areas for improvement, and implementing effective changes, by working with Business Partners, Users and Technical Development Teams. + Be the single point of contact for the workstream, providing end 2 end support to workstream users across all supporting tools in the workstream.

Business Sys Analyst Sr - req1597 OVERVIEW Responsible for optimization and streamlining the organization's Quote 2 Cash workstream, focusing on analyzing existing process, identifying areas for improvement, and implementing effective changes, by working with Business Partners, Users and Technical Development Teams. RESPONSIBILITIES + Accountability + Acquire expertise necessary knowledge of people, process, and technology to be able to support assigned workstream. + Develop and implement workstream roadmap aligned with the organization's overall objectives, in conjunction with business partners. + Be the single point of contact for the workstream, providing end 2 end support to workstream users across all supporting tools in the workstream. + Process Management + Collaborate with cross-functional teams in the workstream to understand current business processes and relevant supporting tools & technologies. + Develop and maintain accurate and up-to-date process documentation, including flowcharts, process narratives, and user guides. + Contribute to the development of key performance indicators (KPIs) to measure process effectiveness and track progress towards improvement goals. Develop optimum solutions based on extensive application functional knowledge and business knowledge, to fulfill user needs. Support authoring of requirements definition documents, technical design documents, and user acceptance testing documents. + Collaboration & Support + Responsible for troubleshooting production issues and working with the users and technical team to resolve in a timely manner. + Collaborate with other workstreams, IT teams and departments to ensure alignment between business processes and technology solutions. + Work closely with Technical Delivery teams to ensure timely delivery of workstreams solution across all application platforms. + Senior Role + Acquire & maintain sufficient knowledge about all workstreams to be able to provide support during coverage gap. + Maintain workstream roadmap in conjunction with Mid Term business plans and advise on investment decisions to mature assigned workstream. + Lead meetings to discuss dependencies and impact of changes across all workstream. QUALIFICATIONS + Deep expertise in Quote-to-Cash (Q2C) processes, including quoting, pricing, order management, billing, and revenue recognition. + Hands-on experience with Salesforce CRM , including: + Territory Management for sales alignment and coverage. + Account Sharing Models for visibility and collaboration. + Opportunity Management for pipeline tracking and forecasting. + Deal Approval Workflows for discounting and compliance. + Salesforce CPQ (Configure-Price-Quote) for complex pricing and quoting. + Strong ERP experience required, withOracle E-Business Suite R12or Oracle Cloud ERP for order management, invoicing, and financials. + Order-to-Cash and Revenue Management modules for accurate billing and compliance. + Integration between CRM and ERP systems, including middleware or API-based solutions. + Ability to design, configure, and optimize end-to-end Q2C workflows across integrated platforms. + Familiarity with revenue recognition standards (ASC 606) and compliance considerations. + Skilled in data analysis, reporting, and troubleshooting across CRM and ERP systems. + Preference for exposure to Install Base functionality for managing assets and service entitlements. + Preferred: Experience with subscription billing models, SaaS revenue processes, and advanced pricing strategies. + Excellent communication skills and the ability to develop and maintain effective internal and external working relationships. + Very strong understanding of business processes and best practices within a business area (such as finance/accounting, sales/marketing, services, inventory, etc.). + Deep understanding of application structures, functions, and processes. + Demonstrated ability to lead complex business process reengineering efforts. + Demonstrated ability to influence and guide others to use best business practice solutions within the constraints of the applications capability. + Demonstrated ability to develop high quality analytical deliverables including, functional, requirements, UAT scripts, technical requirements, and report definitions. + Understanding of IT & Organizational change management principles to help manage the impact of changes within the workstream. + 8 years minimum with relevant business analysis experience required. + Experience implementing enterprise-wide solutions. + Pay Information: Min. Salary of $110,700 to Max. Salary $178,200 (annual equivalency); DOE #LI-RS1 #LI-Remote _About us!_ _Canon Medical Systems USA, Inc., a world leader in diagnostic imaging, is in search of qualified candidates to fill our open positions. Canon Medical Systems offers a competitive salary and benefits package, we support a diverse workplace and are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, sex, color, sexual orientation, gender identity, religion, national origin, protected veteran status, or on the basis of disability. We invite you to join and become part of our Canon family._

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Analyst, Research and Portfolio Management USNA Alumni Association & Foundation

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