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Data Analyst

Los Angeles, California, United States
February 18, 2018

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Phone: 310-***-**** Email:


CRM Database & Reporting Analyst

**/**** – 1/2018 US Vets Los Angeles, CA

Oversaw the daily operation of the constituent relationship management database (eTapestry) and was responsible for ensuring the accuracy and integrity of all financial and biographical data, training staff in data and gift entry. Developing and implementing data management policies to guide data entry and ensure the accuracy of financial and analytical reports. Supports US Vets national and site staff in creation of reports, queries and mailing lists; coordinating gift processing with sites; reconciling with Finance; importing data, providing support for site events including e-commerce setup and assisting in development efforts. First point of contact for staff with questions about or problems with the use of database, and serves as the liaison with vendors to maintain the software and troubleshoot problems.

Ensure the accuracy and integrity of U.S.VETS fundraising database including data input and output, and end-user training and support.

Oversee the daily operation of the database including coordinating gift processing with sites, reconciling with Finance and importing contact records.

Design, build and test new reports, forms and controls to meet U.S.VETS needs.

Support staff at U.S.VETS’ sites in the creation of queries, reports and mailing lists.

Train Gift Processing staff to ensure accurate gift processing & records management.

Provide registration and marketing support for site events including targeted email lists and ecommerce setup.

Develop standards and policies for data entry, and ensures compliance.

Maintain & update quality control procedures to provide clean and accurate constituent data.

Maintain user manual and support, and clearly document workflows which pertain to CRM use.

Map and import data from external sources to eTapestry.

Provide recommendations and implements integration of CRM with payment processing and fundraising solutions.

Responsible for quarterly updating of contact information for key stakeholders.

Directed mail list preparation for three annual appeals.

Annual gala support include creation of online registration, invitation list management, creation of prospect lists, attendee tracking and creation of financial reports.

Prepare monthly board reports on fundraising progress and unrestricted revenue reports.

Business Analyst

02/1999 - 10/2015 UCLA Advancement / Information Services Los Angeles, CA

SQL Report Writer and Software Quality Assurance Specialist with over 15 years of experience. Provided database reports to the various UCLA External Affairs

department units in their efforts to promote advocacy and support for UCLA.

Reviewed incoming data requests, analyze the data elements in the source SQL Server database, consult with the users, and make recommendations regarding their requirements.

•Performed analysis of user requests and develop specifications for data extracts, queries, and reports.

•Created database reports from the UCLA alumni/donor (BLACKBAUD CRM) database tailoring to management and users for their business and data analysis needs.

•Assisted in the development of the data architecture: identify areas of improvement regarding data integrity, access, usability and the data model.

•Acted as a liaison between Information Technology staff and user community to create data solutions.

•Analyzed user needs to determine system enhancements required to meet their reporting needs and to support their business processes.

•Discovered opportunities and recommended solutions for further efficiencies within the team and department.

•Knowledge of the BLACKBAUD CRM environment, including developing Smart Queries,

Ad-hoc Queries Marketing Efforts, Interaction updating, event planning, and general processes.

•Ability to acquire input from and lead discussions with a wide-ranging group of stakeholders across both business and IT teams.

•Ability to analyze complex technical and administrative information in order to identify relevant concerns, recognize alternatives, formulate logical and objective conclusions, and communicate these with management, team members, customers and vendors.

•Expert knowledge of scripting, optimizing, and executing T-SQL queries against a SQL Server database using SQL Server Management Studio (SSMS).


Dowling College, Oakdale NY

• Bachelor of Science Degree, Aeronautics and Applied Mathematics


Databases: Oracle/Sybase/SQL Server Databases, Microsoft Access

Database Languages: SQL, Transact-SQL

Software: Blackbaud CRM,, SQL Server BI Tools, Infomaker, Microsoft Office

Other Software: SPSS, Tableau

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