Data Analyst
Charlotte, Nc, Us
Highlights: Secured $3.5M in annual funding as a direct result of customer benefit analysis presented to stakeholders. Designed, developed and implemented processes essential to the role. Built custom Excel-based tools, using arrays, slicers and pivot functions. Assisted with creation of the annual budget. Multiple ad-hoc project requests including in-depth analysis of customer segments, scenario planning and customer geocoding project.Responsibilities: Provide impactful, data-driven insights and work collaboratively to support all agency departments. Extract data from Salesforce database into Excel, using VLOOKUP and array functions to summarize and interpret data. Assist with monitoring and reconciling agency financial data, tracking performance to a $17M annual budget. Analyze trends and use predictive models to forecast customer volume, spending and support the strategic development of spending and workflow capacity guidelines. Support fundraising efforts of the Advancement and Marketing teams through regular reporting of donor contributions and campaign performance. Manage the customer satisfaction survey process, monitor the administration of surveys, compile and report results to track agency goals.