Business Analyst

Position Overview

The Business Analyst, reporting to the Senior Business Analyst, analyzes, interprets, and reports on the financial, operational, and social outcome data of approximately 100 social enterprise organizations across the country. The Junior Business Analyst also supports the implementation of Salesforce across REDF, supporting and working closely with staff in all departments, gathering requirements, assisting in the design and implementation of business solutions, workflows and reports, and managing data integrity, timeliness, and accuracy. The ideal person is as comfortable with systems, analyses, and reporting as they are understanding, and communicating, to diverse stakeholders.

See What a Job Can Do

REDF is a venture philanthropy organization that invests exclusively in the growth and effectiveness of social enterprises―double bottom-line businesses dedicated to helping people who otherwise would be shut out of the workforce, get jobs, keep jobs, and build a better life. Since 1997, REDF has provided funding and specialized advisory services to over 60 social enterprises in California, to help them and the people they employ, succeed, and make spending for government programs go further. Now REDF is expanding the impact of its work nationally, building the field of social enterprise, deepening the evidence base to demonstrate the return on investment, and partnering with some of the most effective and innovative social enterprises around the country to strengthen their business, scale their impact, and help tens of thousands more people transform their lives and futures.

Essential Responsibilities

- Data Management. Create and manage data capture processes, primarily with Salesforce, to ensure efficient, timely, and accurate data collection across all REDF departments (e.g., portfolio investments, business accelerators, field-building, development, communications, etc.). Serve as a bridge to and collaborate effectively with Information Technology staff in solving technical problems. Collaborate effectively with parties owning external systems and databases. Make sure data capture supports reporting requirements.

- Reporting. Using a proactive approach, and project management methods, provide multiple internal and external stakeholders with the information they need in the form of reports, views, dashboards, etc. Design, build, and deliver reports, dashboards, views, and slide shows as required, using a variety of tools. Ensure accuracy of data in all reports. Build stakeholder confidence in our metrics through the consistent meeting of deadlines and infallibly accurate and elegant metrics. Manage a well-designed, organized, and intuitive library of reports.

- Salesforce Implementation. Learning and understanding business user requirements, support the development and adoption of native, custom, and add-on salesforce business solutions, scope and estimate costs and efforts, and help drive implementation and adoption. Evaluate and test business solutions working closely with end users, migrate and reconcile data, deliver reports, and develop and deliver training for users. 

- Portfolio Analysis. Respond to needs, perform analyses, and communicate insights and findings that deliver value to diverse internal and external stakeholders. Execute multiple initiatives across multiple domains concurrently. Contribute to an annual analysis of portfolio progress against investment thesis in order to inform investment decisions. Use analysis to help staff determine the impact of technical assistance projects. Maximize the use of internal data sets to identify key drivers of positive employment outcomes at social enterprises.

- Other duties as assigned

Qualifications

-Bachelor’s degree in Mathematics, Business, Economics, Statistics, Data Science or Public Policy or related field, or an equivalent number of years of relevant work experience, is required

- 2-3 years’ experience managing analysis and reporting, or equivalent, is required

- Basic knowledge of at least one report writing or business intelligence software (Crystal, Tableau, Wave, Cognos, etc.) is required. Tableau, which REDF uses, is preferred. Intermediate to advanced knowledge of Salesforce, preferably in a nonprofit application, and advanced skills with Excel and PowerPoint.

- Attention to detail and data precision is required

- Ability to plan and implement projects in accordance with hard deadlines is required

- Ability to effectively communicate findings and observations to various stakeholders is required, including in graphical, table, slide, verbal and written formats

- Experience analyzing new systems, business domains, and business processes is required

-Experience interpreting financial statements preferred

- Baseline understanding of social science research is required; working knowledge of trends in impact evaluation preferred

-A commitment to REDF’s values of diversity and inclusion, and a growth mindset

- Willingness to travel occasionally nationwide is required

Working Conditions

Physical Demands

Position is considered sedentary and no unusual physical requirements are necessary to perform most daily tasks. Certain computer applications, programs, and documents may require an ability to differentiate colors, shapes, and symbols.

The Rewards

- Ability to help craft REDF’s next 20 years of impact

- Work with passionate, dedicated people

- Apply your passion for social change in your career

- Operate with a high degree of autonomy in a fast-paced, dynamic environment

- Competitive, comprehensive benefits package

Join Us!

Please submit your resume and cover letter via REDF’s applicant portal. A personalized cover letter is required; applications without one will not be considered.

REDF is an equal opportunity employer and is committed to a policy of equal treatment and opportunity in every aspect of its relations with staff members and prospective employees, and will not discriminate against applicants for employment because of race, creed, color, national origin, age, disability, marital status, sex, or sexual orientation. REDF encourages employment applications from people who are representative of the culturally and ethnically diverse communities REDF serves. Pursuant to the San Francisco Fair Chance Ordinance, REDF will consider for employment qualified applicants with arrest and conviction records.