ORGANIZATIONAL OVERVIEW  

As the largest funder of Jewish causes in California, the Jewish Federation Bay Area connects donors, changemakers, and community partners to build a thriving, resilient future. The Federation serves as a trusted partner and advisor for those seeking to make an impact today while shaping a better tomorrow. We invest in education, social services, and security while mobilizing crisis relief worldwide. With over a century of leadership, we empower individuals and families to give strategically, building a thriving and resilient future for generations to come. Whether strengthening Jewish life in the Bay Area, safeguarding communities worldwide, or ensuring a safe and democratic Israel, we empower people to take meaningful action that echoes for generations. 

The Federation is seeking a highly motivated and qualified individual with a variety of skill sets who wants to join a team working to build a new model of 21st century and next generation Federation engagement. 

ROLE SUMMARY  

The Senior Associate, Data Analytics & Reporting is an experienced data professional who works independently on moderately complex analytics, reporting, and visualization initiatives. This role contributes deep subject matter expertise to transform data into clear, actionable insights that support philanthropy, finance, community impact, and executive decision-making. 

The Senior Associate owns discrete deliverables and workstreams within the Federation’s reporting ecosystem, applying judgment to adapt analytic methods to unique situations and evaluating multiple variables to solve varied business problems. While primarily an individual contributor, this role may mentor Associates, model professionalism and initiative, and serve as a trusted resource beyond the immediate data team. This role reports to Managing Director, Data.

ESENTIAL FUNCTIONS: 

Analytics & Reporting Execution 

• Develop, maintain, and enhance dashboards, reports, and analytic outputs that support fundraising, donor engagement, financial visibility, and community impact measurement. 
• Independently execute moderately complex analytics projects, translating business questions into effective reporting solutions.
• Apply analytical judgment to adapt methodologies and visualizations based on audience needs and data constraints. 

Data Visualization & Storytelling  

• Create clear, compelling data visualizations and narratives using Power BI and/or Tableau to communicate trends, performance, and outcomes. 
• Tailor communication and presentation style to different audiences, including executive leadership, committees, and program staff.
• Support preparation of data-driven materials for Board meetings, annual reporting, and organizational presentations.

Systems & Data Collaboration 

• Work closely with Salesforce NPSP data to analyze constituent, giving, and engagement data for reporting and insight generation. 
• Partner with Data Operations and cross-functional stakeholders to ensure data accuracy, consistency, and appropriate interpretation. 
• Identify data quality issues and contribute recommendations to improve reporting reliability and usability. 
• Build audience lists for events, emails, and mailings, as well as oversee the cross-functional hand-offs related to distribution lists 

Ownership & Initiative  

• Take ownership of assigned deliverables, timelines, and data outputs, ensuring work is accurate, thoughtful, and well-documented. 
• Adapt processes and find creative solutions when standard approaches do not fully address reporting needs.  
• Proactively surface insights, trends, and opportunities that align individual contributions with broader team and organizational objectives.  

Collaboration & Mentorship 

• Collaborate effectively across Philanthropy, Finance, Marketing, Community Impact, and Data teams to support shared goals. 
• Share knowledge, best practices, and subject matter expertise to support team learning and growth. 
• May mentor Associates or lead small analytic workstreams, modeling initiative, accountability, and professional standards.
• Build credibility as a knowledgeable and reliable analytics partner across teams beyond the immediate data group. 

QUALIFICATIONS, KNOWLEDGE, SKILLS, ABILITIES   

• Working knowledge of Salesforce NPSP  
• Demonstrated experience developing dashboards and reports using Power BI and/or Tableau.  
• Strong communication skills, with the ability to tailor messages to technical and non-technical audiences. 
• Proven ability to work independently, apply judgment, and manage multiple priorities. 
• Collaborative mindset with a commitment to ownership, innovation, and professional growth. 
• Proven ability to work collaboratively across departments and disciplines  

EDUCATION AND EXPERIENCE 

• Bachelor’s degree with 3–4 years of relevant experience in data analytics, business intelligence, or reporting; or Master’s degree with 2–3 years of relevant experience.  

Salary commensurate with experience. Excellent benefits — medical, dental, vision, vacation, sick pay, holidays (including Jewish), and retirement plan. 

EMPLOYMENT PRACTICES 

The Federation views equity, diversity, inclusion, and belonging as the pathway to achieving inclusive excellence and fostering a company culture where everyone can thrive. We strive to create a community that draws upon the widest possible talent pool to unify excellence and diversity while fully embracing individuals from varied backgrounds, cultures, races, identities, life experiences, perspectives, beliefs, and values. The Jewish Federation Bay Area is an equal opportunity employer.