Position description. Position Number: Delegation: Cost Allocation: Membership 50% Fundraising 50% A. Position purpose

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1 Position description Position title: Dept. / Team: Reports to: Position Number: 6940 Classification: Delegation: Business Analyst Business Head of Business Non Award Employee N/A Cost Allocation: Membership 50% Fundraising 50% A. Position purpose The Business Analyst partners with the three teams that make up Business and in doing so assists in implementing, monitoring and reporting on the tactical outputs associated within each strategy. This is achieved through, but not limited to, project scoping, analysing data, campaign segmentation, campaign and event monitoring and reporting. This role will focus on assisting Business to reach annual targets and budget whilst growing brand awareness and end-user reach. B. Business Unit / Departmental Purpose The Business Department upholds a holistic view of Diabetes Victoria s stakeholders, working to develop Diabetes Victoria s relationships with members, customers, donors, partners, sponsors, volunteers and other supporters. The primary function of this Department is to lift stakeholder engagement with Diabetes Victoria s brand and many services to advance our mission to help all Victorians affected by diabetes to live well. The Department is comprised of Fundraising and Partnerships, Membership and Marketing, and Bequest teams. The Department is responsible for driving and generating part of the annual financial surplus for Diabetes Victoria, whilst taking stakeholders on a journey that will see them increase their commitment and contribution to the organisation. C. Key accountabilities KEY RESULT AREAS (KRAs) The key measurable outputs or deliverables required of the position. TASKS The main activities required to achieve a KRA. KEY PERFORMANCE INDICATORS (KPIs) The quantitative/qualitative evidence used to measure how well the KRAs have been achieved. 1. Business Analysis Provides sound full cycle BA services to the organisation on a range of systems, technology, processes and frameworks using accredited BA methodology. Works with key stakeholders to educate and inform on BA activities, ensuring all relevant information in captured Utilise Business Analyst skills to identify key diabetes hots spots to assist with membership take up, fundraising revenue generation, Maintain stakeholder satisfaction Provide Business Analytics for the Business team Work with the Data Processing team to manage/operation improvements for the Business team 1x implementation of approved business process management/operation improvement support empower campaign Page 1 of 5

2 confirmed bequestors, major gifts and relevant event locations. Analyse state to improve on campaigns, identify gaps and provide recommendations with regards segmentation, reach and uptake. Work with key stakeholders to develop comprehensive post campaign and event reporting. 2. Business Intelligence Develop and implement BI systems (standard reports, ad-hoc analysis, drill-down reports, reporting models, dashboards, and analytics) Provide reporting or data to enable and improve business decision making, support the delivery of new products & services and ensure regulatory compliance Work closely with key stakeholders to formulate and establish analytical projects based information. 3. Project Management Work with the Business team to develop project management plans, including identifying scope, timeframe and deliverables. Prepare documentation for distribution on schedules, budgets, solutions testing, risk mitigation measures etc Prepare status reports to stakeholders 4. Marketing Strategy Works collaboratively with the Business team on: o Providing input into the execution of the Marketing Strategy and roadmaps for Diabetes Victoria s ongoing Marketing Strategy functions. o Working with the Business team and greater organisation to assist with managing touch points Management and delivery of (12x) monthly Business Balance Scorecard Reporting Post Fundraising analysis and reporting for Tax and Xmas appeals (2x) Projects are delivered on time and on budget Reports are completed in a timely manner Successfully implement the marketing strategy in conjunction with the wider Business team Marketing Strategy evaluation is completed in a timely manner and as required by the Head of Business Ensure the management of Diabetes Victoria Supporter touchpoints across the organisation 5. Marketing Cloud and Salesforce Play a key role in managing Marketing Cloud and maintain a strong relationship with the Salesforce Administrator and the Marketing Cloud Administrator Support all stakeholders on Marketing Cloud queries and issues Analyse data and provide reporting where required Act as the Marketing Cloud champion for the organisation. Work with stakeholders across the organisation to ensure communication of critical information is effective and timely Builds relationships with both internal support empower campaign Page 2 of 5

3 and external stakeholders who have technical expertise or a knowledge base that is valuable to achieving strategic objectives D. Organisational requirements Policy and Practice Compliance Comply with company policies and procedures Attend/complete mandatory compliance training Display duty of care at all times with Workplace Health and Safety Demonstrate awareness of Risk & Compliance obligations and undertake necessary actions Continuous Learning Professional Actively participates in the Professional Review System Actively develop oneself Quality Policy & Procedures Ensure that all work practices meet Diabetes Victoria s ISO 9001 quality certification requirements as outlined in the Diabetes Victoria Quality Policy (ISO-57) Customer Service Code of Practice Adhere to the Customer Service Framework (ISO-261) when dealing with all customer enquiries and complaints E. Position requirements The essential skills, knowledge and experience required of this position Skills 1. Business Analytics (Advanced) 2. Technical skills in Spreadsheet (Advance), Salesforce, Marketing Cloud, IT&C service deliver, networking or other similar field 3. Database fundamentals, Business Intelligence System / Implementation 4. Project Management (Advanced) 5. Change Management 6. Strategic Planning 7. Stakeholder Engagement / Vendor Management Knowledge (Qualifications/Certifications/Licenses) 1. Qualification in AGILE or similar business analysis methodology 2. Current Police Check Experience 1. Experience with Salesforce and Marketing Cloud 2. Experience in providing a full suite of BA services to a small to medium sized team 3. Proven experience in working in a collaborative relationship with technical specialist to drive and implement change 4. Experience working in a diverse stakeholder driven environment 5. Understanding of the needs of people from culturally and linguistically diverse backgrounds support empower campaign Page 3 of 5

4 F. Behavioural requirements The behavioural competencies required to be demonstrated by an individual in order to perform this position effectively (please refer to dictionary of behavioural competencies) Behavioural Competencies Level of proficiency 1-5 Proficiency Description See competency dictionary for additional detail 1. Analytical Thinking 5 Interpreting, linking, and analysing information in order to understand issues Applies a systems perspective to the analysis of enterprise-wide issues 2. Client / Customer Focus 3. Networking / Relationship Building 4 Identifying and responding to current and future client / customer needs; providing service excellence to internal and external clients / customers Fosters a client / customer focused culture 4 Building and actively maintaining working relationships and/or networks of contacts to further the organisation s goals Strategically expands networks 4. Change Leadership 2 Managing, leading and enabling the process of change and transition while helping others deal with their effects Aligns change initiatives with organisational objectives 5. Visioning & Strategic Direction 3 Developing and inspiring commitment to a vision of success; supporting, promoting and ensuring alignment with the organisation s vision and values Aligns program/operational goals and plans G. Key relationships/interactions The internal and external relationships/interactions and why the position interacts with these parties Who Why (Reason for relationship) INTERNAL Head of Business Business Team IT&C Team Diabetes Victoria Staff Direct report Liaise with and provide advice, support and guidance Liaises with and seeks technical assistance or advice from the team on concept development, project or analysis work Liaises with to understand needs and requirements, provide advice and achieve deliverables EXTERNAL Consultants Source and engage as appropriate support empower campaign Page 4 of 5

5 H. SIGNATORY Last updated: June 2017 Approved By: Head of Business Name: Signature: Date: / / Position holder acceptance: Name: Signature: Date: / / support empower campaign Page 5 of 5