Associate I, Program Planning & Budget in Washington, District of Columbia at Pew Charitable Trusts

Associate I, Program Planning and Budget (Hybrid)

The Finance Department

Pews Finance department is committed to serving as an excellent steward of financial resources; providing accurate, reliable, timely, and cost-effective finance and accounting related products and services; and delivering extraordinary customer service on a sustained basis.

The Finance department desires to ensure each position is fully aligned with Pews mission, strategic priorities and results-oriented culture; and filled by a person with the competencies, skills, experience, and adaptability necessary to deliver extraordinary results on a sustained basis. The Finance department strives to provide a great workplace for competent, highly motivated, customer service and results-oriented people whose leadership qualities and core values align with the Pews high-performing and mission-driven culture.

Pews Finance department is comprised of Controller, Finance and Treasury, and Procurement Services. Controller is comprised of (i) accounting and financial reporting and (ii) payroll and payment services. Finance and Treasury Services is comprised of (i) treasury services and (ii) institutional budgeting, reporting and analytics. Procurement is comprised of (i) procurement and contracting and (ii) grants management.

Position Overview

The associate I, program planning and budget reports to and supports the manager, program planning and budget in providing program units with full-service budgeting and financial services. The associate I serves a supporting role across Planning and Budget. This position assists the unit with journal entries, budget uploads, monthly reporting, and special projects related to Pew. The Planning and Budget unit provides services to both Pew and its subsidiary, The Pew Research Center.

In addition, the associate I works directly with the program areas staff to create and monitor program budgets and forecasts; provide accurate and timely financial reporting; ensure compliance with adopted policies and procedures and donor reporting requirements; and provide a high level of customer service to management and program staff.

This position reports to the manager, planning and budget, and is based in Pews Washington, DC office. This position participates in Pews hybrid work program with core days in the office and the flexibility to telework the remaining days. Staff also enjoy four telework flex weeks per year.

Responsibilities

Prepare journal entries, budget uploads, and reconciliations of financial statements, budgets, and forecasts.

Prepare financial analyses, budget models, reports, and narratives.

Assist with the development of donor budgets and reporting, and ensure compliance with donor agreements.

Improve financial processes to enhance efficiency, accuracy, and reporting quality.

Coordinate monthly organization-wide financial report distribution.

Calculate and process cash transfers between restricted funds and operating accounts.

Support board approval process for new and recurring projects and maintain recordkeeping related to board commitments.

Serve as the Pew Research Centers day-to-day liaison for journal entries and donor reporting.

Support Philadelphia and Scientific Advancement teams by assisting with monitoring of budget performance and analyzing variances.

Assist with lobbying compliance.

Foster a work environment that is diverse, equitable, inclusive, and accessible and in line with Pew and department goals

Other duties as assigned

Requirements

Generally, requires 1 year of experience; bachelors degree or equivalent experience

A minimum of one year of progressively responsible accounting/finance experience

Strong Excel skills

ERP systems experience (PeopleSoft Financials a plus).

Business process improvement experience is a plus.

Strong analytical and customer services skills

Exceptional written, oral, interpersonal and presentation skills including the ability to effectively interface with staff and management

Salary Range

The salary range represents a reasonable estimate of the annual salary based on Pews commitment to provide equitable and market-competitive pay. The actual salary offered will take into consideration many factors including but not limited to job-related knowledge, skills and experience, internal pay equity, and business need.

Total Rewards

We offer a competitive salary and benefit program, including: comprehensive, affordable health care through medical, dental, and vision coverage; financial security with life and disability insurance; opportunities to save using health savings and flexible spending accounts; retirement benefits to help prepare for the future; and work/life benefits to maintain a good balance.

Pew is an equal opportunity employer and makes employment decisions without regard to race, ethnicity, gender, or any other protected characteristics.