• Builds and maintains positive, productive relationships with internal customers to facilitate cross-functional efficiency and accurate budgeting and reporting.
• Establishes effective working relationships with staff members throughout Pew and assists in special projects as assigned.
• Serves as liaison between finance staff and assigned project teams to communicate compliance with Pew's accounting, finance, budgeting, donor procurement, and contracting related policy and procedure changes.
• Supports projects across program portfolios and executes directives of multiple planning and budget managers on a regular basis.
• Educates program staff as necessary on how to complete budget templates and interpret budget and spending guidance and ensures the timely and accurate upload of all budget templates into PeopleSoft.
• Works with program staff and Pew's Philanthropic Partnership Group to develop donor budget proposals, track donor spending (ensuring spending is compliant with donor agreements) and provide donor financial reports.
• Prepares financial models and reports, and budget narratives as required.
• Works with program staff to monitor actual revenues and expenses against budget; explains material budget variances; highlights areas of concern and proposes options to address these concerns; and performs analytics to inform timely and accurate decision-making.
• Works with program staff to build and maintain forecasts.
• Supports staff across Planning and Budgeting by preparing monthly journal entry and journal voucher reclasses; preparing budget uploads; and tying out monthly financial statements, budgets, forecasts, and other documents as needed.
• Evaluates and refines business processes to ensure accurate and timely support and problem resolution to internal customers. Develops and maintains support procedures to ensure effective problem resolution, promptness, reliability of service, and customer satisfaction.
• Oversees the monthly report distribution for program planning and budget. Compiles, analyzes, and/or publishes organization wide information.
• Calculates cash transfers between donor advised fund accounts and Pew.
• Reviews service provider agreements for proper coding.
• Maintains project IDs and fund codes in PeopleSoft.
• Develops a broad knowledge of finance-related acumen. Participates in conferences, seminars and other professional development activities to keep expertise current.

Overview