The Associate, 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 serves a supporting role across Planning and Budget. This position assists the unit with journal entry reclasses, budget uploads, monthly report distribution, 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 works directly with the program area's 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.
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.
The Pew Charitable Trusts uses data to make a difference. For more than 70 years, we have focused on serving the public, invigorating civic life, conducting nonpartisan research, advancing effective public policies and practices, and achieving tangible results. Through rigorous inquiry and knowledge sharing, we inform and engage public-spirited citizens and organizations, linking diverse interests to pursue common cause. We are a dedicated team of researchers, communicators, advocates, subject matter experts, and professionals working on some of today's big challenges – and we know we are more effective and creative collectively than we are individually. With Philadelphia as our hometown and the majority of our staff located in Washington, DC, our U.S. and international staff find working at Pew personally and professionally rewarding.
Wise stewardship of resources allows Pew employees to pursue work that strategically furthers our mission in significant and measurable ways. We collaborate with a diverse range of philanthropic partners, public and private organizations, and concerned citizens who share our interest in fact-based solutions and goal-driven initiatives to improve society. Pew attracts top talent, people of integrity who are service-oriented and willing to take on challenging assignments. We provide competitive pay and benefits, a healthy work-life balance, and a respectful and inclusive workplace. Pew employees are proud of their colleagues, proud of where they work, and proud of the institution's reputation.
The Finance Department
Pew's 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 Pew's 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 Pew's high-performing and mission-driven culture.
Pew's Finance department is comprised of two areas, (1) Controller and (2) Planning and Budgeting, Contracts and Procurement, and Treasury Services. Controller is comprised of (i) accounting and financial reporting and (iii) payroll and payment services. Planning and Budgeting, Contracts and Procurement, and Treasury Services is comprised of (i) planning and budgeting for program and operations; (ii) institutional reporting; (iii) contract and procurement services; (iv) grant management; and (v) investment management and banking services.
Associate's degree or equivalent experience required
A minimum of one year of progressively responsible accounting/finance experience
Strong Excel skills
PeopleSoft Financials experience is 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
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.
The Pew Charitable Trusts is an equal opportunity employer, committed to a diverse and inclusive workplace. Pew considers qualified applicants for employment without regard to age, sex, ethnicity, religion, disability, marital status, sexual orientation or gender identity, military/veteran status, or any other basis prohibited by applicable law.