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 today's big challenges – and we know we are more effective and creative collectively than we are individually. With Philadelphia as our home town 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 philanthropic 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 investments 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.
Department Overview 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, 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, Controller and Finance and Treasury Services. Controller is comprised of (i) accounting and financial reporting (ii) planning and budget; and (iii), payroll and payment services. Finance and Treasury Services is comprised of (i) treasury services, (ii) institutional reporting; (iii) contract and procurement services; and (iv) grant 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 will work directly with the program area's staff to create and monitor the 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.
The ideal candidate will possess strong customer service skills, possess excellent interpersonal and communications skills, have relevant nonprofit accounting and finance knowledge and experience, including budgeting, program reporting, donor reporting and financial analysis; be detail oriented; work well in a team environment; possess strong problem-solving and Excel skills; and enjoy learning about the business as it grows and applying this knowledge to process improvements.
Deliver high quality customer service to customers and develop strong relationships with identified customers.
Develop and maintain knowledge about Pew's accounting, finance, budgeting, donor, procurement, and contracting policies, procedures, and practices (e.g. commitment authority, spending authority, expense policies, foreign currency policy, month-end and year-end close processes, financial code/chart of accounts); and remain current as new policies, procedures, and practices are implemented.
Support domestic TOPs with one or two donors.
Work with program staff, with assistance as necessary from more senior staff, to create or modify revenue and expense budgets for executive review and approval.
Write the budget narrative with assistance from the program and more senior staff, as necessary.
With guidance from more senior staff, research issues and propose potential solutions.
Create and maintain budget templates; educate program staff as necessary on how to complete budget templates and interpret budget revenue and spending guidance; and ensure the timely and accurate upload of all budget templates into the appropriate PeopleSoft modules.
Work with program staff to monitor actual revenues and expenses against budget; explain material budget variances; highlight areas of concern and propose options to address these concerns; and perform analytics to inform timely and accurate decision-making.
Work with program staff and Pew's Philanthropic Partnership Group to develop donor budget proposals, track donor spending (ensuring spending is in compliance with donor agreements), and provide donor financial reports.
Work with program staff to build and maintain forecasts.
Prepare presentations and training to support the implementation/rollout of new/ongoing budget and financial management processes/process improvements.
Apply knowledge of PeopleSoft financial management and reporting system (including chart fields) to the responsibilities of the position.
Establish effective working relationships with staff members throughout Pew and assist in special projects as assigned.
Conduct ongoing evaluations and refinement of business processes to ensure accurate and timely support and problem resolution to internal customers. Develop and maintain support procedures to ensure effective problem resolution, promptness, reliability of service, and customer satisfaction.
Develop a broad knowledge of finance-related acumen. Participate in conferences, seminars and other professional development activities to keep expertise current.
Bachelor's degree in finance or accounting is required.
A minimum of one year of progressively responsible accounting/finance experience is required.
Strong Excel skills required.
PeopleSoft Financials experience a plus.
Business process improvement experiences a plus.
Strong analytical and customer services skills are required.
Exceptional written, oral, interpersonal and presentation skills including the ability to effectively interface with staff and management.
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.
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.