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The Pew Charitable Trusts
901 E St NW
Washington, DC, United States

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Senior Associate, Program Planning and Budget


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Washington, DC, United States



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Employment Type:

Full time



Job Description:

The Pew Charitable Trusts is driven by the power of knowledge to solve today's most challenging problems. Pew applies a rigorous, analytical approach to improve public policy, inform the public and invigorate civic life.


We are an independent nonprofit organization – the sole beneficiary of seven individual trusts established between 1948 and 1979 by two sons and two daughters of Sun Oil Company founder Joseph N. Pew and his wife, Mary Anderson Pew.


Our work lays the foundation for effective policy solutions by informing and engaging citizens, linking diverse interests to pursue common cause and insisting on tangible results. Our projects encourage efficient, responsive governments – at the local, state, national and international levels – serving the public interests.


With offices in Philadelphia, Washington, DC, Brussels and London and staff in other regions of the United States as well as Australia, Pew provides an exciting learning environment and the opportunity to work with highly talented individuals. We are a dynamic, rapidly evolving organization that values creativity and innovative thinking and fosters strong teamwork with mutual respect.


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.


Finance Operations Support

The unit provides compliance and risk management, internal control, change/release management and financial reporting support to internal Pew customers.


Position Overview

The Senior 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 senior associate will work directly with program area staff to create and monitor program and donor 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. As the finance liaison to program, the senior associate will be asked to lead meetings with Program to ensure accurate program and donor reporting, and building and maintaining forecasts and budgets.


The ideal candidate will possess relevant nonprofit accounting and finance knowledge and experience, including budgeting, program reporting, donor reporting and financial analysis; be detailed oriented, have strong customer service skills; possess excellent organization and communication skills; work well in a team environment; possess strong interpersonal, problem solving and excel skills; and enjoy learning about the business as it grows and apply this knowledge to process improvements.

Job Requirements:

  • Develop and maintain a high level of knowledge about Pew's accounting, finance, budgeting, 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.
  • Work with program staff to create and/or modify revenue and expense budgets for Board write-ups and donor proposals, including foreign currency budgets when required.
  • 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, expenses, and encumbrances 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 to build and maintain forecasts.
  • Work with Philanthropic Partnership Group, Revenue Accounting team and program staff to ensure budgets and actual commitments and spending are both in compliance with donor or Board-imposed restrictions and conditions.
  • Work with program staff and Philanthropic Partnership Group to prepare proposal budgets and interim and final donor financial reports that include actual revenues, expenses, and encumbrances against the overall program budget and donor budget (if different); explain material budget variances and highlight areas of concern; and perform other analytics as necessary to inform the actual content of donor reports.
  • Deliver high quality customer service to customers and develop strong relationships with identified customers.
  • 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 evaluation 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 is required. MBA or graduate degree in finance or accounting a plus.
  • A minimum of four years of progressively responsible accounting/finance experience is required.
  • Strong excel skills required.
  • Grant, contract, project, donor or cost accounting experience required.
  • PeopleSoft Financials experience a plus.
  • Business process improvement experiences a plus.
  • Strong analytical and customer service skills are required.
  • Exceptional written, oral, interpersonal and presentation skills including the ability to effectively interface with staff and management.

Compensation and Benefits:
As this is a full-time position, we offer a competitive salary and complete 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 help you 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.

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