The Pew Charitable Trusts · 2 days ago
Senior Associate, Program Planning and Budget
The Pew Charitable Trusts is committed to serving as an excellent steward of financial resources, and they are seeking a Senior Associate to support the Manager of Program Planning and Budget. The role involves providing full-service budgeting and financial services to program units, ensuring compliance with policies, and delivering high-quality customer service to management and program staff.
CharityNon ProfitWildlife Conservation
Responsibilities
Develop and maintain a high level of 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
Work with program staff to monitor spending 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
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 uploading of all budget templates into the appropriate PeopleSoft modules
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
Deliver high quality customer service to external and internal 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
Qualification
Required
Generally, requires 4 years of progressively responsible accounting/finance experience, and a bachelor's degree, or equivalent experience
Strong analytical, and customer service skills are required
ERP systems experience (PeopleSoft Financials a plus)
MS-Excel expertise, including pivot tables, macros & importing/exporting data
Exceptional written, oral, interpersonal, and presentation skills including the ability to effectively interface with staff and management
Preferred
Grant, contract, project, donor, or cost accounting experience a plus
Business process improvement experiences a plus
Budgeting and maintaining forecasts skills
Benefits
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
Work/life benefits to maintain a good balance
Company
The Pew Charitable Trusts
The Pew Charitable Trusts works to improve the life of the public through its research, partnerships, technical assistance, and advocacy.
Funding
Current Stage
Late StageLeadership Team
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