• Senior Associate, Operations Planning and Budget

    Location US-DC-Washington
    Posted Date 3 weeks ago(3 weeks ago)
    Job ID
    The Pew Charitable Trusts
  • Overview

    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 interest.

    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, 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 three primary areas, Controller, Finance Operations and Finance and Treasury Services. Controller is comprised of (i) accounting and financial reporting (ii) grant management (iii), payroll and payment services; Finance Operations is comprised of (i) program and operations budget and planning; (ii) contract and procurement services. Finance and Treasury Services is comprised of (i) treasury services, (ii) institutional reporting and analytics; and (iii) research support.


    Position Overview
    The Senior Associate, Operations Planning and Budget reports to and supports the Manager, Operations Planning and Budget in providing operations units with full-service budgeting and financial services. The senior associate will be expected to analyze information, identify issues appropriately, and help develop solutions. The Senior Associate will also be the first point of contact for the manager when he or she is away.

    The Senior Associate will work directly with the operations area’s staff to create and monitor the department budgets; provide accurate and timely financial information; 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 relevant nonprofit accounting and finance knowledge and experience, including budgeting, program reporting, donor reporting and financial analysis; be detail oriented; have strong customer service skills; possess excellent organization and communication skills; work well in a team environment; possess strong interpersonal, problem-solving and computer skills; and enjoy learning about the business as it grows and applying this knowledge to process improvements.


    • 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 operations staff to create or modify revenue and expense budgets for executive review and approval.
    • Create and maintain budget templates; educate operations 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 operations 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.
    • Develop PeopleSoft queries based on the needs of Operations Planning and Budget.
    • Keep a current inventory of required PeopleSoft reports, including nVision reports, pre-built queries, and canned reports, that are necessary to perform their responsibilities to run their operational area.
    • Perform project accounting and costing for operation areas; monitor chart field coding accuracy; and provide payment processing support as requested.
    • Consistent with Pew’s contractor due diligence policy and process, conduct an independent financial health assessment and percentage of revenue calculation for all for-profit and non-profit organizations; document the result of the analysis; assess impact on contract structure, terms and conditions; and propose a recommendation to mitigate any perceived risk.
    • 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.
    • Apply knowledge of PeopleSoft financial management and reporting system (including chart fields) to the responsibilities of the position.
    • Contribute to and participate in department-related activities as needed. Participate in Pew-wide projects as assigned.
    • 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.
    • A minimum of four years of accounting/finance experience is required.
    • Knowledge of GAAP required (contributions made/received and fund accounting a plus).
    • Grant, contract, project, donor or cost accounting experience a plus.
    • PeopleSoft Financials experience a plus.
    • Business process improvement experiences a plus.
    • Budgeting skills
    • Analytical skills.
    • Critical thinking skills.
    • ERP systems experience (Oracle/PeopleSoft a plus).
    • MS-Excel expertise, including pivot tables, macros & importing/exporting data.
    • Strong interpersonal skills.
    • Excellent written and oral communications skills.


    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.


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