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 best interests of the people. We partner with a diverse range of donors, public and private organizations and concerned citizens who share our interest in fact-based solutions and goal-driven investments to improve society.
With offices in Philadelphia, Washington DC, Australia, Brussels and London, and with additional staff in other regions of the United States and around the globe, 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.
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, Controller and Finance and Treasury Services. Controller and Finance is comprised of (i) accounting and financial reporting (ii) planning and budget; and (iii), payroll and payment services. Treasury Services is comprised of (i) treasury services, (ii) institutional reporting; (iii) contract and procurement services; and (iv) grant management.
The Manager, Planning and Budget reports to and supports the Senior Manager, Planning and Budget in providing full-service budgeting and financial services to internal customers, monitoring commitments and spending across program, and managing ad hoc projects as needed. The manager is responsible for taking a strategic view across the planning and budget unit. The manager and staff will work directly with their internal customers, including to create and monitor 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. The manager will also work directly with the other Planning and Budget managers to monitor commitments and spending across program, and operations, as well as manage ad hoc projects. The manager is responsible for understanding the consolidated financial reporting needs across the planning and budget team, and designing and developing reports using Tableau to meet organizational needs.
The ideal candidate will possess relevant nonprofit accounting and finance knowledge and experience, including budgeting, program reporting, donor reporting and financial analysis, as well as display a can-do attitude focused on process improvement and building internal relationships with internal customers. Skills required include but are not limited to, strong customer service, interpersonal and communications skills, excellent Excel skills, robust report design and creation skills, and strong problem solving and analytical skills. The ideal candidate works well in a team environment, will enjoy learning about the business as it grows and will apply this knowledge to process improvements.
• Planning and Budget:
o Deliver high quality customer service to customers and develop strong relationships with identified customers.
o 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.
o Serve as the finance point person for assigned internal customers.
o Educate staff regarding budget protocols and interpret budget revenue and spending guidance; and ensure timely and accurate upload of all budgets into the appropriate Peoplesoft modules.
o Work with staff, including the program portfolio Vice Presidents, 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.
o Review and help finance staff construct the budget narratives for executive review and approval, in consultation with program staff.
o 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.
o Work with internal customers to build and maintain forecasts.
o Create and implement reporting that clearly and easily presents data for users to make decisions.Develop ad hoc reporting as necessary.
o Prepare presentations and training to support the implementation/rollout of new/ongoing budget and financial management processes/process improvements.
o Apply knowledge of Peoplesoft financial management and reporting system (including chartfields) to the responsibilities of the position.
o Design and create consolidating reports, typically in Tableau, that provides financial information to senior leadership in order to make business decisions. Develop and maintain new reports in Tableau as needed
o Track program commitments and spending against those commitments
o Track spending against Pew’s JHP and MED trusts and organizational donor commitments as needed.
o Establish effective working relationships with staff members throughout Pew and assist in special projects as assigned.
o Conduct ongoing evaluations and refinement of business processes to ensure accurate and timely support and problem resolution to internal customers.
o Develop and maintain supporting procedures to ensure effective problem resolution, promptness, reliability of service, and customer satisfaction.
o Develop a broad knowledge of finance-related acumen. Participate in conferences, seminars and other professional development activities to keep expertise current.
• Team Development and Leadership
o Manage a team of professionals. Identify and create growth opportunities for team members, coach, and mentor their professional development, drive change for improving their skills and technical knowledge and provide regular feedback for individual performance outcome.
o Guide development of staff annual performance plans and other developmental goals through coaching and counseling.
o Promote a culture of high performance and continuous improvement to include a commitment to effective communication, customer service and the highest quality standards.
• Bachelor’s degree in finance or accounting required, advanced degree preferred.
• A minimum of eight years of relevant professional experience including five plus years of relevant planning and budget experience preferably in a nonprofit, international organization with outside funding sources.
• PeopleSoft Financials experience a plus.
• Tableau reporting experience a plus.
• A minimum of two plus years of previous direct supervisory experience required including experience managing performance management process for direct reports and providing career development advice and counsel.
• Strong Excel skills required.
• Strong analytical and customer service skills required.
• Business process improvement experiences a plus.
• Exceptional written, oral, interpersonal and presentation skills including the ability to effectively interface with staff and senior management.
• Proactive, seasoned professional with evidence of having worked as a business partner to senior level 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.