• Associate I, Planning and Budget (Financial Analyst)

    Location US-DC-Washington
    Posted Date 1 week ago(11/7/2018 10:03 AM)
    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, 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, Planning and Budget reports to and supports the Manager, Planning and Budget in providing internal customers with full-service budgeting and financial services. The Associate I will work directly with internal customers to create and monitor the 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 Associate I will also support the Manager, Planning and Budget with expense and commitment tracking for board reporting purposes, as well as ad hoc projects as needed. The Manager and Associate I are responsible for having a strategic view across the planning and budget unit. With support from the Manager, the Associate I will assist in 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 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; possess robust report design and creation 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.
    •  Work with internal customers, with assistance as necessary from more senior staff, to create or modify budgets for executive review and approval.
    • Write the budget narrative with assistance from more senior staff, as necessary.
    • With guidance from more senior staff, research issues and propose potential solutions.
    • Create and maintain budget templates; educate internal customers 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 internal customers 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 internal customers 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 internal customers to build and maintain forecasts.
    • Prepare presentations and training to support the implementation/rollout of new/ongoing budget and financial management processes/process improvements, including planning and budget’s Tableau financial reports.
    • Assist in the design and creation of consolidating reports, typically in Tableau, that provide financial information to senior leadership in order to make business decisions. Apply knowledge of PeopleSoft financial management and reporting system (including chart fields) to the responsibilities of the position.
    • Track board approved program commitments and assist Manager, Planning and Budget with other board reporting requirements as needed. 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.
    • Tableau 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.

    Compensation and Benefits:

    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 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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