Senior Associate, Program Planning and Budget

The Pew Charitable Trusts

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, 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.


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 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 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 the program area's staff to create and monitor the program 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.

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 program staff. Skills required include, but are not limited to, strong customer service, interpersonal and communications skills, excellent Excel skills, and strong problem solving and analytical skills. The ideal candidate works well in a team environment, will enjoy learning about the program areas he/she supports and will apply this knowledge to process improvements.


  • Deliver high quality customer service to customers and develop strong relationships with identified customers.
  • 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.
  • Serve as the finance point person for assigned program areas. Will be assigned program areas of intermediate complexity, including programs with multiple donors and end dates, difficult structures and budgets, and possibly international programs.
  • Work with program staff, including the program directors, to create or modify revenue and expense budgets for executive review and approval.
  • Write the budget narrative, with input from program, for executive review and approval.
  • Create and maintain budget templates; educate program staff regarding budget protocols, 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 and expenses against budget; explain material budget variances; highlight areas of concern and propose a range of solutions to address these concerns; and perform analytics to inform timely and accurate decision-making.
  • 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.
  • Work with program staff to build and maintain forecasts.
  • Create and implement reporting that clearly and easily presents data for users to make decisions.
  • Develop, in consultation with more senior team members, ad hoc reporting as necessary.
  • Identify issues and research and propose potential solutions.
  • 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 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.
  • Act as a mentor and resource to junior staff.

  • Bachelor's degree in finance or accounting is required, MBA or graduate degree a plus.
  • A minimum of four years of progressively responsible accounting/finance experience is required.
  • Strong Excel skills required.
  • PeopleSoft Financials 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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