Senior Associate, Program Planning and Budget

$74,400 - $83,200/Yr

The Pew Charitable Trusts - Washington, DC

Full-time - Mid Level

Washington, DC

Religious, Grantmaking, Civic, Professional, and Similar Organizations

About the position

The Senior Associate, Program Planning and Budget at Pew Charitable Trusts plays a crucial role in supporting the Manager of Program Planning and Budget by providing comprehensive budgeting and financial services to program units. This position involves analyzing financial information, developing solutions, and ensuring compliance with policies and donor requirements while delivering exceptional customer service to management and program staff.

Responsibilities

• Develop and maintain knowledge about Pew's accounting, finance, budgeting, donor, procurement, and contracting policies.
• Work with program staff to create or modify revenue and expense budgets for executive review and approval.
• Support domestic and international projects with multiple donors.
• Create and maintain budget templates and educate program staff on their use.
• Monitor actual revenues and expenses against budget, explaining variances and proposing solutions.
• Lead the budget renewal process with assistance from the Manager.
• Maintain an inventory of required PeopleSoft reports necessary for responsibilities.
• Perform project accounting and costing for program areas and monitor coding accuracy.
• Develop donor budget proposals and track donor spending compliance.
• Deliver high-quality customer service and develop strong relationships with customers.
• Review service provider agreements for proper coding.
• Prepare presentations and training for budget and financial management processes.
• Apply knowledge of PeopleSoft financial management and reporting system to responsibilities.
• Establish effective working relationships with staff and assist in special projects as assigned.
• Participate in conferences and professional development activities.

Requirements

• Generally requires 4 years of accounting/finance experience, a bachelor's degree, or equivalent experience.
• MS-Excel expertise, including pivot tables, macros & importing/exporting data.
• Grant, contract, project, donor, or cost accounting experience is a plus.
• Tableau Reports experience is a plus.
• ERP systems experience (PeopleSoft Financials is a plus).
• Business process improvement experience is a plus.
• Budgeting and maintaining forecasts skills.
• Strong analytical, critical thinking, and customer service skills.
• Exceptional written, oral, interpersonal, communications, and presentation skills.

Nice-to-haves

• Experience with grant, contract, project, donor, or cost accounting.
• Experience with Tableau Reports.
• Experience with ERP systems, particularly PeopleSoft Financials.
• Experience in business process improvement.

Benefits

• Comprehensive health care through medical, dental, and vision coverage.
• Life and disability insurance for financial security.
• Health savings and flexible spending accounts for savings opportunities.
• Retirement benefits to help prepare for the future.
• Work/life benefits to maintain a good balance.