Dc-Aapor
Senior Associate, Program Planning and Budget
Dc-Aapor, Washington, District of Columbia, us, 20022
Senior Associate, Program Planning and Budget
Location: Washington, DC (Hybrid)DepartmentPew’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.Position OverviewThe 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 be expected to analyze information, identify issues appropriately, and help develop solutions.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 prominent 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.The position will be based in Pew's Washington, DC office, and enjoy the flexibility of hybrid work (two core days in office).ResponsibilitiesDevelop and maintain a high level of knowledge about Pew’s accounting, finance, budgeting, donor, procurement, and contracting policies, procedures, and practices.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; educate program staff as necessary on how to complete budget templates and interpret budget revenue and spending guidance.Work with program staff to monitor actual revenues and expenses against budget; explain material budget variances; highlight areas of concern and propose options to address these concerns.Lead the budget renewal process (prepare budget summary) with assistance from the Manager, as necessary.Keep a current inventory of required PeopleSoft reports, including nVision reports, pre-built queries, and tableau reports.Perform project accounting and costing for program areas; monitor chart field coding accuracy; and provide payment processing support as requested.Work with program staff and Pew’s Philanthropic Partnership Group to develop donor budget proposals, track donor spending and provide donor financial reports.Deliver high quality customer service to external and internal customers.Review service provider agreements for proper coding.Prepare presentations and training to support the implementation/rollout of new/ongoing budget and financial management processes.Apply knowledge of PeopleSoft financial management and reporting system to the responsibilities of the position.Establish effective working relationships with staff members throughout Pew and assist in special projects as assigned.Support other program portfolios and operation departments as needed.Develop a broad knowledge of finance-related acumen. Participate in conferences, seminars, and other professional development activities to keep expertise current.RequirementsGenerally 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 a plus.Tableau Reports experience a plus.ERP systems experience (PeopleSoft Financials a plus).Business process improvement experiences a plus.Budgeting and maintaining forecasts skills.Strong analytical, critical thinking and customer service skills.Exceptional written, oral, interpersonal, communications and presentation skills.TravelThis position does not require travel.Salary Range$74,400 USD - $83,200 USD. The salary range represents a reasonable estimate of the annual salary based on Pew’s commitment to provide equitable and market-competitive pay.Total RewardsWe offer a competitive salary and benefit program, including comprehensive health care, financial security, retirement benefits, and work/life benefits.The Pew Charitable Trusts is an equal opportunity employer, committed to a diverse and inclusive workplace.
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Location: Washington, DC (Hybrid)DepartmentPew’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.Position OverviewThe 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 be expected to analyze information, identify issues appropriately, and help develop solutions.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 prominent 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.The position will be based in Pew's Washington, DC office, and enjoy the flexibility of hybrid work (two core days in office).ResponsibilitiesDevelop and maintain a high level of knowledge about Pew’s accounting, finance, budgeting, donor, procurement, and contracting policies, procedures, and practices.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; educate program staff as necessary on how to complete budget templates and interpret budget revenue and spending guidance.Work with program staff to monitor actual revenues and expenses against budget; explain material budget variances; highlight areas of concern and propose options to address these concerns.Lead the budget renewal process (prepare budget summary) with assistance from the Manager, as necessary.Keep a current inventory of required PeopleSoft reports, including nVision reports, pre-built queries, and tableau reports.Perform project accounting and costing for program areas; monitor chart field coding accuracy; and provide payment processing support as requested.Work with program staff and Pew’s Philanthropic Partnership Group to develop donor budget proposals, track donor spending and provide donor financial reports.Deliver high quality customer service to external and internal customers.Review service provider agreements for proper coding.Prepare presentations and training to support the implementation/rollout of new/ongoing budget and financial management processes.Apply knowledge of PeopleSoft financial management and reporting system to the responsibilities of the position.Establish effective working relationships with staff members throughout Pew and assist in special projects as assigned.Support other program portfolios and operation departments as needed.Develop a broad knowledge of finance-related acumen. Participate in conferences, seminars, and other professional development activities to keep expertise current.RequirementsGenerally 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 a plus.Tableau Reports experience a plus.ERP systems experience (PeopleSoft Financials a plus).Business process improvement experiences a plus.Budgeting and maintaining forecasts skills.Strong analytical, critical thinking and customer service skills.Exceptional written, oral, interpersonal, communications and presentation skills.TravelThis position does not require travel.Salary Range$74,400 USD - $83,200 USD. The salary range represents a reasonable estimate of the annual salary based on Pew’s commitment to provide equitable and market-competitive pay.Total RewardsWe offer a competitive salary and benefit program, including comprehensive health care, financial security, retirement benefits, and work/life benefits.The Pew Charitable Trusts is an equal opportunity employer, committed to a diverse and inclusive workplace.
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