Senior Associate, Program Planning and Budget

Senior Associate, Program Planning and Budget (Hybrid) Department Pewu2019s 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 Pewu2019s 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 Pewu2019s high-performing and mission-driven culture. Pewu2019s Finance department is comprised of two areas, (1) Controller and (2) Planning and Budgeting, Contracts and Procurement, and Treasury Services. Controller is comprised of (I) accounting and financial reporting and (ii) payroll and payment services. Planning and Budgeting, Contracts and Procurement, and Treasury Services is comprised of (i) planning and budgeting for program and operations; (ii) contract and procurement services; (iii) grant management; and (iv) investment management and banking services. Position Overview The Senior Associate, Program Planning and Budget 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 areau2019s 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 communication 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. The position will report to the Manager, Program Planning and Budget and is based in Pew's Washington, DC office, and is eligible for hybrid work (three core days in office). Responsibilities u00b7 Develop and maintain a high level of knowledge about Pewu2019s 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. u00b7 Work with program staff to monitor spending 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. u00b7 Create and maintain budget templates; educate program staff as necessary on how to complete budget templates and interpret budget revenue and spending guidance; and ensure the timely and accurate uploading of all budget templates into the appropriate PeopleSoft modules. u00b7 Work with program staff and Pewu2019s Philanthropic Partnership Group to develop donor budget proposals, track donor spending (ensuring spending is in compliance with donor agreements) and provide donor financial reports. u00b7 Deliver high quality customer service to external and internal customers and develop strong relationships with identified customers. u00b7 Prepare presentations and training to support the implementation/rollout of new/ongoing budget and financial management processes/process improvements. Requirements u00b7 Generally, requires 4 years of progressively responsible accounting/finance experience, and a bacheloru2019s degree, or equivalent experience. u00b7 Grant, contract, project, donor, or cost accounting experience a plus. u00b7 Business process improvement experiences a plus. u00b7 Budgeting and maintaining forecasts skills. u00b7 Strong analytical, and customer service skills are required. u00b7 ERP systems experience (PeopleSoft Financials a plus). u00b7 MS-Excel expertise, including pivot tables, macros & importing/exporting data. u00b7 Exceptional written, oral, interpersonal, and presentation skills including the ability to effectively interface with staff and management. Travel This 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 Pewu2019s commitment to provide equitable and market-competitive pay. The actual salary offered will take into consideration many factors including but not limited to job-related knowledge, skills and experience, internal pay equity, and business need. Total Rewards 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. Pew is an equal opportunity employer and makes employment decisions without regard to race, ethnicity, gender, or any other protected characteristics.

Created: 2025-12-22