Senior Associate, Program Planning and Budget

Senior Associate, Program Planning and Budget

Join to apply for the Senior Associate, Program Planning and Budget role at The Pew Charitable Trusts

(Hybrid) — position in Pew's Finance department based in Washington, DC. The role supports the Manager, Program Planning and Budget and is eligible for hybrid work (three core days in office).

The Senior Associate supports the Manager, Program Planning and Budget in providing program units with full-service budgeting and financial services. They work directly with the program area’s staff to create and monitor program budgets and forecasts, provide accurate and timely financial reporting, ensure compliance with policies and donor reporting requirements, and deliver high-level customer service.

• Develop and maintain a high level of knowledge about Pew’s accounting, finance, budgeting, donor, procurement, and contracting policies, procedures, and practices and remain current as new policies are implemented.
• Work with program staff to monitor spending against budget; explain material budget variances; highlight areas of concern and propose options; and perform analytics to inform timely and accurate decision‑making.
• Create and maintain budget templates; educate program staff on how to complete templates and interpret budget revenue and spending guidance; and ensure timely and accurate uploading into the appropriate People Soft modules.
• Work with program staff and Pew’s Philanthropic Partnership Group to develop donor budget proposals, track donor spending in compliance with donor agreements, and provide donor financial reports.
• Deliver high‑quality customer service to external and internal customers and develop strong relationships with identified customers.
• Prepare presentations and training to support the implementation/rollout of new or ongoing budget and financial management processes/process improvements.

• Generally requires 4 years of progressively responsible accounting/finance experience, and a bachelor’s degree or equivalent experience.
• Grant, contract, project, donor, or cost accounting experience is a plus.
• Business process improvement experience is a plus.
• Budgeting and maintaining forecasts skills.
• Strong analytical and customer service skills are required.
• ERP systems experience (People Soft Financials a plus).
• MS‑Excel expertise, including pivot tables, macros and importing/exporting data.
• Exceptional written, oral, interpersonal, and presentation skills including the ability to effectively interface with staff and management.

This position does not require travel.

$74,400 USD - $83,200 USD

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.