Associate I, Program Planning and Budget – Program Budgeting

Pew; Washington (District of Columbia); Hybrid; USD 66,000 - 73,000; Full time

Job summary

Pew Charitable Trusts in Washington, DC, is seeking an Associate I in Program Planning & Budget to support budgeting, reporting, and financial services. This hybrid, full-time role emphasizes accuracy, compliance, and timely financial insights.

You will work with ERP systems, PeopleSoft Financials, and Excel to prepare entries, budgets, analyses, donor budgets, and monthly reports, requiring a bachelor’s degree or equivalent and at least one year of relevant experience.

Qualifications

• Bachelor’s degree or equivalent in accounting or finance.
• At least 1 year of accounting/finance experience.
• Strong Excel skills and experience with ERP systems; strong written, oral, interpersonal, and presentation skills.

Responsibilities

• Prepare: Create journal entries, budget uploads, and reconciliations for financial statements, budgets, and forecasts.
• Analyze: Develop financial analyses, budget models, reports, and narratives for program units and management.
• Support: Assist with the creation of donor budgets, reporting, and ensure compliance with donor agreements and policies.
• Improve: Enhance financial processes to increase efficiency, accuracy, and the quality of financial reporting.
• Coordinate: Organize and distribute monthly organization-wide financial reports to relevant stakeholders.

Skills

Excel

ERP Systems

Analytical

Communication

Presentation

Education

Bachelor’s degree or equivalent experience

Tools

PeopleSoft Financials

Job description

Associate I, Program Planning & Budget | The Pew Charitable Trusts

The Tone:

This is a hybrid full-time role at The Pew Charitable Trusts, located in Washington, DC. The Pew Charitable Trusts is a mission-driven organization committed to stewarding financial resources and providing accurate, reliable, and timely financial services. This role is vital for supporting program units with comprehensive budgeting and financial services, ensuring compliance and effective resource allocation. The position contributes to delivering extraordinary customer service and high-quality financial outcomes across the organization and its subsidiary, The Pew Research Center.

The TL;DR

• Role: Early Career
• Type: Hybrid Full-time
• Location: Hybrid Washington, DC
• Pay: $65500–$73200 yearly
• Team: Reports to the Manager, Planning and Budget within Finance and Treasury Services.
• Mission: Supports program units with full-service budgeting and financial services, ensuring accurate reporting and compliance.
• Tech Stack: ERP systems, PeopleSoft Financials, Excel

What You’ll Actually Do

• Prepare: Create journal entries, budget uploads, and reconciliations for financial statements, budgets, and forecasts.
• Analyze: Develop financial analyses, budget models, reports, and narratives for program units and management.
• Support: Assist with the creation of donor budgets, reporting, and ensure compliance with donor agreements and policies.
• Improve: Enhance financial processes to increase efficiency, accuracy, and the quality of financial reporting.
• Coordinate: Organize and distribute monthly organization-wide financial reports to relevant stakeholders.

The Must-Haves

• Background: Bachelor’s degree or equivalent experience in accounting or finance. This is an early-career position.
• Experience: A minimum of one year of progressively responsible accounting/finance experience.
• Skills: Strong Excel skills; ERP systems experience; strong analytical and customer service skills; exceptional written, oral, interpersonal, and presentation skills.
• Bonus: Business process improvement experience; PeopleSoft Financials experience.