Associate I, Program Planning & Budget

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

Job summary

Pew Research Center in Washington, DC offers an Associate I, Program Planning and Budget (Hybrid) role in the Finance Department. The position supports budgeting, journal entries, monthly reporting, and special projects across Pew and its subsidiary.

The associate contributes to donor budgets and reporting, ensures donor compliance, and helps improve processes and reporting quality while partnering with program staff. The role is based in our DC office with hybrid work options.

Qualifications

• Requires 1 year of experience; bachelor’s degree or equivalent experience.
• Proficient in Excel and financial reporting; ERP systems experience a plus.
• Strong analytical and customer service skills; clear communication.

Responsibilities

• Prepare journal entries, budget uploads, and reconciliations.
• Prepare financial analyses, budget models, and narratives.
• Assist with donor budgets and reporting; ensure donor compliance.
• Improve financial processes for efficiency and accuracy.
• Coordinate monthly financial report distributions and variances.
• Support board approval process for projects and recordkeeping.

Skills

Excel

Budgeting

Journal entries

Financial reporting

Donor reporting

ERP systems

Analytical skills

Communication

Education

Bachelor's degree

Tools

PeopleSoft Financials

Job description

Associate I, Program Planning and Budget (Hybrid)The Finance 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. The Finance department strives to provide a great workplace for competent, highly motivated, customer service and results-oriented people whose leadership qualities and core values align with the Pew’s high-performing and mission-driven culture.Pew’s Finance department is comprised of Controller, Finance and Treasury, and Procurement Services. Controller is comprised of (i) accounting and financial reporting and (ii) payroll and payment services. Finance and Treasury Services is comprised of (i) treasury services and (ii) institutional budgeting, reporting and analytics. Procurement is comprised of (i) procurement and contracting and (ii) grants management.Position OverviewThe associate I, 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 associate I serves a supporting role across Planning and Budget. This position assists the unit with journal entries, budget uploads, monthly reporting, and special projects related to Pew. The Planning and Budget unit provides services to both Pew and its subsidiary, The Pew Research Center.In addition, the associate I works directly with the program area’s staff to create and monitor 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.This position reports to the manager, planning and budget, and is based in Pew’s Washington, DC office. This position participates in Pew’s hybrid work program with core days in the office and the flexibility to telework the remaining days. Staff also enjoy four telework “flex weeks” per year.ResponsibilitiesPrepare journal entries, budget uploads, and reconciliations of financial statements, budgets, and forecasts.Prepare financial analyses, budget models, reports, and narratives.Assist with the development of donor budgets and reporting, and ensure compliance with donor agreements.Improve financial processes to enhance efficiency, accuracy, and reporting quality.Coordinate monthly organization-wide financial report distribution.Calculate and process cash transfers between restricted funds and operating accounts.Support board approval process for new and recurring projects and maintain recordkeeping related to board commitments.Serve as the Pew Research Center’s day-to-day liaison for journal entries and donor reporting.Support Philadelphia and Scientific Advancement teams by assisting with monitoring of budget performance and analyzing variances.Assist with lobbying compliance.Foster a work environment that is diverse, equitable, inclusive, and accessible and in line with Pew and department goalsOther duties as assignedRequirementsGenerally, requires 1 year of experience; bachelor’s degree or equivalent experienceA minimum of one year of progressively responsible accounting/finance experienceStrong Excel skillsERP systems experience (PeopleSoft Financials a plus).Business process improvement experience is a plus.Strong analytical and customer services skillsExceptional written, oral, interpersonal and presentation skills including the ability to effectively interface with staff and managementSalary RangeUnited States Pay Range: $65,500 - $73,200The salary range represents a reasonable estimate of the annual salary based on Pew’s 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 RewardsWe 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.