Associate Director, Planning and Budget

Associate Director, Planning and Budget (Hybrid)

Finance

Pew'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, and results-oriented people whose leadership qualities and core values align with 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.

The Associate Director, Planning and Budgeting Is responsible for managing the planning, budgeting, and analytics for program.

Furthermore, this position and staff create and monitor the budgets for projects and donors; provide accurate and timely financial information; ensure compliance with adopted policies and procedures and donor reporting requirements; and provide a high-level of customer service.

The ideal candidate (i) will have led and managed a team of finance and accounting professionals in a complex, fast-paced and demanding working environment; (ii) will possess a strong executive presence; and (iii) will demonstrate non-profit accounting and finance acumen, including budgeting, project accounting, reporting, and financial analysis.

The ideal candidate must also be comfortable leading, directing, and managing finance-related functions for a variety of programs and partnerships; have attention to detail and the ability to absorb and comprehend a large volume of detailed information; have strong customer service skills; possess excellent organization and communication skills; work well in a team environment; possess strong interpersonal and problem-solving skills; and enjoy learning about the business and applying this knowledge to on-going process improvements.

This position is based in Pew's Washington, DC office and reports to the Senior Director, Planning and Budget and Treasury. 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.

• Ensure Program Planning and Budget unit is a customer-focused problem-solving team and an ambassador of Pew and the Finance department and establishes itself as a reliable and an expert resource for staff.

• Lead the unit in the development of financial budgeting, projection and modeling tools in order to create organizational capacity and expertise.

• Designs and develops goals for Program Planning and Budget that align with the Finance departmental goals.

• Direct managerial responsibility for three managers and one officers, and indirectly for their teams. Major responsibilities and deliverables include:

  • Ensure that reasonable and appropriate budgets are created and supported for donor proposals and project TOPs in accordance with required timelines;

  • Ensure that donor proposals and reporting is accurate, complete, and timely;

  • Ensure that monthly budget to actual reporting is accurate and distributed in a timely manner and that finance staff meet at appropriate intervals with program to discuss the results;

  • Lead the team in the creation of various analytics and trackers, such as the commitment budget, score sheet, and leadership reports; and

  • Ensure that JHP/Med allocations are appropriately documented for any applicable budgets

• Provide guidance to staff on day-to-day functions, as well as provide direction on department and organizational goals

• Maintain, and as necessary, develop, a high-level of knowledge about Pew's accounting, finance, budgeting, procurement, and contracting policies, procedures, and practices; remain current as new policies, procedures, and practices are implemented; and ensure staff have a solid level of knowledge and understanding.

• Ensure the Planning and Budget unit is working with the Philanthropic Partnerships department, program staff and donation accounting team to ensure budgets and actual commitments and spending are both in compliance with donor or Board-imposed restrictions and conditions. Ensure the proper coordination with staff and the Philanthropic Partnership department to prepare interim and final donor financial reports.

• Provide…