The Pew Charitable Trusts is driven by the power of knowledge to solve today's most challenging problems. Pew applies a rigorous, analytical approach to improve public policy, inform the public and invigorate civic life.
We are an independent nonprofit organization – the sole beneficiary of seven individual trusts established between 1948 and 1979 by two sons and two daughters of Sun Oil Company founder Joseph N. Pew and his wife, Mary Anderson Pew.
Our work lays the foundation for effective policy solutions by informing and engaging citizens, linking diverse interests to pursue common cause and insisting on tangible results. Our projects encourage efficient, responsive governments – at the local, state, national and international levels – serving the public interests.
With offices in Philadelphia, Washington, DC, Brussels and London and staff in other regions of the United States as well as Australia, Pew provides an exciting learning environment and the opportunity to work with highly talented individuals. We are a dynamic, rapidly evolving organization that values creativity and innovative thinking and fosters strong teamwork with mutual respect.
The Senior Associate, Accounting and Financial Reporting is a member of the Controller's unit and has primary responsibility for supporting both the accounting and financial reporting teams in the day-to-day operations of the department.
Monthly and Quarterly Reporting
Prepare monthly financial statements and comments for review by manager, financial reporting.
Prepare quarterly financial statements, comments, and dashboard for board reporting purposes.
Work with the planning and budgeting team to gather information for budget versus actual variance explanations.
Adjust current reporting formats to ensure compliance with newly issued FASB pronouncements.
Monthly and Annual Close
Prepare and distribute monthly finance calendar for use in the monthly close.
Work closely with the other finance units to ensure a timely close.
Work closely with the payment services department to ensure that transactions are recorded with the correct accounting date (both for regular vouchers and the credit card transactions).
Manage year-end accrual process to ensure all expenses are recorded in the correct fiscal year.
Seek opportunities to implement process improvements.
Accounting for Fixed Assets
Review monthly activity in capital in progress account to ensure all activity should be capitalized. Follow-up with external departments as needed.
Provide the associate, financial reporting the information needed to add new fixed assets in PeopleSoft and review the entries before adding to them to the asset management module.
Complete fixed asset roll-forward and binder for review by manager, financial reporting.
Organizational Financial Statement Audit
Work with manager, financial reporting to help obtain a clean audit.
Prepare consolidated financial statements in accordance with US GAAP.
Assist manager, financial reporting with notes to the financial statements.
IRS Informational Return Form 990
Support the accurate and timely preparation of the 990 and 990-T.
Coordinate with external departments at Pew to gather the information needed for the 990.
Prepare 990 schedules as requested. These may include but are not limited to, the income statement, balance sheet, functional expense, Schedule D, and Schedule J.
Input tax information into the Go-Systems tax software.
Pew currently has international offices in nine international jurisdictions each with various reporting requirements. The senior associate works to prepare financial statements and other information as required by the various international reporting regulations.
Pew Research Center
Assist with IRS Informational Return Form 990 preparation.
Assist with year-end close procedures as needed.
Assist associate, financial reporting with trouble-shooting monthly reporting issues.
Maintain nVision report layouts and make improvements as needed.
Contribute to and participate in other tasks and special projects assigned.
Bachelor's degree in accounting required along with a minimum of four years of accounting experience, preferably in public accounting with audit experience and in-house finance and/or accounting operations experience.
Prior nonprofit experience is preferred.
Comprehensive and in-depth understanding of accounting systems and policies and practical issues in the field.
Extensive experience in understanding, analyzing and solving problems relating to non-profit financial systems.
Able to set priorities, organize time and identify resources for projects.
Experience performing substantive financial analysis, excellent analytical and problem solving skills.
Sound consultation and relationship management skills.
Strong written and oral communications skills.
Team player. Able to work in groups and individually to meet goals.
Resourceful. Able to understand organizational structures and work through administrative systems.
Skilled in software applications including databases, spreadsheets, and presentation packages. Strong proficiency in creating and manipulating Excel spreadsheets.
Compensation and Benefits:
As this is a full-time position, we offer a competitive salary and complete 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 help you maintain a good balance.
The Pew Charitable Trusts is an equal opportunity employer, committed to a diverse and inclusive workplace. Pew considers qualified applicants for employment without regard to age, sex, ethnicity, religion, disability, marital status, sexual orientation or gender identity, military/veteran status, or any other basis prohibited by applicable law.