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Principal Associate, Financial Reporting (Hybrid)

21 Jul 2023 11:13 AM | Anonymous member (Administrator)

Washington, DC (901 E)

Principal Associate, Financial Reporting (Hybrid)

The Finance Department

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 to support Pew in its mission. Services are managed by individual units with specific areas of focus. The Finance department is comprised of Accounting and Financial Reporting, Planning and Budget, Payroll, Payment Services, Contracts and Procurement Services, Grant Program Services, and Treasury Services. The Finance department is seeking to hire individuals with the competencies, skills, experience, and adaptability necessary to deliver superior-quality work in a results-oriented environment.

Financial Reporting Overview

The Financial Reporting team is responsible for preparation of monthly and quarterly financial reporting for Pew and its subsidiary, The Pew Research Center (The Center), annual consolidated financial statements and notes to the financial statements, IRS Forms 990 and 990-T for Pew and the Center, and other tax and regulatory filings in the U.S. and the nine international locations in which Pew currently operates. Additional departmental responsibilities include tracking commitments and expenditures of restricted funds from the Pew Trusts, responding to U.S. Census surveys, and coordination of month-end and year-end close.


The Principal Associate, Financial Reporting has primary responsibility for supporting the financial reporting team in the day-to-day operations of the department. Responsibilities include:

  •     Prepare monthly and quarterly financial statements for Pew, along with footnotes and supporting schedules, for presentation to upper management and the board of directors.
  •     Prepare consolidated financial statements and notes to the financial statements for Pew and its subsidiaries in accordance with US GAAP; adjust current reporting formats to ensure compliance with newly issued FASB pronouncements; complete supporting analysis for the financial statements explaining year-over-year variances.
  •     Prepare IRS Form 990 statement of revenue, statement of expenses, balance sheet, and additional schedules as assigned for both Pew and The Center; coordinate with departments across Pew and The Center to gather information for the 990 and 990-T as needed.
  •      Prepare IRS Forms 8858 reporting revenue, expense, and balance sheet information for each of Pew's foreign locations.
  •     Prepare information for tax and regulatory filings required in international locations in which Pew operates.
  •      Track Pew Board commitments using restricted funds from the Pew Trusts on an ongoing basis; prepare quarterly report showing the commitments and projected commitments of these funds; prepare an annual analysis of actual expenditures of the restricted funds to facilitate proper reporting of restricted funds in the annual consolidated financial statements.
  •      Complete required U.S. Census filings, including the Annual Services Survey, Report of Organization, and Capital Expenditures Survey.
  •       Coordinate month-end and year-end close for Pew and the Center, working closely with other Finance departments to ensure monthly entries and transactions are recorded in PeopleSoft prior to close; Prepare and distribute monthly finance calendar for use in the monthly close.
  •     Respond to internal requests for financial statement information and perform financial analysis to support decision making.
  •      Seek opportunities to implement process improvements across all areas of responsibility.
  •     Contribute to and participate in other tasks and special projects assigned.


  •        Generally, requires 6 years of accounting experience, preferably including audit experience in public accounting and in-house finance and/or accounting operations experience. Prior nonprofit experience is preferred, and a bachelor's degree. experience
  •       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 designing Excel workpapers and use of advanced functionality.


This position does not require travel.

Total Rewards

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.

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.

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