Principal Associate, Financial Reporting

Company: Pew Charitable Trusts

Locations: Washington, DC; , All

Job Function: Finance


Non-profit Organization


Washington, DC (901 E)

Principal Associate, Financial Reporting (Hybrid)

The Principal Associate, Financial Reporting is a member of the Controller’s unit and has primary responsibility for supporting financial reporting team in the day-to-day operations of the department.

The position reports to the Manager, Financial Reporting and will be based in Pew’s Washington, DC office, and is eligible for 60% telework.


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.
  • Complete monthly and quarterly support for financial statement review file.
  • Adjust current reporting formats to ensure compliance with newly issued FASB pronouncements.
  • Seek opportunities to implement process improvements.

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).
  • Seek opportunities to implement process improvements.

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.
  • Complete the support for financial statement review file, working with accounting to obtain all necessary support.

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 A, Schedule C, Schedule D, and Schedule J.
  • Prepare Forms 8858 for each of Pew’s foreign locations.
  • Input tax information into the tax software.
  • Seek opportunities to implement process improvements.

International Reporting

  • Pew currently has offices in seven international jurisdictions each with various reporting requirements. The principal associate works to prepare financial statements and other information as required by the various international reporting regulations.

Pew Research Center

  • Assist with preparation of Forms 990 and 990-T.
  • Assist with year-end close procedures as needed.
  • Assist associate, financial reporting with trouble-shooting monthly reporting issues.

JHP & MED Tracking and Reporting

  • Track on an ongoing basis Pew Board commitments using JHP and MED Funds.
  • Prepare quarterly report showing the commitments and projected commitments of JHP and MED Funds.
  • Prepare the annual analysis of actual JHP and MED spending and coordinate with the planning and budget team to make any necessary corrections to facilitate proper reporting of restricted funds in the annual financial statements.

Donor-Advised Fund Reporting

  • Prepare quarterly reports for all donor-advised funds.
  • Work with Institutional Partnerships to ensure information is properly captured in report.


  • Complete required US Census filings.
  • Respond to internal requests for financial statement information.
  • Contribute to and participate in other tasks and special projects assigned.


  • Bachelor’s degree in accounting or equivalent work experience required
  • Minimum six 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.
  • 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 anticipate 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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