Senior Financial Analyst
- Degree Level
Office of Access & Inclusion
Annual Salary Range: $91,783 - $122,377
Exempt / Non-Union Represented
The Office of Access and Inclusion (OAI) is seeking a Senior Financial Analyst (SFA) to support OAI’s fiscal duties in administering grant funds to California’s legal service community. The OAI is the largest funder of civil legal aid in the state, benefitting nearly 100 nonprofit legal service organizations throughout California and increasing access to justice for individuals and families living in poverty.
The position will entail performing functions of financial administration and reporting to include, but not limited to: preparation and timely review of grantees’ quarterly grant expense reports, screening and processing reimbursement request, assist in evaluating the fiscal administration of grant funds, and monitor, input, review, and approve Interest on Legal Trust Account (IOLTA), Equal Access Fund (EAF) , and several other grant information into OAI’s grant management online application (SmartSimple).
Under direction, supervises the staff and operations of a fiscal section in the State Bar; functional areas of responsibility may include, but are not limited to grants, accounts payable, accounts receivable, payroll, and budget. Responsible for the financial analysis supporting the State Bar’s budget and budget processes including budgeting, long and short-range fiscal planning, general and special fund accounting, and related activities in accordance with generally accepted accounting standards; and performing other related duties as assigned.
This is a working lead/advanced journey-level class in the Finance job family; incumbents work under general direction and broad policies wherein the preponderant responsibility is to directly lead the operations and staff within the assigned section and to provide highly complex fiscal support to management. This classification is distinguished from the Financial Analyst classification in that the Senior Financial Analyst is assigned formal responsibility for directing the staff in day-to-day operations and activities of a fiscal section.
EXAMPLES OF ESSENTIAL DUTIES
Duties may include, but are not limited to the following:
- Mentors, plans and prioritizes the work of professional, technical or clerical staff;
- Performs a variety of complex accounting duties; functional areas of responsibility include general ledger, grants, accounts payable, accounts receivable, payroll, and budget.
- Develops fiscal policies and procedures, strategic plans, budget forecasts and financial projections and statements, and reports consistent with generally accepted accounting standards.
- Evaluates accounting and fiscal control systems, policies, problems and procedures and prepares reports recommending changes and/or alternatives to procedures.
- Provides the financial analysis to support the State Bar’s institutional budgeting process including accounting functions, long and short-range financial planning; budget development; special and general fund accounting, variance analysis, and audit response.
- Maintains and reviews budgetary controls; analyzes budget variances, projection reports, budget line item expense, balance sheet accounts, reports discrepancies between actual and subsidiary ledgers and makes recommended changes in cost allocation formulas.
- Plans and manages the monthly and yearly closing of State Bar books and ensures the time production and distribution of financial reports to management and all offices.
- Reviews and analyzes a variety of accounting records and fiscal activities to ensure accuracy and compliance with accounting/program/legal requirements; advises, enforces and guides other accounting and non-accounting staff of accounting methods and procedures and ensures that they are processing and recording financial transactions in accordance with generally accepted accounting principles and procedures and the State Bar fiscal policies and procedures.
- Prepares and distributes financial statements and reports and prepares special financial reports and analysis.
- Performs other similar or related duties which may not be specifically included within this position description but which are consistent with the general level of the job and the responsibilities described.
- Operations, services and processes including accounts payable, accounts receivable, payroll, budget, financial reporting and related fiscal areas.
- Principles of budgeting, financial planning and management, administration and supervision.
- Principles of accounting, auditing, budgeting, financial control and reporting in the governmental public sector.
- Manual and computerized accounting and financial recordkeeping systems.
- Accounting, budget and financial control principles, procedures and practices.
- Report preparation techniques.
- Problem identification and analyses of accounting and fiscal controls, system and practices.
- Principles of direct and lead supervision, training and performance evaluation.
- Modern office procedures, methods and equipment including computers and software applications relevant to the work.
- Methods and techniques of compiling and summarizing fiscal data.
- Principles and practices of customer service.
- Perform professional accounting duties in assigned areas of responsibility.
- Understand and use the State Bar’s specialized financial operations, processes and software applications.
- Apply specialized accounting rules within functional areas of responsibility.
- Analyze, interpret and reconcile fiscal documents.
- Prioritize and work under deadlines.
- Effectively mentor and train staff as required.
- Perform complex accounting and financial functions; verify, reconcile and balance financial transactions.
- Prepare a variety of fiscal reports in assigned areas of responsibility.
- Maintain financial records and files.
- Communicate clearly and concisely, both orally and in writing.
- Establish and maintain effective interpersonal relationships with those contacted in the course of work.
- Maintain the confidentiality of information.
- Bachelor’s degree in a field that develops skills related to essential duties, or equivalent academic achievement.
- Minimum of three (3) years of journey level professional financial analysis or accounting and accounting; or three (3) years of financial experience with one (1) year supervisorial experience.
Applicants who meet the Minimum Qualifications will be required to successfully complete the State Bar’s selection process for this classification.
License, Certificate, Registration Requirements:
- None required.
- Sit for extended periods of time.
- Make fine visual distinctions upon proofreading written document and viewing information on a computer screen.
- Ability to lift up to 25 pounds.
- Possess visual capability and digital dexterity to operate a computer and other standard office equipment.
- Digital dexterity to assemble, retrieve and replace files.
- Frequent and ongoing use of a telephone and computer terminal.