CITY OF OAKLAND, CA
Oakland, California, United States
The Position The City of Oakland is an equal opportunity employer that values workforce diversity, inclusion, and equity. Oakland has a long history of activism around issues of justice and equity. Both oppression and this resistance to oppression have shaped the city’s historical roots and the lives of its residents to this day. As public servants in one of the most diverse cities in the nation, we strive to develop employees who understand the harm and impacts of systemic inequity to create lasting, meaningful outcomes for everyone. Oakland strives to establish an environment that embraces the richness of culture, community, and individualism of employees. Why join the City of Oakland Finance Department? The Finance Department provides quality government financial services to the City of Oakland. We manage the City’s financial affairs with the highest degree of customer service, honesty, and integrity. We value teamwork, trust, accountability, and fiscal responsibility. The Principal Financial Analyst position is a supervisory classification in the Controller’s Bureau of the Finance Department and will support citywide financial reporting and oversight of internal controls . We are looking for someone who is: Experienced in governmental accounting and financial reporting. You have participated in governmental financial audits and possess strong analytical and accounting skills. A strong communicator. You can convey complex financial topics orally and in writing to both general audiences and technical experts. A proven leader. You are experienced in supervision of financial staff and can inspire public employees to a ccomplish shared goals and reach their full potential. A skilled analyst and user of financial data. Y ou are accustomed to utilizing a variety of financial systems and data sources to conduct analyses , draw conclusions , and support decision-making. A productive and efficient manager. You can accomplish a large vol ume of work with limited resources and know how to maximize the effectiveness of your staff. What you will typically be responsible for: Managing citywide financial reporting efforts . Preparing staff reports for City Council and ad hoc analyses of financial topics. Responding to audit requests and assisting with intergovernmental relations. Providing direction to Accounts Payable and Accounts Receivable units. Assisting with staff recruitment and training. Supervising and coordinating the work of staff. Read the complete job description by clicking this link: Principal Financial Analyst - Class Specification Bulletin *Click on the link below to see a video on what it's like to work for the City of Oakland! Working for the City of Oakland A few reasons you might love this job: You will join a team of collaborative experts with a deep knowledge of municipal financial systems and practices. You will have the opportunity to master governmental financial reporting and lead a team of capable staff. You will have opportunities for advancement to management positions. You will be part of an organization devoted to supporting the finances of a vibrant, growing City . You will be supported by a management team that has earned a reputation for high performance and responsiveness to team member and City priorities . A few challenges you might face in this job: You will need to quickly learn new systems and duties while facing multiple deadlines . You will need to develop relationships with individuals from across the City to succeed. You will receive urgent requests with short turnaround times and will be expected to manage your time effectively. Competencies Required: Analyzing & Interpreting Data: Drawing meaning and conclusions from quantitative or qualitative data Critical Thinking: Analytically and logically evaluating information, propositions, and claims Reading Comprehension: Understanding and using written information Legal & Regulatory Navigation: Understanding, interpreting, and ensuring compliance with laws and regulations Professional & Technical Expertise: Applying technical subject matter to the job Using Technology: Working with electronic hardware and software applications Attention to Detail: Focusing on the details of work content, work steps, and final work products Handling Stress: Maintaining emotional stability and self-control under pressure, challenge, or adversity Innovative Problem Solving: Identifying and analyzing problems in order to propose new and better ways of doing things Professional Integrity & Ethics: Displaying honesty, adherence to principles, and personal accountability Writing: Communicating effectively in writing Building & Maintaining Relationships: Establishing rapport and maintaining mutually productive relationships Leadership: Guiding and encouraging others to accomplish a common goal Teamwork: Collaborating with others to achieve shared goals Project Management: Ensuring that projects are on-time, on-budget, and achieve their objectives Minimum Requirements for Application This recruitment will produce two eligible lists. The restricted list will be for full-time, permanent part-time, or part-time City and Port of Oakland employees who meet the minimum qualifications. The open list will be for all other applicants who meet the minimum qualifications. Any combination of education and experience that is equivalent to the following minimum qualifications is acceptable. Education: A Bachelor’s degree from an accredited college or university in business or public administration, economics, finance, accounting or closely related field. Experience: Five (5) years progressively responsible experience performing computerized financial analysis, forecasting or budgeting in local government or other fiscally complex organization including one (1) year of experience in a supervisory or lead role. Supplemental Information The Recruitment Process: The City of Oakland works with a Civil Service system. Applicants apply online, and HR staff reviews their experience, education, and training listed on the application against the “minimum qualifications” listed for each position. Candidates who demonstrate that they meet the minimum qualification requirements are then invited to participate in an assessment process (or testing) to measure their knowledge, skills, and abilities in job-related areas. Candidates who do not demonstrate that they meet the minimum qualification requirements will have an opportunity to request a final review. Candidates must request a final review within 5 business days of being notified that they did not meet the minimum qualifications. In the final review, candidates may clarify information already provided on their application. No additional work history, education, or certifications will be accepted. Any decisions made during this review process will be final. For this recruitment, all qualified applicants will be sent a writing exercise, which will then be evaluated and rated by subject matter experts. The tentative date that the writing exercise will be sent to you for completion is the week of June 3, 2024. For some recruitments, more than one type of assessment may be used. Depending on the number of candidates who pass the first assessment (writing exercise) you may be asked to complete a secondary assessment before the recruitment is finalized. If a secondary assessment is scheduled, you will be notified by email with specific details. If a secondary assessment is not scheduled, department hiring interviews will occur during this time frame. Candidates who pass each stage in the process will be placed on an eligible list. Some candidates may receive extra points, for example, if you are a Veteran with an honorable discharge, or if you are a current City of Oakland resident. If you’re applying to a “restricted” posting and you are eligible as a current City employee, you may also receive additional points for your City service. Extra points are only applied to passing scores, so if you do not pass every element of the testing process, you cannot use extra points to pass. The City of Oakland reserves the right to modify the selection process and date of examination as necessary to conform to administrative or business necessity. The information contained in this announcement is subject to change and does not constitute either an expressed or implied contract. What’s in it for you? Work/Life Balance: 37.5 hour work weeks, and a flexible/hybrid remote schedule (in-person work is required for the training period, usually for about a month) 15 paid holidays Vacation: 2 weeks per year minimum with the ability to accrue more depending on public sector years of service Management Leave : 1 week per year with potential for one additional week depending on performance Retirement: CalPERS (California Public Employees’ Retirement System) with a pension formula of 2.5% @ 55 (for Classic CalPERS members) and 2% @ 62 for new CalPERS members. Classic Employees contribute 8% of pre-tax wages. The City of Oakland does not participate in Social Security Health: The City of Oakland pays the full cost of employee and eligible dependent coverage at the Kaiser rate. Other plans include Anthem, Blue Shield, United Health Care, and other HMO and PPO plans Dental: Delta Dental full premium for employees and eligible dependents Vision: VSP full premium for employees and eligible dependents Sick leave: Employees accrue 12 days per year Deferred Compensation: 457(b) pre-tax plan and an after-tax ROTH 401(k)plan Other benefits include a Flexible Spending Account, Wellness Program, Employee Assistance Program, Tuition Reimbursement, Life Insurance up to $200k & Employee Training. Applicants are required to submit criminal history information upon request after receiving a conditional offer of employment. If the requested information is not furnished in a timely manner, applicants will not qualify for further consideration and will be removed from the eligible list. Disaster Service Workers All employees are designated Disaster Service Workers through state and local law. Employees are required to complete all Disaster Service Worker-related training as assigned and to return to work as ordered in the event of an emergency. How to Apply Apply prior to the closing time of the job announcement and allow at least two to three hours to submit your application if you are a new user of the system. APPLICATIONS ARE ACCEPTED ONLINE ONLY. You may apply and view current openings by visiting our employment opportunities webpage at: http://agency.governmentjobs.com/oaklandca/default.cfm. If you do not have access to a computer, there are computer stations available at any City of Oakland Public Library. There are also workstations at the Human Resources Management Department, 150 Frank H. Ogawa Plaza, 2nd Floor, Oakland, CA 94612. Workstations are available during regular business hours (normally 9:00 a.m. to 5:00 p.m.). Our online application system is provided by GovernmentJobs. If you have problems while applying online, please contact GovernmentJobs Live Applicant Support at (855) 524-5627 between 6:00 AM and 5:00 PM Pacific Time, Monday - Friday. You may also call the City of Oakland Human Resources Management Department during regular business hours at (510) 238-3112 for information; however, we are unable to provide technical support for the online application system. For recruitment-specific questions, please contact Cynthia Ng at cng@oaklandca.gov. The City of Oakland is committed to the wellbeing of its employees and offers comprehensive health and wellness services along with an array of other benefits for most positions. Benefits may include*: • CalPERS Medical • Dental • Vision • Medical Waiver Plan - Cash-In-Lieu • Flexible Spending Accounts • Commuter Benefits • Group & Supplemental Life Insurance • Employee Assistance Program (EAP) • Guaranteed Ride Home (GRH) • Pension Benefits • Deferred Compensation * Specific benefits may vary depending on the assignedspecific bargaining unit. Information regarding most benefits can be reviewed here: Employee Benefits Information Current MOUs may be reviewed here: City of Oakland Labor Agreements Closing Date/Time: 5/19/2024 11:59 PM Pacific
Apr 30, 2024
Full Time
The Position The City of Oakland is an equal opportunity employer that values workforce diversity, inclusion, and equity. Oakland has a long history of activism around issues of justice and equity. Both oppression and this resistance to oppression have shaped the city’s historical roots and the lives of its residents to this day. As public servants in one of the most diverse cities in the nation, we strive to develop employees who understand the harm and impacts of systemic inequity to create lasting, meaningful outcomes for everyone. Oakland strives to establish an environment that embraces the richness of culture, community, and individualism of employees. Why join the City of Oakland Finance Department? The Finance Department provides quality government financial services to the City of Oakland. We manage the City’s financial affairs with the highest degree of customer service, honesty, and integrity. We value teamwork, trust, accountability, and fiscal responsibility. The Principal Financial Analyst position is a supervisory classification in the Controller’s Bureau of the Finance Department and will support citywide financial reporting and oversight of internal controls . We are looking for someone who is: Experienced in governmental accounting and financial reporting. You have participated in governmental financial audits and possess strong analytical and accounting skills. A strong communicator. You can convey complex financial topics orally and in writing to both general audiences and technical experts. A proven leader. You are experienced in supervision of financial staff and can inspire public employees to a ccomplish shared goals and reach their full potential. A skilled analyst and user of financial data. Y ou are accustomed to utilizing a variety of financial systems and data sources to conduct analyses , draw conclusions , and support decision-making. A productive and efficient manager. You can accomplish a large vol ume of work with limited resources and know how to maximize the effectiveness of your staff. What you will typically be responsible for: Managing citywide financial reporting efforts . Preparing staff reports for City Council and ad hoc analyses of financial topics. Responding to audit requests and assisting with intergovernmental relations. Providing direction to Accounts Payable and Accounts Receivable units. Assisting with staff recruitment and training. Supervising and coordinating the work of staff. Read the complete job description by clicking this link: Principal Financial Analyst - Class Specification Bulletin *Click on the link below to see a video on what it's like to work for the City of Oakland! Working for the City of Oakland A few reasons you might love this job: You will join a team of collaborative experts with a deep knowledge of municipal financial systems and practices. You will have the opportunity to master governmental financial reporting and lead a team of capable staff. You will have opportunities for advancement to management positions. You will be part of an organization devoted to supporting the finances of a vibrant, growing City . You will be supported by a management team that has earned a reputation for high performance and responsiveness to team member and City priorities . A few challenges you might face in this job: You will need to quickly learn new systems and duties while facing multiple deadlines . You will need to develop relationships with individuals from across the City to succeed. You will receive urgent requests with short turnaround times and will be expected to manage your time effectively. Competencies Required: Analyzing & Interpreting Data: Drawing meaning and conclusions from quantitative or qualitative data Critical Thinking: Analytically and logically evaluating information, propositions, and claims Reading Comprehension: Understanding and using written information Legal & Regulatory Navigation: Understanding, interpreting, and ensuring compliance with laws and regulations Professional & Technical Expertise: Applying technical subject matter to the job Using Technology: Working with electronic hardware and software applications Attention to Detail: Focusing on the details of work content, work steps, and final work products Handling Stress: Maintaining emotional stability and self-control under pressure, challenge, or adversity Innovative Problem Solving: Identifying and analyzing problems in order to propose new and better ways of doing things Professional Integrity & Ethics: Displaying honesty, adherence to principles, and personal accountability Writing: Communicating effectively in writing Building & Maintaining Relationships: Establishing rapport and maintaining mutually productive relationships Leadership: Guiding and encouraging others to accomplish a common goal Teamwork: Collaborating with others to achieve shared goals Project Management: Ensuring that projects are on-time, on-budget, and achieve their objectives Minimum Requirements for Application This recruitment will produce two eligible lists. The restricted list will be for full-time, permanent part-time, or part-time City and Port of Oakland employees who meet the minimum qualifications. The open list will be for all other applicants who meet the minimum qualifications. Any combination of education and experience that is equivalent to the following minimum qualifications is acceptable. Education: A Bachelor’s degree from an accredited college or university in business or public administration, economics, finance, accounting or closely related field. Experience: Five (5) years progressively responsible experience performing computerized financial analysis, forecasting or budgeting in local government or other fiscally complex organization including one (1) year of experience in a supervisory or lead role. Supplemental Information The Recruitment Process: The City of Oakland works with a Civil Service system. Applicants apply online, and HR staff reviews their experience, education, and training listed on the application against the “minimum qualifications” listed for each position. Candidates who demonstrate that they meet the minimum qualification requirements are then invited to participate in an assessment process (or testing) to measure their knowledge, skills, and abilities in job-related areas. Candidates who do not demonstrate that they meet the minimum qualification requirements will have an opportunity to request a final review. Candidates must request a final review within 5 business days of being notified that they did not meet the minimum qualifications. In the final review, candidates may clarify information already provided on their application. No additional work history, education, or certifications will be accepted. Any decisions made during this review process will be final. For this recruitment, all qualified applicants will be sent a writing exercise, which will then be evaluated and rated by subject matter experts. The tentative date that the writing exercise will be sent to you for completion is the week of June 3, 2024. For some recruitments, more than one type of assessment may be used. Depending on the number of candidates who pass the first assessment (writing exercise) you may be asked to complete a secondary assessment before the recruitment is finalized. If a secondary assessment is scheduled, you will be notified by email with specific details. If a secondary assessment is not scheduled, department hiring interviews will occur during this time frame. Candidates who pass each stage in the process will be placed on an eligible list. Some candidates may receive extra points, for example, if you are a Veteran with an honorable discharge, or if you are a current City of Oakland resident. If you’re applying to a “restricted” posting and you are eligible as a current City employee, you may also receive additional points for your City service. Extra points are only applied to passing scores, so if you do not pass every element of the testing process, you cannot use extra points to pass. The City of Oakland reserves the right to modify the selection process and date of examination as necessary to conform to administrative or business necessity. The information contained in this announcement is subject to change and does not constitute either an expressed or implied contract. What’s in it for you? Work/Life Balance: 37.5 hour work weeks, and a flexible/hybrid remote schedule (in-person work is required for the training period, usually for about a month) 15 paid holidays Vacation: 2 weeks per year minimum with the ability to accrue more depending on public sector years of service Management Leave : 1 week per year with potential for one additional week depending on performance Retirement: CalPERS (California Public Employees’ Retirement System) with a pension formula of 2.5% @ 55 (for Classic CalPERS members) and 2% @ 62 for new CalPERS members. Classic Employees contribute 8% of pre-tax wages. The City of Oakland does not participate in Social Security Health: The City of Oakland pays the full cost of employee and eligible dependent coverage at the Kaiser rate. Other plans include Anthem, Blue Shield, United Health Care, and other HMO and PPO plans Dental: Delta Dental full premium for employees and eligible dependents Vision: VSP full premium for employees and eligible dependents Sick leave: Employees accrue 12 days per year Deferred Compensation: 457(b) pre-tax plan and an after-tax ROTH 401(k)plan Other benefits include a Flexible Spending Account, Wellness Program, Employee Assistance Program, Tuition Reimbursement, Life Insurance up to $200k & Employee Training. Applicants are required to submit criminal history information upon request after receiving a conditional offer of employment. If the requested information is not furnished in a timely manner, applicants will not qualify for further consideration and will be removed from the eligible list. Disaster Service Workers All employees are designated Disaster Service Workers through state and local law. Employees are required to complete all Disaster Service Worker-related training as assigned and to return to work as ordered in the event of an emergency. How to Apply Apply prior to the closing time of the job announcement and allow at least two to three hours to submit your application if you are a new user of the system. APPLICATIONS ARE ACCEPTED ONLINE ONLY. You may apply and view current openings by visiting our employment opportunities webpage at: http://agency.governmentjobs.com/oaklandca/default.cfm. If you do not have access to a computer, there are computer stations available at any City of Oakland Public Library. There are also workstations at the Human Resources Management Department, 150 Frank H. Ogawa Plaza, 2nd Floor, Oakland, CA 94612. Workstations are available during regular business hours (normally 9:00 a.m. to 5:00 p.m.). Our online application system is provided by GovernmentJobs. If you have problems while applying online, please contact GovernmentJobs Live Applicant Support at (855) 524-5627 between 6:00 AM and 5:00 PM Pacific Time, Monday - Friday. You may also call the City of Oakland Human Resources Management Department during regular business hours at (510) 238-3112 for information; however, we are unable to provide technical support for the online application system. For recruitment-specific questions, please contact Cynthia Ng at cng@oaklandca.gov. The City of Oakland is committed to the wellbeing of its employees and offers comprehensive health and wellness services along with an array of other benefits for most positions. Benefits may include*: • CalPERS Medical • Dental • Vision • Medical Waiver Plan - Cash-In-Lieu • Flexible Spending Accounts • Commuter Benefits • Group & Supplemental Life Insurance • Employee Assistance Program (EAP) • Guaranteed Ride Home (GRH) • Pension Benefits • Deferred Compensation * Specific benefits may vary depending on the assignedspecific bargaining unit. Information regarding most benefits can be reviewed here: Employee Benefits Information Current MOUs may be reviewed here: City of Oakland Labor Agreements Closing Date/Time: 5/19/2024 11:59 PM Pacific
Marketing Statement Ride BART to a satisfying career that lets you both: 1) make a difference to Bay Area residents, and 2) enjoy excellent pay, benefits, and employment stability. BART is looking for people who like to be challenged, work in a fast-paced environment, and have a passion for connecting riders to work, school and other places they need to go. BART offers a competitive salary, comprehensive health benefits, paid time off, and the CalPERS retirement program. Job Summary Pay Rate AFSCME Pay Band E (Senior Financial Analyst) Annual Salary Range $ 112,048.72 (Minimum) - $ 145,662.97 (Maximum) The negotiable salary offer will be between $112,048.72 - $135.312.13 /annually commensurate with experience and education. AFSCME Pay Band G (Principal Financial Analyst) Annual Salary Range $ 127,505.43 (Minimum) - $ 165,757.06 (Maximum) The negotiable salary offer will be between $127,505.43 - $151,482.76 /annually commensurate with experience and education. Reports To Manager of Capital Financial Planning Current Assignment The San Francisco Bay Area Rapid Transit District (BART) is recruiting to fill two vacant Principal or Senior Capital Planning Analyst (Financial Analyst) positions (distinction will be made based on skills and work experience of the applicants). The selected incumbent applicants will be responsible for developing the District’s more than $25 billion Capital Investment Plan, including internal coordination to collect and validate capital needs and fund source data, model development to optimize data analysis and forecasting, data representation and drafting of related narratives and presentations; preparing and managing multimillion- and multibillion-dollar capital project funding plans; preparing capital plan reports; performing ad-hoc analyses to support District capital funding strategy; and managing relationships with internal and external partners. Other assignments may include supporting District-wide initiatives and other related projects. Key responsibilities for these positions include identifying and resolving complex financial funding and analytical issues, which require strong execution and analytical critical thinking abilities such as: - Working independently and defining workload, deliverables and schedule. - Balancing multiple and sometimes conflicting priorities and stakeholders. - Using critical thinking and analytical capabilities to build data models, perform data analysis, and draw insights to support District decision-making. -Taking initiative, including developing and supporting process improvements. - Identifying and understanding issues, problems and opportunities; and devising appropriate solutions. - Building and maintaining relationships with internal BART departments and with external agencies. - Interpreting and implementing funding agreements with other agencies; and preparing concise and clear communications, including reports. In 2022, BART celebrated 50 years of operating a heavy-rail transit system serving the San Francisco Bay Area. The transit backbone of the region, BART carries half of the region’s miles traveled on transit along more than 130 miles of track and through 50 stations across five counties. BART connects to 18 other transit operators, including the Capital Corridor, and represents almost 90% of all transit transfers. BART’s capital program focuses on sustaining the reliability, safety and resilience of the system’s existing assets, while also investing in improvements to enhance the customer experience and stimulate ridership, such as those that support transit-oriented development. The Senior or Principal Capital Planning Analyst in the Capital Financial Planning division serves an important role in helping the Board and senior executives to understand the scope and scale of BART’s current and forecast capital program, to facilitate data-driven prioritization of planned capital investments and to support the development of a coherent capital program funding strategy. In the current financial landscape, BART is faced with many financial challenges and pressures, including projected operating revenue deficits and construction material and labor cost escalation. If you love solving problems, enjoy strategic and critical thinking, and are adept at stakeholder engagement - it’s a particularly exciting time to work for BART! BART offers remote work opportunities, competitive compensation including great benefits, and a dynamic work environment. Selection Process Initial screening of applications will begin in May 2024. This position is represented by American Federation of State, County, and Municipal Employees (AFSCME). Applications will be screened to assure that minimum qualifications are met. Those applicants who meet minimum qualifications will then be referred to the hiring department for the completion of further selection processes. The selection process for this position may include a skills/performance demonstration, a written examination, and/or an individual or panel interview. Examples of Duties Principal Financial Analyst Establishes schedules and methods for providing financial analysis services; identifies resource needs; reviews needs with appropriate management staff; allocates resources accordingly. Participates in the development of policies and procedures; monitors work activities to ensure compliance with established policies and procedures; makes recommendations for changes and improvements to existing standards and procedures. Recommends and assists in the implementation of goals and objectives; implements approved policies and procedures. Conducts complex financial and management studies to evaluate District system performance and operating efficiency; prepares and presents study findings and recommendations; implements recommendations and provides assistance to District departments in assessing performance against stated objectives. Performs the most technical and complex tasks of the work unit including specialized analyses and studies related to the District's budgeting, financial control and management analysis functions. Provides financial oversight on assigned projects; identifies funding sources; projects cash flow requirements; maintains budgetary records for proposed projects; compiles actual project costs; performs financial, statistical and comparative analysis of actual and budgeted costs. Participates in the preparation and administration of District-wide budgets; compiles and analyzes budget data; coordinates activities within other divisions and departments. Analyzes contract provisions and change orders related to approved cost of work and budget allocations; analyzes and reports cost variances; ensures that cost control methods are implemented and applied to program objectives. Develops and recommends improvements to computerized financial management system. Participates in the selection of assigned staff; provides or coordinates staff training; works with employees to correct deficiencies; implements discipline procedures. Prepares analytical and statistical reports on operations and activities. Attends and participates in professional group meetings; stays abreast of new trends and innovations in the field of financial analysis and program management. May plan, prioritize, assign, supervise, review and participate in the work of staff responsible for complex financial, statistical and project control analysis in assigned area. Senior Financial Analyst: Participates in the more difficult work of staff responsible for complex financial, statistical, and program management analysis in assigned division area. Participates in the preparation, administration, and monitoring of District-wide budgets; compiles and analyzes budget data; monitors funding agreements and maintains budget schedules to assure conformance with funding agencies; ensures maintenance of expenditure records which conform to funding agency and District reporting requirements. Analyzes contract provisions and change orders related to approved cost of work and budget allocations; analyzes and reports cost variances, ensures that cost control methods are implemented and applied to program objectives; analyzes funding and cost data for management inquiries regarding work plans, consultants, and contract authority. Monitors and administers construction or funding agreement contracts in accordance with District and mandated guidelines; compiles actual costs by project; performs financial, statistical and comparative analysis of actual and budget costs. Identifies funding sources for proposed projects; projects cash flow requirements; maintains budgetary records for proposed projects. Provides support to project managers in setting budgets, schedules and estimates; tracks progress on projects versus original budgets and schedules; works closely with project staff and consultants to ensure project compliance. Develops and recommends improvements to computerized financial management system. Coordinates project activities with other departments, divisions and external agencies; works closely with other divisions to apply for and monitor the use of fund grants from city, county, state, and federal sources; monitors work in progress and authorizes contract payments. Conducts financial and management studies to evaluate system performance and operating efficiencies; presents studies to communicate findings and recommendations to senior management and the Board of Directors. May train assigned employees in their areas of work including budgeting and financial analysis methods, procedures and techniques. Prepares quarterly, semi-annual, and special analytical and statistical reports on operations and activities for management, regulatory and outside agencies. Reviews invoices; determines budget conformity; reports discrepancies and billing adjustments. Prepares the Annual Budget and the 5-Year forecast for each capital project and program assigned; involves budgeting for staffing requirements and coordinating with various departments who support the projects; includes budgeting for non-labor expenses for the budget year and for the out years. Participates in special projects as assigned. Minimum Qualifications Principal Financial Analyst: Education : A Bachelor’s degree in business administration, accounting, economics or a closely related field from an accredited college or university. Experience : Four (4) years of (full-time equivalent) verifiable professional budgetary, financial or management analysis experience. Substitution : Additional professional experience as outlined above may be substituted for the education on a year-for-year basis. A college degree is preferred. Senior Financial Analyst: Education : A bachelor's degree in business administration, accounting, economics or a closely related field from an accredited college or university. Experience : Three (3) years of (full-time equivalent) verifiable professional budgetary, financial, or management analysis experience. Substitution : Additional professional experience as outlined above may be substituted for the education on a year-for-year basis. A college degree is preferred. Knowledge and Skills Principal Financial Analyst: Knowledge of : Operations, services and activities of a comprehensive budget and financial control program. Principles of supervision, training and performance evaluation. Principles of financial and operational analysis. Financial, statistical and comparative analysis techniques and formulas. Principles and practices of project budget development, administration and control. Advanced principles and practices of accounting. Principles and practices of financial project management and scheduling. Methods and techniques for assessing performance against established objectives. Current office procedures, methods and equipment including computers. Applicable computer software applications. Related Federal, State and local laws, codes and regulations. Skill in : Selecting, supervising, training and evaluating staff. Performing complex financial, statistical, comparative and management analyses. Establishing and implementing procedures for budget and project control. Identifying funding sources for proposed and current projects. Performing accurate complex financial calculations. Developing, organizing and maintaining accurate financial records. Interpreting complex computerized records and reports. Interpreting complex contract provisions and change orders. Interpreting and explaining District policies and procedures. Preparing clear and concise financial and administrative reports. Operating office equipment including computers and supporting word processing and spreadsheet applications. Communicating Senior Financial Analyst: Knowledge of : Operations, services and activities of a comprehensive budget and financial control program. Principles of lead supervision and training. Principles of financial and operational analysis. Federal, State and local funding programs, associated guidelines and processes. Principles and practices of project management. Principles and practices of engineering and construction management. Advanced principles, practices, and procedures of accounting. Financial, statistical and comparative analysis principles, techniques and formulas. Principles and practices of project budget development, administration and control. Principles and practices of procurement. Methods and techniques for assessing performance against established objectives. Principles and practices of project scheduling. Principles and practices of financial record keeping and reporting. Current office procedures, methods and equipment including computers. Applicable financial computer software applications. Related Federal, State and local codes, laws and regulations. Skill in : Independently performing the most difficult financial and statistical analyses. Interpreting and explaining department policies and procedures. Leading, organizing and reviewing the work of assigned staff. Monitoring and reporting budget variances. Analyzing problems, identifying alternative solutions and implementing recommendations. Identifying funding sources for proposed and current projects. Creating timely purchase requisitions and disbursements of purchase orders. Performing accurate complex financial calculations. Utilizing, maintaining and updating computerized financial/project management systems and reports. Developing, organizing, reviewing and analyzing technical documents, proposals, contracts, and reports. Exercising a high degree of individual initiative, discretion, diplomacy, accuracy, and judgment. Understanding and following oral and written instructions. Communicating clearly and concisely, both orally and in writing. Establishing and maintaining effective working relationships with those contacted in the course of work including internal departments, vendors, and consultants. Equal Employment Opportunity GroupBox1 The San Francisco Bay Area Rapid Transit District is an equal opportunity employer. Applicants shall not be discriminated against because of race, color, sex, sexual orientation, gender identity, gender expression, age (40 and above), religion, national origin (including language use restrictions), disability (mental and physical, including HIV and AIDS), ancestry, marital status, military status, veteran status, medical condition (cancer/genetic characteristics and information), or any protected category prohibited by local, state or federal laws. The BART Human Resources Department will make reasonable efforts in the examination process to accommodate persons with disabilities or for religious reasons. Please advise the Human Resources Department of any special needs in advance of the examination by emailing at least 5 days before your examination date at employment@bart.gov . Qualified veterans may be eligible to obtain additional veteran's credit in the selection process for this recruitment (effective Jan. 1, 2013). To obtain the credit, veterans must attach to the application a DD214 discharge document or proof of disability and complete/submit the Veteran's Preference Application no later than the closing date of the posting. For more information about this credit please go to the Veteran's Preference Policy and Application link at www.bart.gov/jobs . The San Francisco Bay Area Rapid Transit District (BART) prides itself in offering best in class benefits packages to employees of the District. Currently, the following benefits may be available to employees in this job classification. Highlights Medical Coverage (or $350/month if opted out) Dental Coverage Vision Insurance (Basic and Enhanced Plans Available) Retirement Plan through the CA Public Employees’ Retirement System (CalPERS) 2% @ 55 (Classic Members) 2% @ 62 (PEPRA Members) Reciprocity available for existing members of many other public retirement systems (see BART website and/or CalPERS website for details) Money Purchase Pension Plan (in-lieu of participating in Social Security tax) 6.65% employer contribution up to annual maximum of $1,868.65 Deferred Compensation & Roth 457 Sick Leave Accruals (12 days per year) Vacation Accruals (3-6 weeks based on time worked w/ the District) Holidays: 9 observed holidays and 4 floating holidays Life Insurance w/ ability to obtain additional coverage Accidental Death and Dismemberment (AD&D) Insurance Survivor Benefits through BART Short-Term Disability Insurance Long-Term Disability Insurance Flexible Spending Accounts: Health and Dependent Care Commuter Benefits Free BART Passes for BART employees and eligible family members. Closing Date/Time: 7/31/2024 11:59 PM Pacific
Apr 05, 2024
Full Time
Marketing Statement Ride BART to a satisfying career that lets you both: 1) make a difference to Bay Area residents, and 2) enjoy excellent pay, benefits, and employment stability. BART is looking for people who like to be challenged, work in a fast-paced environment, and have a passion for connecting riders to work, school and other places they need to go. BART offers a competitive salary, comprehensive health benefits, paid time off, and the CalPERS retirement program. Job Summary Pay Rate AFSCME Pay Band E (Senior Financial Analyst) Annual Salary Range $ 112,048.72 (Minimum) - $ 145,662.97 (Maximum) The negotiable salary offer will be between $112,048.72 - $135.312.13 /annually commensurate with experience and education. AFSCME Pay Band G (Principal Financial Analyst) Annual Salary Range $ 127,505.43 (Minimum) - $ 165,757.06 (Maximum) The negotiable salary offer will be between $127,505.43 - $151,482.76 /annually commensurate with experience and education. Reports To Manager of Capital Financial Planning Current Assignment The San Francisco Bay Area Rapid Transit District (BART) is recruiting to fill two vacant Principal or Senior Capital Planning Analyst (Financial Analyst) positions (distinction will be made based on skills and work experience of the applicants). The selected incumbent applicants will be responsible for developing the District’s more than $25 billion Capital Investment Plan, including internal coordination to collect and validate capital needs and fund source data, model development to optimize data analysis and forecasting, data representation and drafting of related narratives and presentations; preparing and managing multimillion- and multibillion-dollar capital project funding plans; preparing capital plan reports; performing ad-hoc analyses to support District capital funding strategy; and managing relationships with internal and external partners. Other assignments may include supporting District-wide initiatives and other related projects. Key responsibilities for these positions include identifying and resolving complex financial funding and analytical issues, which require strong execution and analytical critical thinking abilities such as: - Working independently and defining workload, deliverables and schedule. - Balancing multiple and sometimes conflicting priorities and stakeholders. - Using critical thinking and analytical capabilities to build data models, perform data analysis, and draw insights to support District decision-making. -Taking initiative, including developing and supporting process improvements. - Identifying and understanding issues, problems and opportunities; and devising appropriate solutions. - Building and maintaining relationships with internal BART departments and with external agencies. - Interpreting and implementing funding agreements with other agencies; and preparing concise and clear communications, including reports. In 2022, BART celebrated 50 years of operating a heavy-rail transit system serving the San Francisco Bay Area. The transit backbone of the region, BART carries half of the region’s miles traveled on transit along more than 130 miles of track and through 50 stations across five counties. BART connects to 18 other transit operators, including the Capital Corridor, and represents almost 90% of all transit transfers. BART’s capital program focuses on sustaining the reliability, safety and resilience of the system’s existing assets, while also investing in improvements to enhance the customer experience and stimulate ridership, such as those that support transit-oriented development. The Senior or Principal Capital Planning Analyst in the Capital Financial Planning division serves an important role in helping the Board and senior executives to understand the scope and scale of BART’s current and forecast capital program, to facilitate data-driven prioritization of planned capital investments and to support the development of a coherent capital program funding strategy. In the current financial landscape, BART is faced with many financial challenges and pressures, including projected operating revenue deficits and construction material and labor cost escalation. If you love solving problems, enjoy strategic and critical thinking, and are adept at stakeholder engagement - it’s a particularly exciting time to work for BART! BART offers remote work opportunities, competitive compensation including great benefits, and a dynamic work environment. Selection Process Initial screening of applications will begin in May 2024. This position is represented by American Federation of State, County, and Municipal Employees (AFSCME). Applications will be screened to assure that minimum qualifications are met. Those applicants who meet minimum qualifications will then be referred to the hiring department for the completion of further selection processes. The selection process for this position may include a skills/performance demonstration, a written examination, and/or an individual or panel interview. Examples of Duties Principal Financial Analyst Establishes schedules and methods for providing financial analysis services; identifies resource needs; reviews needs with appropriate management staff; allocates resources accordingly. Participates in the development of policies and procedures; monitors work activities to ensure compliance with established policies and procedures; makes recommendations for changes and improvements to existing standards and procedures. Recommends and assists in the implementation of goals and objectives; implements approved policies and procedures. Conducts complex financial and management studies to evaluate District system performance and operating efficiency; prepares and presents study findings and recommendations; implements recommendations and provides assistance to District departments in assessing performance against stated objectives. Performs the most technical and complex tasks of the work unit including specialized analyses and studies related to the District's budgeting, financial control and management analysis functions. Provides financial oversight on assigned projects; identifies funding sources; projects cash flow requirements; maintains budgetary records for proposed projects; compiles actual project costs; performs financial, statistical and comparative analysis of actual and budgeted costs. Participates in the preparation and administration of District-wide budgets; compiles and analyzes budget data; coordinates activities within other divisions and departments. Analyzes contract provisions and change orders related to approved cost of work and budget allocations; analyzes and reports cost variances; ensures that cost control methods are implemented and applied to program objectives. Develops and recommends improvements to computerized financial management system. Participates in the selection of assigned staff; provides or coordinates staff training; works with employees to correct deficiencies; implements discipline procedures. Prepares analytical and statistical reports on operations and activities. Attends and participates in professional group meetings; stays abreast of new trends and innovations in the field of financial analysis and program management. May plan, prioritize, assign, supervise, review and participate in the work of staff responsible for complex financial, statistical and project control analysis in assigned area. Senior Financial Analyst: Participates in the more difficult work of staff responsible for complex financial, statistical, and program management analysis in assigned division area. Participates in the preparation, administration, and monitoring of District-wide budgets; compiles and analyzes budget data; monitors funding agreements and maintains budget schedules to assure conformance with funding agencies; ensures maintenance of expenditure records which conform to funding agency and District reporting requirements. Analyzes contract provisions and change orders related to approved cost of work and budget allocations; analyzes and reports cost variances, ensures that cost control methods are implemented and applied to program objectives; analyzes funding and cost data for management inquiries regarding work plans, consultants, and contract authority. Monitors and administers construction or funding agreement contracts in accordance with District and mandated guidelines; compiles actual costs by project; performs financial, statistical and comparative analysis of actual and budget costs. Identifies funding sources for proposed projects; projects cash flow requirements; maintains budgetary records for proposed projects. Provides support to project managers in setting budgets, schedules and estimates; tracks progress on projects versus original budgets and schedules; works closely with project staff and consultants to ensure project compliance. Develops and recommends improvements to computerized financial management system. Coordinates project activities with other departments, divisions and external agencies; works closely with other divisions to apply for and monitor the use of fund grants from city, county, state, and federal sources; monitors work in progress and authorizes contract payments. Conducts financial and management studies to evaluate system performance and operating efficiencies; presents studies to communicate findings and recommendations to senior management and the Board of Directors. May train assigned employees in their areas of work including budgeting and financial analysis methods, procedures and techniques. Prepares quarterly, semi-annual, and special analytical and statistical reports on operations and activities for management, regulatory and outside agencies. Reviews invoices; determines budget conformity; reports discrepancies and billing adjustments. Prepares the Annual Budget and the 5-Year forecast for each capital project and program assigned; involves budgeting for staffing requirements and coordinating with various departments who support the projects; includes budgeting for non-labor expenses for the budget year and for the out years. Participates in special projects as assigned. Minimum Qualifications Principal Financial Analyst: Education : A Bachelor’s degree in business administration, accounting, economics or a closely related field from an accredited college or university. Experience : Four (4) years of (full-time equivalent) verifiable professional budgetary, financial or management analysis experience. Substitution : Additional professional experience as outlined above may be substituted for the education on a year-for-year basis. A college degree is preferred. Senior Financial Analyst: Education : A bachelor's degree in business administration, accounting, economics or a closely related field from an accredited college or university. Experience : Three (3) years of (full-time equivalent) verifiable professional budgetary, financial, or management analysis experience. Substitution : Additional professional experience as outlined above may be substituted for the education on a year-for-year basis. A college degree is preferred. Knowledge and Skills Principal Financial Analyst: Knowledge of : Operations, services and activities of a comprehensive budget and financial control program. Principles of supervision, training and performance evaluation. Principles of financial and operational analysis. Financial, statistical and comparative analysis techniques and formulas. Principles and practices of project budget development, administration and control. Advanced principles and practices of accounting. Principles and practices of financial project management and scheduling. Methods and techniques for assessing performance against established objectives. Current office procedures, methods and equipment including computers. Applicable computer software applications. Related Federal, State and local laws, codes and regulations. Skill in : Selecting, supervising, training and evaluating staff. Performing complex financial, statistical, comparative and management analyses. Establishing and implementing procedures for budget and project control. Identifying funding sources for proposed and current projects. Performing accurate complex financial calculations. Developing, organizing and maintaining accurate financial records. Interpreting complex computerized records and reports. Interpreting complex contract provisions and change orders. Interpreting and explaining District policies and procedures. Preparing clear and concise financial and administrative reports. Operating office equipment including computers and supporting word processing and spreadsheet applications. Communicating Senior Financial Analyst: Knowledge of : Operations, services and activities of a comprehensive budget and financial control program. Principles of lead supervision and training. Principles of financial and operational analysis. Federal, State and local funding programs, associated guidelines and processes. Principles and practices of project management. Principles and practices of engineering and construction management. Advanced principles, practices, and procedures of accounting. Financial, statistical and comparative analysis principles, techniques and formulas. Principles and practices of project budget development, administration and control. Principles and practices of procurement. Methods and techniques for assessing performance against established objectives. Principles and practices of project scheduling. Principles and practices of financial record keeping and reporting. Current office procedures, methods and equipment including computers. Applicable financial computer software applications. Related Federal, State and local codes, laws and regulations. Skill in : Independently performing the most difficult financial and statistical analyses. Interpreting and explaining department policies and procedures. Leading, organizing and reviewing the work of assigned staff. Monitoring and reporting budget variances. Analyzing problems, identifying alternative solutions and implementing recommendations. Identifying funding sources for proposed and current projects. Creating timely purchase requisitions and disbursements of purchase orders. Performing accurate complex financial calculations. Utilizing, maintaining and updating computerized financial/project management systems and reports. Developing, organizing, reviewing and analyzing technical documents, proposals, contracts, and reports. Exercising a high degree of individual initiative, discretion, diplomacy, accuracy, and judgment. Understanding and following oral and written instructions. Communicating clearly and concisely, both orally and in writing. Establishing and maintaining effective working relationships with those contacted in the course of work including internal departments, vendors, and consultants. Equal Employment Opportunity GroupBox1 The San Francisco Bay Area Rapid Transit District is an equal opportunity employer. Applicants shall not be discriminated against because of race, color, sex, sexual orientation, gender identity, gender expression, age (40 and above), religion, national origin (including language use restrictions), disability (mental and physical, including HIV and AIDS), ancestry, marital status, military status, veteran status, medical condition (cancer/genetic characteristics and information), or any protected category prohibited by local, state or federal laws. The BART Human Resources Department will make reasonable efforts in the examination process to accommodate persons with disabilities or for religious reasons. Please advise the Human Resources Department of any special needs in advance of the examination by emailing at least 5 days before your examination date at employment@bart.gov . Qualified veterans may be eligible to obtain additional veteran's credit in the selection process for this recruitment (effective Jan. 1, 2013). To obtain the credit, veterans must attach to the application a DD214 discharge document or proof of disability and complete/submit the Veteran's Preference Application no later than the closing date of the posting. For more information about this credit please go to the Veteran's Preference Policy and Application link at www.bart.gov/jobs . The San Francisco Bay Area Rapid Transit District (BART) prides itself in offering best in class benefits packages to employees of the District. Currently, the following benefits may be available to employees in this job classification. Highlights Medical Coverage (or $350/month if opted out) Dental Coverage Vision Insurance (Basic and Enhanced Plans Available) Retirement Plan through the CA Public Employees’ Retirement System (CalPERS) 2% @ 55 (Classic Members) 2% @ 62 (PEPRA Members) Reciprocity available for existing members of many other public retirement systems (see BART website and/or CalPERS website for details) Money Purchase Pension Plan (in-lieu of participating in Social Security tax) 6.65% employer contribution up to annual maximum of $1,868.65 Deferred Compensation & Roth 457 Sick Leave Accruals (12 days per year) Vacation Accruals (3-6 weeks based on time worked w/ the District) Holidays: 9 observed holidays and 4 floating holidays Life Insurance w/ ability to obtain additional coverage Accidental Death and Dismemberment (AD&D) Insurance Survivor Benefits through BART Short-Term Disability Insurance Long-Term Disability Insurance Flexible Spending Accounts: Health and Dependent Care Commuter Benefits Free BART Passes for BART employees and eligible family members. Closing Date/Time: 7/31/2024 11:59 PM Pacific
STATE BAR OF CALIFORNIA
Los Angeles, CA, United States
Job Description Office of General Counsel Annual Salary Range: $120,729 - $160,952 FLSA: Exempt / Non-Union Represented This position allows for up to four days of remote work per week. About the Office The Office of General Counsel (OGC) is in-house counsel to the State Bar, providing a full range of services, including representation of the Bar in all state and federal courts and before administrative agencies; advocacy of Bar discipline and admission cases in the California Supreme Court; and, providing legal advice to the State Bar Board of Trustees, and all State Bar entities, executives, and programmatic clients. OGC provides legal advice and representation in the following areas: admissions and discipline, antitrust, Bagley-Keene Open Meeting Act, bankruptcy, California Public Records Act, collections, contracts, copyright, governance, labor and employment, legislation, regulations and rules, real estate, regulatory work, and general corporate matters. About the Position OGC seeks a Principal Program Analyst with strong background and experience with working on and overseeing a range of highly complex activities related to data analysis, research, process development and project management. This position will also support OGC's work with the Board of Trustees, assist with recruitment and staffing for the entire office, budgeting and other important functions of the office. The Principal Program Analyst (OGC) reports to the General Counsel and is responsible for overseeing a range of highly complex activities related to data analysis, research, internal process development and project management for the entire OGC. This includes data collection, research, organizational planning, overseeing special projects, and developing internal policies and processes for the office. The Principal Program Analyst (OGC) also supports the office's work with, relating to and communications with the Board of Trustees, and manages external communications under supervision of General Counsel or designee, including without limitation Deputy General Counsel or supervisors within OGC. Additionally, this position assists with recruitment and staffing for the entire office, helps develop the office's knowledge database and resources, policies, processes and procedures, and works on projects for the entire team. Other responsibilities include managing contracts, identifying opportunities for improving efficiency, monitoring, tracking and planning budgets. Overall, the Principal Program Analyst (OGC) plays a critical role in ensuring the smooth functioning of OGC and supporting the office's mission of providing competent, and timely legal advice and guidance to the organization. Principal Program Analysist (OGC) will support and oversee other functions of OGC, as assigned. Distinguishing Characteristics The Principal Program Analyst (OGC) assumes responsibility for development and implementation of comprehensive programs and projects that have an agency-wide impact. Duties deal with highly complex and sensitive issues. Incumbents are expected to work with minimal direction and may supervise and/or lead project support staff. Examples Of Essential Duties Duties may include, but are not limited to the following: Implements data collection and research plan for OGC, to include fiscal, budgetary and operational analyses, development and presentation of data dashboards, and outcome evaluation. Work with internal customers and stakeholders to understand the results of analyses that are conducted, and to operationalize changes in practice or procedure that are implicated by those results. Oversees the implementation of special projects, particularly those crossing multiple units or Departments within the Bar. Develops and implements internal policies, guidelines, procedures and/or processes for OGC. Supports OGC's work with and review of materials presented and/or considered by the Board of Trustees, its committees or organizational sub entities. This includes, without limitation, conducting research and policy analysis, providing materials in presentation ready format, and presenting materials at public meetings and other committees to ensure clarity and accuracy. Develops conflict of interest and other informational materials, under direction and supervision of General Counsel and/or assigned attorney(s). Assists with organizational planning for the OGC. Assists with recruitment, staffing, and support on personnel matters, as assigned. Conducts outreach and manages external communications, under appropriate supervision of General Counsel or designees. Plans and facilitates OGC staff meetings. Provides support on matters relating to regulation of the legal profession. In collaboration with designated attorney and non-attorney staff within OGC identifies, proposes, supports and implements internal processes pertaining to litigation and the workflow of the department. Prepares annual outside counsel utilization report. Identifies opportunities for improving efficiency of OGC operations. Manages OGC contracts, including preparing requests for proposals or qualification, organizing proposal review and interview of outside counsel. Handling all related procurement and contracting activities, including tracking and ensuring that Board approvals are timely obtained. Assists in developing OGC knowledge database and resources. Assists in developing billing guidelines and managing outside counsel relationships, in collaboration with others within OGC. Monitors project budgets and makes recommendations on budget expenditures. Assists with budget planning and tracks expenditures. Performs a number of 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. Employment Standards Knowledge Of: Principles of program evaluation, policy assessment and implementation. Principles of problem identification, analysis, and resolution. Principles of data analysis and research tools. Principles of business process reengineering. Principles of institutional management. Principles of effective written and verbal presentations, including public speaking. Principles of public relations/customer service. Principles of board and committee administration. Principles of organizational behavior and conflict resolution. Principles of financial and public policy analysis and research. Principles of effective institutional communication in dealing with different constituencies. Principles of effective personnel management. Principles of government relations. Principles of computer information systems, including database, report generation, word processing, spreadsheet, and presentation software. Principles of project planning and implementation. Principles of financial and cost-benefit analysis, and performance auditing. Principles of preparing effective presentations, recommendation and processes. Ability To: Receive and relay detailed information through excellent verbal and written communication. Communicate clearly and effectively in person, by telephone, by computer and in writing. Speak publicly to large groups of people. Perform in high-paced work environment and adopt effective courses of action. Effectively interact with others. Effectively address conflict. Manage multiple, simultaneous assignments, to independently plan and prioritize day to day work, and to meet deadlines. Lead others to accomplish program and project implementation. Maintain appropriate confidentiality in program administration and interactions with contractors, consultants, experts, and others. Exercise sound judgment and decision making. Make recommendations on complicated and difficult program matters and present them effectively to governing authorities. Interpret and analyze complex written documents. Effectively present and speak publicly to large groups of people. Act with integrity in all related State Bar business. Quickly adapt to changing environments and critical needs, and adopt and effectively implement courses of action. Minimum Qualifications: Education: Bachelor's degree in a field that develops skills related to essential duties, or equivalent academic achievement. Successful completion of a Juris Doctor Degree from an accredited law school strongly preferred. Experience: Minimum five (5) years' progressively responsible experience relevant to the responsibilities of this position a legal department of a public sector organization, law firm or nonprofit environment. Master's degree in a relevant field may substitute for up to two (2) years of experience. Applicants meet who the Minimum Qualifications will be required to successfully complete the State Bar's selection process for this classification. License, Certificate, Registration Requirements: Special Qualifications including specialized knowledge, abilities, education, experience, or license may be established for individual positions.
Mar 08, 2024
Full Time
Job Description Office of General Counsel Annual Salary Range: $120,729 - $160,952 FLSA: Exempt / Non-Union Represented This position allows for up to four days of remote work per week. About the Office The Office of General Counsel (OGC) is in-house counsel to the State Bar, providing a full range of services, including representation of the Bar in all state and federal courts and before administrative agencies; advocacy of Bar discipline and admission cases in the California Supreme Court; and, providing legal advice to the State Bar Board of Trustees, and all State Bar entities, executives, and programmatic clients. OGC provides legal advice and representation in the following areas: admissions and discipline, antitrust, Bagley-Keene Open Meeting Act, bankruptcy, California Public Records Act, collections, contracts, copyright, governance, labor and employment, legislation, regulations and rules, real estate, regulatory work, and general corporate matters. About the Position OGC seeks a Principal Program Analyst with strong background and experience with working on and overseeing a range of highly complex activities related to data analysis, research, process development and project management. This position will also support OGC's work with the Board of Trustees, assist with recruitment and staffing for the entire office, budgeting and other important functions of the office. The Principal Program Analyst (OGC) reports to the General Counsel and is responsible for overseeing a range of highly complex activities related to data analysis, research, internal process development and project management for the entire OGC. This includes data collection, research, organizational planning, overseeing special projects, and developing internal policies and processes for the office. The Principal Program Analyst (OGC) also supports the office's work with, relating to and communications with the Board of Trustees, and manages external communications under supervision of General Counsel or designee, including without limitation Deputy General Counsel or supervisors within OGC. Additionally, this position assists with recruitment and staffing for the entire office, helps develop the office's knowledge database and resources, policies, processes and procedures, and works on projects for the entire team. Other responsibilities include managing contracts, identifying opportunities for improving efficiency, monitoring, tracking and planning budgets. Overall, the Principal Program Analyst (OGC) plays a critical role in ensuring the smooth functioning of OGC and supporting the office's mission of providing competent, and timely legal advice and guidance to the organization. Principal Program Analysist (OGC) will support and oversee other functions of OGC, as assigned. Distinguishing Characteristics The Principal Program Analyst (OGC) assumes responsibility for development and implementation of comprehensive programs and projects that have an agency-wide impact. Duties deal with highly complex and sensitive issues. Incumbents are expected to work with minimal direction and may supervise and/or lead project support staff. Examples Of Essential Duties Duties may include, but are not limited to the following: Implements data collection and research plan for OGC, to include fiscal, budgetary and operational analyses, development and presentation of data dashboards, and outcome evaluation. Work with internal customers and stakeholders to understand the results of analyses that are conducted, and to operationalize changes in practice or procedure that are implicated by those results. Oversees the implementation of special projects, particularly those crossing multiple units or Departments within the Bar. Develops and implements internal policies, guidelines, procedures and/or processes for OGC. Supports OGC's work with and review of materials presented and/or considered by the Board of Trustees, its committees or organizational sub entities. This includes, without limitation, conducting research and policy analysis, providing materials in presentation ready format, and presenting materials at public meetings and other committees to ensure clarity and accuracy. Develops conflict of interest and other informational materials, under direction and supervision of General Counsel and/or assigned attorney(s). Assists with organizational planning for the OGC. Assists with recruitment, staffing, and support on personnel matters, as assigned. Conducts outreach and manages external communications, under appropriate supervision of General Counsel or designees. Plans and facilitates OGC staff meetings. Provides support on matters relating to regulation of the legal profession. In collaboration with designated attorney and non-attorney staff within OGC identifies, proposes, supports and implements internal processes pertaining to litigation and the workflow of the department. Prepares annual outside counsel utilization report. Identifies opportunities for improving efficiency of OGC operations. Manages OGC contracts, including preparing requests for proposals or qualification, organizing proposal review and interview of outside counsel. Handling all related procurement and contracting activities, including tracking and ensuring that Board approvals are timely obtained. Assists in developing OGC knowledge database and resources. Assists in developing billing guidelines and managing outside counsel relationships, in collaboration with others within OGC. Monitors project budgets and makes recommendations on budget expenditures. Assists with budget planning and tracks expenditures. Performs a number of 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. Employment Standards Knowledge Of: Principles of program evaluation, policy assessment and implementation. Principles of problem identification, analysis, and resolution. Principles of data analysis and research tools. Principles of business process reengineering. Principles of institutional management. Principles of effective written and verbal presentations, including public speaking. Principles of public relations/customer service. Principles of board and committee administration. Principles of organizational behavior and conflict resolution. Principles of financial and public policy analysis and research. Principles of effective institutional communication in dealing with different constituencies. Principles of effective personnel management. Principles of government relations. Principles of computer information systems, including database, report generation, word processing, spreadsheet, and presentation software. Principles of project planning and implementation. Principles of financial and cost-benefit analysis, and performance auditing. Principles of preparing effective presentations, recommendation and processes. Ability To: Receive and relay detailed information through excellent verbal and written communication. Communicate clearly and effectively in person, by telephone, by computer and in writing. Speak publicly to large groups of people. Perform in high-paced work environment and adopt effective courses of action. Effectively interact with others. Effectively address conflict. Manage multiple, simultaneous assignments, to independently plan and prioritize day to day work, and to meet deadlines. Lead others to accomplish program and project implementation. Maintain appropriate confidentiality in program administration and interactions with contractors, consultants, experts, and others. Exercise sound judgment and decision making. Make recommendations on complicated and difficult program matters and present them effectively to governing authorities. Interpret and analyze complex written documents. Effectively present and speak publicly to large groups of people. Act with integrity in all related State Bar business. Quickly adapt to changing environments and critical needs, and adopt and effectively implement courses of action. Minimum Qualifications: Education: Bachelor's degree in a field that develops skills related to essential duties, or equivalent academic achievement. Successful completion of a Juris Doctor Degree from an accredited law school strongly preferred. Experience: Minimum five (5) years' progressively responsible experience relevant to the responsibilities of this position a legal department of a public sector organization, law firm or nonprofit environment. Master's degree in a relevant field may substitute for up to two (2) years of experience. Applicants meet who the Minimum Qualifications will be required to successfully complete the State Bar's selection process for this classification. License, Certificate, Registration Requirements: Special Qualifications including specialized knowledge, abilities, education, experience, or license may be established for individual positions.
STATE BAR OF CALIFORNIA
Los Angeles, CA, United States
Job Description Office of General Counsel Annual Salary Range: $120,729 - $160,952 FLSA: Exempt / Non-Union Represented This position allows for up to four days of remote work per week. About the Office The Office of General Counsel (OGC) is in-house counsel to the State Bar, providing a full range of services, including representation of the Bar in all state and federal courts and before administrative agencies; advocacy of Bar discipline and admission cases in the California Supreme Court; and, providing legal advice to the State Bar Board of Trustees, and all State Bar entities, executives, and programmatic clients. OGC provides legal advice and representation in the following areas: admissions and discipline, antitrust, Bagley-Keene Open Meeting Act, bankruptcy, California Public Records Act, collections, contracts, copyright, governance, labor and employment, legislation, regulations and rules, real estate, regulatory work, and general corporate matters. About the Position OGC seeks a Principal Program Analyst with strong background and experience with working on and overseeing a range of highly complex activities related to data analysis, research, process development and project management. This position will also support OGC's work with the Board of Trustees, assist with recruitment and staffing for the entire office, budgeting and other important functions of the office. The Principal Program Analyst (OGC) reports to the General Counsel and is responsible for overseeing a range of highly complex activities related to data analysis, research, internal process development and project management for the entire OGC. This includes data collection, research, organizational planning, overseeing special projects, and developing internal policies and processes for the office. The Principal Program Analyst (OGC) also supports the office's work with, relating to and communications with the Board of Trustees, and manages external communications under supervision of General Counsel or designee, including without limitation Deputy General Counsel or supervisors within OGC. Additionally, this position assists with recruitment and staffing for the entire office, helps develop the office's knowledge database and resources, policies, processes and procedures, and works on projects for the entire team. Other responsibilities include managing contracts, identifying opportunities for improving efficiency, monitoring, tracking and planning budgets. Overall, the Principal Program Analyst (OGC) plays a critical role in ensuring the smooth functioning of OGC and supporting the office's mission of providing competent, and timely legal advice and guidance to the organization. Principal Program Analysist (OGC) will support and oversee other functions of OGC, as assigned. Distinguishing Characteristics The Principal Program Analyst (OGC) assumes responsibility for development and implementation of comprehensive programs and projects that have an agency-wide impact. Duties deal with highly complex and sensitive issues. Incumbents are expected to work with minimal direction and may supervise and/or lead project support staff. Examples Of Essential Duties Duties may include, but are not limited to the following: Implements data collection and research plan for OGC, to include fiscal, budgetary and operational analyses, development and presentation of data dashboards, and outcome evaluation. Work with internal customers and stakeholders to understand the results of analyses that are conducted, and to operationalize changes in practice or procedure that are implicated by those results. Oversees the implementation of special projects, particularly those crossing multiple units or Departments within the Bar. Develops and implements internal policies, guidelines, procedures and/or processes for OGC. Supports OGC's work with and review of materials presented and/or considered by the Board of Trustees, its committees or organizational sub entities. This includes, without limitation, conducting research and policy analysis, providing materials in presentation ready format, and presenting materials at public meetings and other committees to ensure clarity and accuracy. Develops conflict of interest and other informational materials, under direction and supervision of General Counsel and/or assigned attorney(s). Assists with organizational planning for the OGC. Assists with recruitment, staffing, and support on personnel matters, as assigned. Conducts outreach and manages external communications, under appropriate supervision of General Counsel or designees. Plans and facilitates OGC staff meetings. Provides support on matters relating to regulation of the legal profession. In collaboration with designated attorney and non-attorney staff within OGC identifies, proposes, supports and implements internal processes pertaining to litigation and the workflow of the department. Prepares annual outside counsel utilization report. Identifies opportunities for improving efficiency of OGC operations. Manages OGC contracts, including preparing requests for proposals or qualification, organizing proposal review and interview of outside counsel. Handling all related procurement and contracting activities, including tracking and ensuring that Board approvals are timely obtained. Assists in developing OGC knowledge database and resources. Assists in developing billing guidelines and managing outside counsel relationships, in collaboration with others within OGC. Monitors project budgets and makes recommendations on budget expenditures. Assists with budget planning and tracks expenditures. Performs a number of 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. Employment Standards Knowledge Of: Principles of program evaluation, policy assessment and implementation. Principles of problem identification, analysis, and resolution. Principles of data analysis and research tools. Principles of business process reengineering. Principles of institutional management. Principles of effective written and verbal presentations, including public speaking. Principles of public relations/customer service. Principles of board and committee administration. Principles of organizational behavior and conflict resolution. Principles of financial and public policy analysis and research. Principles of effective institutional communication in dealing with different constituencies. Principles of effective personnel management. Principles of government relations. Principles of computer information systems, including database, report generation, word processing, spreadsheet, and presentation software. Principles of project planning and implementation. Principles of financial and cost-benefit analysis, and performance auditing. Principles of preparing effective presentations, recommendation and processes. Ability To: Receive and relay detailed information through excellent verbal and written communication. Communicate clearly and effectively in person, by telephone, by computer and in writing. Speak publicly to large groups of people. Perform in high-paced work environment and adopt effective courses of action. Effectively interact with others. Effectively address conflict. Manage multiple, simultaneous assignments, to independently plan and prioritize day to day work, and to meet deadlines. Lead others to accomplish program and project implementation. Maintain appropriate confidentiality in program administration and interactions with contractors, consultants, experts, and others. Exercise sound judgment and decision making. Make recommendations on complicated and difficult program matters and present them effectively to governing authorities. Interpret and analyze complex written documents. Effectively present and speak publicly to large groups of people. Act with integrity in all related State Bar business. Quickly adapt to changing environments and critical needs, and adopt and effectively implement courses of action. Minimum Qualifications: Education: Bachelor's degree in a field that develops skills related to essential duties, or equivalent academic achievement. Successful completion of a Juris Doctor Degree from an accredited law school strongly preferred. Experience: Minimum five (5) years' progressively responsible experience relevant to the responsibilities of this position a legal department of a public sector organization, law firm or nonprofit environment. Master's degree in a relevant field may substitute for up to two (2) years of experience. Applicants meet who the Minimum Qualifications will be required to successfully complete the State Bar's selection process for this classification. License, Certificate, Registration Requirements: Special Qualifications including specialized knowledge, abilities, education, experience, or license may be established for individual positions.
Mar 08, 2024
Full Time
Job Description Office of General Counsel Annual Salary Range: $120,729 - $160,952 FLSA: Exempt / Non-Union Represented This position allows for up to four days of remote work per week. About the Office The Office of General Counsel (OGC) is in-house counsel to the State Bar, providing a full range of services, including representation of the Bar in all state and federal courts and before administrative agencies; advocacy of Bar discipline and admission cases in the California Supreme Court; and, providing legal advice to the State Bar Board of Trustees, and all State Bar entities, executives, and programmatic clients. OGC provides legal advice and representation in the following areas: admissions and discipline, antitrust, Bagley-Keene Open Meeting Act, bankruptcy, California Public Records Act, collections, contracts, copyright, governance, labor and employment, legislation, regulations and rules, real estate, regulatory work, and general corporate matters. About the Position OGC seeks a Principal Program Analyst with strong background and experience with working on and overseeing a range of highly complex activities related to data analysis, research, process development and project management. This position will also support OGC's work with the Board of Trustees, assist with recruitment and staffing for the entire office, budgeting and other important functions of the office. The Principal Program Analyst (OGC) reports to the General Counsel and is responsible for overseeing a range of highly complex activities related to data analysis, research, internal process development and project management for the entire OGC. This includes data collection, research, organizational planning, overseeing special projects, and developing internal policies and processes for the office. The Principal Program Analyst (OGC) also supports the office's work with, relating to and communications with the Board of Trustees, and manages external communications under supervision of General Counsel or designee, including without limitation Deputy General Counsel or supervisors within OGC. Additionally, this position assists with recruitment and staffing for the entire office, helps develop the office's knowledge database and resources, policies, processes and procedures, and works on projects for the entire team. Other responsibilities include managing contracts, identifying opportunities for improving efficiency, monitoring, tracking and planning budgets. Overall, the Principal Program Analyst (OGC) plays a critical role in ensuring the smooth functioning of OGC and supporting the office's mission of providing competent, and timely legal advice and guidance to the organization. Principal Program Analysist (OGC) will support and oversee other functions of OGC, as assigned. Distinguishing Characteristics The Principal Program Analyst (OGC) assumes responsibility for development and implementation of comprehensive programs and projects that have an agency-wide impact. Duties deal with highly complex and sensitive issues. Incumbents are expected to work with minimal direction and may supervise and/or lead project support staff. Examples Of Essential Duties Duties may include, but are not limited to the following: Implements data collection and research plan for OGC, to include fiscal, budgetary and operational analyses, development and presentation of data dashboards, and outcome evaluation. Work with internal customers and stakeholders to understand the results of analyses that are conducted, and to operationalize changes in practice or procedure that are implicated by those results. Oversees the implementation of special projects, particularly those crossing multiple units or Departments within the Bar. Develops and implements internal policies, guidelines, procedures and/or processes for OGC. Supports OGC's work with and review of materials presented and/or considered by the Board of Trustees, its committees or organizational sub entities. This includes, without limitation, conducting research and policy analysis, providing materials in presentation ready format, and presenting materials at public meetings and other committees to ensure clarity and accuracy. Develops conflict of interest and other informational materials, under direction and supervision of General Counsel and/or assigned attorney(s). Assists with organizational planning for the OGC. Assists with recruitment, staffing, and support on personnel matters, as assigned. Conducts outreach and manages external communications, under appropriate supervision of General Counsel or designees. Plans and facilitates OGC staff meetings. Provides support on matters relating to regulation of the legal profession. In collaboration with designated attorney and non-attorney staff within OGC identifies, proposes, supports and implements internal processes pertaining to litigation and the workflow of the department. Prepares annual outside counsel utilization report. Identifies opportunities for improving efficiency of OGC operations. Manages OGC contracts, including preparing requests for proposals or qualification, organizing proposal review and interview of outside counsel. Handling all related procurement and contracting activities, including tracking and ensuring that Board approvals are timely obtained. Assists in developing OGC knowledge database and resources. Assists in developing billing guidelines and managing outside counsel relationships, in collaboration with others within OGC. Monitors project budgets and makes recommendations on budget expenditures. Assists with budget planning and tracks expenditures. Performs a number of 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. Employment Standards Knowledge Of: Principles of program evaluation, policy assessment and implementation. Principles of problem identification, analysis, and resolution. Principles of data analysis and research tools. Principles of business process reengineering. Principles of institutional management. Principles of effective written and verbal presentations, including public speaking. Principles of public relations/customer service. Principles of board and committee administration. Principles of organizational behavior and conflict resolution. Principles of financial and public policy analysis and research. Principles of effective institutional communication in dealing with different constituencies. Principles of effective personnel management. Principles of government relations. Principles of computer information systems, including database, report generation, word processing, spreadsheet, and presentation software. Principles of project planning and implementation. Principles of financial and cost-benefit analysis, and performance auditing. Principles of preparing effective presentations, recommendation and processes. Ability To: Receive and relay detailed information through excellent verbal and written communication. Communicate clearly and effectively in person, by telephone, by computer and in writing. Speak publicly to large groups of people. Perform in high-paced work environment and adopt effective courses of action. Effectively interact with others. Effectively address conflict. Manage multiple, simultaneous assignments, to independently plan and prioritize day to day work, and to meet deadlines. Lead others to accomplish program and project implementation. Maintain appropriate confidentiality in program administration and interactions with contractors, consultants, experts, and others. Exercise sound judgment and decision making. Make recommendations on complicated and difficult program matters and present them effectively to governing authorities. Interpret and analyze complex written documents. Effectively present and speak publicly to large groups of people. Act with integrity in all related State Bar business. Quickly adapt to changing environments and critical needs, and adopt and effectively implement courses of action. Minimum Qualifications: Education: Bachelor's degree in a field that develops skills related to essential duties, or equivalent academic achievement. Successful completion of a Juris Doctor Degree from an accredited law school strongly preferred. Experience: Minimum five (5) years' progressively responsible experience relevant to the responsibilities of this position a legal department of a public sector organization, law firm or nonprofit environment. Master's degree in a relevant field may substitute for up to two (2) years of experience. Applicants meet who the Minimum Qualifications will be required to successfully complete the State Bar's selection process for this classification. License, Certificate, Registration Requirements: Special Qualifications including specialized knowledge, abilities, education, experience, or license may be established for individual positions.
STATE BAR OF CALIFORNIA
Los Angeles, CA, United States
Job Description Office of the Executive Director Annual Salary Range: $90,693 - $120,920 Exempt / Non-Union Represented This position allows for up to four days of remote work per week. The Office of the Executive Director seeks a highly motivated, detail-oriented individual with excellent communication and organization skills, including proficiency in Excel and Microsoft Word, to serve as Program Analyst. This person will assist the Principal Program Analyst, providing administrative support, planning for Board meetings, overseeing creation and adherence to committee procedures and guidelines, processing expense reports, answering routine emails, and other duties as required. This position also provides administrative support for California Public Records Act requests and staff support for three formal processes that gather applications and vet candidates for the Board of Trustees, Board committees and sub-entities, and State Bar Court judges. The role requires interfacing with staff at all levels throughout the organization and dealing with both public and confidential information. A minimum of two years experience in an analyst role is highly preferred. About this Position This position provides administrative support to the Office of the Executive Director while also synthesizing and analyzing data to support multiple programs and processes. The ideal candidate will be highly organized, a confident communicator, and able to juggle competing priorities with speed and discretion. The Ideal Candidate Strong collaborator with the ability to interface with high-level staff in various offices as well as external agencies where there may be no preexisting relationship. Comfort in interfacing with vendors, managing projects and ensuring prompt completion of contracted work. Detail-oriented with an eye for consistency. Interest in identifying and developing best practices around committee compliance and processes. Experience and interest in parliamentary procedure and meeting management. Strong writing skills with an emphasis on organization, clarity, and conciseness. Ability to successfully manage multiple assignments with different priorities from inception to implementation. Proficient to advanced skills in various technologies and applications including Zoom, Excel, Paperless, HubSpot, Formsite, CommonLook, and Google Forms. Strong interest and comfort in conducting research and learning new technologies. Distinguishing Characteristics The Program Analyst classification is a journey-level professional classification distinguished from the lower level Program Coordinator in that the latter is focused on administrative coordination, whereas the Program Analyst is the professional class performing analysis and technical assistance. Examples of Essential Duties Duties may include, but are not limited to the following: Performs professional work in support of State Bar programs and services within the various State Bar divisions/units, as assigned, involving the knowledge, interpretation, and application of State Bar policies, rules, regulations, and procedures. Research information by identifying, locating and extracting relevant data in order to obtain sufficient, valid and reliable data for analysis and decision making purposes. Reviews processes and maintains program transactions, records, and other documents; assists in the preparation and maintenance of statistical data, reports, correspondence, special studies, and conducts research. Participates in a variety of complex and detailed programmatic responsibilities involving problem solving. Evaluates program effectiveness by comparing outcomes to goals to determine whether to take corrective actions or recommend modification to processes and procedures. Performs research into program and quality control regulations and procedures; prepares reports on findings; identifies problems of non-compliance; recommends corrective action regarding discrepancies. Conducts audits to determine if there are program inconsistencies or non-compliance. Provides input in developing and evaluating program policies and procedures and evaluates and proposes changes concerning the methods of operation. May perform a number of 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. Employment Standards Knowledge of: Operations, services, and activities of the assigned program, departmental programs, policies, procedures and terminology. Codes and regulations as related to assigned program responsibility. Principles of data analysis and research tools. Problem identification, analysis and evaluation. Problem solving and conflict resolution methods and techniques. Computer information systems, including personal computer applications, word processing and spreadsheet programs. Principles of effective writing and verbal presentation. Working knowledge of the State Bar Offices and their functions and a general knowledge of other agencies and their interface with the State Bar. Computerized information and database recordkeeping systems. Ability to: Apply the policies and practices of a department. Review and analyze complex qualitative and quantitative data. Audit records and accurately gather, record and evaluate data; analyze and interpret information and adopt effective courses of action. Operate modern office equipment including computer hardware, software, and internet and web-based applications. Make fine visual distinctions upon proofreading written documents and viewing information on a computer screen. Compile data and prepare narrative and statistical reports. Appropriately respond to requests and inquiries from the public, State Bar members, or other departments. Communicate clearly and concisely, both orally and in writing. Establish and maintain effective interpersonal relationships at all organizational levels as well as with the public. Maintain the confidentiality of information. Minimum Qualifications: Education: Bachelor's degree in a field that develops skills related to essential duties, or a combination of education and experience sufficient to perform the duties of the position. Experience: Two (2) years of experience in data collection and evaluation, research or performance or financial analysis, grant compliance in a public sector, legal or nonprofit environment, or equivalent. 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: Special Qualifications including specialized knowledge, abilities, education, experience, or license may be established for individual positions We are a diverse, equitable, and inclusive workplace where all of our employees and prospective employees experience fairness, dignity, and respect.
Mar 21, 2024
Full Time
Job Description Office of the Executive Director Annual Salary Range: $90,693 - $120,920 Exempt / Non-Union Represented This position allows for up to four days of remote work per week. The Office of the Executive Director seeks a highly motivated, detail-oriented individual with excellent communication and organization skills, including proficiency in Excel and Microsoft Word, to serve as Program Analyst. This person will assist the Principal Program Analyst, providing administrative support, planning for Board meetings, overseeing creation and adherence to committee procedures and guidelines, processing expense reports, answering routine emails, and other duties as required. This position also provides administrative support for California Public Records Act requests and staff support for three formal processes that gather applications and vet candidates for the Board of Trustees, Board committees and sub-entities, and State Bar Court judges. The role requires interfacing with staff at all levels throughout the organization and dealing with both public and confidential information. A minimum of two years experience in an analyst role is highly preferred. About this Position This position provides administrative support to the Office of the Executive Director while also synthesizing and analyzing data to support multiple programs and processes. The ideal candidate will be highly organized, a confident communicator, and able to juggle competing priorities with speed and discretion. The Ideal Candidate Strong collaborator with the ability to interface with high-level staff in various offices as well as external agencies where there may be no preexisting relationship. Comfort in interfacing with vendors, managing projects and ensuring prompt completion of contracted work. Detail-oriented with an eye for consistency. Interest in identifying and developing best practices around committee compliance and processes. Experience and interest in parliamentary procedure and meeting management. Strong writing skills with an emphasis on organization, clarity, and conciseness. Ability to successfully manage multiple assignments with different priorities from inception to implementation. Proficient to advanced skills in various technologies and applications including Zoom, Excel, Paperless, HubSpot, Formsite, CommonLook, and Google Forms. Strong interest and comfort in conducting research and learning new technologies. Distinguishing Characteristics The Program Analyst classification is a journey-level professional classification distinguished from the lower level Program Coordinator in that the latter is focused on administrative coordination, whereas the Program Analyst is the professional class performing analysis and technical assistance. Examples of Essential Duties Duties may include, but are not limited to the following: Performs professional work in support of State Bar programs and services within the various State Bar divisions/units, as assigned, involving the knowledge, interpretation, and application of State Bar policies, rules, regulations, and procedures. Research information by identifying, locating and extracting relevant data in order to obtain sufficient, valid and reliable data for analysis and decision making purposes. Reviews processes and maintains program transactions, records, and other documents; assists in the preparation and maintenance of statistical data, reports, correspondence, special studies, and conducts research. Participates in a variety of complex and detailed programmatic responsibilities involving problem solving. Evaluates program effectiveness by comparing outcomes to goals to determine whether to take corrective actions or recommend modification to processes and procedures. Performs research into program and quality control regulations and procedures; prepares reports on findings; identifies problems of non-compliance; recommends corrective action regarding discrepancies. Conducts audits to determine if there are program inconsistencies or non-compliance. Provides input in developing and evaluating program policies and procedures and evaluates and proposes changes concerning the methods of operation. May perform a number of 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. Employment Standards Knowledge of: Operations, services, and activities of the assigned program, departmental programs, policies, procedures and terminology. Codes and regulations as related to assigned program responsibility. Principles of data analysis and research tools. Problem identification, analysis and evaluation. Problem solving and conflict resolution methods and techniques. Computer information systems, including personal computer applications, word processing and spreadsheet programs. Principles of effective writing and verbal presentation. Working knowledge of the State Bar Offices and their functions and a general knowledge of other agencies and their interface with the State Bar. Computerized information and database recordkeeping systems. Ability to: Apply the policies and practices of a department. Review and analyze complex qualitative and quantitative data. Audit records and accurately gather, record and evaluate data; analyze and interpret information and adopt effective courses of action. Operate modern office equipment including computer hardware, software, and internet and web-based applications. Make fine visual distinctions upon proofreading written documents and viewing information on a computer screen. Compile data and prepare narrative and statistical reports. Appropriately respond to requests and inquiries from the public, State Bar members, or other departments. Communicate clearly and concisely, both orally and in writing. Establish and maintain effective interpersonal relationships at all organizational levels as well as with the public. Maintain the confidentiality of information. Minimum Qualifications: Education: Bachelor's degree in a field that develops skills related to essential duties, or a combination of education and experience sufficient to perform the duties of the position. Experience: Two (2) years of experience in data collection and evaluation, research or performance or financial analysis, grant compliance in a public sector, legal or nonprofit environment, or equivalent. 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: Special Qualifications including specialized knowledge, abilities, education, experience, or license may be established for individual positions We are a diverse, equitable, and inclusive workplace where all of our employees and prospective employees experience fairness, dignity, and respect.
STATE BAR OF CALIFORNIA
Los Angeles, CA, United States
Job Description Office of the Executive Director Annual Salary Range: $90,693 - $120,920 Exempt / Non-Union Represented This position allows for up to four days of remote work per week. The Office of the Executive Director seeks a highly motivated, detail-oriented individual with excellent communication and organization skills, including proficiency in Excel and Microsoft Word, to serve as Program Analyst. This person will assist the Principal Program Analyst, providing administrative support, planning for Board meetings, overseeing creation and adherence to committee procedures and guidelines, processing expense reports, answering routine emails, and other duties as required. This position also provides administrative support for California Public Records Act requests and staff support for three formal processes that gather applications and vet candidates for the Board of Trustees, Board committees and sub-entities, and State Bar Court judges. The role requires interfacing with staff at all levels throughout the organization and dealing with both public and confidential information. A minimum of two years experience in an analyst role is highly preferred. About this Position This position provides administrative support to the Office of the Executive Director while also synthesizing and analyzing data to support multiple programs and processes. The ideal candidate will be highly organized, a confident communicator, and able to juggle competing priorities with speed and discretion. The Ideal Candidate Strong collaborator with the ability to interface with high-level staff in various offices as well as external agencies where there may be no preexisting relationship. Comfort in interfacing with vendors, managing projects and ensuring prompt completion of contracted work. Detail-oriented with an eye for consistency. Interest in identifying and developing best practices around committee compliance and processes. Experience and interest in parliamentary procedure and meeting management. Strong writing skills with an emphasis on organization, clarity, and conciseness. Ability to successfully manage multiple assignments with different priorities from inception to implementation. Proficient to advanced skills in various technologies and applications including Zoom, Excel, Paperless, HubSpot, Formsite, CommonLook, and Google Forms. Strong interest and comfort in conducting research and learning new technologies. Distinguishing Characteristics The Program Analyst classification is a journey-level professional classification distinguished from the lower level Program Coordinator in that the latter is focused on administrative coordination, whereas the Program Analyst is the professional class performing analysis and technical assistance. Examples of Essential Duties Duties may include, but are not limited to the following: Performs professional work in support of State Bar programs and services within the various State Bar divisions/units, as assigned, involving the knowledge, interpretation, and application of State Bar policies, rules, regulations, and procedures. Research information by identifying, locating and extracting relevant data in order to obtain sufficient, valid and reliable data for analysis and decision making purposes. Reviews processes and maintains program transactions, records, and other documents; assists in the preparation and maintenance of statistical data, reports, correspondence, special studies, and conducts research. Participates in a variety of complex and detailed programmatic responsibilities involving problem solving. Evaluates program effectiveness by comparing outcomes to goals to determine whether to take corrective actions or recommend modification to processes and procedures. Performs research into program and quality control regulations and procedures; prepares reports on findings; identifies problems of non-compliance; recommends corrective action regarding discrepancies. Conducts audits to determine if there are program inconsistencies or non-compliance. Provides input in developing and evaluating program policies and procedures and evaluates and proposes changes concerning the methods of operation. May perform a number of 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. Employment Standards Knowledge of: Operations, services, and activities of the assigned program, departmental programs, policies, procedures and terminology. Codes and regulations as related to assigned program responsibility. Principles of data analysis and research tools. Problem identification, analysis and evaluation. Problem solving and conflict resolution methods and techniques. Computer information systems, including personal computer applications, word processing and spreadsheet programs. Principles of effective writing and verbal presentation. Working knowledge of the State Bar Offices and their functions and a general knowledge of other agencies and their interface with the State Bar. Computerized information and database recordkeeping systems. Ability to: Apply the policies and practices of a department. Review and analyze complex qualitative and quantitative data. Audit records and accurately gather, record and evaluate data; analyze and interpret information and adopt effective courses of action. Operate modern office equipment including computer hardware, software, and internet and web-based applications. Make fine visual distinctions upon proofreading written documents and viewing information on a computer screen. Compile data and prepare narrative and statistical reports. Appropriately respond to requests and inquiries from the public, State Bar members, or other departments. Communicate clearly and concisely, both orally and in writing. Establish and maintain effective interpersonal relationships at all organizational levels as well as with the public. Maintain the confidentiality of information. Minimum Qualifications: Education: Bachelor's degree in a field that develops skills related to essential duties, or a combination of education and experience sufficient to perform the duties of the position. Experience: Two (2) years of experience in data collection and evaluation, research or performance or financial analysis, grant compliance in a public sector, legal or nonprofit environment, or equivalent. 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: Special Qualifications including specialized knowledge, abilities, education, experience, or license may be established for individual positions We are a diverse, equitable, and inclusive workplace where all of our employees and prospective employees experience fairness, dignity, and respect.
Mar 21, 2024
Full Time
Job Description Office of the Executive Director Annual Salary Range: $90,693 - $120,920 Exempt / Non-Union Represented This position allows for up to four days of remote work per week. The Office of the Executive Director seeks a highly motivated, detail-oriented individual with excellent communication and organization skills, including proficiency in Excel and Microsoft Word, to serve as Program Analyst. This person will assist the Principal Program Analyst, providing administrative support, planning for Board meetings, overseeing creation and adherence to committee procedures and guidelines, processing expense reports, answering routine emails, and other duties as required. This position also provides administrative support for California Public Records Act requests and staff support for three formal processes that gather applications and vet candidates for the Board of Trustees, Board committees and sub-entities, and State Bar Court judges. The role requires interfacing with staff at all levels throughout the organization and dealing with both public and confidential information. A minimum of two years experience in an analyst role is highly preferred. About this Position This position provides administrative support to the Office of the Executive Director while also synthesizing and analyzing data to support multiple programs and processes. The ideal candidate will be highly organized, a confident communicator, and able to juggle competing priorities with speed and discretion. The Ideal Candidate Strong collaborator with the ability to interface with high-level staff in various offices as well as external agencies where there may be no preexisting relationship. Comfort in interfacing with vendors, managing projects and ensuring prompt completion of contracted work. Detail-oriented with an eye for consistency. Interest in identifying and developing best practices around committee compliance and processes. Experience and interest in parliamentary procedure and meeting management. Strong writing skills with an emphasis on organization, clarity, and conciseness. Ability to successfully manage multiple assignments with different priorities from inception to implementation. Proficient to advanced skills in various technologies and applications including Zoom, Excel, Paperless, HubSpot, Formsite, CommonLook, and Google Forms. Strong interest and comfort in conducting research and learning new technologies. Distinguishing Characteristics The Program Analyst classification is a journey-level professional classification distinguished from the lower level Program Coordinator in that the latter is focused on administrative coordination, whereas the Program Analyst is the professional class performing analysis and technical assistance. Examples of Essential Duties Duties may include, but are not limited to the following: Performs professional work in support of State Bar programs and services within the various State Bar divisions/units, as assigned, involving the knowledge, interpretation, and application of State Bar policies, rules, regulations, and procedures. Research information by identifying, locating and extracting relevant data in order to obtain sufficient, valid and reliable data for analysis and decision making purposes. Reviews processes and maintains program transactions, records, and other documents; assists in the preparation and maintenance of statistical data, reports, correspondence, special studies, and conducts research. Participates in a variety of complex and detailed programmatic responsibilities involving problem solving. Evaluates program effectiveness by comparing outcomes to goals to determine whether to take corrective actions or recommend modification to processes and procedures. Performs research into program and quality control regulations and procedures; prepares reports on findings; identifies problems of non-compliance; recommends corrective action regarding discrepancies. Conducts audits to determine if there are program inconsistencies or non-compliance. Provides input in developing and evaluating program policies and procedures and evaluates and proposes changes concerning the methods of operation. May perform a number of 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. Employment Standards Knowledge of: Operations, services, and activities of the assigned program, departmental programs, policies, procedures and terminology. Codes and regulations as related to assigned program responsibility. Principles of data analysis and research tools. Problem identification, analysis and evaluation. Problem solving and conflict resolution methods and techniques. Computer information systems, including personal computer applications, word processing and spreadsheet programs. Principles of effective writing and verbal presentation. Working knowledge of the State Bar Offices and their functions and a general knowledge of other agencies and their interface with the State Bar. Computerized information and database recordkeeping systems. Ability to: Apply the policies and practices of a department. Review and analyze complex qualitative and quantitative data. Audit records and accurately gather, record and evaluate data; analyze and interpret information and adopt effective courses of action. Operate modern office equipment including computer hardware, software, and internet and web-based applications. Make fine visual distinctions upon proofreading written documents and viewing information on a computer screen. Compile data and prepare narrative and statistical reports. Appropriately respond to requests and inquiries from the public, State Bar members, or other departments. Communicate clearly and concisely, both orally and in writing. Establish and maintain effective interpersonal relationships at all organizational levels as well as with the public. Maintain the confidentiality of information. Minimum Qualifications: Education: Bachelor's degree in a field that develops skills related to essential duties, or a combination of education and experience sufficient to perform the duties of the position. Experience: Two (2) years of experience in data collection and evaluation, research or performance or financial analysis, grant compliance in a public sector, legal or nonprofit environment, or equivalent. 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: Special Qualifications including specialized knowledge, abilities, education, experience, or license may be established for individual positions We are a diverse, equitable, and inclusive workplace where all of our employees and prospective employees experience fairness, dignity, and respect.
STATE BAR OF CALIFORNIA
San Francisco, CA, United States
Job Description Office of Access and Inclusion Annual Salary Range for Program Manager I: $120,729 - $160,952 Annual Salary Range for Program Director I: $156,242 - $208,323 FLSA Exempt / Non-Union Represented This position allows for up to four days of remote work per week. About the Office The Office of Access & Inclusion brings together grantmaking of the Legal Services Trust Fund, policymaking of the Center on Access to Justice, and the State Bar's diversity work. The Office seeks a Principal Program Analyst or a Program Manager I to manage the grantmaking and Interest on Lawyers' Trust Fund Accounts (IOLTA) programs of the Office of Access & Inclusion (OAI). The IOLTA program ensures that eligible IOLTA-banking institutions comply with program requirements and the revenue generated from the interest on these IOLTA accounts is collected and distributed as legal aid grants. Approximately $150 million is distributed annually in IOLTA and other legal aid grants to nonprofits providing free civil legal services in California. About the Job The Office of Access & Inclusion is seeking a Program Director I or a Program Manager I who will be responsible for managing the distribution of over $190 million annually in legal funding to over 110 legal aid nonprofit organizations. The incumbent will be tasked with developing and overseeing all policy and operational decisions related to the administration of over eight distinct grant programs, including $120 million worth of homelessness prevention grants as well as IOLTA, Equal Access Funds, consumer debt legal assistance, foreclosure prevention, partnership, and CARE court grants. Additional responsibilities include: Designing and implementing new grant programs Oversee the IOLTA compliance team, ensuring that banks are remitting at the appropriate interest rates and evaluating whether current rules and policies meet the current needs of the State Bar and the Legal Services Trust Fund Commission. Establishing benchmarks and office goals related to grants administration, including streamlining processes and enhancing monitoring of grantees. Engaging in legislative advocacy to increase funding for legal aid, including determining priorities and strategies as well as drafting budget proposals. Represent the State Bar with a variety of high-profile stakeholders, including interfacing with representatives from other state agencies and legislative staff. This position will oversee approximately 20 staff, including at least four direct reports. About this Recruitment The Office of Access and Inclusion, is seeking to fill one position at either Program Manager I or Program Director I level. After completion of the selection process, an offer will be extended to the selected candidate at the level that is commensurate with the candidate's experience. Definition for the Program Manager I Under administrative direction, the Program Manager is responsible for the design, organization, administration, supervision, evaluation, marketing, and/or fiscal management of an operational program or function. A Program Manager performs work of significant responsibility, complexity, and oversight. This includes responsibility for the strategic development and administration of policies, procedures, budgets, and plans, as well as, managing the day-to-day operations of the assigned functional areas. Definition for the Program Director I The Program Director (I, II, and III) is a member of the State Bar's Executive Management Team and creates the mission and long-term vision of an assigned department, or broad-based, program consistent with the policy parameters established by the Board of Trustees and defined in the Business & Professions Code. Incumbents make policy decisions of critical impact affecting the State Bar of California and assume ultimate responsibility for all programs and activities of the assigned department. The Program Director is responsible for overseeing, planning, organizing and directing the administration of State Bar programs based on effective responsiveness to the public and/or other client needs; oversees the development of strategic plans and interim goals; establishes policies and determines priorities; adjusts plans to respond to emerging and/or urgent issues; directs the allocation of resources to achieve timely outcomes and measurable goals within budget guidelines; serves as the appointing authority; and performs related duties as required. Distinguishing Characteristics for the Program Manager I While specific duties of individual positions vary, there are common factors of supervision; responsibility for preparation, analysis, and control of the program's budget and expenditures; and liaison activities with other units in coordinating business and service functions. The determination of the specific classification level is based upon the relative size, complexity, and visibility of the program involved as well as the scope of supervisory responsibility and level of technical expertise and qualifications necessary to manage the program. This class level has the responsibility for managing day-to-day operations of a smaller sized program function that provides support to a larger program or executive and does not typically require a Juris Doctorate and/or specialized qualifications to appropriately perform the essential duties. Incumbents report to a Program Director. Distinguishing Characteristics of the Program Director I Levels in the Program Director classes are generally based on, but are not limited to, the department's organizational complexity and size, nature and number of functions and programs, and classification level or types of positions managed. Consideration may also be given to any legally mandated minimum qualifications for a specific position. Classification levels: Program Director I: This class level has the responsibility for the direction of a small-sized program function which provides support to a larger program or executive (Director, Programs III or above) Program activities are typically carried out by administrative or clerical support staff (guide: Executive, Professional Competence, and Client Security Fund). Examples Of Essential Duties of the Program Manager I Duties may include, but are not limited to the following: Plans, implements, directs, and evaluates all components of a division or operation within the organization. Establishes and executes operational policies, procedures, strategic goals, and plans, and/or standards pertinent to initiatives that fall under the scope of the assigned program. Trains, supervises, and evaluates the performance of assigned staff, including prioritizing, delegating, and reviewing work assignments, monitoring performance, and providing coaching for performance improvement and development; takes disciplinary action, up to and including termination, to address performance deficiencies. Prepares and disseminates information to the public and staff regarding the assigned operational program, including information pertaining to initiatives and events and targeted community outreach; disseminates information via social media campaigns, and manages website content for the State Bar. Develops and administers program and/or operating budgets, including establishing and maintaining expenditure controls, analyzing, and evaluating budget proposals and expenditures, and ensuring that expenditures and operations remain within established budget limitations and comply with organization and contract requirements; may manage program finances to ensure effective revenue collection. Designs and administers comprehensive mechanisms to monitor and evaluate programs, data, and measure performance to ensure organizational resources are wisely invested; may develop, validate, and administer various psychometric testing programs which are reliable, defensible, and highly predictive. Ensures that program decisions are made in accordance with statutory, case law and/or other applicable rules, policies, and procedures. Conducts extensive studies related to budgets, administrative analysis, financial projections, staffing, operations, systems analysis and/or general administrative matters and prepares recommendations using qualitative and quantitative data. Develops and maintains strong collaborative relationships with staff, governing boards, elected officials, community representatives and all other stakeholders to ensure open communication, the sharing of information, and implementation of program specific changes and improvements. Plans, organizes, oversees, manages, and evaluates projects and cases related to the assigned program. Performs compliance monitoring, including the oversight of audits and implementation of corrective action necessary to meet all requirements for government and regulatory bodies who oversee functions pertaining to the assigned program. Prepares reports, correspondence, and other information pertinent to the assigned program; may report and provide public presentations to a governing body, give presentations to the public and/or large audiences, or serve as official spokesperson to the media. Reviews, edits, and approves (in conjunction with the Office of General Counsel) certain custom and template contracts and prepares purchase requisitions; administers contracts for goods and/or services and may negotiate contract costs as well as terms and conditions with multiple vendors to maximize value and minimize cost of services to the State Bar. May prepare and manage the process of preparing agenda items for governing body meetings; may make presentations and defend recommendations. May provide direct legal advice to the State Bar on professional standards and other program related issues. May participate as member, chairperson and/or assist committees and task forces as assigned and represent the division/unit throughout the State Bar. May perform a number of 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. Examples of Essential Duties of the Program Director I Duties may include, but are not limited to the following: Serves as a member of the Executive Management Team and establishes and maintains effective working 2 relationships with colleagues within the State Bar and professional relationships with external constituencies of the State Bar. Directs the development and timely implementation of departmental goals, policies, and strategic plans; manages the allocation of resources and service levels to meet client needs. Directs program administration in accordance with applicable rules, policies, regulation, laws, procedures, and other authorities. Determines and prioritizes, staff assignments, service levels and administrative systems required to accomplish a department's mission in an effective and efficient manner. Acts as the appointing authority for staff positions and trains and evaluates in accordance with procedures, and requirements pertaining to their positions. Oversees the development and implementation of operational policies, procedures, strategic plans, systems and related initiatives consistent with the established mission and operational standards of the State Bar. Oversees and initiates as appropriate, inter-office projects, programs and activities. Provides policy guidance and staff assistance to the Board of Trustees and its Discipline System Oversight Committee. Provides timely responses to inquiries from the public, Board Members, the Judiciary, the Legislature, the Governor's Office, and other constituencies in coordination with the Executive Director/CEO. Oversees the preparation and administration of the budget and oversees the management of the resources and program personnel within institutional parameters and consistent with Business and Professions Code Section 6079.1(d), subject to the general oversight of the DCEO. Employment Standards of the Program Manager I Knowledge of: Legal and technical expertise pertinent to the assigned program area. Principles and techniques of public relations. Principles of effective project management. Methods and techniques of conflict resolution and negotiation. Principles and practices of budget preparation and administration. Methods and techniques of research, analysis, and data-driven decision making. Principles and practices of program development, administration, and evaluation. Federal, state, and local, laws, rules, regulations, policies, processes, and trends pertinent to the assigned program area. Principles and practices of management and supervision, including planning, organizing, assigning, and reviewing work, performance appraisal and discipline, and employee selection and development. Modern office procedures, methods, and equipment, including various software programs such as database, spreadsheet, word processing, project management software, and other computer applications and hardware pertaining to the assigned program area. Working knowledge of the State Bar Offices and their functions and a general knowledge of other agencies and their interface with the State Bar. Ability to: Receive and relay detailed information through verbal and written communication. Communicate clearly and effectively in person, by telephone, by computer and in writing. Speak publicly to large groups of people. Perform under stress and adopt effective courses of action. Effectively interact with others. Effectively address conflict. Manage multiple, simultaneous assignments, to independently plan and prioritize day to day work, and to meet deadlines. Lead others to accomplish program and project implementation. Maintain appropriate confidentiality in program administration and interactions with contractors, consultants, experts, and others. Exercise sound judgment and decision making. Make recommendations on complicated and difficult program matters and present them effectively to governing authorities. Interpret and analyze complex written documents. Effectively present and speak publicly to large groups of people. Act with integrity in all related State Bar business. Quickly adapt to changing environments and critical needs, and adopt and effectively implement courses of action. Employment Standards of the Program Director I Knowledge of: Federal, state, and local rules and regulations pertaining to activities and programs of a specific department. Advanced principles of administration in a government, legal, judicial or related environment. Advance survey techniques and statistical methods. Advanced principles of strategic planning, operations, policy development and implementation. Advanced principles of office management, budgeting, administration and supervision. Advanced principles of problem identification, analysis and resolution. Principles of computerized data and word processing systems including Internet and website usage. Principles of centralized information and data-based record keeping systems. Advanced principles of effective writing and verbal presentation including public speaking. Advanced principles of media communication. Advanced principles of public relations/customer service. Advanced principles of board and committee administration. Advanced principles of organizational behavior and conflict resolution. Advanced principles of public policy research and analysis. Advanced principles of effective institutional communication in dealing with diverse constituencies. Advanced principles of effective personnel management in a union environment. Advanced principles of the administration of justice in California. Principles of the legislative process and government relations. Functional expertise associated with a department's mission. Ability to: Provide leadership direction and develop staff and programs to meet evolving strategic initiatives. Communicate clearly, effectively and professionally in person, by telephone, by computer and in writing. Maintain appropriate confidentiality in program administration and interactions with contractors, consultants, experts and others. Exercise sound judgment and decision making. Make recommendations on complicated and difficult program matters and present them effectively to governing authorities. Interpret and analyze complex written documents. Effectively present and speak publicly to large groups of people. Act with integrity in all related State Bar business. Quickly adapt to changing environments and critical needs to and adopt and effectively implement courses of action. Effectively interact with others in an interactive office. Effectively address conflict. Minimum Qualifications of the Program Manager I: Education: Bachelor's degree in a field that develops skills related to essential duties, or equivalent academic achievement. Experience: Minimum five (5) years of experience at and/or above the journey-level that included responsibility for such professional-level activities such as budgeting, administrative analysis, program development, marketing, evaluation, human resources management, and/or work contributing to the development of operational procedures or plans. Minimum three (3) years' management/supervisory experience administering personnel and budget requirements. Master's degree in a relevant field may substitute for up to two (2) years of 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: Juris Doctorate and/or special qualifications including specialized knowledge, abilities, education, experience, or license may be established for individual positions. Minimum Qualifications of the Program Director I: Education: Bachelor's degree in a field that develops skills related to essential duties, or equivalent academic achievement. Experience: Minimum eight (8) years' progressively responsible experience in related program administration. Minimum four (4) years' senior management/supervisory experience in administering personnel and budget requirements. Master's degree is preferred and may substitute for up to two years of experience. Applicants meet who the Minimum Qualifications will be required to successfully complete the State Bar's selection process for this classification. License, Certificate, Registration Requirements: Juris Doctorate and/or special Qualifications including specialized knowledge, abilities, education, experience, or license may be established for individual positions. We are a diverse, equitable, and inclusive workplace where all of our employees and prospective employees experience fairness, dignity, and respect.
Mar 08, 2024
Full Time
Job Description Office of Access and Inclusion Annual Salary Range for Program Manager I: $120,729 - $160,952 Annual Salary Range for Program Director I: $156,242 - $208,323 FLSA Exempt / Non-Union Represented This position allows for up to four days of remote work per week. About the Office The Office of Access & Inclusion brings together grantmaking of the Legal Services Trust Fund, policymaking of the Center on Access to Justice, and the State Bar's diversity work. The Office seeks a Principal Program Analyst or a Program Manager I to manage the grantmaking and Interest on Lawyers' Trust Fund Accounts (IOLTA) programs of the Office of Access & Inclusion (OAI). The IOLTA program ensures that eligible IOLTA-banking institutions comply with program requirements and the revenue generated from the interest on these IOLTA accounts is collected and distributed as legal aid grants. Approximately $150 million is distributed annually in IOLTA and other legal aid grants to nonprofits providing free civil legal services in California. About the Job The Office of Access & Inclusion is seeking a Program Director I or a Program Manager I who will be responsible for managing the distribution of over $190 million annually in legal funding to over 110 legal aid nonprofit organizations. The incumbent will be tasked with developing and overseeing all policy and operational decisions related to the administration of over eight distinct grant programs, including $120 million worth of homelessness prevention grants as well as IOLTA, Equal Access Funds, consumer debt legal assistance, foreclosure prevention, partnership, and CARE court grants. Additional responsibilities include: Designing and implementing new grant programs Oversee the IOLTA compliance team, ensuring that banks are remitting at the appropriate interest rates and evaluating whether current rules and policies meet the current needs of the State Bar and the Legal Services Trust Fund Commission. Establishing benchmarks and office goals related to grants administration, including streamlining processes and enhancing monitoring of grantees. Engaging in legislative advocacy to increase funding for legal aid, including determining priorities and strategies as well as drafting budget proposals. Represent the State Bar with a variety of high-profile stakeholders, including interfacing with representatives from other state agencies and legislative staff. This position will oversee approximately 20 staff, including at least four direct reports. About this Recruitment The Office of Access and Inclusion, is seeking to fill one position at either Program Manager I or Program Director I level. After completion of the selection process, an offer will be extended to the selected candidate at the level that is commensurate with the candidate's experience. Definition for the Program Manager I Under administrative direction, the Program Manager is responsible for the design, organization, administration, supervision, evaluation, marketing, and/or fiscal management of an operational program or function. A Program Manager performs work of significant responsibility, complexity, and oversight. This includes responsibility for the strategic development and administration of policies, procedures, budgets, and plans, as well as, managing the day-to-day operations of the assigned functional areas. Definition for the Program Director I The Program Director (I, II, and III) is a member of the State Bar's Executive Management Team and creates the mission and long-term vision of an assigned department, or broad-based, program consistent with the policy parameters established by the Board of Trustees and defined in the Business & Professions Code. Incumbents make policy decisions of critical impact affecting the State Bar of California and assume ultimate responsibility for all programs and activities of the assigned department. The Program Director is responsible for overseeing, planning, organizing and directing the administration of State Bar programs based on effective responsiveness to the public and/or other client needs; oversees the development of strategic plans and interim goals; establishes policies and determines priorities; adjusts plans to respond to emerging and/or urgent issues; directs the allocation of resources to achieve timely outcomes and measurable goals within budget guidelines; serves as the appointing authority; and performs related duties as required. Distinguishing Characteristics for the Program Manager I While specific duties of individual positions vary, there are common factors of supervision; responsibility for preparation, analysis, and control of the program's budget and expenditures; and liaison activities with other units in coordinating business and service functions. The determination of the specific classification level is based upon the relative size, complexity, and visibility of the program involved as well as the scope of supervisory responsibility and level of technical expertise and qualifications necessary to manage the program. This class level has the responsibility for managing day-to-day operations of a smaller sized program function that provides support to a larger program or executive and does not typically require a Juris Doctorate and/or specialized qualifications to appropriately perform the essential duties. Incumbents report to a Program Director. Distinguishing Characteristics of the Program Director I Levels in the Program Director classes are generally based on, but are not limited to, the department's organizational complexity and size, nature and number of functions and programs, and classification level or types of positions managed. Consideration may also be given to any legally mandated minimum qualifications for a specific position. Classification levels: Program Director I: This class level has the responsibility for the direction of a small-sized program function which provides support to a larger program or executive (Director, Programs III or above) Program activities are typically carried out by administrative or clerical support staff (guide: Executive, Professional Competence, and Client Security Fund). Examples Of Essential Duties of the Program Manager I Duties may include, but are not limited to the following: Plans, implements, directs, and evaluates all components of a division or operation within the organization. Establishes and executes operational policies, procedures, strategic goals, and plans, and/or standards pertinent to initiatives that fall under the scope of the assigned program. Trains, supervises, and evaluates the performance of assigned staff, including prioritizing, delegating, and reviewing work assignments, monitoring performance, and providing coaching for performance improvement and development; takes disciplinary action, up to and including termination, to address performance deficiencies. Prepares and disseminates information to the public and staff regarding the assigned operational program, including information pertaining to initiatives and events and targeted community outreach; disseminates information via social media campaigns, and manages website content for the State Bar. Develops and administers program and/or operating budgets, including establishing and maintaining expenditure controls, analyzing, and evaluating budget proposals and expenditures, and ensuring that expenditures and operations remain within established budget limitations and comply with organization and contract requirements; may manage program finances to ensure effective revenue collection. Designs and administers comprehensive mechanisms to monitor and evaluate programs, data, and measure performance to ensure organizational resources are wisely invested; may develop, validate, and administer various psychometric testing programs which are reliable, defensible, and highly predictive. Ensures that program decisions are made in accordance with statutory, case law and/or other applicable rules, policies, and procedures. Conducts extensive studies related to budgets, administrative analysis, financial projections, staffing, operations, systems analysis and/or general administrative matters and prepares recommendations using qualitative and quantitative data. Develops and maintains strong collaborative relationships with staff, governing boards, elected officials, community representatives and all other stakeholders to ensure open communication, the sharing of information, and implementation of program specific changes and improvements. Plans, organizes, oversees, manages, and evaluates projects and cases related to the assigned program. Performs compliance monitoring, including the oversight of audits and implementation of corrective action necessary to meet all requirements for government and regulatory bodies who oversee functions pertaining to the assigned program. Prepares reports, correspondence, and other information pertinent to the assigned program; may report and provide public presentations to a governing body, give presentations to the public and/or large audiences, or serve as official spokesperson to the media. Reviews, edits, and approves (in conjunction with the Office of General Counsel) certain custom and template contracts and prepares purchase requisitions; administers contracts for goods and/or services and may negotiate contract costs as well as terms and conditions with multiple vendors to maximize value and minimize cost of services to the State Bar. May prepare and manage the process of preparing agenda items for governing body meetings; may make presentations and defend recommendations. May provide direct legal advice to the State Bar on professional standards and other program related issues. May participate as member, chairperson and/or assist committees and task forces as assigned and represent the division/unit throughout the State Bar. May perform a number of 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. Examples of Essential Duties of the Program Director I Duties may include, but are not limited to the following: Serves as a member of the Executive Management Team and establishes and maintains effective working 2 relationships with colleagues within the State Bar and professional relationships with external constituencies of the State Bar. Directs the development and timely implementation of departmental goals, policies, and strategic plans; manages the allocation of resources and service levels to meet client needs. Directs program administration in accordance with applicable rules, policies, regulation, laws, procedures, and other authorities. Determines and prioritizes, staff assignments, service levels and administrative systems required to accomplish a department's mission in an effective and efficient manner. Acts as the appointing authority for staff positions and trains and evaluates in accordance with procedures, and requirements pertaining to their positions. Oversees the development and implementation of operational policies, procedures, strategic plans, systems and related initiatives consistent with the established mission and operational standards of the State Bar. Oversees and initiates as appropriate, inter-office projects, programs and activities. Provides policy guidance and staff assistance to the Board of Trustees and its Discipline System Oversight Committee. Provides timely responses to inquiries from the public, Board Members, the Judiciary, the Legislature, the Governor's Office, and other constituencies in coordination with the Executive Director/CEO. Oversees the preparation and administration of the budget and oversees the management of the resources and program personnel within institutional parameters and consistent with Business and Professions Code Section 6079.1(d), subject to the general oversight of the DCEO. Employment Standards of the Program Manager I Knowledge of: Legal and technical expertise pertinent to the assigned program area. Principles and techniques of public relations. Principles of effective project management. Methods and techniques of conflict resolution and negotiation. Principles and practices of budget preparation and administration. Methods and techniques of research, analysis, and data-driven decision making. Principles and practices of program development, administration, and evaluation. Federal, state, and local, laws, rules, regulations, policies, processes, and trends pertinent to the assigned program area. Principles and practices of management and supervision, including planning, organizing, assigning, and reviewing work, performance appraisal and discipline, and employee selection and development. Modern office procedures, methods, and equipment, including various software programs such as database, spreadsheet, word processing, project management software, and other computer applications and hardware pertaining to the assigned program area. Working knowledge of the State Bar Offices and their functions and a general knowledge of other agencies and their interface with the State Bar. Ability to: Receive and relay detailed information through verbal and written communication. Communicate clearly and effectively in person, by telephone, by computer and in writing. Speak publicly to large groups of people. Perform under stress and adopt effective courses of action. Effectively interact with others. Effectively address conflict. Manage multiple, simultaneous assignments, to independently plan and prioritize day to day work, and to meet deadlines. Lead others to accomplish program and project implementation. Maintain appropriate confidentiality in program administration and interactions with contractors, consultants, experts, and others. Exercise sound judgment and decision making. Make recommendations on complicated and difficult program matters and present them effectively to governing authorities. Interpret and analyze complex written documents. Effectively present and speak publicly to large groups of people. Act with integrity in all related State Bar business. Quickly adapt to changing environments and critical needs, and adopt and effectively implement courses of action. Employment Standards of the Program Director I Knowledge of: Federal, state, and local rules and regulations pertaining to activities and programs of a specific department. Advanced principles of administration in a government, legal, judicial or related environment. Advance survey techniques and statistical methods. Advanced principles of strategic planning, operations, policy development and implementation. Advanced principles of office management, budgeting, administration and supervision. Advanced principles of problem identification, analysis and resolution. Principles of computerized data and word processing systems including Internet and website usage. Principles of centralized information and data-based record keeping systems. Advanced principles of effective writing and verbal presentation including public speaking. Advanced principles of media communication. Advanced principles of public relations/customer service. Advanced principles of board and committee administration. Advanced principles of organizational behavior and conflict resolution. Advanced principles of public policy research and analysis. Advanced principles of effective institutional communication in dealing with diverse constituencies. Advanced principles of effective personnel management in a union environment. Advanced principles of the administration of justice in California. Principles of the legislative process and government relations. Functional expertise associated with a department's mission. Ability to: Provide leadership direction and develop staff and programs to meet evolving strategic initiatives. Communicate clearly, effectively and professionally in person, by telephone, by computer and in writing. Maintain appropriate confidentiality in program administration and interactions with contractors, consultants, experts and others. Exercise sound judgment and decision making. Make recommendations on complicated and difficult program matters and present them effectively to governing authorities. Interpret and analyze complex written documents. Effectively present and speak publicly to large groups of people. Act with integrity in all related State Bar business. Quickly adapt to changing environments and critical needs to and adopt and effectively implement courses of action. Effectively interact with others in an interactive office. Effectively address conflict. Minimum Qualifications of the Program Manager I: Education: Bachelor's degree in a field that develops skills related to essential duties, or equivalent academic achievement. Experience: Minimum five (5) years of experience at and/or above the journey-level that included responsibility for such professional-level activities such as budgeting, administrative analysis, program development, marketing, evaluation, human resources management, and/or work contributing to the development of operational procedures or plans. Minimum three (3) years' management/supervisory experience administering personnel and budget requirements. Master's degree in a relevant field may substitute for up to two (2) years of 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: Juris Doctorate and/or special qualifications including specialized knowledge, abilities, education, experience, or license may be established for individual positions. Minimum Qualifications of the Program Director I: Education: Bachelor's degree in a field that develops skills related to essential duties, or equivalent academic achievement. Experience: Minimum eight (8) years' progressively responsible experience in related program administration. Minimum four (4) years' senior management/supervisory experience in administering personnel and budget requirements. Master's degree is preferred and may substitute for up to two years of experience. Applicants meet who the Minimum Qualifications will be required to successfully complete the State Bar's selection process for this classification. License, Certificate, Registration Requirements: Juris Doctorate and/or special Qualifications including specialized knowledge, abilities, education, experience, or license may be established for individual positions. We are a diverse, equitable, and inclusive workplace where all of our employees and prospective employees experience fairness, dignity, and respect.
STATE BAR OF CALIFORNIA
San Francisco, CA, United States
Job Description Office of Access and Inclusion Annual Salary Range for Program Manager I: $120,729 - $160,952 Annual Salary Range for Program Director I: $156,242 - $208,323 FLSA Exempt / Non-Union Represented This position allows for up to four days of remote work per week. About the Office The Office of Access & Inclusion brings together grantmaking of the Legal Services Trust Fund, policymaking of the Center on Access to Justice, and the State Bar's diversity work. The Office seeks a Principal Program Analyst or a Program Manager I to manage the grantmaking and Interest on Lawyers' Trust Fund Accounts (IOLTA) programs of the Office of Access & Inclusion (OAI). The IOLTA program ensures that eligible IOLTA-banking institutions comply with program requirements and the revenue generated from the interest on these IOLTA accounts is collected and distributed as legal aid grants. Approximately $150 million is distributed annually in IOLTA and other legal aid grants to nonprofits providing free civil legal services in California. About the Job The Office of Access & Inclusion is seeking a Program Director I or a Program Manager I who will be responsible for managing the distribution of over $190 million annually in legal funding to over 110 legal aid nonprofit organizations. The incumbent will be tasked with developing and overseeing all policy and operational decisions related to the administration of over eight distinct grant programs, including $120 million worth of homelessness prevention grants as well as IOLTA, Equal Access Funds, consumer debt legal assistance, foreclosure prevention, partnership, and CARE court grants. Additional responsibilities include: Designing and implementing new grant programs Oversee the IOLTA compliance team, ensuring that banks are remitting at the appropriate interest rates and evaluating whether current rules and policies meet the current needs of the State Bar and the Legal Services Trust Fund Commission. Establishing benchmarks and office goals related to grants administration, including streamlining processes and enhancing monitoring of grantees. Engaging in legislative advocacy to increase funding for legal aid, including determining priorities and strategies as well as drafting budget proposals. Represent the State Bar with a variety of high-profile stakeholders, including interfacing with representatives from other state agencies and legislative staff. This position will oversee approximately 20 staff, including at least four direct reports. About this Recruitment The Office of Access and Inclusion, is seeking to fill one position at either Program Manager I or Program Director I level. After completion of the selection process, an offer will be extended to the selected candidate at the level that is commensurate with the candidate's experience. Definition for the Program Manager I Under administrative direction, the Program Manager is responsible for the design, organization, administration, supervision, evaluation, marketing, and/or fiscal management of an operational program or function. A Program Manager performs work of significant responsibility, complexity, and oversight. This includes responsibility for the strategic development and administration of policies, procedures, budgets, and plans, as well as, managing the day-to-day operations of the assigned functional areas. Definition for the Program Director I The Program Director (I, II, and III) is a member of the State Bar's Executive Management Team and creates the mission and long-term vision of an assigned department, or broad-based, program consistent with the policy parameters established by the Board of Trustees and defined in the Business & Professions Code. Incumbents make policy decisions of critical impact affecting the State Bar of California and assume ultimate responsibility for all programs and activities of the assigned department. The Program Director is responsible for overseeing, planning, organizing and directing the administration of State Bar programs based on effective responsiveness to the public and/or other client needs; oversees the development of strategic plans and interim goals; establishes policies and determines priorities; adjusts plans to respond to emerging and/or urgent issues; directs the allocation of resources to achieve timely outcomes and measurable goals within budget guidelines; serves as the appointing authority; and performs related duties as required. Distinguishing Characteristics for the Program Manager I While specific duties of individual positions vary, there are common factors of supervision; responsibility for preparation, analysis, and control of the program's budget and expenditures; and liaison activities with other units in coordinating business and service functions. The determination of the specific classification level is based upon the relative size, complexity, and visibility of the program involved as well as the scope of supervisory responsibility and level of technical expertise and qualifications necessary to manage the program. This class level has the responsibility for managing day-to-day operations of a smaller sized program function that provides support to a larger program or executive and does not typically require a Juris Doctorate and/or specialized qualifications to appropriately perform the essential duties. Incumbents report to a Program Director. Distinguishing Characteristics of the Program Director I Levels in the Program Director classes are generally based on, but are not limited to, the department's organizational complexity and size, nature and number of functions and programs, and classification level or types of positions managed. Consideration may also be given to any legally mandated minimum qualifications for a specific position. Classification levels: Program Director I: This class level has the responsibility for the direction of a small-sized program function which provides support to a larger program or executive (Director, Programs III or above) Program activities are typically carried out by administrative or clerical support staff (guide: Executive, Professional Competence, and Client Security Fund). Examples Of Essential Duties of the Program Manager I Duties may include, but are not limited to the following: Plans, implements, directs, and evaluates all components of a division or operation within the organization. Establishes and executes operational policies, procedures, strategic goals, and plans, and/or standards pertinent to initiatives that fall under the scope of the assigned program. Trains, supervises, and evaluates the performance of assigned staff, including prioritizing, delegating, and reviewing work assignments, monitoring performance, and providing coaching for performance improvement and development; takes disciplinary action, up to and including termination, to address performance deficiencies. Prepares and disseminates information to the public and staff regarding the assigned operational program, including information pertaining to initiatives and events and targeted community outreach; disseminates information via social media campaigns, and manages website content for the State Bar. Develops and administers program and/or operating budgets, including establishing and maintaining expenditure controls, analyzing, and evaluating budget proposals and expenditures, and ensuring that expenditures and operations remain within established budget limitations and comply with organization and contract requirements; may manage program finances to ensure effective revenue collection. Designs and administers comprehensive mechanisms to monitor and evaluate programs, data, and measure performance to ensure organizational resources are wisely invested; may develop, validate, and administer various psychometric testing programs which are reliable, defensible, and highly predictive. Ensures that program decisions are made in accordance with statutory, case law and/or other applicable rules, policies, and procedures. Conducts extensive studies related to budgets, administrative analysis, financial projections, staffing, operations, systems analysis and/or general administrative matters and prepares recommendations using qualitative and quantitative data. Develops and maintains strong collaborative relationships with staff, governing boards, elected officials, community representatives and all other stakeholders to ensure open communication, the sharing of information, and implementation of program specific changes and improvements. Plans, organizes, oversees, manages, and evaluates projects and cases related to the assigned program. Performs compliance monitoring, including the oversight of audits and implementation of corrective action necessary to meet all requirements for government and regulatory bodies who oversee functions pertaining to the assigned program. Prepares reports, correspondence, and other information pertinent to the assigned program; may report and provide public presentations to a governing body, give presentations to the public and/or large audiences, or serve as official spokesperson to the media. Reviews, edits, and approves (in conjunction with the Office of General Counsel) certain custom and template contracts and prepares purchase requisitions; administers contracts for goods and/or services and may negotiate contract costs as well as terms and conditions with multiple vendors to maximize value and minimize cost of services to the State Bar. May prepare and manage the process of preparing agenda items for governing body meetings; may make presentations and defend recommendations. May provide direct legal advice to the State Bar on professional standards and other program related issues. May participate as member, chairperson and/or assist committees and task forces as assigned and represent the division/unit throughout the State Bar. May perform a number of 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. Examples of Essential Duties of the Program Director I Duties may include, but are not limited to the following: Serves as a member of the Executive Management Team and establishes and maintains effective working 2 relationships with colleagues within the State Bar and professional relationships with external constituencies of the State Bar. Directs the development and timely implementation of departmental goals, policies, and strategic plans; manages the allocation of resources and service levels to meet client needs. Directs program administration in accordance with applicable rules, policies, regulation, laws, procedures, and other authorities. Determines and prioritizes, staff assignments, service levels and administrative systems required to accomplish a department's mission in an effective and efficient manner. Acts as the appointing authority for staff positions and trains and evaluates in accordance with procedures, and requirements pertaining to their positions. Oversees the development and implementation of operational policies, procedures, strategic plans, systems and related initiatives consistent with the established mission and operational standards of the State Bar. Oversees and initiates as appropriate, inter-office projects, programs and activities. Provides policy guidance and staff assistance to the Board of Trustees and its Discipline System Oversight Committee. Provides timely responses to inquiries from the public, Board Members, the Judiciary, the Legislature, the Governor's Office, and other constituencies in coordination with the Executive Director/CEO. Oversees the preparation and administration of the budget and oversees the management of the resources and program personnel within institutional parameters and consistent with Business and Professions Code Section 6079.1(d), subject to the general oversight of the DCEO. Employment Standards of the Program Manager I Knowledge of: Legal and technical expertise pertinent to the assigned program area. Principles and techniques of public relations. Principles of effective project management. Methods and techniques of conflict resolution and negotiation. Principles and practices of budget preparation and administration. Methods and techniques of research, analysis, and data-driven decision making. Principles and practices of program development, administration, and evaluation. Federal, state, and local, laws, rules, regulations, policies, processes, and trends pertinent to the assigned program area. Principles and practices of management and supervision, including planning, organizing, assigning, and reviewing work, performance appraisal and discipline, and employee selection and development. Modern office procedures, methods, and equipment, including various software programs such as database, spreadsheet, word processing, project management software, and other computer applications and hardware pertaining to the assigned program area. Working knowledge of the State Bar Offices and their functions and a general knowledge of other agencies and their interface with the State Bar. Ability to: Receive and relay detailed information through verbal and written communication. Communicate clearly and effectively in person, by telephone, by computer and in writing. Speak publicly to large groups of people. Perform under stress and adopt effective courses of action. Effectively interact with others. Effectively address conflict. Manage multiple, simultaneous assignments, to independently plan and prioritize day to day work, and to meet deadlines. Lead others to accomplish program and project implementation. Maintain appropriate confidentiality in program administration and interactions with contractors, consultants, experts, and others. Exercise sound judgment and decision making. Make recommendations on complicated and difficult program matters and present them effectively to governing authorities. Interpret and analyze complex written documents. Effectively present and speak publicly to large groups of people. Act with integrity in all related State Bar business. Quickly adapt to changing environments and critical needs, and adopt and effectively implement courses of action. Employment Standards of the Program Director I Knowledge of: Federal, state, and local rules and regulations pertaining to activities and programs of a specific department. Advanced principles of administration in a government, legal, judicial or related environment. Advance survey techniques and statistical methods. Advanced principles of strategic planning, operations, policy development and implementation. Advanced principles of office management, budgeting, administration and supervision. Advanced principles of problem identification, analysis and resolution. Principles of computerized data and word processing systems including Internet and website usage. Principles of centralized information and data-based record keeping systems. Advanced principles of effective writing and verbal presentation including public speaking. Advanced principles of media communication. Advanced principles of public relations/customer service. Advanced principles of board and committee administration. Advanced principles of organizational behavior and conflict resolution. Advanced principles of public policy research and analysis. Advanced principles of effective institutional communication in dealing with diverse constituencies. Advanced principles of effective personnel management in a union environment. Advanced principles of the administration of justice in California. Principles of the legislative process and government relations. Functional expertise associated with a department's mission. Ability to: Provide leadership direction and develop staff and programs to meet evolving strategic initiatives. Communicate clearly, effectively and professionally in person, by telephone, by computer and in writing. Maintain appropriate confidentiality in program administration and interactions with contractors, consultants, experts and others. Exercise sound judgment and decision making. Make recommendations on complicated and difficult program matters and present them effectively to governing authorities. Interpret and analyze complex written documents. Effectively present and speak publicly to large groups of people. Act with integrity in all related State Bar business. Quickly adapt to changing environments and critical needs to and adopt and effectively implement courses of action. Effectively interact with others in an interactive office. Effectively address conflict. Minimum Qualifications of the Program Manager I: Education: Bachelor's degree in a field that develops skills related to essential duties, or equivalent academic achievement. Experience: Minimum five (5) years of experience at and/or above the journey-level that included responsibility for such professional-level activities such as budgeting, administrative analysis, program development, marketing, evaluation, human resources management, and/or work contributing to the development of operational procedures or plans. Minimum three (3) years' management/supervisory experience administering personnel and budget requirements. Master's degree in a relevant field may substitute for up to two (2) years of 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: Juris Doctorate and/or special qualifications including specialized knowledge, abilities, education, experience, or license may be established for individual positions. Minimum Qualifications of the Program Director I: Education: Bachelor's degree in a field that develops skills related to essential duties, or equivalent academic achievement. Experience: Minimum eight (8) years' progressively responsible experience in related program administration. Minimum four (4) years' senior management/supervisory experience in administering personnel and budget requirements. Master's degree is preferred and may substitute for up to two years of experience. Applicants meet who the Minimum Qualifications will be required to successfully complete the State Bar's selection process for this classification. License, Certificate, Registration Requirements: Juris Doctorate and/or special Qualifications including specialized knowledge, abilities, education, experience, or license may be established for individual positions. We are a diverse, equitable, and inclusive workplace where all of our employees and prospective employees experience fairness, dignity, and respect.
Mar 08, 2024
Full Time
Job Description Office of Access and Inclusion Annual Salary Range for Program Manager I: $120,729 - $160,952 Annual Salary Range for Program Director I: $156,242 - $208,323 FLSA Exempt / Non-Union Represented This position allows for up to four days of remote work per week. About the Office The Office of Access & Inclusion brings together grantmaking of the Legal Services Trust Fund, policymaking of the Center on Access to Justice, and the State Bar's diversity work. The Office seeks a Principal Program Analyst or a Program Manager I to manage the grantmaking and Interest on Lawyers' Trust Fund Accounts (IOLTA) programs of the Office of Access & Inclusion (OAI). The IOLTA program ensures that eligible IOLTA-banking institutions comply with program requirements and the revenue generated from the interest on these IOLTA accounts is collected and distributed as legal aid grants. Approximately $150 million is distributed annually in IOLTA and other legal aid grants to nonprofits providing free civil legal services in California. About the Job The Office of Access & Inclusion is seeking a Program Director I or a Program Manager I who will be responsible for managing the distribution of over $190 million annually in legal funding to over 110 legal aid nonprofit organizations. The incumbent will be tasked with developing and overseeing all policy and operational decisions related to the administration of over eight distinct grant programs, including $120 million worth of homelessness prevention grants as well as IOLTA, Equal Access Funds, consumer debt legal assistance, foreclosure prevention, partnership, and CARE court grants. Additional responsibilities include: Designing and implementing new grant programs Oversee the IOLTA compliance team, ensuring that banks are remitting at the appropriate interest rates and evaluating whether current rules and policies meet the current needs of the State Bar and the Legal Services Trust Fund Commission. Establishing benchmarks and office goals related to grants administration, including streamlining processes and enhancing monitoring of grantees. Engaging in legislative advocacy to increase funding for legal aid, including determining priorities and strategies as well as drafting budget proposals. Represent the State Bar with a variety of high-profile stakeholders, including interfacing with representatives from other state agencies and legislative staff. This position will oversee approximately 20 staff, including at least four direct reports. About this Recruitment The Office of Access and Inclusion, is seeking to fill one position at either Program Manager I or Program Director I level. After completion of the selection process, an offer will be extended to the selected candidate at the level that is commensurate with the candidate's experience. Definition for the Program Manager I Under administrative direction, the Program Manager is responsible for the design, organization, administration, supervision, evaluation, marketing, and/or fiscal management of an operational program or function. A Program Manager performs work of significant responsibility, complexity, and oversight. This includes responsibility for the strategic development and administration of policies, procedures, budgets, and plans, as well as, managing the day-to-day operations of the assigned functional areas. Definition for the Program Director I The Program Director (I, II, and III) is a member of the State Bar's Executive Management Team and creates the mission and long-term vision of an assigned department, or broad-based, program consistent with the policy parameters established by the Board of Trustees and defined in the Business & Professions Code. Incumbents make policy decisions of critical impact affecting the State Bar of California and assume ultimate responsibility for all programs and activities of the assigned department. The Program Director is responsible for overseeing, planning, organizing and directing the administration of State Bar programs based on effective responsiveness to the public and/or other client needs; oversees the development of strategic plans and interim goals; establishes policies and determines priorities; adjusts plans to respond to emerging and/or urgent issues; directs the allocation of resources to achieve timely outcomes and measurable goals within budget guidelines; serves as the appointing authority; and performs related duties as required. Distinguishing Characteristics for the Program Manager I While specific duties of individual positions vary, there are common factors of supervision; responsibility for preparation, analysis, and control of the program's budget and expenditures; and liaison activities with other units in coordinating business and service functions. The determination of the specific classification level is based upon the relative size, complexity, and visibility of the program involved as well as the scope of supervisory responsibility and level of technical expertise and qualifications necessary to manage the program. This class level has the responsibility for managing day-to-day operations of a smaller sized program function that provides support to a larger program or executive and does not typically require a Juris Doctorate and/or specialized qualifications to appropriately perform the essential duties. Incumbents report to a Program Director. Distinguishing Characteristics of the Program Director I Levels in the Program Director classes are generally based on, but are not limited to, the department's organizational complexity and size, nature and number of functions and programs, and classification level or types of positions managed. Consideration may also be given to any legally mandated minimum qualifications for a specific position. Classification levels: Program Director I: This class level has the responsibility for the direction of a small-sized program function which provides support to a larger program or executive (Director, Programs III or above) Program activities are typically carried out by administrative or clerical support staff (guide: Executive, Professional Competence, and Client Security Fund). Examples Of Essential Duties of the Program Manager I Duties may include, but are not limited to the following: Plans, implements, directs, and evaluates all components of a division or operation within the organization. Establishes and executes operational policies, procedures, strategic goals, and plans, and/or standards pertinent to initiatives that fall under the scope of the assigned program. Trains, supervises, and evaluates the performance of assigned staff, including prioritizing, delegating, and reviewing work assignments, monitoring performance, and providing coaching for performance improvement and development; takes disciplinary action, up to and including termination, to address performance deficiencies. Prepares and disseminates information to the public and staff regarding the assigned operational program, including information pertaining to initiatives and events and targeted community outreach; disseminates information via social media campaigns, and manages website content for the State Bar. Develops and administers program and/or operating budgets, including establishing and maintaining expenditure controls, analyzing, and evaluating budget proposals and expenditures, and ensuring that expenditures and operations remain within established budget limitations and comply with organization and contract requirements; may manage program finances to ensure effective revenue collection. Designs and administers comprehensive mechanisms to monitor and evaluate programs, data, and measure performance to ensure organizational resources are wisely invested; may develop, validate, and administer various psychometric testing programs which are reliable, defensible, and highly predictive. Ensures that program decisions are made in accordance with statutory, case law and/or other applicable rules, policies, and procedures. Conducts extensive studies related to budgets, administrative analysis, financial projections, staffing, operations, systems analysis and/or general administrative matters and prepares recommendations using qualitative and quantitative data. Develops and maintains strong collaborative relationships with staff, governing boards, elected officials, community representatives and all other stakeholders to ensure open communication, the sharing of information, and implementation of program specific changes and improvements. Plans, organizes, oversees, manages, and evaluates projects and cases related to the assigned program. Performs compliance monitoring, including the oversight of audits and implementation of corrective action necessary to meet all requirements for government and regulatory bodies who oversee functions pertaining to the assigned program. Prepares reports, correspondence, and other information pertinent to the assigned program; may report and provide public presentations to a governing body, give presentations to the public and/or large audiences, or serve as official spokesperson to the media. Reviews, edits, and approves (in conjunction with the Office of General Counsel) certain custom and template contracts and prepares purchase requisitions; administers contracts for goods and/or services and may negotiate contract costs as well as terms and conditions with multiple vendors to maximize value and minimize cost of services to the State Bar. May prepare and manage the process of preparing agenda items for governing body meetings; may make presentations and defend recommendations. May provide direct legal advice to the State Bar on professional standards and other program related issues. May participate as member, chairperson and/or assist committees and task forces as assigned and represent the division/unit throughout the State Bar. May perform a number of 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. Examples of Essential Duties of the Program Director I Duties may include, but are not limited to the following: Serves as a member of the Executive Management Team and establishes and maintains effective working 2 relationships with colleagues within the State Bar and professional relationships with external constituencies of the State Bar. Directs the development and timely implementation of departmental goals, policies, and strategic plans; manages the allocation of resources and service levels to meet client needs. Directs program administration in accordance with applicable rules, policies, regulation, laws, procedures, and other authorities. Determines and prioritizes, staff assignments, service levels and administrative systems required to accomplish a department's mission in an effective and efficient manner. Acts as the appointing authority for staff positions and trains and evaluates in accordance with procedures, and requirements pertaining to their positions. Oversees the development and implementation of operational policies, procedures, strategic plans, systems and related initiatives consistent with the established mission and operational standards of the State Bar. Oversees and initiates as appropriate, inter-office projects, programs and activities. Provides policy guidance and staff assistance to the Board of Trustees and its Discipline System Oversight Committee. Provides timely responses to inquiries from the public, Board Members, the Judiciary, the Legislature, the Governor's Office, and other constituencies in coordination with the Executive Director/CEO. Oversees the preparation and administration of the budget and oversees the management of the resources and program personnel within institutional parameters and consistent with Business and Professions Code Section 6079.1(d), subject to the general oversight of the DCEO. Employment Standards of the Program Manager I Knowledge of: Legal and technical expertise pertinent to the assigned program area. Principles and techniques of public relations. Principles of effective project management. Methods and techniques of conflict resolution and negotiation. Principles and practices of budget preparation and administration. Methods and techniques of research, analysis, and data-driven decision making. Principles and practices of program development, administration, and evaluation. Federal, state, and local, laws, rules, regulations, policies, processes, and trends pertinent to the assigned program area. Principles and practices of management and supervision, including planning, organizing, assigning, and reviewing work, performance appraisal and discipline, and employee selection and development. Modern office procedures, methods, and equipment, including various software programs such as database, spreadsheet, word processing, project management software, and other computer applications and hardware pertaining to the assigned program area. Working knowledge of the State Bar Offices and their functions and a general knowledge of other agencies and their interface with the State Bar. Ability to: Receive and relay detailed information through verbal and written communication. Communicate clearly and effectively in person, by telephone, by computer and in writing. Speak publicly to large groups of people. Perform under stress and adopt effective courses of action. Effectively interact with others. Effectively address conflict. Manage multiple, simultaneous assignments, to independently plan and prioritize day to day work, and to meet deadlines. Lead others to accomplish program and project implementation. Maintain appropriate confidentiality in program administration and interactions with contractors, consultants, experts, and others. Exercise sound judgment and decision making. Make recommendations on complicated and difficult program matters and present them effectively to governing authorities. Interpret and analyze complex written documents. Effectively present and speak publicly to large groups of people. Act with integrity in all related State Bar business. Quickly adapt to changing environments and critical needs, and adopt and effectively implement courses of action. Employment Standards of the Program Director I Knowledge of: Federal, state, and local rules and regulations pertaining to activities and programs of a specific department. Advanced principles of administration in a government, legal, judicial or related environment. Advance survey techniques and statistical methods. Advanced principles of strategic planning, operations, policy development and implementation. Advanced principles of office management, budgeting, administration and supervision. Advanced principles of problem identification, analysis and resolution. Principles of computerized data and word processing systems including Internet and website usage. Principles of centralized information and data-based record keeping systems. Advanced principles of effective writing and verbal presentation including public speaking. Advanced principles of media communication. Advanced principles of public relations/customer service. Advanced principles of board and committee administration. Advanced principles of organizational behavior and conflict resolution. Advanced principles of public policy research and analysis. Advanced principles of effective institutional communication in dealing with diverse constituencies. Advanced principles of effective personnel management in a union environment. Advanced principles of the administration of justice in California. Principles of the legislative process and government relations. Functional expertise associated with a department's mission. Ability to: Provide leadership direction and develop staff and programs to meet evolving strategic initiatives. Communicate clearly, effectively and professionally in person, by telephone, by computer and in writing. Maintain appropriate confidentiality in program administration and interactions with contractors, consultants, experts and others. Exercise sound judgment and decision making. Make recommendations on complicated and difficult program matters and present them effectively to governing authorities. Interpret and analyze complex written documents. Effectively present and speak publicly to large groups of people. Act with integrity in all related State Bar business. Quickly adapt to changing environments and critical needs to and adopt and effectively implement courses of action. Effectively interact with others in an interactive office. Effectively address conflict. Minimum Qualifications of the Program Manager I: Education: Bachelor's degree in a field that develops skills related to essential duties, or equivalent academic achievement. Experience: Minimum five (5) years of experience at and/or above the journey-level that included responsibility for such professional-level activities such as budgeting, administrative analysis, program development, marketing, evaluation, human resources management, and/or work contributing to the development of operational procedures or plans. Minimum three (3) years' management/supervisory experience administering personnel and budget requirements. Master's degree in a relevant field may substitute for up to two (2) years of 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: Juris Doctorate and/or special qualifications including specialized knowledge, abilities, education, experience, or license may be established for individual positions. Minimum Qualifications of the Program Director I: Education: Bachelor's degree in a field that develops skills related to essential duties, or equivalent academic achievement. Experience: Minimum eight (8) years' progressively responsible experience in related program administration. Minimum four (4) years' senior management/supervisory experience in administering personnel and budget requirements. Master's degree is preferred and may substitute for up to two years of experience. Applicants meet who the Minimum Qualifications will be required to successfully complete the State Bar's selection process for this classification. License, Certificate, Registration Requirements: Juris Doctorate and/or special Qualifications including specialized knowledge, abilities, education, experience, or license may be established for individual positions. We are a diverse, equitable, and inclusive workplace where all of our employees and prospective employees experience fairness, dignity, and respect.