City of Austin, TX
Austin, TX, United States
Minimum Qualifications Education and/or Equivalent Experience: Graduation from an accredited high school or equivalent, plus four (4) years experience in billing, credit counseling, and customer service. Licenses and Certifications Required: None. Notes to Applicants Serve as Austin 311 point of contact with other departments/divisions. Provide assistance to customer service representatives with difficult calls. Respond to complex customer requests, reach and process corrections to service requests. Receive escalated inquiries from customers and complete research required to resolve customer issues. Handle the Austin Energy outages process during off business hours. Provides 24/7 monitoring for systems utilized in the contact center. Provides leadership, work assignments, evaluation, training, and guidance to others in command center during overnight hours. This position will lead and train others working in the 311 Call Center, reporting to System Operations under 311. Employment Application: The City of Austin employment application is an official document; incomplete applications will not be considered. Please be sure to detail on the application all current and previous employment that you wish to be considered as part of your qualifications. The Employment Record should be complete with job titles, employment dates, job duties, functions, and responsibilities for each position held. Your application must include an explanation and dates of unemployment. Starting salary will be based on overall relevant experience from your application. Resumes will not be accepted and statements such as “see resume” will not be accepted. You may use “N/A” for fields that are not applicable. Please note that Austin Energy may close the job posting at any time after 7 days from the date of the initial advertisement. Once the job posting has closed, applications cannot be changed. Assessments: Your skill level in some of the competency areas for this job may be assessed through skills testing. If you are selected as a top candidate: Verification of your education (which may include high school graduation or GED , undergraduate and/or graduate degrees) will be required. You must provide proof of education from an accredited organization/institution. If you are identified as a top candidate and are in the military or a veteran, you will need to provide a copy of your DD-214 prior to confirming a start date. This position requires a criminal background investigation. Work Schedule: This position is categorized as Essential Personnel with the City of Austin. Essential staff are required to work during emergencies or bad weather if they are scheduled to work and, in some cases, when they are not scheduled. Essential employees ensure the continuance of key operations for the City of Austin. Work hours may include after hours, holidays, and weekends. Shifts may change according to departmental needs. Employee may be required to work additional hours outside of regular work schedule. Critical: This position has been designated as a Critical Employee position. Critical Employees are considered necessary and vital and supports activities that impact City or department operations. This work can be done while at a designated work site or while working at an alternate work location. Critical employees who are able to work at an alternative work location are required to do so. Schedules may be modified, and employees may be reassigned to another area during extraordinary situations or emergency conditions to provide essential services. Pay Range $25.40 - $30.10 Hours Must be able to work any combination of shifts starting between 6:00 a.m. to 10:00 p.m. Sunday-Saturday. Shifts are rotating shifts of eight and ten hours. Austin 311 is 24×7, weekends and evenings will be required. This position is considered critical and will require working outside of the regular schedule and core business hours. Job Close Date 09/20/2024 Type of Posting External Department Austin Energy Regular/Temporary Temporary Grant Funded or Pooled Position Not Applicable Category Professional Location 1520 Rutherford Lane Austin, TX 78754 - Hybrid Preferred Qualifications Preferred Experience: English/Spanish Bilingual. Professional experience in a customer service environment. Experience using client relations management software such as Motorola PremierOne. Experience tracking and monitoring service requests for customers. Experience working in a Government/Municipal 311 Contact Center. Experience conducting written correspondence with external and internal contacts. Experience with handling customer escalations on a daily basis. Leadership experience in a team environment Duties, Functions and Responsibilities Essential duties and functions, pursuant to the Americans with Disabilities Act, may include the following. Other related duties may be assigned. Answers complicated customer requests or inquiries concerning services, products, billing, and equipment. Resolves customer issues with one call resolution. Prepares cases for support services and other city departments. Processes corrections to customer accounts. Extracts data from city databases and create reports. Coordinates mailings to customers. Maintains and files all generated service requests. Receives by email, fax, or phone, frontline and escalated inquiries from customers, contractors, and other city departments requiring research, support preparation and reporting. Verifies customer accounts and active services using various databases and software applications. Researches customer account information and history to explain services, charges, and adjustments. Logs customer complaints, creates and updates service requests, and routes to the appropriate department(s) and/or personnel. Responsibilities - Supervisor and/or Leadership Exercised: May lead and train others. Knowledge, Skills and Abilities Must possess required knowledge, skills, abilities, and experience and be able to explain and demonstrate, with or without reasonable accommodations, that the essential functions of the job can be performed. Knowledge of basic accounting and billing procedures. Knowledge of city practice, policy and procedures. Knowledge of good customer relations practices. Knowledge of credit collection practices. Skill in oral and written communication. Skill in handling multiple tasks and prioritizing. Skill in using computers and related software. Skill in planning and organizing. Ability to handle conflict and uncertain situations. Ability to work with frequent interruptions and changes in priorities. Ability to train others. Ability to establish and maintain effective communication and working relationships with city employees and the public. Criminal Background Investigation This position has been approved for a Criminal Background Investigation. EEO/ADA The City of Austin is committed to compliance with the Americans with Disabilities Act. If you require reasonable accommodation during the application process or have a question regarding an essential job function, please call (512) 974-3210 or Texas Relay by dialing 7-1-1. The City of Austin will not discriminate against any applicant or employee based on race, creed, color, national origin, sex, gender identity, age, religion, veteran status, disability, or sexual orientation. In addition, the City will not discriminate in employment decisions on the basis of an individual’s AIDS , AIDS Related Complex, or HIV status; nor will the City discriminate against individuals who are perceived to be at risk of HIV infection, or who associate with individuals who are believed to be at risk. Supplemental Questions Required fields are indicated with an asterisk (*). * The minimum qualifications for this position are graduation from an accredited high school or equivalent, plus four (4) years experience in billing, credit counseling, and customer service. Do you meet these qualifications? Yes No * Are you bilingual with the ability to speak fluently and write in English and Spanish? Yes No * Please describe your experience using client relations management software such as Motorola PremierOne. Be sure to include job title(s), your role and job duties. (Open Ended Question) * Please describe your experience tracking and monitoring service requests for customers. Be sure to include job title(s), your role and job duties. (Open Ended Question) * Please describe in detail your experience working in a government/municipal 311 contact center. (Open Ended Question) * Please describe in concise detail your experience conducting written correspondence with external and internal contacts. Be sure to include job title(s), your role, and job duties. (Open Ended Question) * Which of the following best describes your proficiency with Microsoft Office Suite, specifically with Word, Excel, and Outlook? No experience Basic: create/edit simple documents, spreadsheets, & emails Intermediate: create/edit a variety of documents & spreadsheets; reformat document features such as color, font style and size of text, change page size/width, & filter/sort data fields Advanced: create/edit complex documents & spreadsheets; integrate features such as tables, charts, mathematic formulas, hyperlinks, graphics; data/mail merge, import data from one document to another * Please describe in detail your experience handling customer escalations. Please include job title and years in position in your answer. (Open Ended Question) * This position is categorized as a Critical Personnel position. Critical Employees who are able to work at an alternative work location are required to do so. Schedules may be modified, and employees may be reassigned to another area during extraordinary situations or emergency conditions to provide essential services. Can you work this schedule as required? Yes No * This position requires a criminal background check. By selecting the following, you are acknowledging that you understand if you are selected as a top candidate for this position, you will need a successful CBI to be hired. I acknowledge and understand this position requires a Criminal Background Check. Optional & Required Documents Required Documents Optional Documents
Minimum Qualifications Education and/or Equivalent Experience: Graduation from an accredited high school or equivalent, plus four (4) years experience in billing, credit counseling, and customer service. Licenses and Certifications Required: None. Notes to Applicants Serve as Austin 311 point of contact with other departments/divisions. Provide assistance to customer service representatives with difficult calls. Respond to complex customer requests, reach and process corrections to service requests. Receive escalated inquiries from customers and complete research required to resolve customer issues. Handle the Austin Energy outages process during off business hours. Provides 24/7 monitoring for systems utilized in the contact center. Provides leadership, work assignments, evaluation, training, and guidance to others in command center during overnight hours. This position will lead and train others working in the 311 Call Center, reporting to System Operations under 311. Employment Application: The City of Austin employment application is an official document; incomplete applications will not be considered. Please be sure to detail on the application all current and previous employment that you wish to be considered as part of your qualifications. The Employment Record should be complete with job titles, employment dates, job duties, functions, and responsibilities for each position held. Your application must include an explanation and dates of unemployment. Starting salary will be based on overall relevant experience from your application. Resumes will not be accepted and statements such as “see resume” will not be accepted. You may use “N/A” for fields that are not applicable. Please note that Austin Energy may close the job posting at any time after 7 days from the date of the initial advertisement. Once the job posting has closed, applications cannot be changed. Assessments: Your skill level in some of the competency areas for this job may be assessed through skills testing. If you are selected as a top candidate: Verification of your education (which may include high school graduation or GED , undergraduate and/or graduate degrees) will be required. You must provide proof of education from an accredited organization/institution. If you are identified as a top candidate and are in the military or a veteran, you will need to provide a copy of your DD-214 prior to confirming a start date. This position requires a criminal background investigation. Work Schedule: This position is categorized as Essential Personnel with the City of Austin. Essential staff are required to work during emergencies or bad weather if they are scheduled to work and, in some cases, when they are not scheduled. Essential employees ensure the continuance of key operations for the City of Austin. Work hours may include after hours, holidays, and weekends. Shifts may change according to departmental needs. Employee may be required to work additional hours outside of regular work schedule. Critical: This position has been designated as a Critical Employee position. Critical Employees are considered necessary and vital and supports activities that impact City or department operations. This work can be done while at a designated work site or while working at an alternate work location. Critical employees who are able to work at an alternative work location are required to do so. Schedules may be modified, and employees may be reassigned to another area during extraordinary situations or emergency conditions to provide essential services. Pay Range $25.40 - $30.10 Hours Must be able to work any combination of shifts starting between 6:00 a.m. to 10:00 p.m. Sunday-Saturday. Shifts are rotating shifts of eight and ten hours. Austin 311 is 24×7, weekends and evenings will be required. This position is considered critical and will require working outside of the regular schedule and core business hours. Job Close Date 09/20/2024 Type of Posting External Department Austin Energy Regular/Temporary Temporary Grant Funded or Pooled Position Not Applicable Category Professional Location 1520 Rutherford Lane Austin, TX 78754 - Hybrid Preferred Qualifications Preferred Experience: English/Spanish Bilingual. Professional experience in a customer service environment. Experience using client relations management software such as Motorola PremierOne. Experience tracking and monitoring service requests for customers. Experience working in a Government/Municipal 311 Contact Center. Experience conducting written correspondence with external and internal contacts. Experience with handling customer escalations on a daily basis. Leadership experience in a team environment Duties, Functions and Responsibilities Essential duties and functions, pursuant to the Americans with Disabilities Act, may include the following. Other related duties may be assigned. Answers complicated customer requests or inquiries concerning services, products, billing, and equipment. Resolves customer issues with one call resolution. Prepares cases for support services and other city departments. Processes corrections to customer accounts. Extracts data from city databases and create reports. Coordinates mailings to customers. Maintains and files all generated service requests. Receives by email, fax, or phone, frontline and escalated inquiries from customers, contractors, and other city departments requiring research, support preparation and reporting. Verifies customer accounts and active services using various databases and software applications. Researches customer account information and history to explain services, charges, and adjustments. Logs customer complaints, creates and updates service requests, and routes to the appropriate department(s) and/or personnel. Responsibilities - Supervisor and/or Leadership Exercised: May lead and train others. Knowledge, Skills and Abilities Must possess required knowledge, skills, abilities, and experience and be able to explain and demonstrate, with or without reasonable accommodations, that the essential functions of the job can be performed. Knowledge of basic accounting and billing procedures. Knowledge of city practice, policy and procedures. Knowledge of good customer relations practices. Knowledge of credit collection practices. Skill in oral and written communication. Skill in handling multiple tasks and prioritizing. Skill in using computers and related software. Skill in planning and organizing. Ability to handle conflict and uncertain situations. Ability to work with frequent interruptions and changes in priorities. Ability to train others. Ability to establish and maintain effective communication and working relationships with city employees and the public. Criminal Background Investigation This position has been approved for a Criminal Background Investigation. EEO/ADA The City of Austin is committed to compliance with the Americans with Disabilities Act. If you require reasonable accommodation during the application process or have a question regarding an essential job function, please call (512) 974-3210 or Texas Relay by dialing 7-1-1. The City of Austin will not discriminate against any applicant or employee based on race, creed, color, national origin, sex, gender identity, age, religion, veteran status, disability, or sexual orientation. In addition, the City will not discriminate in employment decisions on the basis of an individual’s AIDS , AIDS Related Complex, or HIV status; nor will the City discriminate against individuals who are perceived to be at risk of HIV infection, or who associate with individuals who are believed to be at risk. Supplemental Questions Required fields are indicated with an asterisk (*). * The minimum qualifications for this position are graduation from an accredited high school or equivalent, plus four (4) years experience in billing, credit counseling, and customer service. Do you meet these qualifications? Yes No * Are you bilingual with the ability to speak fluently and write in English and Spanish? Yes No * Please describe your experience using client relations management software such as Motorola PremierOne. Be sure to include job title(s), your role and job duties. (Open Ended Question) * Please describe your experience tracking and monitoring service requests for customers. Be sure to include job title(s), your role and job duties. (Open Ended Question) * Please describe in detail your experience working in a government/municipal 311 contact center. (Open Ended Question) * Please describe in concise detail your experience conducting written correspondence with external and internal contacts. Be sure to include job title(s), your role, and job duties. (Open Ended Question) * Which of the following best describes your proficiency with Microsoft Office Suite, specifically with Word, Excel, and Outlook? No experience Basic: create/edit simple documents, spreadsheets, & emails Intermediate: create/edit a variety of documents & spreadsheets; reformat document features such as color, font style and size of text, change page size/width, & filter/sort data fields Advanced: create/edit complex documents & spreadsheets; integrate features such as tables, charts, mathematic formulas, hyperlinks, graphics; data/mail merge, import data from one document to another * Please describe in detail your experience handling customer escalations. Please include job title and years in position in your answer. (Open Ended Question) * This position is categorized as a Critical Personnel position. Critical Employees who are able to work at an alternative work location are required to do so. Schedules may be modified, and employees may be reassigned to another area during extraordinary situations or emergency conditions to provide essential services. Can you work this schedule as required? Yes No * This position requires a criminal background check. By selecting the following, you are acknowledging that you understand if you are selected as a top candidate for this position, you will need a successful CBI to be hired. I acknowledge and understand this position requires a Criminal Background Check. Optional & Required Documents Required Documents Optional Documents
City of Huntington Beach, CA
Huntington Beach, California, United States
Description The current vacancies are in the Public Works - Utilities Division . The Ideal Candidate possesses effective communication and cooperative interpersonal skills, the ability to work well in a busy office environment where attention to detail is important, excellent customer service skills, and be available to work a minimum of 20 hours per week year round. Note : This recruitment will close when the hiring manager determines that enough qualified applications have been received. This is a Non-Perm, Part-Time position. Temporary/part-time employment is restricted to 1,000 hours within a 12-month period (July 1 - June 30) and does not qualify to receive City benefits, except those required by law. The City does not belong to the Social Security system. However, enrollment in an alternative retirement program is mandatory which requires an employee contribution of 7½% of base earnings to the Public Agency Retirement System (PARS). There are no rights to employment and employment may end with or without cause or advance notice. Further restrictions apply to CalPERS Annuitants. Examples of Essential Duties Assists supervisor and department staff members with a variety of support duties as assigned Assists in researching, compiling, and analyzing data Prepares and/or processes routine reports, correspondence and records Performs computer data entry to record and retrieve department information Interacts with interdepartmental staff and other agency representatives in obtaining or providing data Performs routine clerical tasks as needed; including copying and filing documents, collating materials, answering telephones, etc. Performs routine field reconnaissance and inspections as needed Picks up and delivers documents, materials, supplies, etc., as needed Assist in billing and data input as directed by supervisor and department staff members Assist in turf removal inspections Assist with new development inspections Performs related duties as assigned The preceding duties have been provided as examples of the essential types of work performed by positions within this job classification. The City, at its discretion, may add, modify, change or rescind work assignments a needed. Minimum Qualifications Knowledge of : Business English, spelling and grammar; modern office practices, procedures and equipment; personal computer operations; basic math principles; effective public relations/customer service principles, practices and techniques. Ability to : Utilize general office equipment such as telephone, fax, printers, copiers, and computers Learn and apply City policies, procedures, rules and regulations Conduct basic research Compile and analyze data and prepare accurate reports and correspondence; reason logically, draw valid conclusions and make appropriate recommendations Maintain work effectiveness and meet deadlines with frequent changes in workload and the priority of assignments Understand and carry out oral and written instructions Communicate clearly and concisely, orally and in writing; establish and maintain cooperative working relationships with those contacted in the course of work Provide quality customer service. Education : High School diploma or equivalent and some college or vocational education or equivalent work experience. Experience : General office, public contact, or government-related experience highly desirable. APPLICATION AND SELECTION PROCEDURE: Application Review Department Interview Background Appointment Please Note: Our primary means of communication with applicants is sent via email; therefore, please include a valid email address on your application. Supplemental Information Work will be performed primarily indoors; however, may be assigned tasks that include working outdoors as well. Acute hearing is required. Incumbents use a computer keyboard and related equipment, with or without an accommodation. SPECIAL CONDITIONS Public Employee Disaster Service Worker: In accordance with Government Code Section 3100, all Huntington Beach city employees are required to perform assigned disaster service worker duties in the event of an emergency or a disaster. The SALARY RANGE is composed of seven steps. Merit step increases are based on satisfactory performance. PROMOTIONS within the City are based upon the merit system principles emphasizing individual ability and utilizing competitive examinations. CREDIT UNION membership is available to all City employees and provides access to low interest loans. NOTE: The provisions of this bulletin do not constitute a contract expressed or implied, and any provisions contained herein may be modified or revoked without notice.
Description The current vacancies are in the Public Works - Utilities Division . The Ideal Candidate possesses effective communication and cooperative interpersonal skills, the ability to work well in a busy office environment where attention to detail is important, excellent customer service skills, and be available to work a minimum of 20 hours per week year round. Note : This recruitment will close when the hiring manager determines that enough qualified applications have been received. This is a Non-Perm, Part-Time position. Temporary/part-time employment is restricted to 1,000 hours within a 12-month period (July 1 - June 30) and does not qualify to receive City benefits, except those required by law. The City does not belong to the Social Security system. However, enrollment in an alternative retirement program is mandatory which requires an employee contribution of 7½% of base earnings to the Public Agency Retirement System (PARS). There are no rights to employment and employment may end with or without cause or advance notice. Further restrictions apply to CalPERS Annuitants. Examples of Essential Duties Assists supervisor and department staff members with a variety of support duties as assigned Assists in researching, compiling, and analyzing data Prepares and/or processes routine reports, correspondence and records Performs computer data entry to record and retrieve department information Interacts with interdepartmental staff and other agency representatives in obtaining or providing data Performs routine clerical tasks as needed; including copying and filing documents, collating materials, answering telephones, etc. Performs routine field reconnaissance and inspections as needed Picks up and delivers documents, materials, supplies, etc., as needed Assist in billing and data input as directed by supervisor and department staff members Assist in turf removal inspections Assist with new development inspections Performs related duties as assigned The preceding duties have been provided as examples of the essential types of work performed by positions within this job classification. The City, at its discretion, may add, modify, change or rescind work assignments a needed. Minimum Qualifications Knowledge of : Business English, spelling and grammar; modern office practices, procedures and equipment; personal computer operations; basic math principles; effective public relations/customer service principles, practices and techniques. Ability to : Utilize general office equipment such as telephone, fax, printers, copiers, and computers Learn and apply City policies, procedures, rules and regulations Conduct basic research Compile and analyze data and prepare accurate reports and correspondence; reason logically, draw valid conclusions and make appropriate recommendations Maintain work effectiveness and meet deadlines with frequent changes in workload and the priority of assignments Understand and carry out oral and written instructions Communicate clearly and concisely, orally and in writing; establish and maintain cooperative working relationships with those contacted in the course of work Provide quality customer service. Education : High School diploma or equivalent and some college or vocational education or equivalent work experience. Experience : General office, public contact, or government-related experience highly desirable. APPLICATION AND SELECTION PROCEDURE: Application Review Department Interview Background Appointment Please Note: Our primary means of communication with applicants is sent via email; therefore, please include a valid email address on your application. Supplemental Information Work will be performed primarily indoors; however, may be assigned tasks that include working outdoors as well. Acute hearing is required. Incumbents use a computer keyboard and related equipment, with or without an accommodation. SPECIAL CONDITIONS Public Employee Disaster Service Worker: In accordance with Government Code Section 3100, all Huntington Beach city employees are required to perform assigned disaster service worker duties in the event of an emergency or a disaster. The SALARY RANGE is composed of seven steps. Merit step increases are based on satisfactory performance. PROMOTIONS within the City are based upon the merit system principles emphasizing individual ability and utilizing competitive examinations. CREDIT UNION membership is available to all City employees and provides access to low interest loans. NOTE: The provisions of this bulletin do not constitute a contract expressed or implied, and any provisions contained herein may be modified or revoked without notice.
STATE BAR OF CALIFORNIA
San Francisco, CA, United States
Job Description Office of Finance 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 Finance (Finance) oversees accounts payable, accounts receivable, billing, collection, payroll, fixed assets, treasury, and the general ledger in accordance with the State Bar's financial policies. Finance is also responsible for ongoing financial planning, preparing financial statements and analysis, and works with the Leadership Team and the Finance Committee to create and monitor the State Bar's annual budget. About the Position The State Bar of California's Office of Finance seeks an experienced and highly skilled Principal Financial Analyst/Accounting Supervisor to perform comprehensive accounting professional duties in the areas of general ledger, accounts payable, grants, investments, fixed assets, payroll, fund accounting, audits, personnel supervision, and special projects. The Principal Financial Analyst/Accounting Supervisor exercises sound, independent judgment in performing complex analytical work; adapts quickly to changing environment and effectively implements course of actions; participates in audit activities; works under pressure and deadlines; provides training and guidance to staff; and performs other related duties as required. Governmental accounting experience is desired and experience with Oracle Fusion is a plus. Definition The Principal Financial Analyst serves under the general oversight of an Executive Team Member and is responsible for supervising the staff and operations of a fiscal section in the State Bar; functional areas of responsibility may include, but are not limited to general ledger, grants, accounts payable, accounts receivable, payroll, general and special fund accounting, related activities in accordance with generally accepted accounting standards, fiscal audits, and for supporting special projects as assigned. This position serves on a team that is responsible for continuous institutional organizational improvement, collaboration, accountability, and professionalism. The Principal Financial Analyst may also oversee other functions as assigned. Distinguishing Characteristics This classification is distinguished from a Senior Program Analyst in the series in that the Principal Financial Analyst assumes responsibility for development and implementation of comprehensive accounting and finance related projects that may have an agency wide impact. Duties may deal with complex and sensitive issues. Incumbents are expected to work with minimal direction and may supervise and/or lead support staff. Examples of Essential Duties Duties may include, but are not limited to the following: Develops fiscal policies and procedures, strategic plans, budget forecasts and financial projections and statements, and reports consistent with generally accepted accounting standards. Evaluates accounting and fiscal control systems, policies, problems, and procedures and prepares reports recommending changes and/or alternatives to procedures. Maintains and reviews budgetary controls; analyzes budget variances, projection reports, budget line-item expense, balance sheet accounts, reports discrepancies between actual and subsidiary ledgers and makes recommended changes in cost allocation formulas. Supervises, plans, and prioritizes the work of professional, technical, or clerical staff. Performs a variety of complex accounting duties; functional areas of responsibility include general ledger, grants, accounts payable, accounts receivable, payroll, and budget. Reviews licensing and program fees to ensure fiscal stability. Analyzes data from the State Bar's information systems, to support institutional performance analysis and program evaluation. Conducts internal performance and financial audits pursuant to a performance and financial audit plan, to ensure that the State Bar's core functions are being performed efficiently and effectively, and in compliance with all governing mandates. Serves as staff to subgroups of members of the Board of Trustees, Executive Office efforts, and other committees and working groups by conducting research and policy analysis, providing materials in presentation ready format, and presenting materials at public meetings and other committees to ensure clear and accurate communication regarding implementation efforts. Serves as the subject matter expert in analyzing and critiquing proposal information before a vendor is selected. Directs work of contractors and consultants ensuring that contract requirements are followed and in accordance with State Bar policies. Responds to internal and external inquiries about the State Bar's data collection and analysis, continuous improvement, and internal audit efforts. Serves as lead staff to subordinate analytical, administrative, and technical staff. Monitors project budgets and makes recommendations on budget 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: Operations, services, and processes including accounts payable, accounts receivable, payroll, budget, audits, and general and special fund accounting financial reporting and related fiscal areas. Principles of financial planning and management, administration, and supervision. Principles of accounting, auditing, financial controls and reporting in the governmental public sector. Manual and computerized accounting and financial recordkeeping systems. Accounting and financial control principles, procedures, and practices. Problem identification and analyses of accounting and fiscal controls, system, and practices. Principles of direct and lead supervision, training, organizational behavior, conflict resolution and performance evaluation. Principles of effective personnel management in a union environment. Principles of computer information systems, including database, report generation, word processing, spreadsheet, and presentation software. Principles of project planning and implementation. Modern office procedures, methods and equipment including database, report generation, word processing, spreadsheet, presentation, and software applications relevant to the work. Methods and techniques of compiling and summarizing financial data and financial analysis and research. Principles and practices of customer service. Principles of effective written and verbal presentations, including public speaking, and public relations/customer service. Within the introductory period, obtain a working knowledge of State Bar office and functions. Ability to: Perform professional accounting duties in assigned areas of responsibility. Understand and use the State Bar's specialized financial operations, processes and software applications. Apply specialized accounting rules within functional areas of responsibility. Analyze, interpret, and reconcile fiscal documents. Communicate clearly and effectively in person, by telephone, by computer and in writing. Speak publicly to large groups of people. Perform under stress, adopt effective courses of action and work under deadlines. Manage multiple, simultaneous assignments, to independently plan and prioritize day to day work, and to meet deadlines. Effectively interact with others, mentor and train staff as required. Effectively address conflict. Prepare a variety of fiscal reports in assigned areas of responsibility. Maintain financial records and files. Lead others to accomplish project implementation. Maintain appropriate confidentiality in program administration and interactions with contractors, consultants, experts, and others. Exercise sound judgment and decision making. Act with integrity in all related State Bar business. Quickly adapt to changing environments, 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. Master's degree in a relevant field may substitute for up to two (2) years of experience. Experience: Minimum five (5) years' journey level professional financial analysis or accounting and accounting; or four (4) years of financial experience with two (2) year supervisorial experience. License, Certificate, Registration Requirements Special Qualifications including specialized knowledge, abilities, education, experience, or license may be established for individual positions. Applicants Meet who the Minimum Qualifications will be required to successfully complete the State Bar's selection process for this classification. About the State Bar The State Bar of California's mission is to protect the public and includes the primary functions of licensing, regulation, and discipline of attorneys; the advancement of the ethical and competent practice of law; and support of efforts for greater access to, and inclusion in, the legal system. Our Values Clarity | Investing in Our People | Excellence | Respect | Growth Mindset Learn more about our values. DEI Statement We are a diverse, equitable, and inclusive workplace where all of our employees and prospective employees experience fairness, dignity, and respect. Learn more about our commitment to DEI.
Job Description Office of Finance 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 Finance (Finance) oversees accounts payable, accounts receivable, billing, collection, payroll, fixed assets, treasury, and the general ledger in accordance with the State Bar's financial policies. Finance is also responsible for ongoing financial planning, preparing financial statements and analysis, and works with the Leadership Team and the Finance Committee to create and monitor the State Bar's annual budget. About the Position The State Bar of California's Office of Finance seeks an experienced and highly skilled Principal Financial Analyst/Accounting Supervisor to perform comprehensive accounting professional duties in the areas of general ledger, accounts payable, grants, investments, fixed assets, payroll, fund accounting, audits, personnel supervision, and special projects. The Principal Financial Analyst/Accounting Supervisor exercises sound, independent judgment in performing complex analytical work; adapts quickly to changing environment and effectively implements course of actions; participates in audit activities; works under pressure and deadlines; provides training and guidance to staff; and performs other related duties as required. Governmental accounting experience is desired and experience with Oracle Fusion is a plus. Definition The Principal Financial Analyst serves under the general oversight of an Executive Team Member and is responsible for supervising the staff and operations of a fiscal section in the State Bar; functional areas of responsibility may include, but are not limited to general ledger, grants, accounts payable, accounts receivable, payroll, general and special fund accounting, related activities in accordance with generally accepted accounting standards, fiscal audits, and for supporting special projects as assigned. This position serves on a team that is responsible for continuous institutional organizational improvement, collaboration, accountability, and professionalism. The Principal Financial Analyst may also oversee other functions as assigned. Distinguishing Characteristics This classification is distinguished from a Senior Program Analyst in the series in that the Principal Financial Analyst assumes responsibility for development and implementation of comprehensive accounting and finance related projects that may have an agency wide impact. Duties may deal with complex and sensitive issues. Incumbents are expected to work with minimal direction and may supervise and/or lead support staff. Examples of Essential Duties Duties may include, but are not limited to the following: Develops fiscal policies and procedures, strategic plans, budget forecasts and financial projections and statements, and reports consistent with generally accepted accounting standards. Evaluates accounting and fiscal control systems, policies, problems, and procedures and prepares reports recommending changes and/or alternatives to procedures. Maintains and reviews budgetary controls; analyzes budget variances, projection reports, budget line-item expense, balance sheet accounts, reports discrepancies between actual and subsidiary ledgers and makes recommended changes in cost allocation formulas. Supervises, plans, and prioritizes the work of professional, technical, or clerical staff. Performs a variety of complex accounting duties; functional areas of responsibility include general ledger, grants, accounts payable, accounts receivable, payroll, and budget. Reviews licensing and program fees to ensure fiscal stability. Analyzes data from the State Bar's information systems, to support institutional performance analysis and program evaluation. Conducts internal performance and financial audits pursuant to a performance and financial audit plan, to ensure that the State Bar's core functions are being performed efficiently and effectively, and in compliance with all governing mandates. Serves as staff to subgroups of members of the Board of Trustees, Executive Office efforts, and other committees and working groups by conducting research and policy analysis, providing materials in presentation ready format, and presenting materials at public meetings and other committees to ensure clear and accurate communication regarding implementation efforts. Serves as the subject matter expert in analyzing and critiquing proposal information before a vendor is selected. Directs work of contractors and consultants ensuring that contract requirements are followed and in accordance with State Bar policies. Responds to internal and external inquiries about the State Bar's data collection and analysis, continuous improvement, and internal audit efforts. Serves as lead staff to subordinate analytical, administrative, and technical staff. Monitors project budgets and makes recommendations on budget 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: Operations, services, and processes including accounts payable, accounts receivable, payroll, budget, audits, and general and special fund accounting financial reporting and related fiscal areas. Principles of financial planning and management, administration, and supervision. Principles of accounting, auditing, financial controls and reporting in the governmental public sector. Manual and computerized accounting and financial recordkeeping systems. Accounting and financial control principles, procedures, and practices. Problem identification and analyses of accounting and fiscal controls, system, and practices. Principles of direct and lead supervision, training, organizational behavior, conflict resolution and performance evaluation. Principles of effective personnel management in a union environment. Principles of computer information systems, including database, report generation, word processing, spreadsheet, and presentation software. Principles of project planning and implementation. Modern office procedures, methods and equipment including database, report generation, word processing, spreadsheet, presentation, and software applications relevant to the work. Methods and techniques of compiling and summarizing financial data and financial analysis and research. Principles and practices of customer service. Principles of effective written and verbal presentations, including public speaking, and public relations/customer service. Within the introductory period, obtain a working knowledge of State Bar office and functions. Ability to: Perform professional accounting duties in assigned areas of responsibility. Understand and use the State Bar's specialized financial operations, processes and software applications. Apply specialized accounting rules within functional areas of responsibility. Analyze, interpret, and reconcile fiscal documents. Communicate clearly and effectively in person, by telephone, by computer and in writing. Speak publicly to large groups of people. Perform under stress, adopt effective courses of action and work under deadlines. Manage multiple, simultaneous assignments, to independently plan and prioritize day to day work, and to meet deadlines. Effectively interact with others, mentor and train staff as required. Effectively address conflict. Prepare a variety of fiscal reports in assigned areas of responsibility. Maintain financial records and files. Lead others to accomplish project implementation. Maintain appropriate confidentiality in program administration and interactions with contractors, consultants, experts, and others. Exercise sound judgment and decision making. Act with integrity in all related State Bar business. Quickly adapt to changing environments, 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. Master's degree in a relevant field may substitute for up to two (2) years of experience. Experience: Minimum five (5) years' journey level professional financial analysis or accounting and accounting; or four (4) years of financial experience with two (2) year supervisorial experience. License, Certificate, Registration Requirements Special Qualifications including specialized knowledge, abilities, education, experience, or license may be established for individual positions. Applicants Meet who the Minimum Qualifications will be required to successfully complete the State Bar's selection process for this classification. About the State Bar The State Bar of California's mission is to protect the public and includes the primary functions of licensing, regulation, and discipline of attorneys; the advancement of the ethical and competent practice of law; and support of efforts for greater access to, and inclusion in, the legal system. Our Values Clarity | Investing in Our People | Excellence | Respect | Growth Mindset Learn more about our values. DEI Statement We are a diverse, equitable, and inclusive workplace where all of our employees and prospective employees experience fairness, dignity, and respect. Learn more about our commitment to DEI.
