Principal Financial Analyst

The State Bar of California•San Francisco, CA

1d•$126,222 - $168,276•Hybrid

About The Position

The State Bar of California’s Office of Finance is seeking an experienced and highly skilled Principal Financial Analyst to carry out comprehensive accounting and financial responsibilities in areas of grants, budgeting, investments, audits, general ledger, accounts payable, personnel supervision, and special projects. The Principal Financial Analyst 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 clear guidance to staff; and performs other related duties as required. Prior experience in governmental grant accounting and budgeting is desired and experience with Oracle Fusion is a plus. 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. This classification is distinguished from a Senior Financial 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.

Requirements

Knowledge of operations, services and processes including GL, accounts payable, accounts receivable, investments, grants, fixed assets, payroll, budget, audits, and general and special fund accounting financial reporting and related fiscal areas.
Knowledge of principles of financial planning and management, administration, and supervision.
Knowledge of principles of accounting, auditing, financial controls and reporting in the governmental public sector.
Knowledge of manual and computerized accounting and financial recordkeeping systems.
Knowledge of accounting and financial control principles, procedures, and practices.
Knowledge of problem identification and analyses of accounting and fiscal controls, system, and practices.
Knowledge of principles of direct and lead supervision, training, organizational behavior, conflict resolution and performance evaluation.
Knowledge of principles of effective personnel management in a union environment.
Knowledge of principles of computer information systems, including database, report generation, word processing, spreadsheet, and presentation software.
Knowledge of principles of project planning and implementation.
Knowledge of modern office procedures, methods and equipment including database, report generation, word processing, spreadsheet, presentation, and software applications relevant to the work.
Knowledge of methods and techniques of compiling and summarizing financial data and financial analysis and research.
Knowledge of principles and practices of customer service.
Knowledge of 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.
Ability to understand and use the State Bar’s specialized financial operations, processes, and software applications.
Ability to apply specialized accounting rules within functional areas of responsibility.
Ability to analyze, interpret, and reconcile fiscal documents.
Ability to communicate clearly and effectively in person, by telephone, by computer and in writing.
Ability to speak publicly to large groups of people.
Ability to perform under stress, adopt effective courses of action and work under deadlines.
Ability to manage multiple, simultaneous assignments, to independently plan and prioritize day to day work, and to meet deadlines.
Ability to effectively interact with others, mentor and train staff as required.
Ability to effectively address conflict.
Ability to prepare a variety of fiscal reports in assigned areas of responsibility.
Ability to maintain financial records and files.
Ability to lead others to accomplish project implementation.
Ability to maintain appropriate confidentiality in program administration and interactions with contractors, consultants, experts, and others.
Ability to exercise sound judgment and decision making.
Ability to act with integrity in all related State Bar business.
Ability to quickly adapt to changing environments, critical needs and adopt and effectively implement courses of action.
Bachelor’s degree in a field that develops skills related to essential duties, or equivalent academic achievement.
Minimum five (5) years’ journey level professional financial analysis or accounting; or four (4) years of financial experience with two (2) year supervisorial experience.
Master’s degree in a relevant field may substitute for up to two (2) years of experience.

Nice To Haves

CPA license a plus.
Prior experience in governmental grant accounting and budgeting is desired.
Experience with Oracle Fusion is a plus.
Oracle Fusion experience a plus.

Responsibilities

Mentors, plans and prioritizes the work of professional, technical or clerical staff.
Develops fiscal policies and procedures, strategic plans, financial statements and reports consistent with generally accepted accounting standards.
Prepares and distributes financial statements and prepares special financial reports and analysis.
Performs a variety of complex financial or accounting duties; functional areas of responsibility include general ledger, grants, investments, fixed assets, accounts payable, accounts receivable, payroll, audits, general and special fund accounting, and audit response.
Evaluates accounting and internal control, policies, problems and procedures and prepares recommendations 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.
Plans and manages the monthly, quarterly and yearly closing of State Bar books and ensures the time production and distribution of financial reports to management.
Reviews and analyzes a variety of accounting records and fiscal activities to ensure accuracy and compliance with accounting/program/legal requirements; advises, enforces and guides other accounting and non-accounting staff of accounting methods and procedures, ensures that they are processing and recording financial transactions in accordance with generally accepted accounting principles and procedures and the State Bar fiscal policies and procedures.
Work with internal/external stakeholders, as needed.
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, continuous improvement, and internal audit efforts.
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.