Financial Analyst

3 days ago

Los Angeles, United States State Bar of California Full time

**Office of Access and Inclusion**

Annual Salary Range for Financial Analyst : $90,693 - $120,920

FLSA Non-Exempt / Union Represented

This position allows for up to four days of remote work per week.

**About the Office**

**Definition**

Under general direction, performs professional accounting and budgeting activities in accordance with generally accepted accounting principles and procedures including reviewing, analyzing, examining and maintaining accounting records and preparation of financial reports and special reports, developing, monitoring and reporting on budgets; functional areas of responsibility may include grants, accounts payable, accounts receivable, payroll, and budget; assignments may include the compilation, review, monitoring and reporting on department specific budgets; analyzing and approving financial transactions; preparing a variety of financial reports; and performing other related duties as assigned.

**Distinguishing Characteristics**

This is the journey level classification in the Financial Analyst classification series. This classification is distinguished from the lower classification of Fiscal Services Specialist in that Financial Analysts are assigned more complex duties requiring specialized knowledge, abilities, skills, and experience and often exercise independent judgment in the performance of their duties. Financial Analysts may train and provide technical guidance to lower-level staff. This classification is distinguished from the Senior Financial Analyst in that positions in the senior level are assigned responsibility for leading and directing the staff, operations and activities of a fiscal section.

**Examples of Essential Duties**

Duties may include, but are not limited to the following:

- Performs a variety of complex accounting duties Develops and monitors program, office, department, and capital improvement budgets.
- Evaluates accounting and fiscal control systems, policies, problems and procedures and prepares reports recommending changes and/or alternatives to procedures.
- Reviews, evaluates and monitors all fiscal reporting and budgeting by grant recipients, financial institutions, and others.
- Provides complex fiscal support by guiding management and staff in the proper usage and posting of account transactions and general accounting issues; ensures management has detailed financial budget information and reports; recommends policy changes to conform to mandated accounting principles.
- Maintains and reviews budgetary controls and approves the acquisition of capital assets ensuring they are budgeted; analyzes budget variances, projection reports, budget line item expenses, balance sheet accounts (including cash accounts) and reporting discrepancies between actual and subsidiary ledgers, and makes recommended changes in cost allocation formulas.
- Plans and manages the monthly and yearly closing of State Bar books and ensures the time production and distribution of financial reports to management and all offices.
- Reviews and analyzes a variety of accounting and bank records and fiscal activities to ensure accuracy and compliance with accounting/program/legal requirements; advises, enforces and guides other accounting and non-accounting staff of accounting methods and procedures and ensures that they are processing and recording financial transactions in accordance with generally accepted accounting principles and procedures and the State Bar fiscal policies and procedures.
- Prepares and distributes financial statements and reports and prepares special financial reports and analysis.
- Analyzes and reconciles the 457 Employees Deferred Compensation Plan, establishing monthly and year-to-date percentage earning and coordinates the resolution of problems with the outside consulting firm.
- Coordinates and manages activities related to independent financial and performance audits.
- Performs other similar or related duties which may not be specifically included within this position description but which are consistent with the general level of the job and the responsibilities described.

**Employment Standards**

Knowledge of:

- Operations, services and processes with the State Bar including accounts payable, accounts receivable, payroll, budget, financial reporting and related fiscal areas.
- Principles of budgeting, financial planning and management.
- Manual and computerized accounting and financial recordkeeping systems.
- Accounting, budget and financial control principles, procedures and practices.
- Report preparation techniques.
- Problem identification and analyses of accounting and fiscal controls, systems and practices.
- Methods and techniques of compiling and summarizing fiscal data.
- Principles and practices of customer service.

Ability to:

- Perform professional accounting duties in assigned areas of responsibility.
- Develop proposed budgets based on an understanding of operational needs and available funding.
- Analyze, interpret

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