Fiscal Supervisor

Fiscal Supervisor

The Fiscal Supervisor serves a key leadership role in the Office of Access & Inclusion (OAI), providing direct supervision and strategic oversight of a small fiscal compliance team. This position is responsible for ensuring sound financial management of grant funds distributed to legal aid organizations and pro bono programs throughout California. The Fiscal Supervisor is responsible for maintaining the highest standards of fiscal accountability, regulatory compliance and operational excellence while fostering a collaborative team environment and strong relationships internally and with our grantee partners and other stakeholders.

The ideal candidate will bring deep fiscal and financial expertise – ideally with a background in accounting, auditing, or financial management, such as a CPA or equivalent experience – combined with a strong understanding of grantmaking and compliance in a public or nonprofit setting. They will be a detail-oriented and analytical professional who has the capacity to ensure fiscal integrity, accuracy and accountability across complex grant programs. This individual will also guide, develop and mentor a small team that is in the middle of a critical growth period. While not a requirement, the ideal candidate will have experience working in grantmaking and with legal organizations or other nonprofits in CA.

The Fiscal Supervisor will:

• Oversee fiscal compliance and financial monitoring, in close collaboration with grants administration leadership, to ensure compliance with grant terms, accounting standards and government regulations
• Supervise, mentor and develop a small team who have varying levels of fiscal and compliance expertise, fostering a culture of accuracy and accountability
• Identify areas for process improvements and/or trainings, including standardization of fiscal knowledge and tools to improve efficiency and accuracy of grantee compliance
• Collaborate with team leadership to update fiscal compliance policies and procedures that reflect best practices in accounting, auditing and grants administration
• Write financial reports and memos and present to Legal Trust Fund Commission or their relevant committees on fiscal compliance issues, as needed
• Represent OA&I at regional meetings and conferences related to legal aid funding, financial compliance and grants management.

The Program Supervisor is responsible for supervising the management of programs, policies, and procedures, facilitating the development of operational guidelines for new programs and ensuring activities of programs are completed in accordance with procedures and policies. The Program Supervisor has direct supervision over subordinate clerical, technical, para-professional, and professional positions specific to the division or unit to which they are assigned; and performs related work as required.

The Program Supervisor provides first level supervision over support staff in an assigned division/unit and performs the most complex work. This class is characterized by the responsibility for assuring the activities of the assigned major programs or support functions are completed in accordance with the procedures and policies of the Bar.

The Program Supervisor is distinguished from the Administrative Supervisor in that the former has knowledge of complex and advanced program functions and supervises staff in the performance of specialized program functions. The latter typically will have supervisory duties over administrative and/or clerical staff.

Examples Of Essential Duties include, but are not limited to the following:

• Supervises the management of programs, policies and procedures and facilitates the development of operational guidelines for new programs; ensures activities of programs are completed in accordance with procedures and policies.
• Directs, trains, assigns, and evaluates subordinate personnel in the performance of a variety of professional, administrative, and clerical support tasks, establishing and monitoring standards of performance.
• Assesses workloads, and assigns employees to ensure the timely and proper level of support for ongoing activities.
• 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 and imposes disciplinary action, up to and including termination, to address performance deficiencies.
• Analyzes and resolves escalated and difficult issues that originate from staff, the public, and other stakeholders.
• Evaluates program problems and procedures, develops recommendations for improvement and implements proposals and plans; develops written procedures to clarify or describe standard practices; coordinates the publication and dissemination of procedures.
• Identifies areas for development of substantive and programmatic resources relevant to the division/unit and assists in the creation of resources.
• Prepares and maintains reports, special studies, correspondence, and statistical data.
• May assist in the development and monitoring of the capital and operational budget, overseeing the fiscal control systems, preparing, and evaluating fiscal reports; analyzes need for budget items requested to determine whether items are justifiable, based on program objectives and priorities.
• Evaluates, in conjunction with the Information Technology Department, the use of electronic systems and researches and makes recommendations for more efficient and cost-effective technology.
• Acts as a liaison and maintains effective working relationships with other State Bar employees, the Board of Governors or other Committees, attorneys, outside agencies and the public.
• Serves on committees and organization wide task forces and represent the division/unit throughout the State Bar.
• May perform several 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 include knowledge of principles of office management, budgeting, administration, and supervision; program and policy management; problem identification, analysis, and evaluation; computer information systems; principles of effective writing and verbal presentation; coordination and operation of programs; working knowledge of the State Bar Offices and their functions and a general knowledge of other agencies and their interface with the State Bar; personnel selection and supervisory principles, practices, and procedures; computerized information and database recordkeeping systems; and office procedure, budget preparation and maintenance techniques.

Ability To include applying the policies and practices of a department; planning, scheduling, making work assignments, setting priorities, training, evaluating, selecting, and disciplining subordinates; operating modern office equipment including computer hardware, software, and internet and web-based applications; making fine visual distinctions upon proofreading written documents and viewing information on a computer screen; compiling data and preparing narrative and statistical reports; appropriately responding to requests and inquiries from the public, State Bar members, or other departments; communicating clearly and concisely, both orally and in writing; establishing and maintaining effective interpersonal relationships at all organizational levels as well as with the public; and maintaining the confidentiality of information.

Minimum Qualifications include a Bachelor's degree in a field that develops skills related to essential duties, or equivalent academic achievement, and four (4) years of experience at the journey-level that included responsibility for professional-level activities such as program oversight, development, administration and/or work contributing to the development of operational procedures or plans, of which at least one (1) year should have been in a lead capacity.

Applicants who meet the Minimum Qualifications will be required to successfully complete the State Bar's selection process for this classification.

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 include Clarity | Investing in Our People | Excellence | Respect | Growth Mindset.

We are a diverse, equitable, and inclusive workplace where all of our employees and prospective employees experience fairness, dignity, and respect.