Full Job Description
Location: Oakland, CA
Responsibilities:
Under general direction of the Finance Director, the Finance Manager (a.k.a Finance - Team Operations Leader) directs the activity of Finance and performs complex tasks within Finance. At this level, incumbents have first-line supervision over a wide variety of support functions with major operational responsibility for multiple support services. This class has day-to-day operational oversight of Finance. Monitors compliance with SEIU Local 1021 policies and procedures. This class is distinguished from the Operations Director level in the scope of the area covered and the focus on day-to-day operational needs.
Duties:
The following list of duties are intended only to describe the various types of work that may be performed and is not intended to be an all-inclusive list of duties. The omission of a specific duty statement does not exclude it from the position if the work is consistent with the concept of the classification, or is similar or closely related to another duty statement
General Supervision Duties: • Supervises office support in their assigned area. • Assigns and monitors work within assigned areas. • Handles more complex tasks within assigned area. • Identifies and makes recommendations to improve operational efficiencies, protocols and performance. • Adjust assignments when needed in response to unexpected staff absences, disruptions or work priorities. • Review and monitor each staff person's work (e.g., reviewing each office staff's work on a computer or observing how a staff worker deals with members and other staff). • Assess strengths and weaknesses of office staff and evaluate each worker's performance. • Identify inadequate or poor work performance and utilize counseling, training and when necessary, progressive discipline for improvement. • Meet regularly with staff to discuss their progress with projects and business improvement. • Interview and evaluate prospective office staff employees. • Provide orientation to acquaint new employees with the Union's organization and its operational routines. • Train new employees in organization and office procedures. • Implement and maintain performance and work activity reports for the purpose of and present date for use in planning or designing new policies or workflows. • Resolve interpersonal conflicts among office staff. • Ensure compliance of Staff Union contract provisions pertaining to assigned areas of responsibility. • Identify and make recommendations to the appropriate operations director to improve operational efficiencies, protocols and performance. • Research projects and communicate progress reports and potential problems to the Finance director.
General Accounting and Compliance Duties:
• Develop and maintain organization's accounting policies and protocols ensuring GAAP and DOL compliance.
• Maintain accuracy of organization's General Ledger through implementation and oversight of monthly close process including account analysis and monthly account reconciliation.
• Prepare monthly schedules, financial reporting and ad-hoc financial analysis and/or reporting for various stakeholders.
• Develop budget forecasting and related reports in collaboration with Director.
• Assures that 1021 and legacy locals are in compliance with applicable rules, regulations and laws.
• Works with consultants in the completion and filing of required documents including federal, state, county and local levels. Examples include Federal 990 tax return, DOL's LM-2, State 199 tax return, County business/Property taxes, and local business licenses.
• Coordinates the work of accounting staff and others in the preparation for and execution of the annual financial audit and Hudson audit. Lead successful annual financial audit process through plan development and execution.
• Monitors legacy accounting and the closure of legacy accounts.
Payroll Duties:
• Biweekly Payroll Processing
• Member Lost Time
• Payroll Rate Changes
• Leave Balance Tracking
• Medical & Disability Leave Audits
Accounts Payable Duties:
• Prioritizes and distributes invoices for payment.
• Reviews, corrects and approves accounting codes and classifications of payment including general ledger accounts, LM-2 codes, payee, amount, etc.
• Provides direct supervision, training and direction of accounting staff.
• Interacts with a wide variety of vendors to maintain positive business relationships.
• Interacts with members and staff to process payments.
• Assures accounting practices of Local 1021 are operating under generally accepted accounting principles (GAAP).
• Monitors VISA accounts and facilitates regular and special payments. • Assist Director with Banking relationships and operations.
• Works with accounting software vendor to assure efficient operation of accounting system.
• Establishes procedures for accounting staff to ensure accurate and timely recording of financial transactions.
• Staff and Officer Expense Reimbursement Processing & Monitoring.
• Mileage Reimbursement Processing &Monitoring.
• Gasoline Credit Card Accounts
Knowledge of:
• Principles and practices of human resource Administration.
• Health and welfare benefits administration.
• Applicable state and federal laws and regulations.
• Basic labor relation principles and practices in a collective bargaining environment.
• Applications such as Word, Excel, ADP Workforce Now, Unionware or other Database, Great Plains.
• Supervisory principles and practices including performance evaluation and assessment.
Skills in:
• Analyzing technical information, evaluating alternatives and making independent judgments within established guidelines.
• Interpreting and applying laws, regulations and policies.
• Preparing clear, concise and effective written reports, correspondence and other materials.
• Training others in work procedures.
• Establishing and maintaining effective working relationships with those contacted in the course of the work.
Minimum Qualifications:
• Equivalent to graduation from a four-year college; For Finance Team Lead, concentration or coursework in accounting required.
• Four year's experience in specific program area.
• Priorsupervisory experience is desirable but not required.
• High-level ability to communicate orally and in writing.
• Ability to work well with others.
• Proficiency with Windows, Word, Excel and ability to become proficient at other required computer programs.
• Must possess a valid driver's license and a safe driving record and insurance required by the local.
Pay and Benefits:
The current salary range is $123,103.63 - $141,569.17 based on qualifications and experience. SEIU Local 1021 offers a competitive and comprehensive benefits package.
To Apply: Please visit our career center https://www.seiu1021.org/jobs please include a resume, cover letter and three references (name and phone numbers). No phone calls please. Please include the position you are applying for in your cover letter.
