FISCAL SERVICES SPECIALIST
This position will be working in Licensee Billing and Collections for the State Bar of California. Responsibilities include processing payments made by credit cards and checks, researching and resolving billing disputes, preparing correspondence and communicating with licensee, and performing collection activities on debtors Past experience in collections, cash receipts, billing, or account receivable is a plus.
The Fiscal Services Specialist is responsible for performing a variety of finance and budgeting functions and transactions including but not limited to preparing, processing, analyzing, interpreting, reconciling, maintaining and verifying the correctness of a variety of finance and budgeting data, records and reports related to accounts payable, accounts receivable, disbursement, member billing, payroll, attorney/client trust accounts, collection, budgeting, and financial reporting activities; responds to inquiries from State Bar members, employees and outside agencies, including vendors, tax authorities and banks. The Fiscal Services Specialist also provides support for other accounting and administrative functions within the Office of Finance and may be assigned to one or more specialized area.
This is the para-professional class below the professional Financial Analyst classification series. Incumbents typically report to a Senior Financial Analyst. The class is distinguished from the Finance series in that the complexity level of the work performed does not require professional training or experience nor does it involve assignments where creative, analytical and evaluative abilities are utilized on a continuous basis.
EXAMPLES OF ESSENTIAL DUTIES
Duties may include, but are not limited to the following:employees, outside vendors and agencies and banking institutions in a courteous, efficient
· Provides responsive, accurate, complete, up-to-date information to State Bar members, and timely manner.
· Assists with annual budgeting, fiscal month-end year-end close and annual tax filings.
· Maintains required vendor and customer files and reports.
· Assists with quarterly financial reporting and reconciliation processes.
· Assists with system upgrade and user testing process.
· Performs general administrative duties including filing, mail distribution and record retention.
When Assigned to Trust Fund Compliance:
· Assists with reconciling attorney client trust account reports, identifies bank and attorney non-compliance, and ensures correction of interest payment on trust accounts.
· Reviews and processes bank reports, cash receipts and reviews interest checks and reports.
· Interacts with financial institutions and attorneys to ensure compliance with LSTF rules and regulations.
· Assists with preparing reports, reconciling checks and reports with bank deposit records.
· Conducts annual bank compliance audit and notifies attorneys of account problems.
· Ensures new bank set-up and data input, sends guideline brochures, program information and forms to attorneys and banks; maintains the lockbox general ledger.
· Basic accounting and bookkeeping principles, practices and procedures.
· Knowledge of computer information systems, including database record keeping systems, report generation, word processing, spreadsheets and presentation.
· Problem solving and analytical skills.
· Principles of accounting and statistics.
· Principles of problem identification, analysis and evaluation.
· Knowledge of banking and management of interest bearing accounts.
· Principles of effective writing and verbal presentation.
· Communicate effectively both orally and in writing.
· Understand and use the State Bar’s specialized financial operations, processes and software applications.
· Operate required office equipment including computer hardware, software, and internet and web-based applications.
· Apply specialized accounting rules within functional areas of responsibility.
· Analyze, interpret and reconcile fiscal documents.
· Prepare a variety of fiscal reports in assigned areas of responsibility.
· Maintain financial records and files.
· Maintain the confidentiality of information.
· Possession of a High School Diploma or equivalent.
· Minimum of two (2) years relevant experience in general ledger, billing, accounts payable, accounts
receivable, banking, accounting and/or finance, data entry and customer service; or
· Minimum of three (3) years directly relevant experience in general accounting, accounting and/or finance including equivalent work experience in a position, which requires performance of tasks similar to the major duties and responsibilities of the position.
Applicants who meet the Minimum Qualifications will be required to successfully complete the State Bar’s selection process for this classification.
Job Type: Full-time
Salary: $64,745.00 to $86,319.00 /month
The State Bar:
•Licenses attorneys and regulates the profession and practice of law in California
•Enforces Rules of Professional Conduct for attorneys
•Disciplines attorneys who violate rules and laws
•Administers the California Bar Exam
•Advances access to justice
•Promotes diversity and inclusion in the legal system
Created by the Legislature in 1927, the State Bar is an arm of the California Supreme Court, protecting the public by licensing and regulating attorneys.
The State Bar licenses more than 250,000 attorneys, investigates approximately 16,000 complaints of attorney misconduct annually and distributes over $30 million in grants to legal aid organizations.
We serve the people of California through careful oversight of the legal profession.