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