Senior/Lead/Principal Program Analyst

Office of Compliance

Annual Salary Range for Senior Program Analyst: $97,336 - $129,781

Exempt / Union Represented

Annual Salary Range for Lead Program Analyst: $112,491 - $149,972

Exempt / Union Represented

Annual Salary Range for Principal Program Analyst: $117,784 - $157,026

Exempt / Non-Union Represented

The Ideal Candidate

The Senior Program Analyst/Lead Program Analyst/Principal Program Analyst plays a critical role in ensuring State Bar meets its regulatory and statutory obligations through oversight of various compliance functions. The analyst will work directly with the Office of Executive Director to identify and monitor the State Bar’s compliance with statutes, rules, policies, and procedures. Additionally, the analyst will learn the operational procedures of different State Bar offices to meet their research and reporting needs while evaluating administrative problems and procedures and recommending alternative solutions. The analyst also develops and maintains critical policies related to regulatory requirements, requiring strong writing and analytic skills. This position serves in a division responsible for continuous organizational improvement, accountability, and effectiveness using data and document analysis as well as program assessment. The role requires attention to detail, organizational skills, and the ability to work cross-functionally with various internal and external stakeholders including state auditors, the Board of Trustees, and State Bar offices

The Office of Compliance is seeking to fill one position at either the Senior Program Analyst, Lead Program Analyst, or Principal Program Analyst level. After completion of the selection process, an offer will be extended to the selected candidate at the level that is commensurate with the candidate’s experience. 

Senior Program Analyst

Definition

Under general direction, the Senior Program Analyst conducts professional-level analysis and administers programs and/or functions; performs specialty assignments and acts in a lead capacity with respect to lower level professional and support staff; and performs related work as required. 

Distinguishing Characteristics 

The Senior Program Analyst is the is the lead/advanced journey-level professional class performing advanced, specialized work of a professional nature, utilizing skills that require technical expertise and an understanding of complex analytical procedures and program processes. Incumbents exercise a high degree of professional judgment with considerable independence. This class may function as the lead over professional, technical and/or administrative support personnel on an ongoing or project basis. Responsibilities include project planning and the performance of high-level professional analyses and service in the division/unit to which assigned. 

Examples of Essential Duties

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

• Provides expertise and guidance to other professional, and/or administrative staff in complex program analysis and solutions.
• Performs advanced research, conducts studies to determine needs, prepares reports, and recommends implementation procedures for a variety of program needs.
• Serves as a primary communication liaison with State Bar committees, members, financial institutions, vendors, contractors, general public, other departments and employees.
• Evaluates existing and alternative policies and makes recommendations toward establishment of revised policies and procedures.
• Performs advanced professional work in support of State Bar programs and services involving the knowledge, interpretation, and application of State Bar policies, rules, regulations, and procedures.
• Reviews processes and maintains program transactions, records and other documents; assists in the preparation and maintenance of statistical data, reports, correspondence, special studies, and conducts research.
• Provides input in developing and evaluating program policies and procedures and evaluates and proposes changes concerning the methods of operation.
• Provides lead direction over programs, staff or special projects, which involves assigning, reviewing and coordinating the work of staff. 
• Trains staff in program policies, rules, regulations and procedures; assesses workloads, assigns employees as necessary to ensure the proper level of support for ongoing activities of the department. 
• Assists with the selection, training, direction, and evaluation of staff. 
• Implements guidelines to ensure adherence to the State Bar rules and regulations governing the administration of State Bar programs, services, and membership.
• Represents the State Bar at programs and functions, and responds to inquiries from board members, management, attorneys and the public. 
• May perform a number of 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. 

Employment Standards 

Knowledge of:

• Principles of office management, budgeting, administration and supervision. 
• Problem identification, analysis and evaluation.
• Problem solving and conflict resolution methods and techniques. 
• Computer information systems, including personal computer applications, word processing and spreadsheet programs. 
• Interviewing and investigative techniques. 
• 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. 
• Office procedure, budget preparation and maintenance techniques. 

Ability to: 

• Apply the policies and practices of a department. 
• Understand, interpret and apply laws, rules and regulations related to assigned programs. 
• Plan, organize, coordinate and evaluate programs under conflicting deadlines and demands. 
• Analyze material and problems and identify solutions. 
• Analyze problems and complaints, and identify solutions in a timely manner. 
• Mentor, assign and prioritize work assignments of staff in support of meeting program goals. 
• Operate modern office equipment including computer hardware, software, and internet and web-based applications. 
• Compile data and prepare narrative and statistical reports. 
• Appropriately respond to requests and inquiries from the public, State Bar members, or other departments. 
• Communicate clearly, concisely and professionally, both orally and in writing. 
• Establish and maintain effective interpersonal relationships at all organizational levels as well as with the public. 
• Maintain the confidentiality of information. 

Minimum Qualifications: 

Education:

• Bachelor’s degree in a field that develops skills related to essential duties, or a combination of education and experience sufficient to perform the duties of the position. 

Experience: 

• Minimum of three (3) years of journey-level professional experience in data collection and evaluation, research or performance or financial analysis, or grant compliance in a public sector, legal or nonprofit environment, or equivalent. 

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

License, Certificate, Registration Requirements: 

• None required. 

Lead Program Analyst

Definition

With minimum direction, the Lead Program Analyst plans, organizes, leads, and conducts complex analysis, program administration, and project management. Responsibilities include analyzing and evaluating significant programs; conducting research, data collection, and complex data analysis; conducting internal performance and fiscal audits; developing management systems, functions, policies, and procedures, including evaluating the impact of existing, newly enacted, and proposed legislation, regulations, and rules; administering major contracts; planning and supporting the implementation of unique projects and initiatives; and other functions as assigned.  The Lead Program Analyst may act as an individual contributor or serve in a lead capacity over project teams or individual professional, technical, and support staff.  

Distinguishing Characteristics  

This classification is distinguished from the Senior Program Analyst in the series in that the Lead Program Analyst assumes greater and more complex responsibility for assuring the activities of the assigned major programs or functions are completed in accordance with the procedures and policies of the Bar and for development and implementation of comprehensive programs and projects of greater significance and broader impact. Duties involve highly complex and sensitive issues; incumbents are expected to work with minimal direction. 

Examples of Essential Duties  

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

• Oversees and conducts difficult, sensitive, highly visible, and complex analytical work that has a significant impact on the functions and operations of assigned program or Office; ensures accuracy of information and effectively communicates findings both verbally and in writing; and prepares presentations and reports to illustrate analyses for senior management and the public at public hearings and/or committee meetings.  
• Confers with senior management staff to discuss, evaluate, and make policy recommendations regarding special projects and/or various complex, sensitive, or highly visible functions of the program or Office. 
• Executes operational policies, procedures, strategic goals, and plans, and/or standards pertinent to initiatives that fall under the scope of the assigned program or Office. 
• Conducts internal performance and financial audits pursuant to a performance and financial audit plan to ensure that the State Bar’s core functions are performed efficiently, effectively, and in compliance with all governing mandates.  
• Directs work of contractors and consultants, ensuring that contract requirements are followed and in accordance with State Bar policies. 
• Responds to internal and external inquiries about the State Bar’s programs, data collection and analysis, continuous improvement, and internal audit efforts.
• Oversees the implementation of special projects with broad policy implications.  
• Provides staff support as assigned to the Board of Trustees, and State Bar committees, commissions, and working groups. 
• Monitors project budgets and makes recommendations on budget expenditures.   
• Serves in a lead capacity over project teams or may supervise individual professional, technical, and support staff.  
• Performs other duties that may not be specifically included within this position description but are consistent with the general level of the job and the responsibilities described. 

Employment Standards  

Knowledge of:   

• Principles of program evaluation, policy assessment, and implementation.  
• Principles of problem identification, analysis, and resolution. • Principles of data analysis and research tools. 
• Principles of business process reengineering.  
• Principles of effective written and verbal presentations, including public speaking.  
• Principles of public relations/customer service.  
• Principles of board and committee administration.  
• Principles of organizational behavior and conflict resolution.  
• Principles of financial and public policy analysis and research.  
• Principles of effective institutional communication in dealing with different constituencies.  
• Principles of office management, budgeting, administration, and supervision. 
• Principles of government relations.  
• Principles of computer information systems, including database, report generation, word processing, spreadsheet, and presentation software. 
• Principles of project planning and implementation. 
• Principles of financial and cost-benefit analysis and performance auditing. 
• Within the introductory period, obtain a working knowledge of the State Bar office and functions. 

Ability to:  

• Receive and relay detailed information through verbal and written communication.  
• Communicate clearly and effectively in person, by telephone, computer, and in writing.  
• Speak publicly to large groups of people.  
• Perform under stress and adopt practical courses of action.  
• Effectively interact with others.  
• Effectively address conflict.  
• Manage multiple, simultaneous assignments to plan and prioritize day-to-day work independently and to meet deadlines. 
• Lead others to accomplish program and project implementation. 
• Maintain appropriate confidentiality in program administration and interactions with contractors, consultants, experts, and others. 
• Exercise sound judgment and decision-making.   
• Make recommendations on complicated and difficult program matters and present them effectively to governing authorities.   
• Interpret and analyze complex written documents. 
• Effectively present and speak publicly to large groups of people. 
• Act with integrity in all related State Bar business.   
• Quickly adapt to changing environments and critical needs, and adopt and effectively implement courses of action. 

Minimum Qualifications 

Education:  

• Bachelor’s degree in a field that develops skills related to essential duties or a combination of education and experience sufficient to perform the position's duties. 
• Juris Doctorate or master’s degree in a relevant field may substitute for up to two (2) years of experience. 

Experience: 

• Minimum five (5) years of progressively responsible experience, including at least two (2) years at the advanced journey level, in research, data collection and evaluation, performance or financial auditing, or business process re-engineering, in a public sector, legal or nonprofit environment, or equivalent.  

License, Certificate, and Registration Requirements:   

• Special Qualifications, including specialized knowledge, abilities, education, experience, or license, may be established for individual positions. 

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

Principal Program Analyst

Definition

The Principal Program Analyst serves under the general oversight of an Executive Team Member and is responsible for conducting institutional program evaluation, research, data collection and analysis, internal performance and fiscal audits, and for supporting the implementation of special projects as assigned. This position serves on a team that is responsible for continuous institutional organizational improvement, collaboration, accountability and professionalism through the use of data, statistical, financial, and program analysis. The Principal Program Analyst may also oversee other functions as assigned.

Distinguishing Characteristics

This classification is distinguished from a Senior Program Analyst in the series in that the Principal Program Analyst assumes responsibility for development and implementation of comprehensive programs and projects that have an agency wide impact. Duties deal with highly complex and sensitive issues. Incumbents are expected to work with minimal direction and may supervise and/or lead project support staff.

Examples of Essential Duties

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

• Implements data collection and research plan for all major program areas of the State Bar, to include fiscal and operational analyses, development and presentation of data dashboards, and outcome evaluation. Work with internal customers and stakeholders to understand the results of analyses that are conducted, and to operationalize changes in practice or procedure that are implicated by those results.
• Analyzes data from the State Bar’s information systems, to support institutional performance analysis and program evaluation.
• Conducts internal performance and financial audits pursuant to a performance and financial audit plan, to ensure that the State Bar’s core functions are being performed efficiently and effectively, and in compliance with all governing mandates.
• Oversees the implementation of special projects, particularly those crossing multiple units or Departments within the Bar, to include, in the near term, Workforce Planning and Compensation Studies, workforce composition and distribution changes resulting from those studies, institutional records management, and case management system initiatives.
• Serves as staff to subgroups of members of the Board of Trustees, Executive Office efforts, and other committees and working groups by conducting research and policy analysis, providing materials in presentation ready format and presenting materials at public meetings and other committees to ensure clear and accurate communication regarding implementation efforts.
• Serves as the subject matter expert in analyzing and critiquing proposal information before a vendor is selected.
• Directs work of contractors and consultants ensuring that contract requirements are followed and in accordance with State Bar policies.
• Responds to internal and external inquiries about the State Bar’s data collection and analysis, continuous improvement, and internal audit efforts.
• Serves as lead staff to subordinate analytical, administrative, and technical staff.
• Monitors project budgets and makes recommendations on budget expenditures.
• Performs a number of 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:

• Principles of program evaluation, policy assessment and implementation.
• Principles of problem identification, analysis and resolution.
• Principles of data analysis and research tools.
• Principles of business process reengineering.
• Principles of institutional management.
• Principles of effective written and verbal presentations, including public speaking.
• Principles of public relations/customer service.
• Principles of board and committee administration.
• Principles of organizational behavior and conflict resolution.
• Principles of financial and public policy analysis and research.
• Principles of effective institutional communication in dealing with different constituencies.
• Principles of effective personnel management in a union environment.
• Principles of government relations.
• Principles of computer information systems, including database, report generation, word processing, spreadsheet, and presentation software.
• Principles of project planning and implementation.
• Principles of financial and cost-benefit analysis, and performance auditing.
• Within the introductory period, obtain a working knowledge of State Bar office and functions.

Ability to:

• Receive and relay detailed information through verbal and written communication.
• Communicate clearly and effectively in person, by telephone, by computer and in writing.
  Speak publicly to large groups of people.
• Perform under stress and adopt effective courses of action.
• Effectively interact with others.
• Effectively address conflict.
• Manage multiple, simultaneous assignments, to independently plan and prioritize day to day work, and to meet deadlines.
• Lead others to accomplish program and project implementation.
• Maintain appropriate confidentiality in program administration and interactions with contractors, consultants, experts and others.
• Exercise sound judgment and decision making.
• Make recommendations on complicated and difficult program matters and present them effectively to governing authorities.
• Interpret and analyze complex written documents.
• Effectively present and speak publicly to large groups of people.
• Act with integrity in all related State Bar business.
• Quickly adapt to changing environments and critical needs, and adopt and effectively implement courses of action.

Minimum Qualifications

Education:

• Bachelor’s degree in a field that develops skills related to essential duties, or equivalent academic achievement.

Experience:

• Minimum five (5) years’ progressively responsible experience in business process reengineering, data collection and evaluation, research or performance or financial auditing in a public sector, legal or nonprofit environment, or equivalent.
• Master’s degree in a relevant field may substitute for up to two (2) years of experience.

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

License, Certificate, Registration Requirements

• Special Qualifications including specialized knowledge, abilities, education, experience, or license may be established for individual position

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• The State Bar of California