SEIU 1021

Operations Team Leader – Finance Department
Oakland (Posted: 9/14/2018) California


Under general direction of the Finance Director, the Operations Team 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 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.

Example of Duties:

The following list of duties is 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.

  1. Supervises office support in their assigned area.
  2. Assigns and monitors work within assigned area
  3. Handles more complex tasks within assigned area
  4. Identifies and makes recommendations to improve operational efficiencies, protocols and performance.
  5. Adjust assignments when needed in response to unexpected staff absences, disruptions or work priorities.
  6. Review and monitor each staff person’s work (e.g., reviewing each office staff’s work on a computer or observe how a staff worker deals with members and other staff).
  7. Assess strengths and weaknesses of office staff and evaluate each worker’s performance.
  8. Identify inadequate or poor work performance and utilize counseling, training and, when necessary, progressive discipline for improvement.
  9. Meet regularly with staff to discuss their progress with projects and business improvement.
  10. Interview and evaluate prospective office staff employees.
  11. Provide orientation to acquaint new employees with the Union’s organization and its operational routines.
  12. Train new employees in organization and office procedures.
  13. 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.
  14. Resolve interpersonal conflicts among office staff.
  15. Ensure compliance of OPEIU 29/SEIU 1021 contract provisions pertaining to assigned areas of responsibility.
  16. Identify and make recommendations to the appropriate operations director to improve operational efficiencies, protocols and performance.
  17. Research projects and communicate progress reports and potential problems to the appropriate operations director.

Examples of Additional Duties Specific to Department Area: FINANCE

General Accounting and Compliance

  • 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.


  • Biweekly Payroll Processing
  • Member Lost Time
  • Payroll Rate Changes
  • Leave Balance Tracking
  • Medical & Disability Leave Audits

Accounts Payable

  • Prioritizes and distributes invoices for payment.
  • Reviews, corrects and approves accounting codes and classifications of payments 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 1021 are operating under generally accepted accounting principles (GAAP).
  • Monitors VISA accounts and facilitates regular and special payments.
  • Assists director with banking relationships and operations.
  • Works with accounting software vendor to assure efficient operation of accounting system.
  • Establishes procedures for accounting staff to assure accurate and timely recording of financial transactions.
  • Staff and Officer Expense Reimbursement Processing & Monitoring
  • Mileage Reimbursement Processing & Monitoring
  • Gasoline Credit Card Accounts

Knowledge of:

  1. Principles and practices of human resource administration;
  2. Health and welfare benefits administration;
  3. Applicable state and federal laws and regulations;
  4. Basic labor relation principles and practices in a collective bargaining environment;
  5. Applications such as Word, Excel, ADP Workforce Now, Unionware or other Database, Great Plains;
  6. Supervisory principles and practices including performance evaluation and assessment.

Skill in:

  1. Analyzing technical information, evaluating alternatives and making sound, independent judgments within established guidelines;
  2. Interpreting and applying laws, regulations and policies;
  3. Preparing clear, concise and effective written reports, correspondence and other materials;
  4. Training others in work procedures;
  5. Establishing and maintaining effective working relationships with those contacted in the course of the work.

Minimum Qualifications:

  1. Equivalent to graduation from a four-year college; for Finance Team Lead, a concentration or coursework in accounting required
  2. Four years experience in specific program area;
  3. Prior supervisory experience desirable, but not required
  4. High-level ability to communicate orally and in writing;
  5. Ability to work well with others;
  6. Proficiency with Windows, Word, Excel, and ability to become proficient at other required computer programs;
  7. Must possess a valid driver’s license and a safe driving record and insurance required by the local.

If you are interested in applying for this position, please email Kathryn Ballard and specifying your interest in the position and include your resume, three references, and a letter of interest that does the following: 

  • Describes how your experience prepares you for the responsibilities specified in the job announcement,
  • Gives examples from your work experience that demonstrates your mastery of skills and knowledge listed in the job announcement.