County of Alameda

Fiscal Services Officer, ACERA (#1357)

Bargaining Unit: Unrep - ACERA Classes (066)
$79.44-$96.52 Hourly / $6,355.20-$7,721.60 BiWeekly /
$13,769.60-$16,730.13 Monthly / $165,235.20-$200,761.60 Yearly

Under general direction, plans, organizes and directs the Fiscal Services Department of the Alameda County Employees' Retirement Association; develops and manages financial and budget transactions, record keeping, preparation of financial statements, and accounting for investments; and manages the implementation of information technology projects necessary to support fiscal responsibilities; and performs related work as required.


This is a single position class responsible for managing the fiscal and administrative activities of the Retirement Association and for assisting the Assistant Executive Officer, ACERA in monitoring, reviewing, analyzing, and resolving problems related to the management and allocation of the Association’s assets and investments. This class is distinguished from the general professional accounting classifications by virtue of its responsibility for the specialized accounting, budgeting, technology and investment functions of the Retirement Association.

NOTE: The following are duties performed by employees in this classification. However, employees may perform other related duties at an equivalent level. Each individual in the classification does not necessarily perform all duties.

1. Plans, organizes, directs and coordinates the fiscal activities of the Retirement Association; participates in hiring decisions, disciplinary actions and other personnel activities; provides technical direction to staff and assists in resolving problems.

2. Develops and implements plans for improvement of record-keeping technology systems and procedures.

3. Confers with the CIO representatives of financial institutions and investment managers regarding the accounting and processing of investment funds.

4. Develops and implements policies and procedures for cash management and maintenance of audit trails; maintains accounting controls over retirement trust funds.

5. Analyzes cash flow and oversees scheduling of funds available for investment purposes.

6. Prepares and monitors Association budget and budget justifications; reviews with appropriate department, authorizes and monitors expenditures to ensure compliance with fiscal policies.

7. Directs preparation and publication of the Comprehensive Annual Financial Report (CAFR), financial reports, budget reports and supplemental investment expense report information to the Board; and other financial and statistical reports; confers with actuaries, prepares information for actuarial consultants.

8. Assists in the development and administration of Request for Proposals, or Requests for Information for services related to custodian banks, consultants, auditors, technology system, and other service providers.

9. Prepares subordinate staff for comprehensive annual audit by external auditing firm; acts as liaison with audit team to ensure access to staff and data as needed; responsible for devising solutions to problems noted during audit and for preparing responses to audit findings/management letter.

10. Oversees publication of annual members’ statement, manages the installation of updates to the Retirement Payroll System, and other technology projects.




The equivalent of four years as Retirement Assistant Accounting Manager, ACERA, in the Alameda County service.



Graduation from an accredited college or university with a Bachelor's degree in Accounting, Public Administration, Business Administration, or closely related field.

NOTE: Experience can be substituted for education on a year-for-year basis.



Graduation from an accredited college or university with a Bachelor's degree in Accounting, Public Administration, Business Administration.



The equivalent of six years of full-time professional accounting experience with major fiscal analysis responsibility in the accounting field, and/or budgeting including at least one year in a supervisory or management position, preferably in a California government agency retirement office.

NOTE: The Civil Service Commission may modify the above Minimum Qualifications in the announcement of an examination.

NOTE: The level and scope of the following knowledge and abilities are related to duties listed under the “Examples of Duties” section of this specification.

Knowledge of:

• GAAP, GASB, FASB pronouncements, generally accepted auditing standards.
• Governmental accounting principles and practices.
• Cash flow and fiscal analysis.
• Actuarial principles and accounting standards as related to pension systems.
• Laws and regulations governing investment management, fiscal operations and payroll systems.
• Purposes, principles, and operations of an employees' retirement system.
• The County Employees' Retirement Law of 1937.
• Modern principles and practices of budget preparation.
• Modern principles and practices of personnel supervision.
• Management of automated information systems.
• Current market conditions and economic trends.
• Security Exchange Commission laws and regulations.
• Functions of a custodial bank.

Ability to:

• Plan and manage the performance of complex auditing and accounting functions.
• Apply general and governmental accounting principles and practices.
• Plan, coordinate, supervise and direct the work of subordinate professional and technical staff in a technical environment.
• Interpret and apply the provisions of 1937 Act County Employees Retirement Law and Board policies and procedures.
• Analyze problems and complaints and identify solutions.
• Gather, organize, summarize, and analyze specialized data.
• Prepare, interpret, and evaluate a variety of narrative and statistical data and reports.
• Communicate effectively orally and in writing on a variety of issues.
• Establish and maintain working relationships with members of the Retirement Board, members of the retirement system, public officials, staff, consultants, and others encountered in the course of work.

JH:lm Typed: 3/25/96
VS:jc Revised: 6/98
Old doc: 1304H.doc
New doc: 1357.doc
CSC Date: 8/19/98
CC:sw Revised 10/12/05
CSC Date: 12/7/2005
HC:po 1/6/2006 Admin. Change
DRH:po Revise/Retitle 4/25/06
[old title: Retirement Accounting & Operations Manager]
CSC Date: 4/26/2006
AM:cs Revised/Retitled 11/2/12
(Old title: Chief Financial Officer, ACERA)
CSC Date: 11/14/12


Alameda County offers a comprehensive and competitive benefits package that affords wide-ranging health care options to meet the different needs of a diverse workforce and their families. We also sponsor many different employee discount, fitness and health screening programs focused on overall well being.  These benefits include but are not limited to*:

For your Health & Well-Being

  • Medical – HMO & PPO Plans
  • Dental – HMO & PPO Plans
  • Vision or Vision Reimbursement
  • Share the Savings
  • Basic Life Insurance 
  • Supplemental Life Insurance (with optional dependent coverage for eligible employees)
  • Accidental Death and Dismemberment Insurance 
  • County Allowance Credit
  • Flexible Spending Accounts - Health FSA, Dependent Care and Adoption Assistance
  • Short-Term Disability Insurance
  • Long-Term Disability Insurance
  • Voluntary Benefits - Accident Insurance, Critical Illness, Hospital Indemnity and Legal Services
  • Employee Assistance Program

For your Financial Future

  • Retirement Plan - (Defined Benefit Pension Plan)
  • Deferred Compensation Plan (457 Plan or Roth Plan)

For your Work/Life Balance

  • 12 paid holidays
  • Floating Holidays
  • Vacation and sick leave accrual
  • Vacation purchase program
  • Management Paid Leave**
  • Catastrophic Sick Leave
  • Group Auto/Home Insurance
  • Pet Insurance
  • Commuter Benefits Program
  • Guaranteed Ride Home
  • Employee Wellness Program (e.g. At Work Fitness, Incentive Based Programs, Gym Membership Discounts)
  • Employee Discount Program (e.g. theme parks, cell phone, etc.)
  • Child Care Resources
  • 1st United Services Credit Union 

*Eligibility is determined by Alameda County and offerings may vary by collective bargaining agreement.  This provides a brief summary of the benefits offered and can be subject to change.

** Non-exempt management employees are entitled to up to three days of management paid leave. Exempt management employees are entitled to up to seven days of management paid leave.

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