County of Alameda

Retirement Budget Analyst, ACERA (#1360)

Bargaining Unit: Unrep - ACERA Classes (066)
$54.45-$66.15 Hourly / $4,356.00-$5,292.00 BiWeekly /
$9,438.00-$11,466.00 Monthly / $113,256.00-$137,592.00 Yearly


Under direction of the Alameda County Employees Retirement Association’s (ACERA) Fiscal Services Officer, perform professional level budget analysis and development; maintain specialized financial records and statistics; prepare financial reports; and perform related work as required.


The duties of this classification include budget analysis and development. The exercise of judgement and comprehensive understanding of ACERA’s fiscal activities characterize assignments at this level. Incumbents are required to apply accounting and budgeting principles in analyzing fiscal data. The Budget Analyst reports to the Fiscal Services Officer, ACERA.


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

1. Identifies, locates, and retrieves accounting information for agency financial studies working under general instruction; determines the most appropriate methods of presenting data in special reports, Excel pivot charts, and budget software.

2 Gathers, assembles, and formats data, and prepares preliminary analyses for budget preparation; assists in preparation and presentation of preliminary and final budget documents; prepares budget presentation materials; maintains data and systems for budget tracking and reporting, and generates periodic and special reports; notifies department managers of fund status and budget variances; assists section/division with issues related budget interpretation and compliance.

3. Converts and reconciles agency’s expenditures to the cash forecast model.

4. Analyzes historical data, develops expenditure and revenue forecasts to calculate cash draw and forecast requirements to fund retirement and benefit payments and enterprise operational and administrative needs. Analyzes and interprets appropriate invested asset liquidity management requirements.

5. Monitors expenditures and allocation of expenditures to the appropriate categories. Reviews expenditure reports, and prepares tracking and summary reports as required to present to the Operations and Budget committees.

6. Prepares a variety of correspondence, periodic and special reports, procedures and other written materials; may access varied databases or use information from various sources to prepare such materials; uses multiple computer software systems to develop and maintain databases and spreadsheets.

7. Prepares postings of changes and corrections to budget accounts; provides information to responsible budget center staff and managers.

8. Conducts budget workshop training to section/division staff. Under the direction of the Fiscal Services Department management, assists/develops the annual budget development timeline and milestones for meeting budget deadlines.

Either I

The equivalent of three years of full-time experience in the class of Retirement Accountant III in the Alameda County classified service.


The equivalent of four years of full-time responsible budget and financial analysis experience. (Completion of a business or finance curriculum in an accredited college may be substituted for the required experience on a year-for-year basis).

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


Knowledge of:

• General governmental accounting principles and procedures and statutory financial provisions contained in the County Employees’ Retirement Law of 1937 (CERL ’37 Act).
• Agency, County and other governmental rules and regulations affecting accounting functions.
• Purposes, methods and practices of financial recordkeeping.
• Basic systems and practices for budget development and tracking.
• Modern office practices and equipment.

Ability to:

• Perform difficult and complex financial analysis work involving the use of considerable judgement, and requiring speed and accuracy.
• Prepare periodic and special financial and budget related statements and reports.
• Identify and correct errors in a variety of financial documents and mathematical computations.
• Understand and apply rules and regulations to specific situations.
• Establish and maintain effective working relationships with those contacted in the course of the work.
• Utilize multiple computer software systems and applications.
• Program specialized budget software known as Adaptive Insights.
• Provide rolling cash forecast expenditures for Retirement payroll.

New Spec: 1360
AM: jf 10/16/17
CSC Date: 11/21/17


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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