County of Alameda

Financial Analyst, Zone 7 (#4929)

Bargaining Unit: Unrep - Zone 7 General Mgmt (U53)
$65.03-$79.03 Hourly / $5,202.40-$6,322.40 BiWeekly /
$11,271.87-$13,698.53 Monthly / $135,262.40-$164,382.40 Yearly

Under general direction, to develop, interpret, and implement financial concepts for financial planning, and preparation of the annual budget; to plan, organize, and conduct financial studies and analysis; to recommends and assist with the implementation of policy, procedure and system modifications; perform relate analysis, to assist by providing financial support within the Administration Services Division, Zone 7, and perform other duties as required.


This is a professional class which independently performs research and a variety of operational and financial analysis activities designed to maximize and resource utilization and operation effectiveness in the Agency and Administration Services Division of Zone 7.  The position class requires specialized knowledge, abilities, and skills and incumbents often exercise independent judgement in the performance of their duties.  This position reports to the Assistant General Manager, Finance.

NOTE:  The following are the 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 listed.

1.  Perform a variety of professional-level research, operation, financial, and analytical duties in support of projects, programs, and activities within the Agency; conduct studies, research projects, and analyses by selecting, adapting, and applying appropriate analytical, research and statistical techniques.

2.  Plans, organizes, and performs complex financial, budget, and resource analyses that include problem identification, development of methodology, and evaluation of alternative solutions.

3.  Plans, analyzes, compiles, and develops section or agency's annual or multi-year budget; monitors and controls expenditures and revenues to maintain sound financial status; prepares, edits, or coordinates variance and other tracking reports.

4.  Gathers, analyzes, prepares and summarizes recommendations for financial and or resource allocation approaches, future trends, and operating forecasts.

5.  Supports development of agency rates and fees; interprets and explains fees, rates, charges and other agency policies and issues to the Agency Board of Directors and senior management, retailers, civic leaders and the public to assure their understanding of policies and issues.

6.  Identifies, analyzes, and interprets existing, newly enacted and proposed local, state, federal legislation and regulation for policy and fiscal impact on the agency. 

7.  Coordinates the development of the bi-annual capital improvement budgets and the bi-annual Capital Improvement Plan; provides ongoing management of the capital budget, resolves budget issues and performs cash flow analysis needs for the Agency.

8.  Performs complex and technical analyses on new debt issuances and the refinancing of existing debt; assists in establishing financing parameters; reviews municipal adviser, bond counsel or other professional consultants reports to ensure Agency priorities are addressed and interests protected; drafts reports and recommends for review.

9.  Attend and participate in professional group meetings; stay abreast of current trends, technologies, and innovations in the financial area(s) of assignment and issues related to area of assignment. 

10. Plans, prioritizes, assigns, and reviews the work of assigned staff; participates in the selection of staff, provides or coordinates staff training, works with employees to correct deficiencies; implements discipline procedures.

11. Represents the Agency and makes presentations to various boards, commissions outside agencies, retailers, civic leaders and the public on a regular basis.

12. Prepares scopes of work, requests for proposal, consults agreements, and prepares board agenda items; monitors work of contract consultants.

13. Performs other duties as required.


Equivalent to graduation from a four-year accredited college or university with major coursework in business or public administration, or a field related to the work.  (Additional professional or paraprofessional administrative services experience may be substituted for the education on a year-for-year basis.)



Equivalent to three years professional level experience in independently providing complex budgetary, financial analysis, or information systems services, including planning, organizing, and conducting high level administrative organizational or related studies.  Utility financial management is desired.


Possession of a valid California Driver's License.

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 the duties listed under the "Example of Duties" section of this specification.

Knowledge of:
  • Finance policies, practices, and systems.
  • Practices and techniques of administrative and statistical analysis and reports preparation.
  • Principles of budgetary and financial management, report preparation, analysis, forecasting, and control.
  • Principles of public administration inducing general general knowledge of the water industry and utility rate making.
  • Budgetary, financial cost/expense monitoring, and cash analysis.
  • Financial modeling and forecasting techniques.
  • Methods and techniques of procurement and contract administration.
  • Office administrative practices and procedures, including records management and the operation of standard office equipment.
  • Pertinent local, State and Federal laws, ordinances, rules, and regulations.
  • Principles of legislative analysis and interpretation.
  • Legal system, court system, and litigation system, including discovery, court hearings, settlement negotiations, and legal strategies.
Ability to:
  • Plan, design, and conduct operational, management and related studies and analyses, examine alternatives, and recommend solutions.
  • Research, compile and summarize varied information, evaluate alternatives, reach sound conclusion and recommend solutions.
  • Perform budgetary, financial cost/expense analyses.
  • Financially model and forecast budget, cash flow, and debt service scenarios.
  • Prepare clear and accurate reports, correspondences, procedures, policies and other written materials.
  • Organize and prioritize work and meet critical deadlines.
  • Exercise sound independent judgement within establish policies and guidelines.
  • Establish and maintain effective working relationships with those contacted in the course of the work.
  • Interpret, apply, explain, and ensure compliance with applicable federal, state and local policies, procedures, laws, and regulations, technical written materials, and Agency policies and procedures.
  • Communicate effectively, both orally and in writing.

Newspecs: 4929
AM:ah 08/29/2018
CSC Date: 10/10/2018


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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