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Retirement Financial And Systems Analyst

Salary: Retirement Financial and Systems Analyst I (#6653)

$32.07-$39.15 hourly / $5,578-$6,809 monthly / Range: 6286

Retirement Financial and Systems Analyst II (#6654)

$33.71-$41.15 hourly / $5,863-$7,158 monthly / Range: 6386

DEFINITION: Under general direction, supervises the accounting function of the Santa Barbara County Employees' Retirement System (SBCERS); monitors the System's investment function; evaluates, designs, implements, and maintains departmental automated retirement systems; supervises staff; and performs related duties as required.

DISTINGUISHING CHARACTERISTICS: This is a single-position, flex-class class found only in the Santa Barbara County Employees' Retirement System. Incumbents report to the Retirement Administrator and have primary responsibility for the System's accounting and computer systems functions, and secondary responsibility for monitoring SBCERS investment activities. Retirement Financial and Systems Analyst I is the entry-level class in the series. Incumbents are expected to participate in vendor and other on-the-job training to increase their knowledge of retirement and other systems used by the System. Retirement Systems Analyst II is the journey-level class in the series. Incumbents work with less supervision and have obtained a working-level of knowledge in automated systems used by the System.

The Retirement Financial and Systems Analyst class series is distinguished from the Financial Systems Analyst series in that Retirement incumbents are responsible for both the department's accounting and automated systems functions, while Financial Systems Analysts integrate their systems and accounting knowledge for the purpose of coordinating the design, testing, implementation, and evaluation of County-wide automated financial reporting systems.

EXAMPLES OF DUTIES:

1. Supervises preparation of annual budget; monitors expenses; monitors finance and budget performance goals set by the Board of Retirement; establishes departmental accounting procedures/standards and evaluates compliance; provides technical guidance to staff on difficult accounting problems; supervises the preparation of annual financial statements and financial statistical reports to various agencies; acts as contact with outside auditors during annual financial audits; and prepares audit transmittal letters.
2. In conjunction with the Retirement Administrator, monitors investment reports from custodian of assets, money managers, and investment consultants for consistency, accuracy, and adherence to contracts and investment guidelines; monitors asset allocations for adherence to investment guidelines and prepares related reports; provides data to executive staff concerning the retirement fund's investments; and coordinates the movement of assets between money managers and custodian whenever a new asset allocation is added, money managers hired/terminated, or assets are re-balanced.
3. Evaluates current automated systems, processes, and/or procedures for workflow efficiency and compliance with laws and standards; identifies needed process improvements and analyzes system design alternatives; designs, tests, and implements system modifications; evaluates and approves vendor estimates for system modification; interacts with County of Santa Barbara Information Technology staff to resolve issues and problems related to platforms and data communications; and conducts training for system users.
4. Develops and maintains SBCERS' Web site; conducts surveys of Retirement Board members, department staff, County employees, and other retirement systems to identify ideas for Web site content and improvements; and may coordinate with vendors to design, develop, and/or maintain Web site and its enhancements.
5. Selects and evaluates professional and paraprofessional staff; assigns and reviews work; establishes performance standards; recommends disciplinary action as needed; identifies training needs of subordinate staff and colleagues; and provides or arranges for training as needed.

EMPLOYMENT STANDARDS:

Retirement Finance and Systems Analyst I:

1. Possession of a bachelor's degree in accounting, business administration, economics, computer sciences, or related field and two years of professional accounting experience that included participation in the design, analysis, and/or maintenance of computerized financial accounting systems; or,
2. a combination of training, education, and experience that is equivalent to the employment standard listed above and that provides the required knowledge and abilities.

Knowledge of: generally accepted accounting principles and standards, including internal control systems; basic investment instruments and strategies; methods of systems analysis and computer systems design; computer programming principles; applications development procedures; relational databases and database design methods; principles and practices of project management; and standard English usage and grammar.

Ability to: gather and analyze data, develop solutions, project consequences, and evaluate results; plan, organize, and prioritize work; establish and maintain working relationships with a variety of County staff and vendors; interact with staff with limited computer knowledge; prepare a variety of written and statistical documents; make presentations to groups; maintain impartiality and objectivity; learn principles of supervision, SBCERS accounting policies and procedures, and computer programs used by the department; and train and supervise staff.

Retirement Finance and Systems Analyst II:

1. Possession of a bachelor's degree in accounting, business administration, economics, computer sciences, or related field and four years of professional accounting experience including design, analysis, and maintenance of computerized financial accounting and retirement systems; or,
2. two years of experience equivalent to Retirement Finance and Systems Analyst I with Santa Barbara County Employees' Retirement System; or,
3. a combination of training, education, and experience that is equivalent to one of the employment standards listed above and that provides the required knowledge and abilities.

Knowledge of: Pension Gold or other retirement system software used by SBCERS; generally accepted accounting principles and standards, including internal control systems; standard investment instruments, practices, and strategies; methods of systems analysis and computer systems design; principles and practices of supervision; computer programming principles; applications development procedures; relational databases and database design methods; principles and practices of project management; and standard English usage and grammar.

Ability to: supervise, train, and evaluate staff; plan, organize, and prioritize work of self and others; gather and analyze data, develop solutions, project consequences, and evaluate results; establish and maintain working relationships with staff, County employees, vendors; and Board of retirement; effectively communicate in multiple media; prepare a variety of written and statistical documents; make presentations to groups; and maintain impartiality and objectivity.

 



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