Financial Analyst, Zone 7 (Promotional)


Recruitment #18-4929-01




THIS IS A NEW PROMOTIONAL ASSEMBLED EXAMINATION.  The eligible list resulting from this examination will cancel any existing list and may last approximately one year but can be extended. Qualified applicants must be current county employees and have completed the equivalent of six months of continuous service following a regular appointment in the Alameda County classified service by January 22, 2019.  A regular appointment does not include provisional, TAP (Temporary Assignment Pool), or STEP-UP appointments.

Applications:  Applications must be in the possession of the Human Resource Services Department by 5:00 p.m. on the Last Day for Filing. 

Applications will only be accepted on-line.



Zone 7 provides treated drinking water to four major water retailers serving around 220,000 residents and businesses. The retailers are: the City of Pleasanton; the City of Livermore; California Water Service Company - Livermore; and Dublin San Ramon Services District, which provides water service to Dublin and the Dougherty Valley area of San Ramon.


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.


The ideal candidate has experience with a proven track record of success that demonstrates knowledge, skills and abilities in the following areas: 

  • Knowledge of and experience with financial analysis in a water agency or public agency, including: developing rates and charges, developing and administering operational and Capital Improvement Plan (CIP) budgets, cash management and cash flow analysis, financial reporting and modeling and performing complex and technical analyses on debt issuances and refinances.
  • Understands and applies Agency, County and other governmental rules and regulations affecting Agency financial systems functions.
  • Maintains focus and intensity and remains optimistic and persistent, even under adversity.
  • Uses resources to identify problems, solve them, act decisively, and shows good judgment in decision making.
  • Takes ownership of work done and results accomplished.
  • Adept at working with multiple software systems and proficient with MS Excel, 10-key and web-based resources.
  • Effectively presents and receives information and concepts, in both written and oral formats. 


- Education:

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.)


- Experience:

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.

- License:

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.


The most suitably qualified candidate will possess the following knowledge and abilities:

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.


The examination will consist of the following steps:

  1. A review of candidates' application to verify possession of minimum requirements.  Those candidates who possess the minimum requirements for the class will move on to the next step in the examination process.
  2. An oral examination which will be weighted as 100% of the candidates' final examination score.  The oral interview may contain situational exercises.

Candidates must attain a qualifying rating on each portion of this recruitment.  WE RESERVE THE RIGHT TO MAKE CHANGES TO THE ANNOUNCED EXAMINATION STEPS

Selection Plan

Applicants will be informed via email with reasonable notice in advance of any examination process which will require their attendance. The following dates are tentative and subject to change based on the needs of the Agency:


Last Day For Filing:                                      Tuesday, January 22, 2019           

Screening For Minimum Qualifications:        January 24, 2019

Oral Panel Interviews:                                    February 14, 2019       

Alameda County and the Human Resource Services Department will make reasonable efforts in the examination and/or selection process to accommodate qualified individuals with disabilities and/or medical conditions in accordance/compliance with the State Fair Employment and Housing Act (FEHA), Federal Americans with Disabilities Act (ADA) Alameda County’s Reasonable Accommodation Policy and applicable statutes. To request an accommodation due to a disability/medical condition during this or other phases of the examination/selection process, please contact the assigned Human Resources Representative listed on the job announcement before the last date of filing. Alameda County requires applicants to provide supporting documentation to substantiate a request for reasonable accommodation. In order to qualify for a reasonable accommodation, applicants must have a disability/medical condition pursuant to the ADA, FEHA and applicable statutes. For more information regarding our Reasonable Accommodation procedures, please visit our website,



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

  • 11 paid holidays
  • Floating Holidays
  • Vacation and sick leave accrual
  • Vacation purchase program
  • Management Paid Leave**
  • Catastrophic Sick Leave
  • Employee Mortgage Loan Program
  • 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.


All notices related to County recruitments for which you have applied will be sent/delivered via email. Please add and as accepted addresses to any email blocking or spam filtering program you may use. If you do not do this, your email blocking or spam filtering program may block receipt of the notices regarding your application for recruitments. You are also strongly advised to regularly log into your County of Alameda online application account to check for notices that may have been sent to you. All email notices that will be sent to you will also be kept in your personal online application account. You will be able to view all of your notices in your online application account by clicking on the 'My applications' button on the Current Job Openings page.

Please take the steps recommended above to ensure you do not miss any notices about a recruitment for which you have applied. The County of Alameda is not responsible for notices that are not read, received or accessed by any applicant for a County recruitment.

NOTE: All notices are generated through an automated email notification system. Replies to the email box are routed to an unmonitored mailbox. If you have questions please go to our website at You may also contact the Human Resources Analyst listed on the bulletin for the recruitment for which you have applied.

Monique Hill, Personnel Services Manager
Human Resource Services Division, County of Alameda
510-208-4841; email-