Finance Analyst

Finance Staff Analyst The Orange County Employees Retirement System (OCERS) is seeking a highly analytical and motivated Finance Staff Analyst to join its Finance team and play a key role in supporting the organization’s fiduciary, operational, and regulatory responsibilities. This is an exciting opportunity for a finance professional to work across investment accounting, financial reporting, retiree payroll, auditing, and financial analysis while helping to advance the use of technology, automation, data analytics, and AI-enabled tools within Finance operations.

The ideal candidate is analytical, detail-oriented, and committed to accuracy, integrity, and continuous improvement. This position offers the opportunity to work on complex financial matters, collaborate with internal and external stakeholders, and contribute to initiatives that strengthen efficiency, data integrity, transparency, and internal controls across OCERS.

Distinguishing Characteristics The Finance Staff Analyst is expected to uphold the highest standards of integrity and professionalism, and system efficiency. This classification is distinguished by its broad scope across investment-related accounting, retiree payroll operations, and enterprise financial reporting, combined with an expectation to proactively identify opportunities to improve data integrity, accuracy, efficiency, transparency, and internal controls. The Finance Staff Analyst serves as a subject‑matter contributor and supports the effective use of technology, automation, and continuous process improvement.

Position:
Finance Staff Analyst

Organization:
Orange County Employees Retirement System

Location:

Santa Ana, CA
United States

Salary: $94,531.00 - $ Annually

Posting

Start Date:

9/30/2026

Date Posted: 10/1/2026

• Analyze, reconcile, and summarize complex financial data related to cash management, investment holdings, management and performance fees, security lending activity, and other investment-related transactions.
• Participate in the annual external audit including researching, reconciling and interacting with external auditors, custodian bank, investment managers, and multiple departments.
• Assist in the preparation of investment-related disclosures included in the Annual Comprehensive Financial Report (ACFR).
• Perform analytical review and reconciliation of retiree payroll and benefit payment activity to ensure accuracy, timeliness, and compliance with applicable laws, regulations and plan provisions.
• Support monthly and year-end retiree payroll processes including variance analysis, exception resolution, and coordination with internal teams and third-party administrators.
• Identify, design, and implement process improvements and process automation to enhance efficiency, accuracy, data integrity and internal controls across finance operations.
• Use available reporting, automation tools, data analysis, and AI-enabled technologies to streamline journal entry preparation, reconciliations, reporting, data validation, and exception detection.
• Develop and maintain standardized procedures, documentation, and workflows that support scalability, knowledge transfer, and risk reduction.
• Participate in system implementations, upgrades, and integrations related to financial, payroll, and reporting systems.
• Participate in special projects for the resolution of complex issues regarding the operations and management of OCERS.
• Establish and maintain cooperative working relationships with staff at all levels, custodial bank, investment managers, and other third-party vendors.
• Ability to train and/or supervise team members on OCERS finance-related processes.
• Perform work independently, manage competing priorities, and meet strict deadlines with minimal supervision.