Finance Analyst

This recruitment will remain open until Sunday, October 11, 2026 at 11:59 PM, or until the first 300 applications are received, whichever occurs first.

Established in 1945, the Orange County Employees Retirement System (OCERS) provides retirement, death, disability, and cost-of-living benefits to retirees of the County of Orange and certain County districts. Serving approximately 55,000 members, OCERS is governed by a ten-member Board of Retirey that is responsible for managing a $30 billion dollar fund.

Mission. OCERS’ mission is to provide secure retirement and disability benefits with the highest standards of excellence.

Vision. OCERS’ vision is to be a trusted partner providing premier pension administration, distinguished by consistent, quality member experiences and prudent financial stewardship.

• Open and Transparent
• Commitment to Superior Service
• Engaged and Dedicated Workforce
• Reliable and Accurate
• Secure and Sustainable

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.

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.

Include but are not limited to the following:

• 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,…