Job Description

Our client, a government organization in Oakland, is looking for a Sr. Financial/Retirement Analyst to join their team on a contract basis. Ideal candidates will be able to provide advanced-level retirement system analysis and interpretation and will be able to analyze data, laws, regulations, and ancillary retirement plans. The position needs a VERY HIGH-LEVEL employee with extensive experience/knowledge with Excel and dealing with large data sets and complex spreadsheets QUALIFICATIONS:

• Equivalent to a Bachelor's degree from an accredited college or university with a major in Finance, Accounting, Business Administration, Public Administration, or a related field.
• 10 years of experience with a background as a Financial Analyst.
• Public Sector (Government) experience is a must.
• Knowledge and experience with defined benefit retirement plans.
• Advanced skill in Word and Excel with experience calculating retirement benefits using payroll data, manipulating this data, and executing payroll functions in Excel.
• Extensive experience/knowledge with Excel and dealing with large data sets and complex spreadsheets
  • Testing in Excel is required
• Experience taking data from a central data source and placing it in large spreadsheets and manipulating this data accurately is a central part of this job
• Experience working as the lead person on large projects
• Strong English communication skills, both verbal and written.
• Ability to read and understand the complex plan document and understand it and explain it to others.
• Willingness to learn the investment aspects of managing a defined benefits plan.
• Experience with Adobe and manipulating documents
• Experience with PeopleSoft, finance and accounting, or Human Resources is desirable.

RESPONSIBILITIES:

• Interprets and complies with all applicable Federal, State and District regulations including policies and procedures related to the implementation of Domestic Relation Orders (DRO); ensures compliance with established protocols for consistent implementation.
• Calculates and reviews the actual retirement benefit determinations for employees; provides information on retirement alternatives and enhancements, and administers the retirement application process.
• Provides continuous evaluation of risk mitigation measures; works with external auditors to stay abreast of best practices to safeguard the District Retirement System from miscalculated benefits and other inaccuracies.
• Participates and assists the Retirement Systems Manager in monitoring the investment portfolio.
• Reviews Benefit Statements to ensure consistency with the Retirement Plan and amendments, rules, and regulations.
• Assists in preparing Financial Statements with the outside auditor.

PHYSICAL REQUIREMENTS:

• Must be able to frequently lift, carry, push or pull up to 25 lbs.
• Must be able to sit for prolonged periods of time and walk/stand for moderate periods of time.
• Must be able to bend at the knees and waist frequently.
• Must be able to repetitively use a telephone and a computer mouse and keyboard.

All employment is contingent on candidates passing a background check and providing at least two positive professional references from prior managers. We are looking for local candidates only. U.S. Citizens and those authorized to work in the U.S. are encouraged to apply. We are unable to sponsor at this time. To apply for this position please visit our website at www.PsiNapse.com, and click on “Looking for Work”. Thank you for your interest. Please understand that only qualified candidates will receive a response. PsiNapse Technology, a national, workforce augmentation and solutions firm, offers competitive compensation, professional service, and customized benefits to qualified temporary and career professionals looking for employment. We are an Equal Opportunity Employer and do not discriminate on the basis of race, religion, color, gender, sexual-orientation, age, national origin, citizenship, disability, or any other protected category.