Financial Services Specialist II

County of AlamedaOakland, CA
Onsite

About The Position

Under direction, to provide professional-level financial services in areas of budget development and processing, contract negotiation and administration, financial planning and monitoring, financial accounting and reporting, and grants management to County departments and agencies; to conduct a variety of studies and inquiries and perform financial analytic and administrative work; and to do related work as required. Financial Services Specialist I/II is a flexibly-staffed class series with the work normally performed at the II level, but with initial selection possible at the I or entry level. Incumbents hired at the I level will be expected to gain experience and demonstrate proficiency which qualifies them to promote to the II level after the equivalent of two years full-time service. If proficient, incumbents will be eligible to be flexibly promoted to the II level after the equivalent of one year. Appointment at the I level will not be extended beyond two years. Positions in this class series are normally found in County departments with multiple budgets and funding sources and/or with extensive contracting with service providers or community-based organizations. In addition to the provision of financial services, responsibilities also include performing general administrative services work, planning and conducting analytical studies and overseeing support functions and staff. Although the work is diverse, all positions are typically characterized by all of the following elements: Independent decision-making. Capacity to present clear oral and written reports to senior managers. Knowledge of governmental financial processes and systems. Ability to conduct financial analysis and formulate financial recommendations; and Limited availability or nature of supervision. This series is distinguished from the Administrative Specialist class series, which has primary responsibility for the provision of more general administrative services in such areas as personnel, purchasing, contracting, budgeting and departmental communications. It is further distinguished from Senior Financial Services Specialist, which is a skilled technical specialist class with a primary role in financial strategic planning and policy development.

Requirements

  • Equivalent of one year full-time experience in the class of Financial Services Specialist I in the Alameda County classified service.
  • Equivalent to graduation from an accredited four-year college or university (180 quarter units or 120 semester units) with major coursework in business or public administration, accounting, economics, financial planning or a field related to the work.
  • Equivalent to one year of full-time professional-level experience in areas of budget development and processing, contract negotiation and administration, financial planning and monitoring, financial accounting and reporting, grant management or similar financial services equivalent to that performed by the Alameda County classified service of Financial Services Specialist I.
  • Principles and practices of governmental budget development and administration.
  • Principles and practices of contract and grant administration.
  • Financial record-keeping and auditing practices.
  • Practices and techniques of administrative analysis and report preparation.
  • Applicable federal, state and local policies and regulations.
  • Computer applications related to the work, such as word processing, data bases and spreadsheets.
  • Proficient in Microsoft Word, Excel, Access and Outlook.
  • Office administrative practices and procedures, including records management and the operation of standard office equipment.
  • Ability to develop and administer multiple budgets.
  • Ability to monitor fiscal transactions and audit fiscal records and documentation.
  • Ability to plan and conduct administrative and operational studies.
  • Ability to interpret, explain and apply financial regulations, policies and procedures.
  • Ability to direct the work of others on a project or day-to-day basis.
  • Ability to prepare clear and accurate reports, correspondence, procedures and other written materials.
  • Ability to represent the department and the County in meetings with others.
  • Ability to organize and prioritize work and meet critical deadlines.
  • Ability to maintain accurate financial records and audit data.
  • Ability to exercise sound independent judgment within established policies and guidelines.
  • Ability to establish and maintain effective working relationships with those contacted in the course of work.
  • Ability to clearly and effectively communicate, both verbally and in writing; write contract documents, electronic mail, and Board letters to the Board of Supervisors at a professional skill level.
  • Ability to communicate fluently using the English language to present and request information to/from internal and external customers effectively by phone or in person.

Nice To Haves

  • The ability to prepare clear, accurate, and well‑organized reports, correspondence, procedures, and other written materials.
  • Strong oral and written communication skills.
  • Proficiency in financial recordkeeping and demonstrated auditing best practices.
  • Skill in using computer applications related to the work, including word processing, databases, and spreadsheets.
  • Experience with the principles and practices of contract and grant administration.
  • Experience with governmental budget development and administration.
  • Skill in applying administrative analysis methods and preparing analytical reports.
  • Strong organizational skills, including the ability to prioritize work and meet critical deadlines.
  • The ability to interpret, explain, and apply relevant federal, state, and local policies and regulations.
  • Experience developing and administering multiple budgets.
  • The ability to plan and conduct administrative and operational studies.

Responsibilities

  • Provide professional-level financial services in areas of budget development and processing, contract negotiation and administration, financial planning and monitoring, financial accounting and reporting, and grants management to County departments and agencies.
  • Conduct a variety of studies and inquiries and perform financial analytic and administrative work.
  • Perform general administrative services work.
  • Plan and conduct analytical studies.
  • Oversee support functions and staff.

Benefits

  • 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, Long-Term Care, Hospital Indemnity and Legal Services
  • Employee Assistance Program
  • Retirement Plan - (Defined Benefit Pension Plan)
  • Deferred Compensation Plan (457 Plan or Roth Plan)
  • 12 paid holidays
  • Floating Holidays
  • Vacation and sick leave accrual
  • Vacation purchase program
  • Management Paid Leave
  • Catastrophic Sick Leave
  • 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
  • 1 st United Services Credit Union
© 2026 Teal Labs, Inc
Privacy PolicyTerms of Service