Job Specifications

Class Code: UA4

Analyst: SC


Date Originated:


Date Revised:



Under general direction, plan, organize, and coordinate the investment and banking activities of the Auditor-Controller-Treasurer-Tax Collector’s Office; performs professional analytical research and work related to public  finance and performs other work as required.


This single-position classification reports directly to the County Treasurer-Tax Collector Manager. The incumbent receives broad policy direction from the Treasurer-Tax Collector, while working independently, and providing specialized fiscal support. This classification is responsible for the physical care and investment decision making for monies received and deposited by the County and affiliated agencies. This position ensures the optimal utilization of County funds by determining cash needs on a daily basis and providing for the timely investment of funds.


This class differs from the next higher class of  Treasurer-Tax Collector Manager who has responsibility for the coordination and supervision of subordinate treasury, tax, and collection staff activities.





Thorough knowledge of:


Working knowledge of:


Ability to:



Any combination of training and experience, which would provide the required knowledge and abilities, is qualifying. A typical way to obtain these knowledge and abilities would be:

Equivalent to graduation from an accredited college with a major in Finance, Economics, Accounting, Business or Public Administration or a closely related field, and three (3) years of full-time or its equivalent professional experience in financial management, securities investment, accounting or banking which would have provided a familiarity with cash management, cash-flow analysis, investment instruments, debt issuance and financial reporting; At least one year of experience managing an investment pool of over $100 million is highly desirable.

Highly Desirable:

-          Certification as a Chartered Financial Analyst (CFA), Public Accountant (CPA), and/or Public Finance Officer (CPFO).

-          Finance and treasury/investment experience in a government or public agency.

Substitution: Possession of a Master of  Business Administration degree with an emphasis in Economics, Finance, or Accounting, or  a Certification as a Chartered Financial Analyst (CFA) may be used to substitute one (1) of the years of experience.

Special Requirements:
Fingerprinting and successful completion of a background investigation.

Bargaining Unit: 11
EEOC Category: 02
Occupational Grouping: 81
Workers’ Comp Code: 0053