ANALYST IV

State of California; California (MO); On-site; USD 81,000 - 102,000; Full time

Benefits offered by this job

CoBen benefit allowance

Employer paid life insurance

Additional vacation/annual leave

Job summary

State of California, Department of Human Resources, seeks an Analyst IV for Financial Education and Outreach. The role focuses on helping state employees manage Savings Plus accounts and providing expert retirement guidance.

The position covers California, with a potential telework option and mandatory in-office days as required by policy. Hybrid work is indicated; strong communication and analytical skills are essential.

Qualifications

• Knowledge of tax-advantaged retirement savings programs, IRS regulations and investments.
• Undergraduate or advanced degree in finance, economics or other technical field.
• One to three years of experience as a trainer, preferably with a financial institution.

Responsibilities

• Explain complex laws and regulations governing Savings Plus to HR personnel, state employees and retirees.
• Manage complex projects and trainings to support Savings Plus and retirement planning guidance.

Skills

Tax-advantaged retirement

IRS regulations

Investments

Education

Bachelor's degree in finance, economics or other technical field

Job description

Job Posting:Financial Education and Outreach Strategist

Department of Human Resources

JC-532690 -

JC-532690 - Financial Education and Outreach Strategist
ANALYST IV

$7,276.00 - $9,107.00 per Month
New to State candidates will be hired into the minimum salary of the classification or minimum of alternate range when applicable.

Final Filing Date: 10/8/2026

Application Methods: Electronic (Using your CalCareer Account) By Mail Drop-off

Job Description and Duties

Why join CalHR? The California Department of Human Resources (CalHR) was named a 2026 Gallup Exceptional Workplace Award winner for strengths development, a national recognition of organizations that build cultures helping people do their best work. This honor reflects our department-wide investment in a strengths-based workplace that supports growth, leadership and a stronger employee experience. Join CalHR to work in an environment that prioritizes professional development and public service.

The California Department of Human Resources (CalHR) is the pillar of human resources management for all state employees. Our success is made possible by the hard work of more than 400 CalHR team members who serve as trusted advisors to our strategic partners and the public. If you are interested in providing exceptional human resource services and guidance, CalHR is the place for you. By joining our team, you’ll have the opportunity to make a meaningful impact while working alongside passionate professionals. Get to know us more here!

CalHR employees are excluded from bargaining and are eligible to receive enhanced benefits, such as CoBen benefit allowance, employer paid life insurance, additional vacation/annual leave, and are not subject to State Disability Insurance payroll withholding.

This is an exciting opportunity to join our diverse team in the following role.

About this Role

Under the direct supervision of Personnel Program Manager I, the Analyst IV works independently with state employees to help them manage their 401(k) and 457(b) plan accounts and provide detailed information to help them prepare for retirement.

The Analyst IV is responsible for interpreting and explaining complex laws and regulations that are continually evolving. Including, but not limited to: the Internal Revenue Code, federal regulations, Labor Code, and state laws governing the administration of Savings Plus to HR personnel, state employees, and retirees. The Analyst IV is responsible for managing complex projects, assignments, and trainings to support Savings Plus. The Analyst IV is one of the prime resources statewide for State of California employees and Savings Plus participants to interact with and is responsible for providing expert financial information and guidance about retirement planning and financial wellness. This position covers all of California, there will be an assigned territory that will be reviewed as part of the overall team approach and is subject to change based on state coverage needs.

You will find additional information about the job in the Duty Statement.

Working Conditions

This position may be eligible for a telework opportunity in accordance with departmental policies and operational needs. Employees are currently required to work in-person at least four (4) days per week in alignment with Executive Order N-22-25. Additional in-office days may be required based on operational needs.
Personal Leave Program: Effective July 1, 2025, state employees are subject to temporary salary reductions ranging from 2% to 4.62% in exchange for Personal Leave Program (PLP) hours. Please note that the salary ranges listed in this Job Control may not reflect these reductions associated with the 2025 Personal Leave Program. Please follow the link for more information regarding the 2025 Personal Leave program: http://hrmanual.calhr.ca.gov/Home/ManualItem/1/2113.
Merit Salary Adjustment (MSA): Every seven (7) - twelve (12) months depending on the position and based on performance, employees may receive a 5% salary increase until they reach the maximum salary of the position.

Minimum Requirements

You will find the Minimum Requirements in the Class Specification.

• ANALYST IV

Financial Education and Outreach Strategist

Classification

ANALYST IV $7,276.00 - $9,107.00 New to State candidates will be hired into the minimum salary of the classification or minimum of alternate range when applicable.

# of Positions

1

Telework

Hybrid

Job Type

Permanent, Full Time

Department Information

The California Department of Human Resources (CalHR) oversees a wide range of matters related to employee salaries and benefits, job classifications, civil rights, training, exams, recruitment, and retention. For most employees, many of these matters are determined through the collective bargaining process managed by CalHR.
Our Mission: To serve as the trusted advisor to our strategic partners and the public, providing exceptional human resource services and guidance in developing a diverse and inclusive workforce.
Our Vision: Shaping California’s future of public service excellence with fair and equitable employment opportunities and a diverse, engaged workforce.
Core Values: People Centric, Leadership, Accountability, DEIA, Integrity, and Transparency.
Please note,CalHRis not an E-Verified employer.

Desirable Qualifications

• Knowledge of tax-advantaged retirement savings programs, IRS regulations and investments
• Undergraduate or advanced degree in finance, economics or other technical field
• One to three years of experience as a trainer, preferably with a financial institution
• Experience creating presentations and materials on a variety of financial topics
• Ability to gather, analyze and report on a wide variety of investment, financial and statistical data
• Ability to assess the needs of state employees, retirees and HR personnel
• Excellent communication skills, both verbal and written
• Excellent planning and time management skills
• Excellent attendance, dependable, and strong work ethic
• Understanding of principles, practices, and objectives of current adult learning theory
• Advanced skills in PowerPoint and proficiency in Word, Excel, and Outlook

CalHR ensures that all state employees, retirees and their dependents have access to competitive, quality and affordable benefits. Please visit our new Benefits website at www.benefits.calhr.ca.gov for more information!

Contact Information

The Human Resources Contact is available to answer questions regarding the application process. The Hiring Unit Contact is available to answer questions regarding the position. Please direct requests for Reasonable Accommodations to the interview scheduler at the time the interview is being scheduled.You may direct any additional questions regarding Reasonable Accommodations or Equal Employment Opportunity for this position(s)to the Department's EEO Office.

California Relay Service: 1-800-735-2929 (TTY), 1-800-735-2922 (Voice)TTY is a Telecommunications Device for the Deaf, and is reachable only from phones equipped with a TTY Device.

Equal Opportunity Employer

The State of California is an equal opportunity employer to all, regardless of age, ancestry, color, disability (mental and physical), exercising the right to family care and medical leave, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, political affiliation, race, religious creed, sex (includes pregnancy, childbirth, breastfeeding and related medical conditions), and sexual orientation.

It is an objective of the State of California to achieve a drug-free work place. Any applicant for state employment will be expected to behave in accordance with this objective because the use of illegal drugs is inconsistent with the law of the State, the rules governing Civil Service, and the special trust placed in public servants.