Retailer Financial Analyst

Job Description and Duties

Retailer Financial Analyst (Analyst II) – Key Accounts Focus

Join the California Lottery’s Finance Division as a Retailer Financial Analyst and take the lead in supporting our retailer partners. In this role, you’ll manage financial operations for Key Accounts—including chains and route-model retailers—where accuracy, insight, and strong collaboration truly make a difference.

What You’ll Do:

Own Key Account Financial Operations: Handle daily billing functions such as adjustments, collections, and account reconciliation. You’ll become the go-to expert for understanding how our billing systems behave differently for chains, multi-location partners, and route-model retailers.

Solve and Support Retailer Issues: Assist locations with reconciliation questions, resolve variances, and analyze complex account discrepancies with precision and clarity.

Maintain Financial System Accuracy: Perform internal systems reconciliations to ensure billing and revenue data align across multiple platforms. Document variances, open tickets, and provide detailed observations and recommendations.

Deliver Completed Staff Work: Research answers to your own questions, propose solutions, and provide well-reasoned recommendations to management. You’ll act as a subject matter expert on Key Account financial processes.

Support Enhancements & Fixes: Participate in system testing for new features or bug corrections, offering clear feedback rooted in real operational experience.

Contribute to Major Projects: Play an important role in internal unit initiatives and enterprise-wide projects, lending your analytical expertise and operational knowledge to improve efficiency and reliability.

Partner with Sales: Work closely with the Sales team to support the needs of Key Accounts, providing strong communication, timely insights, and collaborative problem-solving.

This position requires a current Analyst II exam. If you need to take the exam or if your score has expired, click here to gain list eligibility.

This position is headquartered at the Sacramento location and is eligible for a hybrid telework schedule. Employees must be able to report to their assigned headquarters office as assigned. Travel expense to and from the assigned headquarters are the responsibility of the employee. Eligibility for telework requires the employee to reside in California per California Government Code Section 14200 which states: “telecommuting means the partial or total substitution of computers or telecommunication technologies, or both, for the commute to work by employees residing in California.

When choosing a state organization to work for, there are a lot of options. Why choose the California State Lottery?

People are drawn to the Lottery because we:

• Are an energetic, creative, and talented team

• Value diversity and inclusion in the workplace

• Empower team members to bring their knowledge, expertise, and innovation

• Recognize individual and team contributions

• Support the importance of work-life balance

• Invest in the professional development of our team members

• Are dedicated to preserving our environment by lowering our carbon footprint

All Experience and Education relating to the Minimum Qualifications listed on the Classification Specification should be included to clearly demonstrate how you meet the Minimum Qualifications for the position on your State Application (STD Form 678). The application should also clearly demonstrate the candidate’s ability to meet the Desirable Qualifications identified in this job advertisement. The Classification Specification is located on this Job Announcement Posting under "Minimum Requirements."

It is highly recommended that you apply online using your CalCareers account. It is not necessary to return the contact letter if you applied electronically. Please ensure to monitor your email and/or CalCareers account for communication associated with your application submission.

Effective July 1, 2025, specific Bargaining Units and associated Excluded State employees are subject to a salary reduction between 2% - 4.62% in exchange for hours for Personal Leave hours each month. 

You will find additional information about the job in the .

Special Requirements

The California State Lottery Act provides that no person may be hired as an employee of the Commission if that person has been convicted of a felony or any gambling related offense.

The position requires a Background Investigation be cleared prior to being hired.

If you are basing your eligibility on education, ( provide your transcripts and/or diploma. Applicants with foreign transcripts must provide a transcript evaluation that indicates the number of units to which the foreign course work is equivalent. Transcripts and evaluations may be unofficial; official transcripts will be required upon appointment. Please redact birthdates and social security numbers.

Desirable Qualifications

In addition to evaluating each candidate's relative ability, as demonstrated by quality and breadth of experience, the following factors will provide the basis for competitively evaluating each candidate:

• Key Account Financial Operations – Experience supporting complex or multi - location accounts, including billing, adjustments, collections, or revenue reconciliation.
• Financial Reconciliation & Variance Analysis – Experience reviewing financial data, identifying variances, documenting discrepancies, and resolving account issues with accuracy.
• Systems & Data Integrity – Experience reconciling data across internal systems, researching discrepancies, and ensuring financial or operational data correctness.
• Analytical Judgment – Ability to evaluate financial information, identify root causes, and provide clear observations, conclusions, and recommendations.
• Operational Problem - Solving – Experience researching solutions independently and completing staff - level analytical work with minimal supervision.
• Testing & Process Support – Experience participating in system testing, enhancement reviews, or validating bug fixes within financial or operational systems.
• Project Participation – Experience supporting unit - level or division - wide projects, including documentation, analysis, and collaboration across teams.
• Retail or Customer - Facing Financial Support – Experience resolving billing or account questions, providing clear communication, and supporting stakeholders in an operational or financial environment.
• Team Collaboration & Communication – Strong communication skills with experience partnering across units (e.g., sales, operations, or finance) to support shared outcomes.
• Attention to Detail & Reliability – Demonstrated ability to work methodically, maintain accuracy, manage deadlines, and produce high - quality, dependable work.

Benefits

Benefit information can be found on the CalHR website and the CalPERS website.

Statement of Qualifications

Applicants must submit a Statement of Qualifications (SOQ) no more than (2) pages total in length. Applicants who do not submit a Statement of Qualifications (SOQ), or whose SOQ does not respond to the questions and follow the instructions provided, will be disqualified from the hiring process.

Part 1: For Questions 1-4, describe your relevant experience in the area identified. Include the employer, position title, dates the experience was obtained, and your specific role and regular responsibilities.

1. Do you have experience performing billing, invoicing, financial adjustments, collections, or accounts receivable activities, including supporting complex or multi-location accounts? If yes, describe your experience.

2. Do you have experience reconciling financial information, identifying discrepancies or variances, researching their causes, and resolving or documenting your findings? If yes, describe your experience.

3. Do you have experience identifying and documenting system issues, submitting or managing support tickets, participating in system or user acceptance testing, working with technical staff to resolve issues, and validating implemented fixes? If yes, describe your experience.

4. Do you have experience supporting projects, implementations, process changes, or operational initiatives requiring coordination across multiple teams or business areas? If yes describe your experience.

Part 2: Provide a response to the writing prompt below.

5. Describe a specific financial, operational, or system-related issue, discrepancy, or process problem that you identified and helped resolve. Explain how you identified the issue, the steps you took to analyze or determine the cause, the actions you took or recommended, and the outcome.

Required Application Package Documents

The following items are required to be submitted with your application. Applicants who do not submit the required items timely may not be considered for this job:

• Current version of the State Examination/Employment Application STD Form 678 (when not applying electronically), or the Electronic State Employment Application through your Applicant Account at All Experience and Education relating to the Minimum Qualifications listed on the Classification Specification should be included to demonstrate how you meet the Minimum Qualifications for the position.
• Resume is optional. It may be included, but is not required.
• Statement of Qualifications - Please see Statement of Qualifications section below.