Retirement Fiscal Manager

About the Opportunity

THE IDEAL CANDIDATE
The ideal Retirement Fiscal Manager candidate is someone who has a positive attitude, good communication skills, and strong technical skills. The ideal candidate is flexible with their workload and tasks, able to pivot to a new project quickly and effortlessly, and work well together in a team as well as individually.

THE POSITION

Under direction, manages and holds responsibility for the fiscal activities of the Stanislaus County Employees' Retirement Association (StanCERA) and manages staff responsible for a wide variety of accounting, reporting, member requests and recordkeeping activities; and assists in the planning and development of strategies. Supports StanCERA Director by managing projects, staff and other duties as assigned.
Unless otherwise provided, this position is part of the Unclassified Service of the County and considered “at will” for labor relations purposes. The individual selected will participate in the Stanislaus County Pay-for-Performance program, as well as receive additional benefits.

Incumbents may also be subject to overtime, standby, callback, weekend, holiday and shift assignments as identified in their MOU (Memorandum of Understanding).

The Job Task Analysis provides information detailing the physical and functional demands of the classification. For the complete job task analysis, visit the Risk Management website at http://www.stancounty.com/riskmgmt/ under the "Disability" tab.

Typical Tasks

• Plans, organizes, leads, and manages staff as assigned; selects, assigns, orients, trains, supervises, and evaluates subordinate staff; recommends employee discipline as appropriate;
  
• Prepares and administers StanCERA budget;
  
• Maintains and updates complex retirement-related worksheets, schedules, tables, and accounts;
  
• Supervises staff performing financial accounting and record-keeping and/or other department activities and workflows;
  
• Oversees maintenance and control of essential accounting functions, assuring that financial output is accurate and complete and updated in a timely manner; maintains, balances, and reconciles retirement accounts; posts interest payments and adjustments as needed; updates and assures the accuracy of retirement tables and formulas;
  
• Reviews and analyzes cash flow data;
  
• Reconciles revenue and budget reports;
  
• Projects the funding required for department administration and operation;
  
• Recommends fund transfers and/or adjustments as needed to cover expenses and meet obligations;
  
• Manages funding and communications with investment managers and StanCERA stakeholders;
  
• Assures compliance with federal, state and local regulations and laws; assures the accuracy and timeliness of various reports, tax-related forms, and other documents; gathers data and performs complex analyses as appropriate;
  
• Prepares and publishes the Annual Financial Report, as well as other reports required by County, State or Federal agencies;
  
• Prepares audit materials and coordinates audit activities;
  
• Analyzes audit results and prepares responses as appropriate;
  
• Implements improvements as recommended and takes proactive action to ensure positive results;
  
• Coordinates the preparation of the annual retirement system actuarial study;
  
• Compiles data;
  
• Evaluates system assets and liabilities;
  
• Review of actuarial information;
  
• Preparing employer notices of rate change, updating pension system;
  
• Distributes annual report and popular annual report;
  
• Creates and maintains procedures for all processes and supports team members in creating and maintaining documentation;
  
• Takes leadership role regarding organizational process improvement;
  
• Utilizes system automation wherever possible;
  
• Provides positive support, training, development and mentoring for staff;
  
• Invests time in improving knowledge and skills relevant to supporting StanCERA’s mission;
  
• Verifies and reconciles investment reports;
  
• Posts appropriate figures that summarize investment activities;
  
• S erves as a technical resource to investment managers and provides liaison between outside parties and the Association;
  
• Oversees monthly retiree payroll including ensuring deductions and related financial processes are up to date, running payroll, preparing direct deposits and payments, sending withholding, and oversight of journal entries. This also includes preparing 1099s as needed. In conjunction with the benefits staff, updates, and tests annual Cost of Living Adjustment (COLA); oversees all lump-sum payments and all inbound and outbound financial transactions;
  
• Promotes and maintains organizational controls;
  
• Assists in the interpretation and application of regulations and laws governing retirement operations and benefits administration;
  
• Attends Board of Retirement meetings;
  
• Develop and/or contribute to Board agendas; may research and develop data for various purposes;
  
• Review and analyzes legislation and regulations;
  
• Monitors bill and court decisions which could impact the retirement system;
  
• Review and interpret County Employee Retirement Law (CERL), reviewing and implementing changes in legislation and regulation and court decisions; and develops, recommends, implements, enforces, and reviews policies and procedures for division operations;
  
• Ensures that internal and externally imposed program requirements are met;
  
• Promotes transparency; keeps Director (and others as needed) informed of key activities and findings and escalates matters as appropriate;
  
• Participates in StanCERA management meetings to assist in developing strategic goals and objectives and advises Director and management team on technical matters related to retiree and member benefits;
  
• Participates in strategic planning and implementation of plan including participating in the development of the strategic plan; develops goals and objectives, monitors progress on a quarterly basis, reviews and refines organization structure, provides training for staff, and develops change management plans; and
  
• Represents StanCERA staff in interaction with the Retirement Board, Employers, Members, the public and other stakeholders as requested.
  

Minimum Qualifications (Knowledge, Skills, Abilities, Education/Experience)

KNOWLEDGE

• Principles, practices, methods and techniques of accounting, financial management, public administration, office management and investment management;
• General provisions of the County Employees Retirement Act of 1937, the Public Employees Retirement System and other federal and state laws related to retirement;
• Professional accounting standards, including but not limited to, generally accepted accounting and auditing principles (GAAP), standards set by the Governmental Accounting Standards Board (GASB); Financial Accounting Standards Board (FASB), and General Accounting Office (GAO);
• Principles and methods of management, supervision, and training;
• Computerized data maintenance and processing as applied to general ledgers and financial documentation;
• Financial forecasting;
• Preparation of financial statements; principles and practices of management and supervision;
• Methods of researching, compiling, computing, and presenting statistical information;
• Principles and practices of management and organizational theory, including planning, organizational design, business finance, business development, project management, and organizational effectiveness;
• Principles and practices of supervision, discipline, leadership, mentoring and training;
• Applicable federal, state, and local laws, codes and regulations affecting retirement benefits administration;
• The applicability and interpretation of State and County retirement codes;
• County personnel procedures and rules;
• County Employee Retirement Law of 1937;
• Office procedures, methods and equipment including computers and applicable software applications such as word processing, spreadsheets, databases, and other specialized applications related to area of assignment; and
• English usage, spelling, grammar, and punctuation.

SKILLS/ABILITIES

• Plan, organize, supervise, and direct the complex financial activities in a retirement organization;
  
• Understand, interpret, and apply complex legislation and regulations pertaining to public employee retirement;
  
• Develop and implement complex accounting systems and financial controls;
  
• Prepare and interpret various accounting statements and other financial records and reports;
  
• Gather and analyze complex financial data;
  
• Interpret, explain, and apply generally accepted accounting and auditing principles;
  
• Analyze problems and develop and implement effective solutions;
  
• Speak effectively in public; effectively write letters, procedures, pamphlets for public consumption;
  
• Plan, coordinate, assign, and review the work of subordinate staff;
  
• Investigate and resolve disciplinary issues;
  
• Work independently, prioritize work, coordinate activities, and meet critical deadlines;
  
• Develop, monitor, and interpret budgets and other financial documents;
  
• Build consensus and lead team toward common goals;
  
• Research, understand, interpret, and apply laws and ordinances;
  
• Determine the applicability of laws and ordinances on the StanCERA system;
  
• Develop and implement procedures to ensure compliance with statues, legislation, and regulations;
  
• Communicate clearly and concisely, both verbally and in writing, with subordinates, peers, members, and the public;
  
• Apply customer service skills, including the identification of customer needs and follow up to ensure customer commitments have been met;
  
• Make presentations before large and small groups including the executive management team and Retirement Board;
  
• Review and interpret actuarial data;
  
• Develop and maintain cooperative, effective working relationships with others;
  
• Influence and persuade others to accept a particular viewpoint or follow a particular course of action; and
  
• Exercise discretion and maintain confidentiality of information.
  

We recognize your time is valuable, please only apply if you meet the following required qualifications.

EDUCATION/EXPERIENCE

• Equivalent to the completion of a Bachelor’s Degree from an accredited college or university with major coursework in accounting, finance, business or public administration or closely related field; AND
• Three (3) years experience with retirement or employee benefits; AND
• Three (3) years of experience in Accounting.

Proof of education may be required for verification purposes at the time of application. Applicants who are unable to submit proof must call 209-525-6393 to make other arrangements before 5 pm on the final filing date. Failure to submit proof or make other arrangements before the final filing deadline will result in disqualification.

DESIRABLE QUALIFICATIONS
In addition to the minimum qualifications, applicant screening will focus on the following desirable qualifications. Please list any of these qualifications you may have within the "Duties" section of the online application.

• One (1) year experience with CERL and pension; OR
  
• One (1) year experience in accounting and benefits implementation; OR
  
• Three (3) years experience in a County Employee Retirement organization.
  
  

Application and Selection Procedures

APPLICATION PROCEDURES/FINAL FILING DATE Applications cannot be submitted later than 5:00 p.m. on the final filing date. Make your online application as complete as possible so a full and realistic appraisal may be made of your qualifications.
Resumes will not be accepted in lieu of a completed application.
Attaching your resume and cover letter are an optional feature for those who wish to do so in addition to completing the required application. Information on your resume and cover letter will not substitute for the education, work experience and required fields on the County application. The online County application is the primary tool used to evaluate your job qualifications. EXAMINATION PROCESS

• Application Review and Screening. Applications are carefully screened based on information provided. Those who submit incomplete applications that lack relevant qualifications or do not submit all required documents will not be invited to move on.
• Written Examination. Applicants will be invited to participate in a written exam that tests knowledge for the position.
• Oral Examination. Applicants are invited to a panel interview in which they will be evaluated by County subject matter experts.
• Eligible Lists. Candidates who pass the examination will be placed on an eligible list for that classification. Eligible lists are effective for six months, but may be extended up to eighteen months.

TENTATIVE RECRUITMENT SCHEDULE
Application Deadline: July 11, 2024 at 5pm
Oral Examination: Tentatively the week of July 15, 2024

Note: The eligible list generated from this recruitment may be used to fill future extra-help, part-time and full-time vacancies throughout Stanislaus County .

GENERAL INFORMATION
Final appointment will be conditional upon successfully passing a County paid pre-employment drug screening (if applicable for position) and a job-related background investigation.

Some positions may require possession or the ability to obtain, and maintenance of a valid California Driver’s license or the ability to utilize an alternative method of transportation when needed to carry out job related essential functions.

Stanislaus County supports the good health of its workforce. More information is available at http://myclubwellness.org

Cell phones are typically incompatible with the online application format or browser. We recommend using a desktop or laptop computer. If you are still having technical difficulties, please call NEOGOV at 1-855-524-5627.

Benefits associated with this position can be found at Benefits Summary .

Closing Date/Time: 7/11/2024 5:00 PM Pacific

Modesto, California United States View Map