Retirement Financial Officer

Introduction

This examination is being given to fill one vacancy with the San Joaquin County Employees' Retirement Association (SJCERA) and to establish an eligible list to fill future vacancies. Please be advised that Human Resources will only be accepting online applications for this recruitment. Resumes and paper applications will not be accepted in lieu of an online application. A completed application must be received online by the final filing deadline.

To learn more about this exciting opportunity, click on the brochure link below:

Retirement Financial Officer Brochure

NOTE: All correspondences relating to this recruitment will be delivered via e-mail. The e-mail account used will be the one provided on your employment application during time of submittal. Please be sure to check your e-mail often for updates. If you do not have an e-mail account on file, Human Resources will send you correspondences via US Mail.

TYPICAL DUTIES

• Plans, organizes, and directs the financial operations of SJCERA; develops goals, objectives, policies and procedures for fiscal services in alignment with strategic and organizational priorities.

• Oversees maintenance and control of essential accounting functions, assures that financial output is accurate and complete; maintains, balances and reconciles retirement accounts; posts interest payments and adjustments as needed; updates the accuracy of retirement tables and formulas, worksheets, schedules, and accounts.

• Reviews and analyzes cash flow data; directs preparation of annual reporting budget, reconciles revenue and budget reports; projects the funding required for department administration and operation; forecasts revenue and expenditures; authorizes fund transfers; and recommends adjustments to ensure fiscal stability.

• Assures the accuracy and timeliness of various reports, tax-related forms and other documents; gathers data and performs complex analyses as appropriate; oversees the preparation and publication of Annual Financial Reports for members and other reports required by County, State or Federal agencies.

• Ensures compliance with General Accounting Standards Board, Financial Accounting Standards Board, and other regulatory standards; prepares audit materials and coordinates audit activities; analyzes audit results and prepares responses and remediation plans.

• Coordinates the preparation of the annual retirement system actuarial study; compiles data; evaluates system assets and liabilities.

• Coordinates and assists with the processing of new, retiring and terminating employees; processes various special retirement requests including Community Property Interest inquiries, unreported death investigations, and individual benefit statements; assists and counsels members with benefit issues including re-deposits, buybacks or purchase of previous county service; oversees the production of monthly pension payroll documents.

• Validates and reconciles investment transactions and reports; posts appropriate figures that summarize investment activities; coordinates with custodial banks, investment managers, consultants, and external auditors to ensure proper accounting treatment of investment activities; serves as a technical resource to investment managers and provides liaison between outside parties and SJCERA.

• Assists in the interpretation and application of regulations and laws governing retirement operations and benefits administration; attends Board of Retirement meetings; may develop and/or contribute to Board agendas; may research and develop data for various purposes.

• Leads and plans activities of a complex financial unit; selects, trains, supervises, and evaluates professional and lower-level staff; establishes performance standards; directs external financial consultants on projects and ongoing operational assistance as required.

MINIMUM QUALIFICATIONS

Education: Graduation from an accredited four-year college or university with a major in accounting, public or business administration, finance, economics or a closely related field, and including at least 12 semester units in accounting.

Experience: Four years of increasingly responsible fiscal, accounting, auditing or benefit administration work, of which one year must include advanced-journey level experience in investment accounting, and at least one year supervising staff in the preparation, reconciliation and analysis of complex accounting documents and/or budgets.

License: Possession of a valid California driver’s license if required by the nature of the assignment.

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; 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.

ABILITY

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; establish and maintain effective working relationships with County officials, employees, the general public and others.

PHYSICAL/MENTAL REQUIREMENTS

Mobility-frequent use of a computer and sitting for long periods; occasional walking, standing, pushing, pulling, bending; Lifting-frequently 5 pounds or less; occasionally 5 to 30 pounds; Visual-constant use of overall vision and reading/close-up work; moderate use of eye/hand coordination; occasional use of depth perception and peripheral vision; Hearing/Talking-frequent hearing of normal speech, hearing/talking on the telephone, talking in person; Emotional/Psychological-frequent decision making, concentration, and public contact; Special Requirements--may occasionally require working nights and weekends; may occasionally require travel; Environmental-constant work in an indoor office environment; occasional exposure to varied outdoor weather conditions

San Joaquin County complies with the Americans with Disabilities Act (ADA) and, upon request, will consider reasonable accommodations to enable individuals with disabilities to perform essential job functions.

Equal Opportunity Employer

San Joaquin County is an Equal Employment Opportunity (EEO) Employer and is committed to providing equal employment to all without regard to age, ancestry, color, creed, marital status, medical condition, national origin, physical or mental disability, political affiliation or belief, pregnancy, race, religion, sex, or sexual orientation. For more information go to Equal Employment Opportunity Division (sjgov.org).

Accommodations for those covered by the Americans with Disabilities Act (ADA):

San Joaquin County complies with the Americans with Disabilities Act and, upon request, will consider reasonable accommodations to enable individuals with disabilities to perform essential job functions.

BENEFITS

Health Insurance : San Joaquin County provides a comprehensive benefits package to employees of this bargaining unit. The benefits include the option of three medical plans: a Kaiser Plan, a Select Plan, and a Premier Plan. Employees pay a portion of the cost of the premium. Dependent coverage is also available.

Dental Insurance : The County provides employees with a choice of two dental plans: Delta Dental and United Health Care-Select Managed Care Direct Compensation Plan. There is no cost for employee only coverage in either plan; dependent coverage is available at the employee’s expense.

Vision Insurance : The County provides vision coverage through Vision Service Plan (VSP). There is no cost for employee only coverage; dependent coverage is available at the employee’s expense.

For more detailed information on the County’s benefits program, visit our website at www.sjgov.org under Human Resources/Benefits.

Life Insurance : The County provides eligible employees with life insurance coverage as follows:

1 but less than 3 years of continuous service: $1,000
3 but less than 5 years of continuous service: $3,000
5 but less than 10 years of continuous service: $5,000
10 years of continuous service or more: $10,000

Employees may purchase additional term life insurance up to a maximum of $200,000 at the group rate. Regular employees in this unit shall be provided with a supplemental life insurance policy with a face value up to $75,000.

125 Flexible Benefits Plan : This is a voluntary program that allows employees to use pre-tax dollars to pay for health-related expenses that are not paid by a medical, dental or vision plan (Health Flexible Spending Account $2550 annual limit with a $500 carry over); and dependent care costs (Dependent Care Assistance Plan $5000 annual limit).

Retirement Plan : Employees of the County are covered by the County Retirement Act of 1937. Please visit the San Joaquin County Employees’ Retirement Association (SJCERA) at www.sjcera.org for more information. NOTE: If you are receiving a retirement allowance from another California county covered by the County Employees’ Retirement Act of 1937 or from any governmental agency covered by the California Public Employees’ Retirement System (PERS), you are advised to contact the Retirement Officer of the Retirement Plan from which you retired to determine what effect employment in San Joaquin County would have on your retirement allowance.

Deferred Compensation : The County maintains a deferred compensation plan under Section 457 of the IRS code. You may annually contribute $22,500 or 100% of your includible compensation, whichever is less. Individuals age 50 or older may contribute to their plan, up to $30,000.The Roth IRA (after tax) is also now available.

Vacation : Maximum earned vacation is 10 days each year up to 3 years; 15 days after 3 years; 20 days after 10 years; and 23 days after 20 years.

Holiday : Depending on date of hire into the unit, employees earn either 10 or 14 holidays per year.

Administrative Leave : Each fiscal year, department heads grant 10 days of administrative leave to eligible salaried employees. Administrative leave may not be carried beyond to the next fiscal year.

Sick Leave : 12 working days of sick leave annually with unlimited accumulation. Sick leave incentive : An employee is eligible to receive eight hours administrative leave if the leave balance equals at least one-half of the cumulative amount that the employee is eligible to accrue. The employee must also be on payroll during the entire calendar year.

Bereavement Leave : 3 days of paid leave for the death of an immediate family member, 2 additional days of accrued leave for death of employee’s spouse, domestic partner, parent or child.

Merit Salary Increase : New employees will receive the starting salary, which is the first step of the salary range. After employees serve 52 weeks (2080 hours) on each step of the range, they are eligible for a merit increase to the next step.

Educational Reimbursement Program : Eligible employees may be reimbursed for career-related course work up to a maximum of $850 per fiscal year. Eligible employees enrolled in an approved four (4) year College or University academic program may be reimbursed up to $800 per semester for a maximum of $1600 per fiscal year.

Parking Supplemental Downtown Stockton : The County contributes up to $20 per pay period for employees who pay for parking and are assigned to work in the Downtown Core Area.

School Activities : Employees may take up to 40 hours per year, but not more than eight (8) hours per month, to participate in their children’s school activities.

Note: County e mployees who currently receive a cafeteria plan allowance and subsequently transfer, demote or promote from or into the Middle Management represented unit, which provides for a cafeteria plan contribution amount, shall receive the amount of the Middle Management unit.

HOW TO APPLY

Please be advised that Human Resources will only be accepting Online Application submittals for this recruitment. Paper application submittals will not be considered or accepted.

Apply Online:

www.sjgov.org/department/hr

Office hours:
Monday - Friday 8:00 am to 5:00 pm; excluding holidays.

Phone: (209) 468-3370

Job Line:

For current employment opportunities please call our 24-hour job line at (209) 468-3377.

When a final filing date is indicated, applications must be submitted online to the Human Resources Division before the submission deadline. Resumes and paper applications will not be accepted in lieu of an online application. (The County assumes no responsibility for online applications which are not received by the Human Resources Division).

San Joaquin County Substance Abuse Policy: San Joaquin County has adopted a Substance Abuse Policy in compliance with the Federal Drug Free Workplace Act of 1988. This policy is enforced by all San Joaquin County Departments and applies to all San Joaquin County employees.

Equal Opportunity Employer : San Joaquin County is an Equal Employment Opportunity (EEO) Employer and is committed to providing equal employment to all without regard to age, ancestry, color, creed, marital status, medical condition, national origin, physical or mental disability, political affiliation or belief, pregnancy, race, religion, sex, or sexual orientation. For more information go to www.sjgov.org/department/hr/eeo .


Click on a link below to apply for this position:
Fill out the Supplemental Questionnaire and Application NOW using the Internet. Apply Online View and print the Supplemental Questionnaire. This recruitment requires completion of a supplemental questionnaire. You may view and print the supplemental questionnaire here. View and print the official application form as an Acrobat pdf file. A San Joaquin County application form is required for this recruitment. You may print this Acrobat PDF document and then fill it in. Contact us via conventional means. You may contact us by phone at (209) 468-3370, or by email, or apply for a job in person at the San Joaquin County Human Resources Division.

Closing Date/Time: 5/1/2026 11:59:00 PM

• 

• San Joaquin County

• (209) 468-3370

Show more