Director of Finance
Director of Finance
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$ 151382 - 234642
1 Vacancy
Job Description
CAREER DESCRIPTION
DIRECTOR OF FINANCE
Open to the Public
Applications will be accepted on a continuous basis until the needs of OCERS have been met. Interested applicants are encouraged to apply immediately.
OCERS offers a competitive benefits package a defined benefit pension plan which has reciprocity with the Public Employees Retirement System (PERS) and a deferred compensation 457 plan. OCERS offers up to an annual $10000 Educational and Professional Reimbursement a $3500 taxable optional benefit plan annual leave and a flexible/hybrid work schedule.
DESCRIPTION:
The Orange County Employees Retirement System (OCERS) invites you to join our team! We are now accepting online applications to fill the position of Director of Finance.
WHO WE ARE:
Established in 1945 the Orange County Employees Retirement System (OCERS) provides retirement death disability and cost-of-living benefits to retirees of the County of Orange and certain County districts. Serving approximately 54000 members OCERS is governed by a ten-member Board of Retirement that is responsible for managing a $25 billion dollar fund. For more information about OCERS please clickhere.
Mission:OCERS mission is to provide secure retirement and disability benefits with the highest standards of excellence.
Vision:
OCERS vision is to be a trusted partner providing premier pension administration distinguished by consistent quality member experiences and prudent financial stewardship.
Values:- Open and Transparent
- Commitment to Superior Service
- Engaged and Dedicated Workforce
- Reliable and Accurate
- Secure and Sustainable
THE OPPORTUNITY:
OCERS is seeking a Director of Finance to plan organize and lead the Finance Division ensuring the integrity of financial transactions investment accounting record keeping and financial reporting. The Director fosters a culture of innovation and continuous improvement by leveraging modern technologies including AI machine learning (ML) and data analytics to enhance financial transparency operational efficiency and strategic insight. This position serves as a strategic financial advisor to executive leadership and plays a key role in maintaining regulatory compliance financial sustainability and organizational excellence.
Reporting to the Assistant CEO Finance and Internal Operations the Director of Finance is a vital member of OCERS executive leadership team. This position is responsible for strategic oversight and management of general and investment accounting financial reporting budgeting accounts payable contributions and retirement payroll. The Director serves as a trusted partner to the Board of Retirement and Senior Executives delivering data-informed financial insights to support sound decision-making. The role ensures all fiscal operations uphold OCERS fiduciary responsibilities comply with applicable laws and standards and align with public pension governance best practices.
PERFORMANCE ATTRIBUTES:
Key responsibilities include but are not limited to:
- Provide strategic leadership to the Finance Division including general ledger investment accounting retirement payroll contributions and accounts payable.
- Ensure compliance with applicable regulations including the County Employees Retirement Law of 1937 federal and state regulations relevant accounting standards (GAAP GASB) and OCERS policies.
- Champion innovation and process improvement modernizing workflows through automation AI and other digital tools.
- Oversee the evolution and effectiveness of financial systems and controls: recommend and implement enhancements to improve accuracy efficiency and transparency.
- Promote data-driven decision-making through the development of dynamic financial reporting tools and dashboards (e.g. Power BI).
- Lead the preparation of Annual Comprehensive Financial Report (ACFR) annual budget and other statutory and ad hoc financial reports.
- Mentor and manage professional accounting staff fostering a culture of collaboration accountability and continuous improvement.
- Identify talent needs and develop team capabilities to meet future operational and strategic demands.
- Collaborate with IT and other departments to asses adopt and implement financial technologies that reduce risk and improve service delivery.
- Analyze financial implications of legislative and regulatory changes: develop and execute strategies to ensure compliance and mitigate risk.
- Serve as liaison to external auditors actuaries bank custodians and investment consultants and managers to address complex financial matters.
- Actively contribute to enterprise-wide initiatives as part of the executive leadership team.
MINIMUM QUALIFICATIONS:
Education and Experience:- Bachelors degree from an accredited college or university in accounting finance economics business administration or a related field.
- Completion of upper-division or graduate-level coursework in accounting including intermediate and advanced accounting cost or managerial accounting governmental accounting and auditing.
- At least five years of progressively responsible management experience in accounting or finance preferably in a government or pension system environment with experience leading fiscal operations.
- A Masters in Business Administration (MBA) degree or Certified Public Accountant (CPA) designation is highly desirable and may be substituted for one year of experience.
Special Notes Licenses or Requirements:
- A valid California Class C drivers license or the ability to arrange timely transportation as required.
- May be required to use personal vehicle.
- A full background investigation is required; a felony or misdemeanor conviction may disqualify applicants.
Key Competencies:
- Inspire develop and retain high-performing financial staff.
- Represent Senior Executives as needed and engage effectively with internal and external stakeholders.
- Drive initiatives aligned with OCERS strategic and business plans.
- Communicate effectively in both oral and written formats with diverse audiences.
- Model OCERS values and commitment to excellence innovation and integrity.
- Maintain accountability and focus on long-term strategic goals.
- Anticipate future challenges and proactively develop solutions.
- Set clear expectations for personal growth and team development.
Strategic & Technological Leadership:
- Serve as a catalyst for digital transformation with the Finance Division.
- Identify and implement emerging technologies - including AI ML and automation - to optimize operations.
- Develop and maintain a roadmap for modernizing financial systems and reporting capabilities.
- Guide staff in adapting to new tools data practices and innovative service delivery models.
JOB CLASSIFICATION:
Please clickherefor additional details about the Director of Finance classification.
KNOWLEDGE/SKILLS/ABILITIES:
The Knowledge Skills and Abilities necessary to perform essential duties of the position:
Knowledge of:- Principles of public sector financial leadership and pension system operations.
- Governmental and investment accounting standards and practices (GAAP GASB FASB GAAS).
- Federal State and local financial reporting requirements.
- Actuarial principles and regulatory frameworks including the 1937 Act.
- Federal state and local financial reporting requirements.
- Functions of a custodial bank.
- Supervision and training principles practices and techniques.
- Professional business acumen.
- Financial technologies (ERP data visualization tools RPA cloud-based accounting platforms).
- Internal controls risk management and cybersecurity related to financial systems.
Skills/Ability to:
- Analyze complex financial and regulatory information to support sound decision-making.
- Maintain confidentiality and demonstrate integrity in all financial practices.
- Lead and implement change management and digital transformation initiatives.
- Use data analytics and visualization tools to communicate financial performance.
- Build high-performing teams that embrace innovation and accountability.
- Apply general and governmental accounting principles and practices.
- Interpret and apply the provisions of the 1937 County Employees Retirement Law and Board policies and procedures.
- Perform job functions independently ethically and objectively.
- Communicate clearly and effectively across all levels of the organization and with external partners.
- Establish and maintain working relationships with members of the Retirement Board members of the retirement system public officials staff consultants and others encountered in the course of work.
- Make effective oral presentations to individuals and groups.
PHYSICAL MENTAL AND ENVIRONMENTAL CONDITIONS:
Physical and Mental Requirements:
- Ability to speak hear and read in English clearly.
- Manual dexterity sufficient to use standard office equipment and perform data entry.
- Mental stamina to interact with members of the Board of Retirement stakeholders and staff with professionalism.
- Visual ability to read detailed financial reports and computer screens.
- Ability to sit for extended periods.
- Body strength sufficient to lift up to 15 pounds and carry files.
Environmental and Working Conditions:
- Work is performed in an office setting with standard equipment.
- Moderate noise level from office devices.
- Frequent interaction with government officials consultants and the public.
- Occasional travel may be required for conferences and meetings.
BENEFITS:
OCERS offers a competitive benefits package that includes a choice of several health plans annual leave and paid holidays. Additionally OCERS has a defined benefit pension plan which has reciprocity with the Public Employees Retirement System (PERS) and a deferred compensation 457 plan. OCERS offers up to an annual $10000 Educational and Professional Reimbursement a $3500 taxable optional benefit plan and a flexible/hybrid work schedule.
For additional information and details about the OCERS pension and benefits offered please click here.RECRUITMENT PROCEDURE:
OCERS Human Resources Department will screen all application materials to identify qualified submitted without a completed supplemental information form will be disqualified from further screening the more qualified candidates will be referred to the next step in the recruitment process and notified via e-mail of all further procedures applicable to their application status.
Applications Appraisal Panel (AAP)Application Rating (Refer/Non-Refer):
A panel of job knowledge experts will screen and evaluate all application materials for job knowledge competencies and related education and experience as described above. Please be thorough in your responses to supplemental questions as each will be evaluated and rated accordingly. Additionally please be thorough in aligning your education and work experience to the competencies and qualifications listed in this bulletin. Clarity of expression grammar spelling and ability to follow instructions will also be considered in the evaluation. This is a competitive process and only the more qualified candidates will be referred to the next step.
Qualifications Appraisal Panel Oral Interview:
Candidates will be interviewed and rated by a panel of job knowledge experts. Each candidates rating will be based on responses to a series of structured questions designed to elicit the candidates qualifications for the job.
Based on OCERS needs and the number of applications received the selection procedures listed above may be modified and all affected candidates will be notified.HOW TO APPLY:
You may apply to this position online via theOCERS Job Board. Only online applications with completed supplemental questions will be accepted.
It is recommended that you record or print your confirmation page as this verifies receipt of your online application. For specific information pertaining to this recruitment please contact Sarah Abrahamson at or email.Please do not submit resumes to this email address as they will not be considered in lieu of the required application process.
ADDITIONAL INFORMATION
EMAIL NOTIFICATION:
Email is the primary form of notification throughout the recruitment process. Please ensure that you include your correct email address in the application and that you use only one email account. NOTE: User accounts are established for one person only and should not be shared with another person. Multiple applications with multiple users may jeopardize your status in the recruitment process for any positions for which you apply.Candidates will be notified regarding their status as the recruitment proceeds via email through the site. Please check your email folders including spam/junk folders and/or accept emails ending with and . If your email address should change please update your profile at.APPLICATION INFORMATION:
Please note the information provided in your application may be shared internally within OCERS to evaluate your qualifications for potential opportunities in other teams or departments.
FREQUENTLY ASKED QUESTIONS:
Clickherefor additional Frequently Asked Questions.
EEO INFORMATION
OCERS as an Equal Employment Opportunity employer encourages applicants from diverse backgrounds to apply.
Required Experience:
Director
Employment Type
Full-Time
