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The role manages professional staff, assigns work, sets performance goals, and delivers accurate, reliable, transparent financial reporting. Responsibilities cover functional areas including accounts payable, budgeting, contributions, employee payroll, investments, actuarial valuations, post-employment benefit plans, and retirement payroll, ensuring compliance with accounting standards, OCERS policies, and federal and state laws. Duties also include ACFR and budget report support, technical correspondence, chart of accounts development, internal controls, special projects, audits, stakeholder coordination, and process improvement. Minimum requirements include a related bachelor’s degree and three years of progressively responsible management accounting experience, with CPA and California driver’s license highly desirable.",{"@graph":63,"@context":119},[64,80,102],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":16,"@type":70,"position":76},"https://docshare.wps.com/template/resumes/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/finance-manager-job-description/257600/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/finance-manager-job-description/257600.png","ImageObject",442,249,{"name":88,"@type":89},"Mack Lee","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-21","2026-09-13",true,{"@type":98,"interactionType":99,"userInteractionCount":101},"InteractionCounter",{"@type":100},"ViewAction",7,{"@type":103,"mainEntity":104},"FAQPage",[105,111,115],{"name":106,"@type":107,"acceptedAnswer":108},"What does the Finance Manager manage within the OCERS Finance Department?","Question",{"text":109,"@type":110},"The Finance Manager manages staff, oversees work assignments, and establishes performance goals aligned with OCERS objectives and mission. The role also supports day-to-day operations under the Director of Finance.","Answer",{"name":112,"@type":107,"acceptedAnswer":113},"Which financial functional areas are included in the role’s responsibilities?",{"text":114,"@type":110},"The responsibilities include Accounts Payable, Budgeting, Contributions, Employee Payroll, Investments, Financial Reporting, Actuarial Valuations, Other Post-Employment Benefit Plans, and Retirement Payroll.",{"name":116,"@type":107,"acceptedAnswer":117},"What are the minimum education and experience requirements?",{"text":118,"@type":110},"Candidates must have a Bachelor’s degree in Accounting, Finance, Economics, Business, or a closely related field from an accredited institution. They must also have three years of progressively responsible management experience in government or public/private industry accounting, with management responsibilities included.","https://schema.org",{"og:url":78,"og:type":121,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":123,"canonical":78},"index,follow",{"doc_id":125,"site_id":56},257600,1790464696,{"code":4,"msg":5,"data":128},{"doc_id":125,"user_id":129,"nickname":88,"user_avatar":130,"doc_module":9,"category_id":15,"category_name":16,"doc_title":59,"doc_description":61,"doc_content":131,"file_id":132,"file_url":133,"file_type":134,"file_size":135,"view_count":101,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":47,"language":136,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":137,"faqs":138,"seo_title":139,"seo_description":61,"update_tm":140,"read_time":73},1236954509970,"https://us-avatar.wpscdn.com/davatar_6f874abed73319feea01a86fa6f0fab8","| DEPARTMENT: | Finance | REPORTS TO: | Director of Finance |\n| --- | --- | --- | --- |\n| TITLE CODE: | 8022MR | DATE: | 10/30/09 |\n| POSITION CODE: | R1005521, R77520, R99706 | ADMINISTRATIVE REVISION: | 2/19/2019, 3/10/2025 |\n\nJob Summary  \nUnder general direction, the Finance Manager manages staff within OCERS Finance Department; oversees staff work assignments and establishes performance goals that support OCERS objectives and mission; performs accurate, reliable and transparent financial reporting; performs related duties as required.  \nDistinguishing Characteristics  \nThe Finance Manager reports to the Director of Finance; OCERS professional staff is expected to uphold the highest standards of accountability, service to our employers and members, and system efficiency. Assists the Director of Finance in the day-to-day operations within the Finance Department; performs difficult financial analysis and manages subordinate staff.  \nPerformance Attributes  \nInclude but are not limited to the following:  \n􀀗 Assists with managing the functional areas, including: Accounts Payable, Budgeting, Contributions, Employee Payroll, Investments, Financial Reporting, Actuarial Valuations, Other Post-Employment Benefit Plans, and Retirement Payroll.  \n􀀗 Ensures that all OCERS fiscal matters are conducted in accordance with accounting standards,  \nOCERS policies and procedures, and laws, codes, rules and regulations of Federal and State agencies.  \n􀀗 Assists in the preparation of the Annual Comprehensive Financial Report (ACFR) and budget reports.  \n􀀗 Prepares and reviews correspondence of a technical nature for executive managers.  \n􀀗 Ensures that the County Employees Retirement Law (CERL) of 1937, Federal and State statutes, and OCERS policies are followed in the administration of the benefit programs.  \n􀀗 Participates in entity-wide chart of accounts development, modification, and maintenance and determining account classification for reporting purposes.  \n􀀗 Development and documentation of financial processes and accounting and reporting procedures that incorporate adequate internal controls.  \n􀀗 Participates in special projects for the resolution of complex issues regarding the operations and management of OCERS.  \n􀀗 Participates in hiring decisions, disciplinary actions and other personnel activities.  \n􀀗 Participates in the annual financial audit including researching, reconciling and reporting, and interacting with external auditors, employers and multiple departments.  \n􀀗 Financial reporting/analysis: produce financial reports, investment account reports, reserve account statements, budget reports and data analysis.  \n􀀗 Promote education/training for professional and personal growth, employee development and cross-training.  \n􀀗 Evaluate employee performance, conduct performance reviews, collaborate with staff to establish goals and address performance deficiencies.  \n􀀗 Refine processes and integrate assignments to improve accuracy and efficiency of OCERS finance operations.  \nMinimum Qualifications  \nMinimum qualifications required for entry into the classification  \nEducation and/or Experience  \nGraduation from an accredited university or college with a Bachelor’s Degree in Accounting, Finance, Economics, Business, or closely related field.  \nAND  \nThree years of progressively responsible management experience in government, public or private industry accounting. Previous experience must have included management responsibilities.  \nSpecial Notes, Licenses or Requirements:  \n􀀗 Highly Desirable: Current Certified Public Accountant (CPA) license  \n􀀗 A valid California class C driver’s license or the ability to arrange necessary and timely transportation for field travel.  \n􀀗 May be required to use personal vehicle.  \n􀀗 A complete background investigation is required; a felony or misdemeanor conviction may be a disqualifying factor from employment.  \nKnowledge/Skills/Abilities (KSA)  \nSample of KSA’s necessary to perform essential du","cbCaivvWjmiXRV1n","https://ap.wps.com/l/cbCaivvWjmiXRV1n","pdf",218931,"English","# Job Summary\n## Distinguishing Characteristics\n## Performance Attributes\n## Minimum Qualifications\n## Knowledge/Skills/Abilities (KSA)","[{\"question\":\"What does the Finance Manager manage within the OCERS Finance Department?\",\"answer\":\"The Finance Manager manages staff, oversees work assignments, and establishes performance goals aligned with OCERS objectives and mission. The role also supports day-to-day operations under the Director of Finance.\"},{\"question\":\"Which financial functional areas are included in the role’s responsibilities?\",\"answer\":\"The responsibilities include Accounts Payable, Budgeting, Contributions, Employee Payroll, Investments, Financial Reporting, Actuarial Valuations, Other Post-Employment Benefit Plans, and Retirement Payroll.\"},{\"question\":\"What are the minimum education and experience requirements?\",\"answer\":\"Candidates must have a Bachelor’s degree in Accounting, Finance, Economics, Business, or a closely related field from an accredited institution. They must also have three years of progressively responsible management experience in government or public/private industry accounting, with management responsibilities included.\"}]","Finance Manager Job Description | PDF",1789315200]