Finance Staff Analyst - Data, Automation & Reporting

CalCPA; Santa Ana (CA); On-site; USD 80,000 - 110,000; Full time

Job summary

OCERS is seeking a Finance Staff Analyst to support investment accounting, retiree payroll, and enterprise financial reporting. The role emphasizes data integrity, automation, and continuous process improvement across finance operations.

The ideal candidate will have a Bachelor's degree in a related field and at least three years of accounting experience in government, public, or private sectors, with CPA highly desirable.

Qualifications

• Bachelor's degree in accounting, finance, economics, business, or closely related field.
• Three (3) years of progressively responsible experience in government, public or private industry accounting.

Responsibilities

• Analyze, reconcile, and summarize complex financial data related to cash management, investment holdings, management and performance fees, security lending activity, and other investment-related transactions.
• Participate in the annual external audit including researching, reconciling and interacting with external auditors, custodian bank, investment managers, and multiple departments.
• Assist in the preparation of investment-related disclosures included in the Annual Comprehensive Financial Report (ACFR).
• Perform analytical review and reconciliation of retiree payroll and benefit payment activity to ensure accuracy, timeliness, and compliance with applicable laws, regulations and plan provisions.
• Support monthly and year-end retiree payroll processes including variance analysis, exception resolution, and coordination with internal teams and third-party administrators.
• Identify, design, and implement process improvements and process automation to enhance efficiency, accuracy, data integrity and internal controls across finance operations.
• Use available reporting, automation tools, data analysis, and AI-enabled technologies to streamline journal entry preparation, reconciliations, reporting, data validation, and exception detection.
• Develop and maintain standardized procedures, documentation, and workflows that support scalability, knowledge transfer, and risk reduction.
• Participate in system implementations, upgrades, and integrations related to financial, payroll, and reporting systems.
• Participate in special projects for the resolution of complex issues regarding the operations and management of OCERS.
• Establish and maintain cooperative working relationships with staff at all levels, custodial bank, investment managers, and other third-party vendors.
• Ability to train and/or supervise team members on OCERS finance-related processes.
• Perform work independently, manage competing priorities, and meet strict deadlines with minimal supervision.

Education

Bachelor's degree in Accounting, Finance, Economics, Business, or closely related field

Job description

OCERS is seeking a Finance Staff Analyst to support investment accounting, retiree payroll, and enterprise financial reporting. The role emphasizes data integrity, automation, and continuous process improvement across finance operations.

The ideal candidate will have a Bachelor's degree in a related field and at least three years of accounting experience in government, public, or private sectors, with CPA highly desirable.