Fiscal Operations Associate, BERS

New York City Department of Education; New York (NY); On-site; USD 65,000 - 90,000; Full time

Job summary

New York City Department of Education seeks a Fiscal Operations Associate to perform accounting and reconciliation tasks within the Board of Education Retirement System. You will handle routine financial transactions, update ERP systems, and generate reports to support management decisions.

Qualifications include a degree in accounting (or related fields) and strong Excel skills; master’s degree is preferred.

Qualifications

• Bachelor's degree in accounting or related field; or equivalent combinations.
• Master's degree in accounting is preferred.
• Strong proficiency in Excel and data analysis tools is required.

Responsibilities

• Evaluates and processes routine financial transactions and maintains accounting records.
• Examines records for accuracy and compliance with rules and directives.
• Enters financial data into ERP systems and prepares reports.
• Produces financial schedules, reconciliations, and complex calculations for management.
• Responds to routine inquiries from personnel and external entities.

Skills

Analytical skills

Interpersonal skills

Communication skills

Education

Bachelor's degree in accounting

Master's degree in accounting

Tools

Microsoft Excel

Pivot Tables

Job description

Fiscal Operations Associate, BERS - 27210

Associate Retirement Benefits Examiner

Level:

L1

Division/Office:

Board of Education Retirement System

Borough:

Manhattan

Posting End Date:

10/08/2026

This position is in a civil service competitive class that is subject to examination. If you do not already have permanent NYC civil service status as Associate Retirement Benefits Examiner, you will have to file to take the civil service exam for this title when offered by Department of Citywide Administrative Services (DCAS). Information regarding NYC civil service exams can be found on the DCAS website. This position is open to qualified persons with a disability who are eligible for the 55-a program. Please indicate in your cover letter that you would like to be considered for the position under the 55-a program.

Description:

Position Summary: Under general supervision, performs accounting and fiscal operations work involving the review, reconciliation, and maintenance of financial records. Performs related work.

Reports to: Fiscal Operations Supervisor

Direct Reports: N/A

Key Relationships : BERS Department Managers, Supervisors, BERS members and retirees .

Responsibilities

• Evaluates and processes routine financial transactions and maintains related accounting records and files.
• Examines accounting records for data accuracy, completeness, and compliance with BERS Rules and Regulations, IRS rules, GASB pronouncements and Comptroller’s directives, prepares work papers and reports.
• Enters and updates financial information in computerized accounting and ERP systems.
• Prepares accounting reports, financial schedules, spreadsheets, reconciliations, complex calculations and other fiscal information requested by management.
• Maintains and retrieves financial and retirement system information using computerized systems and paper records.
• Responds to routine inquiries from BERS personnel, retirees, members and external entities.
• Performs appropriate data entry functions based on related research within the department.
• Performs other financial accounting activities assigned by the Supervisor, Director and Deputy Director of Fiscal Operations.

Qualification Requirements:

Minimum

• A baccalaureate degree from an accredited college in mathematics, statistics, accounting, economics, finance, data analytics, project management, business administration, public administration and/or actuarial science; or
• A baccalaureate degree from an accredited college and:
• Two years of satisfactory full-time experience performing analytical, administrative or customer service work within a financial institution, retirement system, or pension performing one or more of the following: financial account management, resolving complex financial inquiries, or ensuring compliance with regulatory standards; or
• One year of satisfactory full-time experience performing mathematical, statistical, actuarial, or accounting computations in one or more of the following:
• a retirement or employee benefits plan; and/or
• for customer service in a financial institution; and/or
• in a position requiring the application of law, rules, and regulations and the use of statistical, actuarial, or similar tables; or
• An associate degree or completion of 60 semester credits from an accredited college and either three years of experience as described in “2(a)” above, or two years of experience as indicated in "2(b)" above
• An associate degree or completion of 60 semester credits from an accredited college, including or supplemented by 9 semester credits in mathematics, statistics, accounting, economics, finance, data analytics, project management, business administration, public administration and/or actuarial science and two years of experience as described in “2(a)” above, or one year of experience as indicated in "2(b)" above; or
• A four-year high school diploma or its educational equivalent and either four years of experience as described in " 2(a)" above , or three years of experience as indicated in "2(b)" above.
• A satisfactory combination of education and/or experience equivalent to "1", “2’, "3", "4", or "5" to the above. College education may be substituted for the experience described above on the basis that:
• Fifteen semester credits from an accredited college including at least three semester credits in the areas described in " 4 " above may be substituted for six months of the required work experience .
• Thirty semester credits from an accredited college may be substituted for six months of the required work experience.
• However, all candidates must have a four-year high school diploma or its educational equivalent and either a baccalaureate degree as described in "1" above, or at least two years of experience as described in " 2 (a)" above , or one year of experience as described in "2 (b)" above.

Plus

In addition to meeting the minimum requirements, individuals must have two additional years of relevant work experience.

Preferred

• Certified Public Accountant or a master’s degree in accounting.
• Proficiency with Microsoft Excel and advanced functions such as Pivot Tables and Data Analysis Tools.
• Strong analytical, interpersonal, and communication skills.
• Displays teamwork, integrity, and critical thinking.

(Internal candidates who are selected for this position and who currently hold comparable or less senior positions within the DOE will not earn less than their current salary.)

NOTE: The filling of all positions is subject to budget availability and/or grant funding.

*NewYorkCityResidencyis NOT Required *

AN EQUAL OPPORTUNITY EMPLOYER

DOE Non- Discrimination Policy
The Department of Education of the City of New York is an inclusive equal opportunity employer committed to recruiting and retaining a diverse workforce and providing a work environment that is free from discrimination and harassment upon any legally protected status or protected characteristic, including but not limited to an individual's actual or perceived sex, race, color, ethnicity, national origin, age, religion, disability, sexual orientation, gender identity, veteran status, or pregnancy. For more information, please refer to the DOE Non-Discrimination Policy .

REQUESTING AN ACCOMMODATION - APPLICANTS
Any prospective employee (applicant) who is a qualified individual with a disability may request a reasonable accommodation to assist in the application process. If an applicant for employment believes that they have a qualifying disability and are in need of a reasonable accommodation in order to participate in the application process on an equal basis as applicants who do not have a disability, they should request an accommodation with their interview team or contact ODA by emailing [e-mail] . The determination of the accommodation request will be communicated to the applicant in writing.
https://infohub.nyced.org/docs/default-source/doe-employees-only/personnel-memorandum-6-2024-2025---accommodations.pdf

As a prospective employee of the City of New York, you may be eligible for federal loan forgiveness programs and state repayment assistance programs. For more information, please visit the U.S. Department of Education's website at https://studentaid.gov/pslf/ .