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CA - Chief, Financial Planning, Policy and Budgeting Division

  • 1.  CA - Chief, Financial Planning, Policy and Budgeting Division

    Posted 11-28-2022 04:37 PM
    Edited by Brukie Gashaw 11-28-2022 04:36 PM

    Chief, Financial Planning, Policy and Budgeting Division
    Public Employees Retirement System

    Job Description and Duties

    This recruitment requires a Statement of Qualifications (SOQ). Responses to the identified qualification factors is required for this CEA recruitment. Please see instructions for the SOQ under the Special Requirements section of this job posting.

    CalPERS is currently seeking a dynamic leader to become the next Chief of the Financial Planning, Policy & Budgeting Division.

    This is an incentive eligible position. The incumbent will be eligible for an annual incentive award of up to 15% of salary.

    CalPERS Financial Office, Financial Planning, Policy & Budgeting (FPPB) provides control and direction for financial planning, budgeting, policies, administrative, operational, and project support. The division coordinates the funding for the administration of all CalPERS' programs, and provides support for management systems to assist CalPERS in improving operational efficiency and effectiveness. The division is the primary point of contact with the California Department of Finance.

    Under the general direction of the Chief Financial Officer, the Chief of FPPB manages all aspects of the Division and has full responsibility for administering the CalPERS formal and informal budget processes, financial planning, and policy for the Financial Office. The Chief also manages and oversees the $2.185 billion budget for the Public Employees Retirement Fund and twelve affiliate funds.

    The Chief of FPPB provides high level day-to-day direction and leadership in the formation, modification, and implementation of new and existing policies and procedures related to budgeting and cost allocation. The position is considered the strategic expert and fiscal consultant providing program and policy direction on broad organizational issues, carrying out the CalPERS strategic plan, and advising Board of Administration, Executive Team, and CalPERS senior leaders on complex financial planning, forecasting, and budgetary issues.

    The ideal candidate for the position will be an exceptional leader with these critical qualities:

    • Thorough knowledge of planning, organizing, and directing the development and analysis of the annual and mid-year budget processes.
    • Strong leadership skills and demonstrated ability to think strategically and function effectively as a member of a top management team.
    • Ability to apply analytical skills to expenditure proposals and the calculation of fund level impacts to propose recommendations.
    • Ability to effectively work collaboratively with senior leaders to communicate fiscal policies and priorities, and with division teams to understand program and workload resource needs.
    • Knowledge of CalPERS and functions of California State Government including the organization and practices of the Legislature and the Executive Branch; principles, practices, and trends of public administration, organization, and management. 
    • Ability to represent CalPERS when communicating with Legislative staff, the Department of Finance and effectively present to, and communicate with the Board of Administration.
    • Ability to plan, organize, and direct the work of multidisciplinary professional and administrative staff; analyze administrative policies, organization, procedures, and practices; integrate the activities of a diverse program to attain common goals, including building and retaining a team of exceptional professionals, with a track record for identifying the right initiatives and leading a team that executes them. 
    • Experience in an administrative or executive capacity, at least equivalent to a Career Executive Appointment, Level A, with responsibility for policy development and program administration.
    Telework Information: This position is eligible for a hybrid work schedule, with up to two days of remote work and three days or more onsite, per week.

    How did you hear about this position? Tell us in this brief survey.

    You will find additional information about the job in the Duty Statement.

    Minimum Requirements

    This position does not have a Classification Specification. Requirements and qualifications for this position can be found in this announcement. For additional questions, please contact the hiring department listed below.


      Additional Documents

      Position Details

      Job Code #: JC-339195
      Position #(s): 275-220-7500-XXX
      Working Title: Chief, Financial Planning, Policy and Budgeting Division
      Classification: C. E. A.
      $11,102.00 - $13,226.00/month

      This is an incentive eligible position. The incumbent will be eligible for an annual incentive award of up to 15% of salary.
      Work Location: Sacramento County
      Job Type: Career Executive Assignment - Non Tenured, Full Time

      Department Information

      The California Public Employees' Retirement System (CalPERS) is the nation's largest public pension fund, providing retirement and health benefits to public employees, retirees, and their families. Headquartered in downtown Sacramento, we are a destination employer with an international reputation for leadership and innovation. At CalPERS, we're committed to people – the people we serve, our team members, and the larger community around us. CalPERS is situated near the Napa Valley, San Francisco, Lake Tahoe, and other desirable destinations, and we offer competitive benefit packages, compensation, and opportunities for advancement.

      If you are interested in becoming part of a diverse and inclusive workforce where talent, experience, and expertise are valued, CalPERS invites you to apply for this employment opportunity. To find out more about our Diversity, Equity, and Inclusion efforts, visit our website!

      To take a look at CalPERS as a destination employer, view this YouTube video

      Special Requirements


        An SOQ is required and serves as the examination for this CEA recruitment and must be included with your application.

        The SOQ must be typed, titled "Statement of Qualifications", and each {question/statement} must be numbered and answered listing all relevant experience, education, and training, including places of employment, dates, and duties performed. Write out each question followed by your response. Include the JC # and your first and last name on the SOQ. The SOQ must not exceed three pages in length and must not have font smaller than 12 point. In addition to evaluating each candidate's relative ability, as demonstrated by quality and breadth of experience, the following SOQ factors will provide the basis for competitively evaluating each candidate and must address the following:

        1. Describe, in detail, your experience at a manager level where you were responsible for a wide range of programs or services. You must state how many years of managerial experience you possess.
        2. Describe your leadership experience with responsibility for policy development related to budgetary and financial management, program administration, and implementing internal controls.
        3. Describe your knowledge of State fiscal, budget, and accounting operations (Department of Finance and State Controller's Office).
        4. Describe a large project you managed through implementation where you analyzed and developed complex project plans and budgets to ensure the project was completed on time and within available resources.
        5. Describe your ability to collaborate with others to achieve mutual goals and meet the organizations' and external stakeholders' strategic goals and objectives.
        Note: Resumes, letters, and other materials will not be evaluated or considered as responses to the Statement of Qualifications.
        Applications received without the SOQ or with a SOQ not properly formatted will not be considered.

        Application Instructions

        Dates printed on Mobile Bar Codes, such as the Quick Response (QR) Codes available at the USPS, are not considered Postmark dates for the purpose of determining timely filing of an application.

        Final Filing Date: Until Filled

        Who May Apply

        Individuals who are eligible to be appointed to this Career Executive Assignment (CEA) by the State of California.

        How To Apply

        Complete Application Packages (including your Examination/Employment Application (STD 678) and applicable or required documents) must be submitted to apply for this Job Posting. Application Packages may be submitted electronically through your CalCareer Account at www.CalCareers.ca.gov. When submitting your application in hard copy, a completed copy of the Application Package listing must be included. If you choose to not apply electronically, a hard copy application package may be submitted through an alternative method listed below:

        Address for Mailing Application Packages

        You may submit your application and any applicable or required documents to: 

        Public Employees Retirement System
        Attn: JC# 339195 / SB
        Human Resources Division, Recruitment
        P. O. Box 942718
        Sacramento, CA 94229-2718

        Address for Drop-Off Application Packages
        You may drop off your application and any applicable or required documents at:

        Public Employees Retirement System
        JC# 339195 / SB
        400 Q Street, Lincoln Plaza North
        1st floor drop box by security desk
        Sacramento, CA 95811
        08:00 AM - 05:00 PM

        Required Application Package Documents

        The following items are required to be submitted with your application. Applicants who do not submit the required items timely may not be considered for this job:

        • Current version of the State Examination/Employment Application STD Form 678 (when not applying electronically), or the Electronic State Employment Application through your Applicant Account at www.CalCareers.ca.gov. All Experience and Education relating to the Minimum Qualifications listed on the Classification Specification should be included to demonstrate how you meet the Minimum Qualifications for the position.
        • Resume is optional. It may be included, but is not required.
        • Statement of Qualifications - In addition to completing your online job application, you must provide a SOQ for the hiring manager's review. Please see the Special Requirements section for instructions and questions for the SOQ. Applications received without an SOQ will not be considered.
        Applicants requiring reasonable accommodations for the hiring interview process must request the necessary accommodations if scheduled for a hiring interview. The request should be made at the time of contact to schedule the interview. Questions regarding reasonable accommodations may be directed to the EEO contact listed on this job posting.

        Examination Qualification Requirements

        All applicants must possess the knowledge and abilities, and any other requirements, described in this announcement.

        Note: Eligibility to take a CEA examination does not require current permanent status in the civil service.

        General Qualifications

        State civil service employees must possess essential general qualifications including integrity, initiative, dependability, good judgment, and ability to work cooperatively with others.

        Knowledge and Abilities

        Applicants must demonstrate the ability to perform high administrative and policy – influencing functions effectively. Such overall ability requires possession of most of the following more specific knowledge and abilities:

        • Knowledge of the organization and functions of California State Government including the organization and practices of the Legislature and the Executive Branch; principles, practices, and trends of public administration, organization, and management; techniques of organizing and motivating groups; program development and evaluation; methods of administrative problem solving; principles and practices of policy formulation and development; and personnel management techniques; the department's or agency's Equal Employment Opportunity Program objectives; and a manager's role in the Equal Employment Opportunity Program.
        • Ability to plan, organize, and direct the work of multidisciplinary professional and administrative staff; analyze administrative policies, organization, procedures and practices; integrate the activities of a diverse program to attain common goals; gain the confidence and support of top level administrators and advise them on a wide range of administrative matters; develop cooperative working relationships with representatives of all levels of government, the public, and the Legislature and Executive branches; analyze complex problems and recommend effective courses of action; and prepare and review reports; and effectively contribute to the department's or agency's Equal Employment Opportunity objectives.

        These knowledge and abilities are expected to be obtained from the following kinds of experience with substantial participation in the formulation, operation and/or evaluation of program policies (experience may have been paid or volunteer; in State service, other government settings, or in a private organization):

        1. CEA Level A - Responsible for broad administrative and program activities, including the execution and/or evaluation of program policies.
        2. CEA Level B - Responsible for extensive managerial and program administration or broad program manager experience with substantial participation in the formulation, operation, and/or evaluation of program policies.
        3. CEA Level C - Responsible for extensive highly professional influence and contributes to program, policy, and the methods to provide professional services needed to set policies, to meet the mission of the State department and often exercising technical and or professional skills that are required at this level.

        Examination Information

        The required SOQ serves as the examination for this CEA recruitment.

        If you meet the requirements stated in this announcement, you may take this competitive examination. Possession of the Examination Qualifications requirements does not assure a place on the eligible list. Your performance in the examination will be compared with the performance of others who take this examination, and all successful candidates will be ranked according to their scores.

        A minimum rating of 70% must be attained in the Examination to obtain list eligibility for this position. All candidates will receive written notification of their examination results.

        The results of this examination will only be used to fill this position. Applications will be retained for twelve months.

        Hiring interviews for the Job may be conducted with the most qualified candidates.

        The examining Department reserves the right to revise the examination plan to better meet the needs of the service, if the circumstances under which this examination was planned change. Such revision will be in accordance with civil service law and rules and all competitors will be notified.

        Special Testing Arrangements

        If you have a disability and need special testing arrangements, answer the Reasonable Accommodations question appropriately on your Application (STD 678). You will be contacted to make specific arrangements. Questions regarding reasonable accommodations may be directed to the EEO contact listed on this announcement.


        CalPERS team members are eligible for a number of benefits. Health benefits and leave programs are available for most team members. Benefit eligibility may depend on length of service and collective bargaining agreements.

        Some added benefits CalPERS offers include:
        • Alternate Work Schedules
        • Flexible Work Hours
        • Onsite childcare facility
        • Onsite fitness center
        • Onsite café and nearby restaurants
        For more details about employee benefits, visit the California Department of Human Resources website.

        Contact Information

        The Human Resources Contact is available to answer questions regarding the position or application process.

        Human Resources Contact:
        Sandy Barton
        (916) 795-3931

        Please direct requests for Reasonable Accommodations to the interview scheduler at the time the interview is being scheduled. You may direct any additional questions regarding Reasonable Accommodations or Equal Employment Opportunity for this position(s) to the Department's EEO Office.

        EEO Contact:
        CalPERS EEO
        (916) 795-3675
        California Relay Service: 1-800-735-2929 (TTY), 1-800-735-2922 (Voice) TTY is a Telecommunications Device for the Deaf, and is reachable only from phones equipped with a TTY Device.

        Additional Information

        Live Scan
        Candidates are required to submit to a criminal history review process utilizing Live Scan fingerprinting.

        CalPERS Disclosure Requirements
        If employed, you may be subject to rules imposed by Personal Trading Regulations and Conflict of Interest Code that apply to CalPERS team members, which require disclosure of certain investment information and use of a designated trading platform for securities transactions, as well as filing a Statement of Economic Interest (Form 700)

        Background Investigation
        In addition to Live Scan, this position requires additional background screening prior to employment.

        Please do not include any confidential information on any documents in your application package. Confidential information that should be excluded or removed from these documents include, but is not limited to, your social security number, date of birth, marital status, personal photos, a copy of your driver's license, equal employment opportunity data.

        Apply Here