PROPOSED

X CURRENT

DUTY STATEMENT EFFECTIVE DATE

BRANCH POSITION NUMBER (Agency – Unit – Class – Serial)

Financial Services 815 - 236 - 4800 - 001 DIVISION/UNIT CLASS TITLE

Financial Planning, Accounting, & Reporting/ Budget Staff Services Manager I (Specialist) INCUMBENT WORKING TITLE

Budget System Administrator CalSTRS is dedicated to securing the financial future and sustaining the trust of California’s educators through customer

service, accountability, leadership, strength, trust, respect, and stewardship. BRIEFLY (1 or 2 sentences) DESCRIBE THE POSITION’S ORGANIZATIONAL SETTING AND MAJOR FUNCTIONS

Under direction of the Staff Services Manager II, the Staff Services Manager I (Specialist) is responsible for the continuous development, monitoring and tracking of CalSTRS budget and positions within BusinessDirect (BD) and will independently perform research, forecasting, planning and advisory duties in support of the California State Teachers’ Retirement System annual and continuous appropriation budgets using the BD functions. The Staff Services Manager I (Specialist) also serves as the lead for the Budget Office staff on some assignments and projects.

% of time performing duties

Indicate the duties and responsibilities assigned to the position and the percentage of time spent on each. Group related tasks under the same percentage with the highest percentage first. (Use additional sheet if necessary)

ESSENTIAL FUNCTIONS (completion required) 35% 35% 25%

Responsible for independently and collaboratively maintaining the position and organizational structure within BusinessDirect, CalSTRS’ SAP enterprise resource planning system. This includes writing reports, analyzing requests for organizational changes, updating data to ensure that all positions and employees are current and internal controls have been met. Monitor and raise organizational fiscal and budgetary issues requiring policy implementation; recommend internal budget policies and procedures; and maintain the accountability and quality control for fiscal reports. Responsible for the research, analysis, development, and timely reporting for internal and external business partners. This includes all reports, forms, and procedures required by the FI$Cal system with the Department of Finance. Acts as the subject matter expert in developing and managing the various Business Area re-organizations in BD and OM&PA throughout the year. Acts as the lead for Budget Office staff on special assignments and projects and as the subject matter expert in maintaining Organizational Management and Personnel Administration (OM&PA) data. Acts as the subject matter expert/liaison between the Budget Office, other CalSTRS’ business areas, external business partners, such as, DOF, SCO, and legislative staff regarding the application of budget policy and reporting especially with OM&PA and FI$Cal reporting. Develop the staff benefit analyst and rates comparison for future budget proposals. Present recommendations to management both orally and in writing on OM&PA and other items. At times, acts as a Budget Office representative for the organization attending and participating in meetings and reporting back to Budget Office management.

5% MARGINAL FUNCTIONS (completion required) Analyzes new legislation for potential fiscal impact to CalSTRS. Keeps abreast of the department’s regulatory, policy

and procedural changes. Provides advice and information to senior management with regard to State budget policy.

COMPETENCIES Core Competencies. All employees are responsible for understanding and demonstrating CalSTRS’ core competencies:

Adaptability & Flexibility

Communication

Customer/Client Focus

Teamwork

Work Standards & Quality Orientation

POSITION NUMBER (Agency – Unit – Class – Serial) Page 2 of 2

815-236-4800-001

Revised 5/7/2015

Classification Competencies.

Analytical Thinking

Creative Thinking

Ethics and Integrity

Forward Thinking

Managing Work

Organization Awareness

Planning and Organizing

Technical/Professional Knowledge and Skills

Thoroughness

Written Communication

INTERPERSONAL SKILLS (optional)

Interact successfully in a team environment.

Communicate effectively in both writing and verbally.

Flexibility in a constantly changing environment.

WORK ENVIRONMENT OR PHYSICAL ABILITIES REQUIRED OF THE JOB (if applicable):

WORK ENVIRONMENT

Work in a high rise building, in an open space environment.

Work hours may require overtime, weekends and holidays on occasion.

PHYSICAL ABILITIES

Ability to use a computer keyboard several hours a day.

Read from computer screens several hours a day.

Must be able to function rationally, coolly and deliberately under pressure situations in order to reach the best solution.

Responsible for promoting a safe and secure work environment free from discrimination, harassment, inappropriate conduct, or retaliation. This will be accomplished by working with Human Resources to ensure federal or state laws and rules and CalSTRS’ policies and processes are adhered to by staff. Responsible for taking a pro-active approach in preventing Human Resources or Equal Employment Opportunity Program policy or process issues by responding appropriately to employee concerns by elevating potential EEO or HR issues to the appropriate personnel. Responsible for participating in mandated HR or EEO training workshops (i.e. Sexual Harassment, EEO, etc.).

To be reviewed and signed by the supervisor and employee: SUPERVISOR’S STATEMENT:

I HAVE DISCUSSED THE DUTIES AND RESPONSIBILITIES OF THE POSITION WITH THE EMPLOYEE

I HAVE SIGNED AND RECEIVED A COPY OF THE DUTY STATEMENT

SUPERVISOR’S NAME (Print) SUPERVISOR’S SIGNATURE DATE

EMPLOYEE’S STATEMENT:

I HAVE DISCUSSED THE DUTIES AND RESPONSIBILITIES OF THE POSITION WITH MY SUPERVISOR

I HAVE SIGNED AND RECEIVED A COPY OF THE DUTY STATEMENT

I AM ABLE TO PERFORM THE ESSENTIAL FUNCTIONS LISTED WITH OR WITHOUT REASONABLE ACCOMMODATION

I UNDERSTAND THAT I MAY BE ASKED TO PERFORM OTHER DUTIES AS ASSIGNED WITHIN MY CURRENT CLASSIFICATION, INCLUDING WORK IN OTHER FUNCTIONAL AREAS AS BUSINESS NEEDS REQUIRE

EMPLOYEE’S NAME (Print) EMPLOYEE’S SIGNATURE DATE

PERSONNEL ANALYST’S NAME (Print) PERSONNEL ANALYST’S SIGNATURE DATE