National Association of State Retirement Administrators

Position Information

Chief, Financial Planning, Policy and Budgeting Division
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.

This recruitment requires a Statement of Qualifications (SOQ). Apply and submit a SOQ here:
Position: Chief, Financial Planning, Policy and Budgeting Division
Organization: CalPERS
Location: Sacramento,  CA 
United States
Salary: $11,102 - $13,226 per/mo + incentive
Posting Start Date: 12/9/2022
Date Posted: 9/11/2023

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.

Apply here:
Status: This listing expires on: 11/10/2023
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Organization Information
400 Q Street

Sacramento,  CA 95811
United States
(916) 795-3931
Sandy Barton