Job Posting: Refund Analyst (LT)
State Teachers' Retirement System
JC-521900
Refund Analyst (LT)
ANALYST II
$6,031.00 - $7,547.00 per Month
New to State candidates will be hired into the minimum salary of the classification or minimum of alternate range when applicable.
Final Filing Date: 7/7/2026
Job Description and Duties
Please note that this is a limited-term position with the possibility of being extended up to 24 months or becoming permanent.
Accounting Division Business Hours: 8:00am to 5:00pm
Current In-Office Requirement: Two (2) days per week (Tuesdays and Wednesdays)
The CalSTRS Accounting Division is seeking a motivated individual to work as an Analyst II in the Refunds Unit.
The Operational Accounting Division is comprised of three units: Billings and Collections, Disbursements and Taxes, and Contributions. These areas focus on accounting for CalSTRS โcash collectionโ cycle; โprocure to payโ cycle, โdisbursementโ cycle (specifically timely distribution of retirement checks as well as issuing member refunds), as well as accounting for contribution activities.
The Refunds Unit processes contribution and interest refund requests from members who are separating from their CalSTRS covered position.
Under the direction of the Refunds manager in the Refunds unit, the Analyst II will act as the Refund Analyst. The incumbent will independently perform a range of duties and complex analytical tasks required in administering the member refund process. The incumbent must have a broad knowledge of departmental and accounting policies, as well as the unitโs processes and procedures and knowledge of the Teachersโ Retirement Laws (TRL) and regulation, State Law, and Internal Revenue Code. The Analyst II may also represent the Refunds Unit in non-recurring project activities assigned to the business area
The ideal candidate will possess the following skills:
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Analytical and critical thinker.
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Able to identify root causes of issues and recommend solutions
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Strong attention to detail and accuracy
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Effectively able to handle different workloads at the same time
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Ability to interpret complex issues, reports, and datasets
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Process improvement and workflow optimization
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Able to thrive and learn in a fast-paced environment
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Provide high quality customer service while navigating complex problems, competing demands, and operational obstacles
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Demonstrates accountability and ownership of work.
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Process improvement and workflow optimization
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Efficient and takes initiative
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Proficient in Microsoft Office Suite, particularly Excel and Word
Every 12 months, based on performance evaluation, employees may receive a 5% salary increase until they reach the maximum salary for the position.
In July 2025, the State of California implemented the Personal Leave Program 2025. This program reduces employeesโ monthly base pay in exchange for paid leave credits. This position is subject to PLP 2025 and will have a monthly base pay reduction of 3% in exchange for 5 hours of leave credits for the duration of the program. The salary ranges shown on this job posting do not reflect the reduced amounts.
Does this opportunity seem right for you? If so, see the Application Instructions section below and apply now.
You will find additional information about the job in the Duty Statement (https://www.CalCareers.ca.gov/CalHrPublic/FileDownload.aspx?aid=32422650&name=FINALDS.pdf) .
Working Conditions
CalSTRS offers a hybrid approach including in-office and remote work solutions based on business needs.
All staff of CalSTRS are employees of the State of California and subject to California employment taxes and withholdings. Upon appointment, staff are required to provide a current California address to CalSTRS Human Resources to be used as a remote work location.
This position is not eligible for visa sponsorship. Applicants must be authorized to work in the US without the need for visa sponsorship by the start date of employment with CalSTRS.
Minimum Requirements
You will find the Minimum Requirements in the Class Specification.
- ANALYST II (https://hrnet.calhr.ca.gov/CalHRNet/SpecCrossReference.aspx?ClassID=5393)
Additional Documents
Position Details
Job Code #:
JC-521900
Position #(s):
815-280-5393-905
Working Title:
Refund Analyst (LT)
Classification:
ANALYST II
$6,031.00 - $7,547.00 A
New to State candidates will be hired into the minimum salary of the classification or minimum of alternate range when applicable.
# of Positions:
1
Work Location:
Yolo County
Telework:
Hybrid
Job Type:
12 Month Limited Term - Full Time
Department Information
CalSTRS: Securing the financial future and sustaining the trust of Californiaโs educators
CalSTRS is the largest educator-only pension fund in the world, providing retirement, disability and survivor benefits to California's more than 1 million public school educators and their families. Named as one of the best places to work in money management ten times by Pensions & Investments magazine, we are a world-class financial services institution with a commitment to sustainability and wellness.
Our two U.S. Green Building LEED Platinum-certified headquarters buildings in West Sacramento, California, feature sustainable construction, abundant natural lighting, an organic garden, sustainable beekeeping and ergonomic functionally designed workspaces. We offer a variety of on-site amenities to our team members, including two full-service cafรฉs, two free fitness centers, a bicycle rental library and a child care center with a covered playground. Team members enjoy walks along the Sacramento River and nearby seasonal farmers markets.
In addition to our state-of-the-art amenities, we offer thriving wellness and sustainability programs, an award-winning employee recognition program, and ongoing training, learning and development opportunities. We offer competitive benefits, flexible work hours and hybrid work options. We are committed to creating a workplace where our team members thrive.
If youโre looking for a rewarding career and are interested in becoming part of a diverse and inclusive workforce where talent, expertise and wellness are valued, we encourage you to find out more about our many career options at CalSTRS.com/Careers .
Special Requirements
Exam
This position requires a current Analyst II examination. If you need to take the examination or if your score has expired,click here (https://calcareers.ca.gov/CalHrPublic/Exams/ExamBulletin.aspx?ExamControlId=4815) to gain list eligibility.
Background Investigation
Prior to employment with CalSTRS, a background investigation (BI) will be conducted. The BI consists of a Personal History Statement and fingerprinting through the Department of Justice. The BI will check criminal and civil records and, if applicable, verify education and check driving records.
CalSTRS Disclosure Requirements
This position may be subject to disclosure and disqualification requirements concerning economic conflict of interest in government work, including the Conflict of Interest Code (https://www.calstrs.com/files/7e818a3e7/ConflictofInterestCode.pdf) that applies to CalSTRS team members and the Political Reform Act (https://www.fppc.ca.gov/the-law/the-political-reform-act.html) , 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) (http://www.fppc.ca.gov/Form700.html) .
Incompatible Activities
This position is subject to the provisions of Government Code Section 19990 (https://leginfo.legislature.ca.gov/faces/codes_displaySection.xhtml?lawCode=GOVยงionNum=19990.) . Upon accepting a position at CalSTRS, you will also be required to comply with the CalSTRS Incompatible Activities Policy by ensuring that outside work or activities are compatible and align with your professional activities or workplace obligations.
Application Instructions
Completed applications and all required documents must be received or postmarked by the Final Filing Date in order to be considered. 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:7/7/2026
Who May Apply
Individuals who are currently in the classification, eligible for lateral transfer, eligible for reinstatement, have list or LEAP eligibility, are in the process of obtaining list eligibility, or have SROA and/or Surplus eligibility (please attach your letter, if available). SROA and Surplus candidates are given priority; therefore, individuals with other eligibility may be considered in the event no SROA or Surplus candidates apply.
Applications will be screened and only the most qualified applicants will be selected to move forward in the selection process.Applicants must meet the Minimum Qualifications stated in the Classification Specification(s).
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:
State Teachers' Retirement System
N/A
Attn:Recruitment
P.O. Box 15275, MS 31
Sacramento,CA95851-0275
Address for Drop-Off Application Packages
You may drop off your application and any applicable or required documents at:
State Teachers' Retirement System
N/A
CalSTRS, Attn: Recruitment
100 Waterfront Place
West Sacramento,CA95605
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:
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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.
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Resume is required and must be included.
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.
Benefits
CalSTRS offers a competitive pay schedule and a work-life-balance for all itsemployees. The State of California provides comprehensive benefits packages determined by the employeeโs bargaining unit and conditions of employment. Some benefits include:
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Alternative work schedules
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Flexible work hours
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Remote work options
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Medical benefits, including health, dental and vision insurance
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Paid holidays and a defined benefit retirement program
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More than four weeks of vacation/sick leave for leaders
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More than three weeks of vacation/sick leave for staff
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Health insurance in retirement
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Employee Assistance Program
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Loan forgiveness under the federal Public Service Loan Forgiveness Program (https://studentaid.gov/manage-loans/forgiveness-cancellation/public-service)
For the latest information on the benefits offered by the state of California, explore theHealth Benefits Summary provided by CalHR (https://www.calhr.ca.gov/Pages/California-State-Civil-Service-Employee-Benefits-Summary.aspx) .
Contact Information
The Human Resources Contact is available to answer questions regarding the position or application process.
Human Resources Contact:
Recruitment
(916) 414-4990
recruitment@calstrs.com
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:
EEO Officer
(916) 414-4933
EEOMailbox@calstrs.com
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 APPLICATION INSTRUCTIONS