Role Description StoneAge’s ability to scale adoption and execute reliably depends on financial clarity and discipline. Growth requires more than strong performance—it requires predictable planning, disciplined investment, and confidence in decision-making. This role exists to build the financial systems that make that possible. Systems that create visibility, enforce accountability, and enable the business to make decisions with speed and confidence. Finance at StoneAge is not a reporting function. It is a core part of how we protect the StoneAge Assurance Promise—ensuring we invest wisely, operate with discipline, and scale without introducing risk to the business. One Sentence Outcome: Build a predictable, trusted financial planning system that enables disciplined execution and confident decision-making as StoneAge scales. What You Will Be Responsible For - Designing and owning the company’s financial planning operating system, including budgeting, forecasting, reporting cadence, and accountability mechanisms. - Building financial models that translate strategy into clear financial outcomes and tradeoffs. - Delivering consistent, decision-ready insights through variance analysis and performance reporting. - Partnering tightly with leaders across the business to drive accountability, improve performance, and support execution. - Driving alignment between financial plans and operational execution across functions. - Establishing and reinforcing financial discipline in how the business plans, measures, and manages performance. - Building capability within FP&A through clear expectations, coaching, and accountability. - Driving continuous improvement in financial processes, systems, and reporting to support scale and execution discipline. - Supporting cross-functional initiatives that improve performance, efficiency, and adoption. Qualifications - A systems thinker who creates clarity, structure, and discipline without slowing the business down. - Experienced in FP&A or corporate finance, with a track record of improving planning, forecasting, and financial visibility. - Calm under pressure. You create clarity in ambiguity and drive decisions forward. - A strong business partner who can challenge, influence, and align leaders. - High ownership, high integrity, and high standards. - Able to balance speed, accuracy, and practicality without losing credibility. - Aligned with long-term value creation and an ownership mindset. Requirements - Proven ability to build and operate predictable financial planning and forecasting systems. - Ability to turn financial data into clear decisions and tradeoffs. - Willingness to challenge the business and enforce accountability. - Owns outcomes, not just analysis. What Success Looks Like in the First 6 Months - Improved predictability and confidence in budgeting and forecasting. - Clear, trusted financial insights that influence leadership decisions. - Strong operating rhythm established across planning, reporting, and accountability. - Established trust and credibility with leaders across the business. - Clear view of team capability, with gaps and priorities addressed. - Demonstrated impact on decision-making speed and execution discipline. This Role Is Not for You If - You see finance as reporting rather than enabling execution. - You avoid challenging leaders or holding the business accountable. - You operate in isolation instead of partnering across functions. - You prioritize analysis over decisions and outcomes. - You struggle to bring clarity and structure in a fast-moving environment. Minimum Qualifications - Bachelor’s degree in Finance, Accounting, Economics, or a related field. - 7–10+ years of progressive experience in FP&A, corporate finance, or related roles, including experience in a high-growth or operationally complex environment. - Demonstrated experience building and operating budgeting, forecasting, and financial planning processes at scale. - Strong financial modeling skills with the ability to translate strategy into actionable financial plans and scenarios. - Proven ability to deliver clear, decision-oriented financial insights to senior leadership. - Experience partnering cross-functionally with business leaders to drive performance and accountability. - Track record of improving financial visibility, reporting cadence, and planning discipline. - Experience managing or leading others, with a focus on coaching and performance accountability. Other Qualifications - The selected candidate must successfully pass a background investigation. TEAM CULTURE - Customer-Focused: Passionate about delivering outstanding customer service. - Dedicated: Hardworking, trustworthy, and committed to giving 100% daily. “It’s not my job" doesn’t exist here. - Adaptable and Creative: Agile in the face of change, striving for excellence, and thinking creatively to solve problems. - Positive and Fun: Bring joy, humor, and a contagious positive attitude to the workplace. - Respectful and Collaborative: Listen to understand, respect others, and foster a spirit of teamwork. We are an employee-owned company with profit-sharing and an Employee Stock Ownership Plan ("ESOP"), in which shares of company stock are allocated to eligible employees each year. Our "Own It" mindset captures what many of us consider the biggest benefit of all: a highly engaged, collaborative workplace where everyone matters and every employee makes a significant impact. Please visit our website at www.stoneagetools.com to get a better sense of our company and our employee-owned culture!

• Own the global Finance Transformation roadmap, sequencing and delivery. • Act as single point of programme ownership and PMO for all finance initiatives, including systems, process, data, AI and M&A integrations. • Track delivery status, dependencies, risks and benefits across the full finance change portfolio. • Identify roadblocks, capacity constraints and decision gaps; drive timely resolution. • Define the global finance blueprint across RTR, OTC, P2P, FP&A and Treasury. • Establish Global Process Owner models, SOPs, controls and close calendars. • Eliminate fragmentation, local exceptions and manual workarounds. • Own finance systems strategy including ERP (NetSuite), FP&A tools, TMS and integrations. • Chair Finance Design Authority for process, system and data decisions. • Lead automation of reconciliations, close activities, intercompany, billing and reporting. • Establish group-wide data governance, ownership and master data standards. • Improve data quality, consistency and trust across finance domains. • Partner with BI teams to enable reliable, decision-grade finance analytics. • Identify, prioritise and deploy AI-enabled finance use cases. • Design the SSC operating model, KPIs and standardisation approach. • Own programme governance and PMO oversight for all finance integrations.

Title: Investment Officer II Location: CA-Sacramento Job Description: Job Posting: Investment Officer II State Teachers' Retirement System JC-517080 Investment Officer II INVESTMENT OFFICER II, STATE TEACHERS' RETIREMENT SYSTEM $7,993.00 - $10,004.00 per Month New to State candidates will be hired into the minimum salary of the classification or minimum of alternate range when applicable. **Job Description and Duties** **The Investment Officer II position is eligible for incentive compensation and has a maximum incentive opportunity of 10% of base salary.** The CalSTRS Investments Branch is seeking an experienced individual to work as an Investment Officer II (IO II) and is willing to consider an Investment Officer I (IO I) on the Fixed Income team. The Fixed Income division is dedicated to maximizing risk-adjusted total return within a multi-asset class portfolio. Fixed Income is managed internally and externally using lower-risk enhanced, and higher-risk active mandates that provide value through innovative/active strategies. These strategies incorporate fundamental and systematic factor-based methods of security selection and asset-allocation in order to generate returns that exceed benchmarks. In addition, the team manages several strategies and programs that reside in other divisions or serve the total fund including Treasury Inflation Protected Securities (TIPS), Long Duration Treasuries, Cash Management, Reverse Repo execution, and Currency/FX management and execution services. Under the general direction of the Associate Portfolio Manager (APM) of Fixed Income, the Investment Officer II assists in the management of the Credit Portfolios (Investment Grade, High Yield, Emerging Markets, Private Credit, etc.). The incumbent must be knowledgeable of the credit markets and be able to evaluate relative value of securities under consideration. At the Investment Officer II level, incumbents provide a high level of investment expertise and conducts in-depth credit research and financial analysis to assess issuer risk, support informed investment decisions, and execute sector-specific trading activities that align with CalSTRS' portfolio strategy. **The ideal candidate will possess the following skills:** + Knowledge of credit markets, including Investment Grade, High Yield, Emerging Markets, and Private Credit. + Demonstrated ability to conduct in-depth credit research and financial analysis to assess issuer risk. + Experience preparing and analyzing financial statements using credit rating reports, sell-side research, news sources, market data, internal tracking systems, and financial software. + Strong proficiency with market data and investment software platforms such as Bloomberg and BlackRock Solutions. + Ability to evaluate relative value and total return opportunities and implement investment decisions aligned with portfolio strategy. + Experience with portfolio construction, trading activities, and maintaining counterparty trading relationships. + Skill in developing comprehensive strategies for credit exposure based on economic and market forecasts, including interest rates, economic growth, corporate earnings, and credit spreads. + Bachelor's degree in finance, economics, business, or a related field; advanced degree or relevant professional certifications (such as CFA) preferred. + Excellent written and oral communication skills for preparing updates and recommendations on issuer credit quality and performance. Duties will be adjusted at the Investment Officer I (IO I) level. An incumbent who possesses a professional certification as a Chartered Financial Analyst (CFA) may receive a 5% monthly base pay differential. 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 employees' 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=31819669&name=DutyStatements\_RPA662.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. + INVESTMENT OFFICER II, STATE TEACHERS' RETIREMENT SYSTEM (https://hrnet.calhr.ca.gov/CalHRNet/SpecCrossReference.aspx?ClassID=7339) + INVESTMENT OFFICER I, STATE TEACHERS' RETIREMENT SYSTEM **Additional Documents** + Job Application Package Checklist (http://calcareers.ca.gov/CalHrPublic/Jobs/JobApplicationPackageChecklist.aspx?JobControlId=517080) + Duty Statement **Position Details** **Job Code #:** JC-517080 **Position #(s):** 815-310-7339-141 **Working Title:** **Investment Officer II** **Classification:** INVESTMENT OFFICER II, STATE TEACHERS' RETIREMENT SYSTEM $7,993.00 - $10,004.00 New to State candidates will be hired into the minimum salary of the classification or minimum of alternate range when applicable. **Shall Consider:** INVESTMENT OFFICER I, STATE TEACHERS' RETIREMENT SYSTEM $4,365.00 - $5,464.00 A $5,014.00 - $6,276.00 B $5,805.00 - $7,265.00 C $6,623.00 - $8,290.00 D **\# of Positions:** 1 **Work Location:** Yolo County **Telework:** Hybrid **Job Type:** Permanent, Full Time **Department Information** **CalSTRS: Securing the financial future and sustaining the trust of California's 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. The Investments Branch manages a portfolio that is broadly diversified into seven asset categories with assets totaling approximately$389.5 billion as of November 30, 2025.In 2025, the CalSTRS Investments Branch was named one of the Best Places to Work in Money Management by the Pensions & Investments magazine for the eleventh time since 2013. CalSTRS is committed to setting best practice precedents, implementing innovative diversity and inclusion principles, motivating positive change, and advancing the worlds investment markets. We do this by establishing collaborative relationships across a vast network of investment managers, portfolio companies and industry associations in order to maximize returns and leverage opportunities for positive change. 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 cafés, 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 you're 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 **Investment Officer** **II** or **Investment Officer I** exam. If you need to take the exam or if your score has expired: Click here (https://calcareers.ca.gov/CalHrPublic/Exams/ExamBulletin.aspx?ExamControlId=1798) to gain list eligibility for **Investment Officer** **I** **.** Click here (https://calcareers.ca.gov/CalHrPublic/Exams/ExamBulletin.aspx?ExamControlId=1799) to gain list eligibility for **Investment Officer** **II** **CalSTRS Personal Trading Program** Investment Branch employees are required to participate in the CalSTRS Personal Trading Program which allows CalSTRS to monitor employees' personal trading transactions in order to reduce risks associated with insider trading, front running, and misusing material non-public information. Upon accepting a position within the Investment Branch, you will be required to disclose your personal broker account information and be required to utilize a personal broker from a designated list as provided by CalSTRS. **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 ofGovernment Code Section 19990 (https://leginfo.legislature.ca.gov/faces/codes\_displaySection.xhtml?lawCode=GOV§ionNum=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:5/18/2026 **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: + 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 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 employee's bargaining unit and conditions of employment. Some benefits include: + Alternative work schedules + Flexible work hours + Remote work options + Medical benefits, including health, dental and vision insurance + Paid holidays and a defined benefit retirement program + More than four weeks of vacation/sick leave for leaders + More than three weeks of vacation/sick leave for staff + Health insurance in retirement + Employee Assistance Program + 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) . **ADDITIONAL APPLICATION INSTRUCTIONS** + **Electronic applications through your CalCareer account are highly recommended.** If you are unable to apply electronically through your CalCareer account, please mail or drop off a hard copy of your application packet. Please provide the following information on your application: 815-310-7339-141/815-310-7338-XXX RPA:0662, JC-517080 + If education is being used to meet the minimum qualifications, please submit a copy of your transcripts/degree. + Training and Development (T&D) assignments may be considered for this position. If you are applying as a T&D, please indicate this in the eligibility section of your application. + Candidate may be selected by application packet review only. + Multiple positions may be filled from this recruitment. + Submission of an incomplete STD 678 may result in disqualification. **Equal Opportunity Employer** The State of California is an equal opportunity employer to all, regardless of age, ancestry, color, disability (mental and physical), exercising the right to family care and medical leave, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, political affiliation, race, religious creed, sex (includes pregnancy, childbirth, breastfeeding and related medical conditions), and sexual orientation. It is an objective of the State of California to achieve a drug-free work place. Any applicant for state employment will be expected to behave in accordance with this objective because the use of illegal drugs is inconsistent with the law of the State, the rules governing Civil Service, and the special trust placed in public servants.

Design and develop scalable applications for financial data processing, engage in feature development from design to production support, and ensure operational stability while contributing to code quality and team collaboration.