ACCOUNTANT TRAINEE

Job Description and Duties

A Statement of Qualifications (SOQ) is required for this position. Applications received without the SOQ will not be considered.

Please scroll down to special requirements to see details

Telework Information : This position requires full-time attendance in the office, working onsite five days per week.

This position will run until filled with the following cutoff dates for review : 5 / 16 / 24, 6 / 7 / 24, and every two weeks until filled.

Anticipated Interview Dates : In personinterviews are anticipated to be held two weeks after each cut off date.

CalPERS seeks an Accountant Trainee in the Financial Reporting and Accounting Services Division, Investment Accounts Payable Unit.

The incumbent processes and / or approves investment related expenses using PeopleSoft Financial System (PeopleSoft) and the State Street Bank Cash Manager wire system.

Serves as a liaison with FINO’s Budget Section, Operations Support Services Division, and various program divisions to answer general process questions or specific payment inquiries with respect to investment related expenses.

Analyzes the Investment Expense Budget contracts and purchase orders for funding availability and completeness. Prepares a daily wire log notifying the program areas of all payments.

Completes monthly general ledger expense reconciliations and the Commercial Loan Program reconciliations. Provides payment information on investment related expenses upon request.

Compiles data and completes the monthly performance measures report.

SPECIAL REQUEST

Education Documents : Please include a copy of your transcript(s) and / or college degree that demonstrates your ability to meet the minimum education requirements.

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

You will find additional information about the job in the .

Working Conditions

• This position is not eligible for telework and the duties above will be performed onsite at CalPERS Headquarters.
• Must be able to work in the office Monday Friday from 8 : 00 am 5 : 00 pm.
• Must be able to work in a low wall, cubicle environment with bright natural and fluorescent light.

Special Requirements

Statement of Qualifications

Please provide a Statement of Qualifications (SOQ) for the hiring manager’s review. Applications received without an SOQ or those that do not respond to the specific statements below will not be considered.

The SOQ must be typed, titled Statement of Qualifications , and each statement must be numbered and answered listing all relevant experience, education, and training, including places of employment, dates, and duties performed.

The SOQ must not exceed three pages in length and must not have font smaller than 12 point and address the following :

Your knowledge and experience if any, processing accounts payable; general ledger account reconciliation; purchase order / contract review and approvals.

Please include the type of expenses, financial data, reports, and accounting systems used.

• Describe a time when you became aware of a potential problem and resolved it before it became an issue.
• On a scale from 1-5 (5 being the highest) rate your skillset with Microsoft Office Word, Excel, PowerPoint, and PeopleSoft Financials (or other similar accounting software programs).

Please describe your experience and / or give examples that support your rating.

Minimum Qualifications

All experience and education relating to the Minimum Qualifications (MQs) listed on the Classification Specification should be included in your application package to clearly demonstrate how you meet the MQs for this position.

If you are using education to meet MQs, please include your transcripts with your application package. If selected, official transcripts will be required prior to job offer.

The Classification Specification is located on this Job Posting under "Minimum Requirements."

Please Note : You may need to pass an examination to establish list eligibility prior to a final offer of employment. To find and take an exam, visit .

California State Civil Service Employee Benefits Summary Benefit Description Additional Information New Employee Benefits Orientation Page

Summary review of benefits available to you as a new State Civil Service employee. State Civil Service Act

Review the benefits and protections provided to State Civil Service employees through the State Civil Service Act.

Salaries and Civil Service Pay Scales

Information regarding salary ranges for State Civil Service employees, as well as the Civil Service Pay Scales, the official salaries for all state jobs.

Represented Employee Bargaining Contracts

Review the specifics of represented state employee collective bargaining contracts.

Retirement

Learn more about the defined benefit plan that is offered to state employees through the California Public Employees' Retirement System (CalPERS) based on years of service, age and final compensation.

CalPERS also offers disability retirement, partial service retirement, and death benefits for eligible employees.

401(k) and 457(b) Plans (Savings Plus)

Offers a voluntary benefit that allows you to contribute to both a 401(k) and a 457(b) plan to enhance your retirement benefit.

This allows you to contribute, through payroll deduction, up to twice the amount available to the private sector and most public sector employees.

You can contribute on both a pre-tax and an after-tax designated Roth basis that offers you the opportunity to take advantage of tax savings now and in the future.

California State Civil Service Employee Benefits Summary - Specific Benefits Specific Benefits Additional Information

Cash In Lieu of Health and / or Dental Benefits (Cash Option)

Allows you to receive cash in lieu of state-sponsored health and / or dental benefits insurance if you have other qualifying medical and / or dental coverage through a spouse, domestic partner, parent or other source.

Common Carrier Travel and Accident Insurance for Excluded Employees Only

Offers employer-paid accidental death and dismemberment insurance to managers, supervisors and other specified employees who travel on state business.

Commute Program

Voluntary benefits that subsidize commuting expenses for eligible employees who commute to and from work using public transportation, vanpools, or bicycles.

Consolidated Benefits (CoBen)

Provides a benefit allowance, rather than specific contribution amounts for health, dental and vision benefits. You may receive additional taxable income each month, depending on the total cost of the benefit plans you choose.

Consolidated Omnibus Budget Reconciliation Act (COBRA)

Continuation of health, dental, and vision insurance coverage as well as medical reimbursement account for employees and eligible dependents who involuntarily lose coverage.

Death Benefits

Benefits available to legal survivors and / or designees of state employees; see "Planning Ahead" handbook.

Planning Ahead Handbook Dental Benefits

Offers you and your dependents preventive, basic and major dental care coverage through one of several dental plans.

Employee Assistance Program

Employer-paid program offers free professional and confidential short-term counseling and referral services to employees and their eligible dependents, as well as valuable information on a variety of topics including financial, legal, and wellness.

866) EAP-4SOC

California State Civil Service Employee Benefits Summary Benefit Description Additional Information

Group Legal Services Insurance

Voluntary, employee-paid plan that provides comprehensive legal coverage designed to meet most common personal legal needs.

Available to eligible employees and their eligible dependents.

Group Long-Term Disability Insurance For Excluded Employees Only

Voluntary, employee-paid plan that replaces a portion of the employee's income in the event the employee is unable to work for six months or longer due to a covered illness or injury.

Health Benefits

Offers you and your dependents a broad range of health insurance plans with the state paying a portion of the premium. CalPERS administers this coverage.

CalPERS Health and Wellness

Promotes a work environment that encourages healthy lifestyle choices, decreases the risk of illness and disease and enhances employee effectiveness and well-being.

Long-Term Care Program

Offers coverage through CalPERS for a chronic illness, frailty of old age, or a serious accident. Available to all California public employees, retirees, and their eligible family members.

Part-time, Seasonal, and Temporary Retirement Program

Offers a retirement savings program for part-time, seasonal and temporary employees who are not covered by CalPERS or Social Security.

Reimbursement Accounts

Allows you to set pre-taxed money aside in a reimbursement account to pay for certain kinds of medical and dependent care expenses.

You can increase your take home pay and decrease your taxable income.

Third-Party Pre-Tax Parking Reimbursement Account Program

Allows you to deduct a specific pre-tax amount for work-related parking fees from your pay. Available to employees who drive a personal vehicle to work or to a location from which the employee commutes to work and pays for parking.

Vision Benefits

Employer-paid benefit that offers you and your dependents an annual eye examination and an allowance for frames and lenses.

An enhanced vision plan is also available which provides higher allowances for certain materials and other benefits.