Job Details

Recon Unit Lead

  2025-05-09     State of California     all cities,CA  
Description:

Final Filing Date: 5/21/2025

Application Methods: Electronic (Using your CalCareer Account) By Mail Drop-off

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.

Anticipated Interview Dates: In person interviews are anticipated to be held the week of July 07, 2025.

Telework Information: This position is eligible for hybrid work schedule, with up to two days of remote work and three days or more onsite, per week.

Are you organized with great attention to detail? Are you a self starter and do you enjoy leading a team? Do you enjoy general ledger and fund reconciliation activities? If you've answered yes to these questions, then you've found a position you'd be interested in exploring further!

CalPERS Financial Reporting and Accounting Services Division is seeking an Accounting Administrator I, Specialist to act as a lead in our Recon Unit. The Accounting Administrator I is responsible for reconciling the more complex transactions for the Public Employees' Retirement Fund, administrative personnel services accounts, operating expenses, revolving fund, and equipment between CalPERS PeopleSoft Financial System (PS) modules and the State Controller's Office (SCO) records on a monthly basis. Prepares and posts journal entries to record the monthly accounting activity and any adjustments and/or corrections to general ledger accounts in PS. Provides assistance to program Divisions in identifying and adjusting reconciling items between the SCO and the department's appropriation records. Prepares and processes the monthly Plan of Financial Adjustments transfers and SCO transaction letters. Reviews Recon Unit reconciliations, SCO Transaction Letters, STO Remittance Advices and approve them timely. Reviews re-occurring reconciling items for control deficiencies and make recommendations to management to mitigate risks. The incumbent must have extensive experience and possess an in-depth knowledge of accounting principles and practices and provide technical expertise in pension fund and administrative accounting.

Required Application Documents
Education Documents:Please include a copy of your transcript(s) (preferably official) 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 brief survey .

You will find additional information about the job in the Duty Statement .

Working Conditions

  • This position is designated as office centered and works primarily onsite at CalPERS Headquarters in Sacramento, CA.
  • Must be able to work in the office at least three days a week 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.

Minimum Requirements

You will find the Minimum Requirements in the Class Specification.
  • ACCOUNTING ADMINISTRATOR I (SPECIALIST)

The California Public Employees' Retirement System (CalPERS) is the nation's largest public pension fund, providing retirement and health benefits to public employees, retirees, and their families. Headquartered in downtown Sacramento, we are a destination employer with an international reputation for leadership and innovation. At CalPERS, we're committed to people – the people we serve, our team members, and the larger community around us. CalPERS is situated near the Napa Valley, San Francisco, Lake Tahoe, and other desirable destinations, and we offer competitive benefit packages, compensation, and opportunities for advancement.

If you are interested in becoming part of a diverse and inclusive workforce where talent, experience, and expertise are valued, CalPERS invites you to apply for this employment opportunity. To find out more about our Diversity, Equity, and Inclusion efforts, visit our website !

To take a look at CalPERS as a destination employer, view this YouTube video .

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 Arial 12 point and address the following:

  • Describe your knowledge and experience if any, processing, reviewing, analyzing, reconciling, and reporting general ledger and fund financial data. Please include the type of financial data, timing of reconciliations and reports, and accounting systems used.
  • Describe your experience planning, organizing, managing and/or leading the work of professional level accounting staff responsible for reviewing, analyzing, reconciling, and reporting financial data.
  • Describe your experience identifying and addressing deficiencies, streamlining workflow processes for improvements/efficiencies, developing policies and procedures.
  • Describe a time when you became aware of a potential problem and resolved it before it became an issue.
  • 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 CalHR's CalCareers website .

    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:

    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: 5/21/2025

    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. Individuals who are eligible for a Training and Development assignment may also be considered for this position(s).

    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:

    Public Employees Retirement System Postal Attn: JC-477084/SY Human Resources Division, Recruitment P. O. Box 942718 Sacramento , CA 94229-2718

    Address for Drop-Off Application Packages

    You may drop off your application and any applicable or required documents at:

    Public Employees Retirement System Drop-Off HRSD, SSU JC-477084/SY 400 Q Street, Lincoln Plaza North 1st floor drop box by security desk Sacramento , CA 95811 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 optional. It may be included, but is not required.
    • Statement of Qualifications - In addition to completing your online job application, you must provide a Statement of Qualifications (SOQ) for the hiring manager's review. Please see the Special Requirements section for instructions and questions for the SOQ. Applications received without an SOQ or those that do not respond to the specific SOQ prompts will not be considered.

    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: 5/21/2025

    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. Individuals who are eligible for a Training and Development assignment may also be considered for this position(s).

    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:

    Public Employees Retirement System Postal Attn: JC-477084/SY Human Resources Division, Recruitment P. O. Box 942718 Sacramento , CA 94229-2718

    Address for Drop-Off Application Packages

    You may drop off your application and any applicable or required documents at:

    Public Employees Retirement System Drop-Off HRSD, SSU JC-477084/SY 400 Q Street, Lincoln Plaza North 1st floor drop box by security desk Sacramento , CA 95811 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 optional. It may be included, but is not required.
    • Statement of Qualifications - In addition to completing your online job application, you must provide a Statement of Qualifications (SOQ) for the hiring manager's review. Please see the Special Requirements section for instructions and questions for the SOQ. Applications received without an SOQ or those that do not respond to the specific SOQ prompts will not be considered.
    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.

    Desirable Qualifications

    In addition to evaluating each candidate's relative ability, as demonstrated by quality and breadth of experience, the following factors will provide the basis for competitively evaluating each candidate:

    • Possess an in-depth knowledge of accounting principles and practices and provide technical expertise in the area of governmental, pension fund, and administrative accounting.
    • Advance Excel knowledge and skills including familiarity with recording macros and experience working with PeopleSoft Financials including query development or modification.
    • Experience with working on adhoc special assignments that require advance analytical thinking.
    • Ability to work independently as well as a team environment.
    • Excellent work ethic with excellent verbal and written communication skills
    CalPERS team members are eligible for a number of benefits. Health benefits and leave programs are available for most team members. Benefit eligibility may depend on length of service and collective bargaining agreements.

    Some added benefits CalPERS offers include:
    • Alternate Work Schedules
    • Flexible Work Hours
    • Onsite childcare facility
    • Onsite fitness center
    • Onsite café and nearby restaurants
    • Free onsite parking available Mondays and Fridays, subject to change
    • Free offsite parking available with shuttle service Tuesdays, Wednesdays and Thursdays
    Benefit information can be found on the CalHR website and the CalPERS website.

    Contact Information

    The Hiring Unit Contact is available to answer questions regarding the position or application process.

    Hiring Unit Contact:
    CalPERS HRSD, Selection Services
    (916) ###-####
    ...@calpers.ca.gov

    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.

    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:
    CalPERS EEO
    (916) ###-####
    ...@calpers.ca.gov

    California Relay Service: 1-800-###-#### (TTY), 1-800-###-#### (Voice)TTY is a Telecommunications Device for the Deaf, and is reachable only from phones equipped with a TTY Device.

    Additional Information

    Live Scan
    Candidates not currently employed at CalPERS are required to submit to a criminal history review process utilizing Live Scan fingerprinting.

    CalPERS Disclosure Requirements
    If employed, you may be subject to rules imposed by Personal Trading Regulations and Conflict of Interest Code that apply to CalPERS team members, 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)

    Please do not include any confidential information on any documents in your application package. Confidential information that should be excluded or removed from these documents include, but is not limited to, your social security number, date of birth, marital status, personal photos, a copy of your driver's license, equal employment opportunity data, examination scores, and LEAP status.

    Sponsorship
    {Remove for Hard to Recruit Positions}This position is not eligible for visa sponsorship. Applicants must be authorized to work in the US without the need for a visa sponsorship now or in the future.

    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.

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