Job Description

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.

Anticipated Interview Dates: In person interviews are anticipated to be held between November 11-15, 2024.

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.

California Public Employees' Retirement System (CalPERS) seeks a Financial Accountant IV in the Financial Office, Financial Reporting and Accounting Services (FRAS) Division.

Under the general direction of the Controller, the Assistant Division Chief is responsible for supervising and directing, through subordinate managers, the operations of the Treasury Management Section. The incumbent will assist the Controller in managing CalPERS financial risk and ensuring sufficient liquidity exists to meet benefit, vendor and other payment demands while maximizing funds available for investment.

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. Official Transcripts may be requested upon FINAL eligibility checks, if needed.

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Working Conditions

• This position is designated as office-centered and works primarily onsite at the Sacramento, CA -Headquarters at least three weekdays. 
• Workstation is located in a standard multi-level office building accessible by stairs and elevator, with artificial light, height-adjustable desk, and adjustable office chair. 
• Prolonged reading and typing on a laptop or keyboard and monitor.

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 two pages in length, include the JC#, First and last name, and must not have font smaller than 12 point and address the following:

1. Describe your experience in reviewing operational performance as it pertains to meeting specific objectives and goals, and your demonstrated ability to train staff on changes to policies, procedures, and laws. In your response, include specific examples of your experience leading and motivating staff and fostering accountability in a changing work environment.
2. Describe your experience applying leadership through effective interpersonal and emotional intelligence skills, including communication, active listening, critical thinking, self-awareness, persuasiveness, and the ability to counsel and motivate others in a constantly changing work environment. In your response, include examples of your ability to identify opportunities for organizational improvement and successfully lead and implement change. 
3. Describe your experience managing the operation of all treasury management functions including cash flow management, cash accounting and reconciliation, cash controls and books of record, cash forecasting and compliance, banking and custodial relations management. Please include examples of situations where you demonstrate the effective communication with various high-level officials of the State Treasurer’s Office, Department of Finance, State Controller’s Office, bank executives and various internal high-level managers to ensure completion of critical financial transactions and timely transfer of sensitive financial information. 

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 .

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:

• Experience in leading and managing a highly specialized and technical team of managers, supervisors, and team members in treasury operations such as liquidity forecasting and assessment, daily cash management, payment processing, cash flow management and policy application. 
• Application of tax regulations, state regulations and departmental policies and procedures to treasury management functions. 
• Communicate effectively both verbally and in writing; possess effective listening skills; provide and receive feedback; and clearly articulate financial data to executives. Adapt and work in a variety of situations and with individuals and groups; be open to different and new ways of conducting business; and modify one’s preferred way of doing things. Gain support for ideas, proposals, projects, and solutions. 
• Ability to research and analyze critically sensitive daily cash activities and review historical and anticipated sources and uses that affect cash (e.g. new legislation, court decisions, economic indicators and other factors). 
• Ability to prepare and review treasury management policies, liquidity and cash management reports prepared and distributed by Treasury Management staff for use in determining CalPERS fund’s cash position, disbursement and deposit of funds, and determination of cash buffers and available liquidity at depository banks. Ability to research and respond to inquiries from the Controller, CalPERS Board of Administration, Finance and Administration Committee Chief Executive Officer, Chief Financial Officer, and CalPERS employers concerning a broad spectrum of Treasury Management Section policy issues.

Benefits

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.

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
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.

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 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.
  If you are having issues submitting this required document please contact Recruitment@CalPERS.ca.gov before the Final Filing Date for technical assistance.

Job Tags

Daily paid, Permanent employment, Full time, Flexible hours, Weekday work, Monday to Friday,

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