Job Description

Under general direction provided by the Accounting Administrator I (Supervisor) of the Security Analysis Unit (SAU) of the Accounting Bureau, the incumbent will be expected to understand and utilize the laws of the State of California, governmental accounting principles, and procedures prescribed by the State Controller's Office (SCO). The incumbent will apply analytical procedures necessary to independently maintain records related to the securities escheated to the SCO, Unclaimed Property Division (UPD). The incumbent will operate at the full journey level of this classification, exercise a high degree of independence and perform the full range of duties.



Duties Performed:
(Candidates must perform the following functions with or without reasonable accommodations.)

Act as lead analyst and assist staff in the SAU while maintaining a high level of productivity in reconciling the securities in the securities portfolio. Conduct research and analysis of historical documents independently, compile corporate action and share information from the legacy systems. Create and maintain worksheets for securities reconciliation documentation and for detailed tracking of securities transactions posted in the Unclaimed Property Management System (UPMS) to effectively manage the securities portfolio. Reconcile all security issues and custodian shares balances in UPMS against account statements received from the SCO's contracted broker and other brokers. Post all corporate actions to current on the security issues prior to the securities sale, enabling cash proceeds from the sale to be posted to UPMS and available for future processing as a cash claim instead of a security claim. Contact internal and external resources when historical documents are not available to the SCO and provide recommendations to management for resolving securities related issues. Process security claims as needed. Analyze and verify that posting of shares and cash received as a result of corporate actions are complete to ensure data is posted accurately in UPMS. Provide updates and make recommendations to management regarding how to resolve old and outstanding corporate actions and security issues not reconciled to the current statement date to ensure the securities portfolio is maintained accurately. Prepare system requests to make necessary corrections to the records in UPMS due to system conversion errors and system restrictions. Provide direction to resolve securities related questions and complex problems received from staff. Provide training to other SAU staff on desk procedures and perform peer/second reviews of assignments as directed by the unit supervisor and the section manager. Work on special projects and provide reports requested by management. Develop accounting procedures appropriate for and specific to the Unclaimed Property program. Advise UPD management regarding securities and market trends, interpreting accounting data to identify problem areas and recommending corrective measures. Draft applicable correspondence and provide accounting information and reports to management. Report system problems and make recommendations for system enhancements.

You will find additional information about the job in the

Duty Statement

.


Working Conditions


This position is located in Rancho Cordova on White Rock Road, between Mather Field Road and Zinfandel Drive just off US 50 offering free parking is situated in the family-friendly suburbs of Sacramento. There is an abundance of nearby shopping centers and dining options with public transportation accessible nearby via Sacramento Regional Transit's bus and light rail systems.



This position is eligible for hybrid telework under California Government Code Section 14200 for eligible applicants residing in California. All telework schedules are subject to change and may be reevaluated at any time. Specific telework arrangements may be discussed in more detail with the respective hiring manager. Telework does not change the terms and conditions of employment, the essential functions of job duties, or required compliance with the State Controller's Office policies.


Minimum Requirements


You will find the Minimum Requirements in the Class Specification.ASSOCIATE ACCOUNTING ANALYST

Additional Documents


Job Application Package Checklist Duty Statement

Position Details

Job Code #:

JC-493850

Position #(s):

051-550-4588-038

Working Title:

Associate Accounting Analyst

Classification:

ASSOCIATE ACCOUNTING ANALYST
$6,330.00 - $7,929.00 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:

Sacramento County

Telework:

Hybrid

Job Type:

Permanent, Full Time

Facility:

Unclaimed Property Division
Department Information


The Office of the State Controller (SCO) is the destination employer within the State of California. As California's chief fiscal officer, the Controller's Office ensures accountability and transparency of California's financial practices while promoting fairness and opportunity for all. Here, you'll work in a collaborative and supportive environment with diverse opportunities for professional growth and development. A career with the SCO offers meaningful work that directly impacts the state's future.



The Unclaimed Property Division (UPD) of the California State Controller's Office plays a vital role in reuniting Californians with their lost or forgotten assets, such as bank accounts, stocks, or uncashed checks. This division safeguards unclaimed property and works diligently to return it to its rightful owners, ensuring fairness and financial equity across the state. By joining this division, you'll be part of a team that directly impacts people's lives on a day-to-day basis.



Take the next step in your career with an organization that values innovation, integrity, and the well-being of its employees. Apply today and build a California where everyone thrives!



Visit our website to learn more about the State Controller's Office.



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Special Requirements


A copy of your degree, transcripts, or degree evaluation is required.



Take the required examination here: Associate Accounting Analyst Examination
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: 10/10/2025

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.




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 Controller's Office
Human Resources
Attn: Human Resources Office, C.B.
300 Capitol Mall 3rd Floor, Ste 300
Sacramento, CA 95814

Address for Drop-Off Application Packages

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



State Controller's Office
Human Resources
Attn: Human Resources Office, C.B.
300 Capitol Mall 3rd Floor, Ste 300
Sacramento, CA 95814
Applications dropped off in person must be received by 5 p.m. in HR, by the final filing date.
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. Degree and/or School Transcripts 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:
Knowledgeable of security instruments such as stocks, mutual funds, bonds, dividends, corporate actions, and financial markets. Excellent analytical, organizational, and problem-solving skills and the desire to work in a fast paced innovative environment. Knowledge of accounting principles and procedures. Proficiency in Excel, Word, Microsoft Outlook, Access, and PowerPoint. Ability to analyze situations accurately and adopt an effective accounting course of action. Ability to prepare clear, comprehensive, and concise accounting reports. Ability to make sound decisions and recommendations with regard to accounting problems. Team oriented with the ability to develop and maintain working relationships to meet goals and objectives. Ability to follow directions while exercising a high degree of initiative, independence of action, and originality. Ability to organize and establish workload priorities, work well under pressure, and exercise initiative and flexibility. Ability to multi-task. Ability to train others. Excellent communication skills. Excellent leadership skills.

Benefits


Benefit information can be found on the CalHR website and the CalPERS website.
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.