Accountant Trainee

RE-ADVERTISEMENT - This position is being re-advertised. If you have already submistted an application, your application is on file and being considered. Do not re-submit another application.

Do you enjoy working in a fast-paced remote-centered environment with variety in your work? The California Department of Insurance (CDI) is seeking a dynamic Accountant Trainee with experience in State accounting principles, methods, and procedures.

If this is you, then CDI may be the employer for you!

Under the close supervision of an Accounting Administrator I (Supervisor), the Accountant Trainee performs professional accounting duties of average difficulty in the processing and maintenance of billing and receipts activities within the Financial and Business Management Division - Accounting Services Bureau - Revenue Section - Accounts Receivable (ARU). The incumbent will assist with the review, analysis, and research of accounts and records as they relate to the accounts receivable process. The incumbent will assist as a Billing/Receipts Specialist, helping with the generation, posting, and reconciliation of the Department's billing and receipts transactions. The incumbent can occasionally rotate amongst the different areas in ARU for cross-training, knowledge retention, and absence coverage purposes.

Basic responsibilities include analyzing, researching, evaluating, and performing corrective actions or entries into several Accounts Receivable accounting systems (Oracle Financials, Expense Tracking System, and Accounting Financials) as well as FI$CAL.

Effective July 1, 2025, the California Department of Human Resources (CalHR) implemented the Personal Leave Program (PLP) 2025 and related Pay Differential 386. PLP 2025 requires employees to receive a reduction in pay in exchange for monthly hours of PLP 2025 leave credits. The salary range(s) included on this job posting do not reflect the reduction in pay. For more information, visit the CalHR website
( ).

New to state service? Learn how to apply here.

Please, take two minutes to check us out or provide your feedback .


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

Working Conditions

• Overtime may be required, if ordered and authorized by supervisor.
• The incumbent must be able to work in a high-rise building.
• The incumbent must be able to move large or cumbersome reports from one location to another with or without reasonable accommdations
• The incumbent must be able to work in a shared, internal office space.
• The incumbent may telework in accordance with CDI's Telework Policy. Teleworking employees may be required to report to their headquarters office location on designated telework days. Travel expenses are not reimbursed, however other authorized transit subsidies do exist for those who qualify.

Minimum Requirements You will find the Minimum Requirements in the Class Specification.

• ACCOUNTANT TRAINEE

Additional Documents

• Job Application Package Checklist
• Duty Statement

Position Details Job Code #:
JC-520461


Position #(s):
413-192-4179-707

Working Title:
Accountant Trainee


Classification:
ACCOUNTANT TRAINEE $4,442.00 - $5,296.00 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


Department Information The CDI is the consumer protection agency for the nation's largest insurance marketplace and safeguards all of the state's consumers by fairly regulating the insurance industry. With annual direct premiums of $340 billion, California is the largest insurance market in the United States and the fourth largest insurance market in the world.

Nearly 1,400 dedicated employees work at CDI to oversee more than 1,400 insurance companies and license more than 425,000 agents, brokers, adjusters, and business entities.


ADMINISTRATION AND LICENSING SERVICES BRANCH
FINANCIAL & BUSINESS MANAGEMENT DIVISION
ACCOUNTING SERVICES BUREAU


Department Website:


Special Requirements Please attach (upload) all the required documents to verify that you meet the minimum qualifications for this position (i.e., degree, transcript, license, certificate). If you fail to provide the required documentation, your application package will be marked as incomplete and not considered for an interview.

• Exam list eligibility - refer to exam link below.
• Transfer eligibility, if applicable, for current/former civil service employees
• Degree and/or School Transcripts
• Statement of Qualifications

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: 8/26/2026
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 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:


Department of Insurance
CDI Jobs Inquiries
Attn: Classification & Consultation Unit
Human Resources Management Division
300 Capitol Mall, 13th Floor
Sacramento , CA 95814


Address for Drop-Off Application Packages


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


Department of Insurance
CDI Jobs Inquiries
Classification & Consultation Unit
Human Resources Management Division
300 Capitol Mall, 13th Floor
Sacramento , CA 95814


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 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
• Statement of Qualifications -
  Instructions may be found in the Statement of Qualifications Section of this job posting
  

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:

• Knowledge and experience with State accounting principles, methods, and procedures.
• Knowledge and experience using an accounting information system, Adobe Acrobat and Microsoft computer applications such as Excel, Word, Outlook, Teams, etc.
• Excellent oral and written communication and analytical skills.
• Ability to work under pressure and handle multiple assignments effectively and efficiently in a timely manner.
• Ability to be flexible and able to work in a fast-paced office environment. Ability to work independently as well as part of a team.
• Ability to handle multiple projects/assignments efficiently, accurately and in a timely manner in a fast-paced work environment.
• Must be dependable and reliable with great interpersonal skills and attendance. Be open-minded and flexible to other ideas and solutions.
• Ability to maintain a courteous and professional demeanor and exercise tact, diplomacy and good judgement.
• Ability to communicate effectively with a variety of customers and experience providing excellent customer service.

Benefits

• Flexible work hours
• Remote work options
• Medical Benefits - including health, dental, and vision insurance
• Employee Wellness Program
• Employee Assistance Program
• On the Job Training
• Career Services Program
• Recognition Program
• Paid Holidays and leave
• Defined benefit retirement program
• Savings Plus Program (401 (k), 457)
• Every 12 months, based on performance evaluation, employees may receive a 5% salary increase until they reach the maximum salary for the position.

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.
Department Website:
Hiring Unit Contact:
Classification & Consultation Unit
View phone number on click.appcast.io
View email address on click.appcast.io


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:
EEO Officer
View phone number on click.appcast.io
View email address on click.appcast.io
California Relay Service: View phone number on click.appcast.io (TTY), View phone number on click.appcast.io (Voice) TTY is a Telecommunications Device for the Deaf, and is reachable only from phones equipped with a TTY Device.


Examination Information
Step 1 - If you have not taken the Accountant Trainee examination, or if your eligibility has expired, and/or you have no other type of eligibility, you MUST take the examination to be eligible for appointment. Please click the link provided below for the examination information and instructions.

Accountant Trainee: Accountant Trainee Exam Bulletin

Step 2 - Submit your application including all required documents, by using the "Apply Now" button found at the top of this bulletin.


Statement of Qualifications
Interested individuals MUST submit a Statement of Qualifications (SOQ) with the application. Resumes, letters, and other materials do not take the place of the SOQ. The SOQ will be considered the first step of the hiring process for this position. If your qualifications are competitive, you will be invited to an interview.


The SOQ should have a title of "Statement of Qualifications, Your CalCareers ID # and JC # ", be no more than 1 page, no smaller than 12-point Arial font, and address the following:


Describe in detail your experience, knowledge, enduation, and skills that qualify you for this position in relation to the duty statement.


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.