Job Description

The Principal Budget Analyst will serve as the Financial Lead for the Budget & Planning team. Under general direction of the Budget and Planning Manager, the position will conduct and oversee complex analysis for budget administration and policy development for the City Administrator Office's 25 programs, including the 311 Customer Service Center, Fleet Management, Moscone Convention Center, Grants for the Arts, Digital Services, Office of Resilience & Capital Planning, Real Estate Division, Office of Cannabis, Office of the Chief Medical Examiner, Animal Care & Control, Office of Civic Engagement & Immigrant Affairs, and others. The incumbent will work as part of a team to measure, monitor, analyze, and develop an annual budget of over $600 million with multiple funding sources including citywide work order allocation models, fee and special tax revenue, public financing, public and private grants, and the City’s general fund. In addition, the position will work closely with the Planning Lead to create unit work plans as well as use the unit’s budget and planning research to craft policy recommendations for senior management.

WHAT YOU WILL TYPICALLY BE RESPONSIBLE FOR:

• Conduct routine monitoring of finances, create and refine processes for financial tracking and communication, and catalogue financial project needs. Prioritize and recommend financial projects based on anticipated returns.
• Solve emerging issues by coordinating with analysts, program, accounting, and human resources staff. Raise complex and sensitive issues to Budget & Planning Manager, Chief Financial Officer, and program directors while making recommendations on how to move forward.
• Manage financial, human resources, and budget system licensing, training, and data use. Respond to needs for custom data views.
• Manage budget development and analytical projects from initiation to completion, distributing work to the analytical team in order to meet deadlines, create unit resiliency, and guide analyst career development.
• Develop, analyze, and review complex models and databases to provide summary data, dashboards, reports, and projections on trends.
• Conduct and oversee qualitative analyses, including literature reviews, survey design and administration, and facilitating focus groups and key informant interviews.
• Supervise a team of analysts and oversee a standard training regimen, including financial reporting, labor modeling, and other foundational skillsets.
• Analyze and interpret existing, newly enacted, and proposed local, state, and federal legislation and regulations for financial and programmatic impacts.
• Communicate findings from research and analysis through concise reports and effective multi-media presentations to diverse audiences. 
• Work on special projects or other duties as assigned.

DESIRABLE QUALIFICATIONS

• Exceptional critical thinking, investigative, project management, and communication skills.
• Analytical and programming skills using Excel, PowerBI, ArcGIS, and statistical software packages such as Stata or R. In particular, data management and visualization skills in PowerBI and experience with the entire Extract-Transform-Load cycle.
• Automation and process improvement skills, particularly in Microsoft PowerApps.
• Experience using the city’s financial systems, Oracle PeopleSoft.
• Knowledge of accounting methods and standards (GASB, GAAP).
• Diplomacy and a sense of humor.

Qualifications

1. Possession of a graduate degree (Master's degree or higher) from an accredited college or university, and five (5) years full-time equivalent experience performing professional-level analytical work as described in Note A; OR

2. Possession of a graduate degree (Master's degree or higher) from an accredited college or university with major college coursework as described in Note B, and four (4) years full-time equivalent experience performing professional-level analytical work as described in Note A; OR

3. Possession of a baccalaureate degree from an accredited college or university, and six (6) years full-time equivalent experience performing professional-level analytical work as described in Note A; OR

4. Possession of a baccalaureate degree from an accredited college or university with major college coursework as described in Note B, and five (5) years full-time-equivalent experience performing professional-level analytical work as described in Note A;

SUBSTITUTION: Applicants may substitute up to 2 years of the required education with additional qualifying experience in budget analysis, financial analysis and reporting, legislative/policy analysis, or contract/grant administration. One year (2000 hours) of additional qualifying experience will be considered equivalent to 30 semester units/45 quarter units.

Notes on Qualifying Experience and Education:

A. Qualifying professional-level analytical experience must be in one or more of the following functional areas: complex budget analysis, development and administration; complex financial/fiscal analysis and reporting; development of complex contracting systems and administration of competitive bid processes and complex contractual agreements; development and evaluation of complex management/administrative policy; complex grant administration and monitoring; complex program evaluation and planning; complex legislative analysis; complex economic analysis; or other functional areas related to the duties of positions in Class 1824, where the primary focus of the job is complex professional-level analysis for evaluation, recommendation, development and implementation of major programs and functions of department/organization. Analytical experience equivalent to the duties of Class 1823 is considered qualifying.

B. Coursework applicable to a baccalaureate or higher degree in specialized subject matter areas such as public or business administration, management, business law, contract law, public policy, urban studies, economics, statistical analysis, finance, accounting or other fields of study closely related to the essential functions of positions in Class 1824

Additional Information

• Information About The Hiring Process
• Conviction History
• Employee Benefits Overview  
• Equal Employment Opportunity 
• Disaster Service Worker
• ADA Accommodation
• Veterans Preference
• Right to Work
• Copies of Application Documents
• Diversity Statement

COMPENSATION: $128,050 to $155,662 annually

• Applicants are encouraged to apply immediately as this recruitment may close at any time, but not before Friday, October 7, 2022. 
• Late or incomplete submissions will not be considered. Mailed, hand delivered or faxed documents/applications will not be accepted. 
• For questions or inquiries, please contact: Connie Poon, Senior Human Resources Analyst at Connie.Poon@sfgov.org
• Your application MUST include a cover letter and resume.  To upload these item(s), please attach using the "additional attachments" function.

VERIFICATION: Applicants may be required to submit verification of qualifying education and experience at any point in the application and/or departmental selection process. Written verification (proof) of qualifying experience must verify that the applicant meets the minimum qualifications stated on the announcement. Written verification must be submitted on employer’s official letterhead, specifying name of employee, dates of employment, types of employment (part-time/full-time), job title(s), description of duties performed, and the verification must be signed by the employer. City employees will receive credit for the duties of the class to which they are appointed. Credit for experience obtained outside of the employee’s class will be allowed only if recorded in accordance with the provisions of the Civil Service Commission Rules. Experience claimed in self-employment must be supported by documents verifying income, earnings, business license and experience comparable to the minimum qualifications of the position. Copies of income tax papers or other documents listing occupations and total earnings must be submitted. If education verification is required, information on how to verify education requirements, including verifying foreign education credits or degree equivalency, can be found at http://sfdhr.org/index.aspx?page=456. NOTE: Falsifying one’s education, training, or work experience or attempted deception on the application may result in disqualification for this and future job opportunities with the City and County of San Francisco.  Applications will be screened for relevant qualifying experience. Additional screening mechanisms may be implemented in order to determine candidates’ qualifications. Only those applicants who most closely meet the needs of the Agency will be invited to participate in the selection process. Applicants meeting the minimum qualifications are not guaranteed advancement to the interview. Qualified applicants with disabilities requiring reasonable accommodation in the selection process must contact the Agency by phone at (415) 554-6065 or, if hearing impaired at (415) 554-6015 (TTY).

CONDITION OF EMPLOYMENT:  All City and County of San Francisco employees are required to be fully vaccinated against COVID-19 as a condition of employment. Someone is fully vaccinated when 14 days have passed since they received the final dose of a two-shot vaccine or a dose of a one-shot vaccine. Any new hire must present proof of full vaccination status to be appointed. Any new hire who will be routinely assigned or occasionally enter High-Risk Settings, must provide proof of having received a COVID-19 booster vaccine by March 1, 2022, or once eligible.

The City and County of San Francisco encourages women, minorities and persons with disabilities to apply. Applicants will be considered regardless of their sex, race, age, religion, color, national origin, ancestry, physical disability, mental disability, medical condition (associated with cancer, a history of cancer, or genetic characteristics), HIV/AIDS status, genetic information, marital status, sexual orientation, gender, gender identity, gender expression, military and veteran status, or other protected category under the law.