0923 Director, Office of Financial Empowerment

Recruitment #PBT-0923-065633


Announcement extended to accept a sufficient number of qualified applications.

Announcement re-issued and amended in order to accept a sufficient number of qualified applications and to include a Supplemental Questionnaire. Applicants who already applied need not reapply, however must complete and return the Supplemental Questionnaire by the application deadline above.

This is a Position Based Test administered in accordance with Civil Service Rule 111A.

The current position is located at the San Francisco Office of the Treasurer & Tax Collector.  The eligible list resulting from this examination may be utilized for future positions in this class in other City departments.

The San Francisco Office of Financial Empowerment (OFE) was created to help lower-income San Franciscans become financially empowered San Franciscans. Empowered people create businesses, keep stable families, get involved in communities, and build the tax base.  Each time a cycle of financial insecurity is broken, a cycle of growth begins, and every San Franciscan benefits.(http://sfofe.org/)

Our mission is to use City Hall’s strength and influence to help more of the City’s lower-income residents enter the financial mainstream.  Ultimately, our job consists of giving people opportunities: to learn more about money, open a checking account, take advantage of tax credits, save for a child’s college education, overcome setbacks and gain independence.

To help make this vision a reality, the OFE has created several first-of-their-kind programs to help lower-income people get access to financial education and counseling, low-cost checking and savings accounts, college savings accounts, electronic pay solutions, responsible payday loans and more.

POSITION DESCRIPTION: The Director of the Office of Financial Empowerment will perform the following duties:

  • Manages, administers, and oversees the design and implementation all of the OFE operations and programs including Bank on San Francisco, Financial Counseling Integration Project, and Kindergarten to College (K2C).
  • Sets the strategic direction and leads planning processes to manage, evaluate, expand, and implement the work of the OFE; manages, supervises, trains, monitors and coaches staff to improve performance and develop an effective team.
  • Oversees the implementation of new initiatives; defines clear and achievable goals for each project, establishes realistic project plans and timelines for OFE projects.  Coordinates and monitors the work of consultants, contractors, partnerships, vendors and project teams.  
  • Establishes a clear fundraising strategy to support the development of the OFE; oversees all grant development and management; monitors budget expenditures and provides executive management with an early warning and practical options to potential cost overruns; participates in budget development by providing detailed justification and persuasive arguments for proposals or initiatives.
  • Promotes San Francisco’s financial empowerment work at the state and national level. Oversees the formulation of local, state, and national public policy for financial empowerment programs and initiatives.  Represents  the SF OFE at conferences, meetings, education workshops, and other public outreach events; advises other city and federal agencies to establish financial empowerment programs for their communities.

COMPENSATION AND BENEFITS: The normal annual salary range is $102,206 - $130,468.00. Appointment above the maximum of the normal range may be considered based on documented and substantiated recruitment and retention issues or exceptional skills. A special approval process is necessary for appointment above the normal salary range. In addition to competitive salaries, the City offers flexible benefit plans with pre-tax elections which include: medical and dental insurance, Retirement Plan; 457 Deferred Compensation Plan; Social Security; Long-term Disability Plan; Life Insurance; paid Management Training program; 11 paid holidays per year; 5 floating holidays per year; 10 to 20 vacation days per year, depending on years of service; and may earn up to 100 hours paid administrative leave per year.

Minimum Qualifications

1.     Possession of a baccalaureate degree AND

1.1 Five (5) years experience in financial empowerment, asset building, or community development that must include two (2) years leading a team handling a portfolio of financial empowerment programs and services, OR

2.     Master Degree in Public Policy, Public Administration, Business Administration, Economics, Social Sciences or other related fields, AND

2.1  Four (4) years experience in financial empowerment, asset building, or community development that must include two (2) years leading a team handling a portfolio of financial empowerment programs and services.

DESIRABLE QUALIFICATIONS: The stated desirable qualifications may be used to identify job finalists at the end of the selection process when candidates are referred for hiring.

  • Strong management experience to lead, develop and supervise a team of project managers and program coordinators with citywide mandate.
  • Knowledge of financial empowerment, asset building community development, or financial education principles, methods and procedures.
  • Ability to organize, collaborate with, and build and maintain effective partnerships with financial institutions, employers, government partners, funders, staff, consultants, community-based organizations, city agencies and national think tanks and legislators, to strategize and meet program needs and goals.
  • Ability to oversee, develop, and direct the formulation of local, state, and national public policy matters for financial empowerment programs and initiatives, analyzing legislation and working and collaborating with policy-making officials and partners.
  • Ability to plan, organize, and monitor a complex portfolio of programs and services for financial empowerment, education, asset-building, and community development, including strategic planning and collaboration with the Treasurer and OFE Team on program design, budgets and administration.
  • Ability to develop, create, manage, implement and monitor fundraising strategies, including grant/contract management.
  • Ability to speak in public and make formal speeches to elected officials, community partners, the media, low-income population for public relations and education of financial empowerment programs. 
  • Ability to oversee the design, coordination, and implementation of community outreach and education, ranging from media campaigns (i.e., including press conferences, social media), trainings, and meetings.
  • Ability to prepare clear, concise and accurate narrative reports, grants, press releases, research reports, memos and correspondence to present recommendations.
  • Ability to monitor performance of the program, utilizing data analysis tools to track progress, make projections, and other performance metrics.
  • Ability to make recommendations and collaborate with the Treasurer, senior managers, colleagues. 

Applicants must meet the minimum qualification requirement by the final filing date unless otherwise noted.

Applicants may be required to submit verification of qualifying education and experience at any point during the recruitment and selection process. 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.

How To Apply

Applications for City and County of San Francisco jobs are only accepted through an online process. Visit www.jobaps.com/sf to register an account (if you have not already done so) and begin the application process.

  • Select the desired job announcement
  • Select “Apply” and read and acknowledge the information
  • Select either “I am a New User” if you have not previously registered, or “I have Registered Previously”
  • Follow instructions on the screen

Computers are available for the public (from 8:00 a.m. to 5:00 p.m. Monday through Friday) to file online applications in the lobby of the Dept. of Human Resources at 1 South Van Ness Avenue, 4th Floor, San Francisco.

Applicants may be contacted by email about this announcement and, therefore, it is their responsibility to ensure that their registered email address is accurate and kept up-to-date.  Also, applicants must ensure that email from CCSF is not blocked on their computer by a spam filter.  To prevent blocking, applicants should set up their email to accept CCSF mail from the following addresses (@sfgov.org, @sfdpw.org, @sfport.com, @flysfo.com, @sfwater.org, @sfdph.org, @asianart.org, @sfmta.com, @sfpl.org, @dcyf.org, @first5sf.org).

Applicants will receive a confirmation email that their online application has been received in response to every announcement for which they file.  Applicants should retain this confirmation email for their records.  Failure to receive this email means that the online application was not submitted or received.

All work experience, education, training and other information substantiating how you meet the minimum qualifications must be included on your application by the filing deadline.  Information submitted after the filing deadline will not be considered in determining whether you meet the minimum qualifications.

Applications completed improperly may be cause for ineligibility, disqualification or may lead to lower scores.

If you have any questions regarding this recruitment or application process, please contact the exam analyst, Joni Kuroyama, by telephone at (415) 554-4475, or by email at joni.kuroyama@sfgov.org.


Selection Procedures


Candidates will be prompted to complete a supplemental questionnaire as part of the online employment application.  The purpose of this Supplemental Questionnaire is designed to evaluate whether candidates meet the minimum qualifications for this position.  Qualified candidates will be invited to participate in the next step of the selection procedure.


Candidates who meet the minimum qualifications will be invited to participate in a computer-based examination designed to measure competencies in job-related areas which may include but not be limited to: Problem Solving; Leadership; Decision Making; Interpersonal skill; Human Resources Management; Team Building; Communication & Conflict Management. For more information about this Supervisory Test (and a suggested reading list) please visit: http://www.sfdhr.org/index.aspx?page=325

A passing score must be achieved on the Supervisory Test Battery in order to continue in the selection process.

This is a standardized examination, and, therefore, test questions and answers are not available for public inspection or review.

Scores attained on the Supervisory Test Battery will be valid and 'banked' for three years, starting from the date of the examination. This means that, during this three-year time period, you will not be required to take the Supervisory Test Battery. The Supervisory Test Battery may be used for many other classes; therefore your test score may be applied to one or more of these classes if you choose to apply to future recruitments. If the selection process for the future announcement is held within one year of the date of this examination and it includes the Supervisory Test Battery, your score will be automatically applied to that announcement, However, after one year, you have the option to either (a) apply your test score to the other announcement or (b) re-take the Supervisory Test Battery. Re-testing is permitted no sooner than one year from the date of the examination and only in association with your eligibility for another announcement for which the Supervisory Test Battery is used. Please note that, should you re-test, your re-test score would become your official score since it is the most recent.

Date(s) of Examination:

Those applicants meeting the Minimum Qualifications will be notified of the exact date, time and place to report to the examination.


The certification rule for the eligible list resulting from this examination will be Rule of 10 Scores.  Additional selection processes may be conducted by the hiring department prior to making final hiring decisions.

Eligible List: The duration of the eligible list resulting from this examination process will be of 6 months, and may be extended with the approval of the Human Resources Director.

The eligible list resulting from this examination is subject to change after adoption (e.g., as a result of appeals), as directed by the Human Resources Director or the Civil Service Commission.

Upon approval of the Human Resource Director (see Civil Service Rule 111A.26.5), the eligible list resulting from this announcement may be used by other departments that also use this classification or a similar classification.  To find other Departments which use this classification, please see http://www.sfdhr.org/Modules/ShowDocument.aspx?documentID=21246. Search that document by title or job code to see which departments use the classification.

[Note: The correction of clerical errors in an announcement may be posted on the Department of Human Resources website at www.jobaps.com/sf.]

Conviction History

As part of the selection process an image of your fingerprints will be captured and sent to the California Department of Justice (DOJ) and the Federal Bureau of Investigation (FBI). The resulting report of your conviction history (if any) will be used to determine whether the nature of your conviction (or arrest, in limited circumstances) history will disqualify you as a candidate based on the specific requirements of the position to which you are applying. If selected for fingerprinting, the hiring department will contact you to schedule an appointment.

Candidates applying for positions with the Unified School District and the Community College District may be disqualified from consideration should their conviction history not meet the standards established under the California Education Code.

Candidates applying for positions with the Recreation and Park Department may be disqualified from consideration should their conviction history not meet the standards established under California Public Resources Code 5164.

Disaster Service Workers

All City and County of San Francisco employees are designated Disaster Service Workers through state and local law (California Government Code Section 3100-3109). Employment with the City requires the affirmation of a loyalty oath to this effect. Employees are required to complete all Disaster Service Worker-related training as assigned, and to return to work as ordered in the event of an emergency.


Applicants with disabilities who meet the minimum eligibility requirements for this job announcement can find information on requesting a reasonable ADA Accommodation at:

Information regarding requests for Veterans Preference can be found at:

Terms of Announcement:
Applicants must be guided solely by the provisions of this announcement, including requirements, time periods and other particulars, except when superseded by federal, state or local laws, rules or regulations.  Clerical errors may be corrected by the posting the correction on the Department of Human Resources website at www.jobaps.com/sf.

The terms of this announcement may be appealed under Civil Service Rule 111A.35.1. The standard for the review of such appeals is ‘abuse of discretion’ or ‘no rational basis’ for establishing the position description, the minimum qualifications and/or the certification rule.  Appeals must include a written statement of the item(s) being contested and the specific reason(s) why the cited item(s) constitute(s) abuse of discretion by the Human Resources Director.  Appeals must be submitted directly to the Executive Officer of the Civil Service Commission within five business days of the announcement issuance date.

Seniority Credit in Promotional Exams: 
Information regarding seniority credit can be found at:

General Information concerning City and County of San Francisco Employment Policies and Procedures:
Important Employment Information for the City and County of San Francisco can be obtained at http://www.sfdhr.org/index.aspx?page=20 or hard copy at 1 South Van Ness Avenue, 4th Floor.

Copies of Application Documents:
Applicants should keep copies of all documents submitted, as these will not be returned.

Right to Work:
All persons entering the City and County of San Francisco workforce are required to provide verification of authorization to work in the United States.

Women, Minorities, and Persons with Disabilities are encouraged to apply

An Equal Opportunity Employer

Exam Type: CPE
Issued:  June 12, 2015; Amended and Reissued 10/09/15 
Amended and Reissued 11/06/205

Micki  Callahan
Human Resources Director
Department of Human Resources
Recruitment ID Number: PBT-0923-065633
TTX/JK/(415) 554-4475


All employees hired on or after January 10, 2009 will be required (pursuant to San Francisco Charter Section A8.432) to contribute 2% of pre-tax compensation to fund retiree healthcare. In addition, most employees are required to make a member contribution towards retirement, ranging from 7.5%-13.25% of compensation. For more information on these provisions, please contact the personnel office of the hiring agency.

For more information about benefits, please click here.


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