0931 Manager III - Financial Reporting & Analysis Director

Recruitment #PBT-0931-111343

Introduction


This is a Position-Based Test conducted in accordance with CSC Rule 111A.

Who are we?
San Francisco Public Utilities Commission (SFPUC)
The San Francisco Public Utilities Commission (SFPUC) is headquartered in San Francisco and comprised of three essential 24/7 service utilities:  Water, Wastewater and Power.  We provide retail drinking water and wastewater services to San Francisco, wholesale water to three Bay Area counties, and green hydroelectric and solar power to San Francisco’s municipal departments and tenants and redevelopment areas.  SFPUC has 2,400 employees and a combined annual operating budget of $1.4 billion and $399.2 million capital budget.

Our Mission: To provide our customers with high quality, efficient, and reliable water, power, and wastewater services in a manner that values environmental and community interests and sustains the resources entrusted to our care.

Our Vision: We are an innovative utility leader, recognized for excellent results in service, safety, stewardship, and inclusiveness.

We are an award-winning and industry-leading utilities organization committed to our customers, community interests, and the environment. To learn more about our organization, please visit our website at https://www.sfpuc.org/

We are proud of our infrastructure and programs, but most importantly, we value our highly qualified and dedicated workforce which ensures that this vision becomes a reality. As you explore career opportunities with us, download our career guide and learn about what you can expect during the hiring process.

About the Financial Reporting & Analysis (FRA) Division

The Financial Reporting & Analysis (FRA) Division governs and general ledger transactions activities inclusive of, but not limited to: reconciliation and analysis of financial records; external financial audit facilitation; ensuring financial transactions are accurate, complete and in compliance with legislative and/or administrative policies; representing the department in coordinating and responding to internal/external auditors and other City agencies; and manages the issuance key financial reports inclusive of the SFPUC Audited Financial Statements for each of the Water Enterprise, the Wastewater Enterprise, and Hetch Hethcy Water & Power & CleanPowerSF; the Annual Financial Report and the Popular Annual Financial Report. FRA independently conducts complex research and complies accurate financial reporting for wide-scale departmental financial planning and auditing activities. They also support financial system administration and development for data validation, functionality and integration.

POSITION DESCRIPTION

The Financial Reporting & Analysis Director reports to the Deputy Chief Financial Officer and directs the large and complex fiscal operations of the SFPUC for financial reporting, analysis, general ledger operations, external audits and serves as the SFPUC financial reporting liaison to the Office of the Controller, other City departments, external and internal auditors, and other stakeholders.

The FRA Director leads a team of approximately 20 professionals in a complex financial accounting and operations environment, using the City’s financial system and SFPUC proprietary systems to support general ledger analysis and financial reporting; and enterprise fund accounting for operating activities, capital projects, fixed assets, grants and debt – often driven by objectives with short timelines and competing priorities in a high-pressure business environment. This critical leadership role is a key member of the Business Services Bureau and department management team, advising agency-wide staff daily on how to best meet changing business needs within established citywide accounting policies and procedures.

The ideal candidate will possess exceptional financial acumen with demonstrated leadership and oversight of financial accounting and reporting, auditing, including strong decision-making skills within a large, diverse and dynamic agency or corporation.  The role requires technical proficiency, diplomacy and a strong business acumen to be successful.

Essential functions:

Financial Reporting

1. Direct and manage the annual financial statement reporting process to ensure the Audited Financial Statements (AFS), Annual Financial Report (AFR), and Popular Annual Financial Report (PAFR) are all issued timely and accurately – without any audit findings.

2. Identify and implement innovative value-added methods to deliver financial data and other information to executive and senior management that would support strategic and informed decision-making.

3. Development and present management reports to senior management - inclusive of operational and financial plans, program management, operating procedures and policy recommendations.

General Ledger, Reconciliation & Analysis

4. Manage the monthly, quarterly and annual financial analysis and reconciliation of general ledger to ensure timely, complete and accurate financial records.  Identify and resolve discrepancies; and provide detailed trend analysis to incorporate into the audited financial statements.

5. Oversee the quarterly and fiscal year-end process for FRA areas to ensure timely, accurate and complete transactions and work tasks.

6. Review financial schedules, workpapers, and reports to ensure financial integrity.

Audit Management

7. Direct and oversee staff to manage and facilitate all financial audits (e.g., interim and annual financial statement audits, annual financial report, OMB A-133 Uniform Guidance (Single Audit), inventory audit and others as required.) 

8. Direct and oversee preparation of prepared-by-client (PBC) documents and schedules from visiting financial statement auditors, performance auditors, and external agencies. Ensure timely, accurate and complete resolution of questions related to audit field work.

Financial Systems

9. Represent SFPUC Financial Services at the City level for matters related to the Peoplesoft Financials and Supply Chain Management (Peoplesoft) system’s functionality, supporting general ledger, financial reporting, fixed asset accounting/reporting, and other areas as required.

10. Maintain current and thorough working knowledge of Peoplesoft.

11. Develop and implement innovative tools and resources within the FRA Division by leveraging Peoplesoft and other resources to increase efficiencies and effectiveness in business processes, financial management reporting and governance in accordance with Generally Accepted Accounting Principles (GAAP) and Governmental Accounting Standard Board (GASB) standards.

12. Lead/collaborate with management stakeholders for ongoing enhancements, expansion and utilization of the PeopleSoft system and functionalities.

Accounting Policies and Procedures, Methodologies and Regulatory Compliance

13. Develop and maintain accounting and financial policies, procedures, and methodologies; identify issues and implement resolutions to improve financial performance and mitigate risks, based on GAAP and GASB standards, administrative policies, practices, and procedures.

14. Advise SFPUC enterprise divisions and bureaus and other city departments with respect to financial systems; accounting principles; City accounting rules and guidelines and SFPUC Accounting Policies and Guidelines.

Personnel Supervision and Development

15. Lead, supervise and motivate staff to improve performance; ensures that staff is trained and adhering to best practices of accounting and financial management.

16. Develop work force succession, career-path, cross-training and performance management for all functional areas.

17. Stay current on industry trends and best practices. Support training opportunities for personnel.

Class 0931 Manager III performs other related duties as required.

The ideal candidate will have a demonstrated track record and ability to exercise the following competencies:

·       Accountability - Acts with integrity, honesty, and fairness; inspires trust; clearly defines roles and responsibilities for self and others; holds others to roles and responsibilities; complies with legal and ethical guidelines; acts as a responsible steward of the resources entrusted to the SFPUC.

·       Decision Making and Problem Solving - Takes ownership of problems and makes responsible, transparent, and clear decisions; involves others in addressing problems and seeking solutions; gathers relevant information and conducts appropriate analyses; utilizes creative problem-solving skills; understands the impact of decisions.

·       Adaptability - Adjusts, perseveres, and succeeds in meeting objectives despite rapidly shifting environment, demands, and resources; reacts appropriately to changing conditions or priorities; alters approaches to most effectively address different situations and people; responds positively to tasks and situations outside of comfort zone.

·       Innovation - Creates a thriving culture where employees feel both safe and encouraged to explore new ideas and improve existing ones; develops new insights, questions conventional approaches, and encourages others to develop new ideas and innovations.

·       Motivation - Creates an environment where people are inspired to pursue their highest levels of performance; identifies and promotes methods for motivating self and others.

·       Relationship Management - Builds open, honest, and respectful relationships through effective communication and collaboration techniques; develops networks and lasting partnerships across boundaries to maintain strategic relationships and achieve common goals; utilizes a variety of communication approaches to successfully gain support, influences others, and strengthens relationships.

Equal Employment Opportunity:  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.

Minimum Qualifications

If you are interested in a job like this, we are looking for people that have the following:

Education:  Possession of a Baccalaureate Degree in Business Administration, Finance, Accounting, or a closely related field; AND

Experience:  Five (5) years professional experience in the areas of Finance and Accounting, including financial analysis, and development of audited financial statement reports, annual financial reports, and queries using financial database query tools. This experience must include three (3) years supervising professional staff.

Substitution:  Additional experience as described above may be substituted for the required degree on a year-for-year basis up to a maximum of two (2) years. One (1) year is equivalent to thirty (30) semester units/forty-five (45) quarter units.

Desirable Qualifications:

  • Certified Public Accountant (CPA); Certified Management Accountant (CMA); Certified Internal Auditor (CIA), or similar related certification
  • Experience managing accounting operations in a large utility or governmental/public sector agency
  • Demonstrated strong analytical, planning, organizational and presentation skills and abilities
  • Experience supporting large-scale financial system implementation (PeopleSoft Financials)

The stated desirable qualifications may be considered at the end of the selection process when candidates are referred for hiring.

Applicants must meet the minimum qualification requirement by the final filing date unless otherwise noted. All work experience, education, training and other information substantiating how you meet the minimum qualifications must be included in the “Education” and “Training and Employment Record” sections of the City and County of San Francisco online application by the filing deadline. A resume does NOT substitute for this section of the City application and will not be considered in determining whether you meet the minimum qualifications.

Verification:
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 https://sfdhr.org/how-verify-education-requirements

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.

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.

Verification of required work experience typically must be on the employer’s letterhead, and must include the applicant’s name, job title, description of job duties, dates of employment, hours per week, and signature of the employer, supervisor, or appropriate representative. 

Employees of the City and County of San Francisco may submit performance evaluations showing duties performed to verify qualifying City experience. City employees will receive credit for the duties of the class to which appointed. Credit for experience obtained outside of the employee's class will be allowed only if recorded in accordance with the provisions of Civil Service Commission Rules. CCSF employees will not receive credit for experience obtained outside of their classification unless recorded in accordance with the provisions of the Civil Service Rule 110.9.1/111A.11.2.

Experience claimed in self-employment will only be accepted if supported by documents verifying income, earnings, business license and experience comparable to minimum qualifications above. Copies of income tax papers or other documents listing occupation and total earnings must be submitted.

Verification of required valid licensure/certification typically must be a photocopy of the license/certificate including the name of the issuing agency as well as the name of the license/certificate holder, license/certificate number, and expiration date.

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 “0931 Manager III – Financial Reporting & Analysis Director”
  • 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
In line with the Official Public Health Order to slow the spread of COVID-19, “shelter-in-place” has been issued for all San Francisco residents that is expected to be in effect until further notice.  As a result, Department of Human Resources (DHR)’s office (located at 1 South Van Ness Avenue, 4th Floor, San Francisco, CA 94103) is currently closed to the general public. If you have any questions, please feel free to email the Human Resources Analyst listed on this announcement. 

We communicate by email.

You 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, you 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, famsf@.org, @ccsf.edu)You 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.

Word of advice:

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.

Have questions about the application process?

If you have any questions regarding this recruitment or application process, please contact the exam analyst, Janina Villanueva by email at jobs@sfwater.org.  

Selection Procedures

Minimum Qualification Supplemental Questionnaire (MQSQ - Qualifying): Candidates will be prompted to complete a Supplemental Questionnaire as part of the online employment application. This Minimum Qualification Supplemental Questionnaire is designed to obtain specific information regarding an applicant's experience in relation to the Minimum Qualifications for this position. Applicants must also complete the official application. It is essential that applicants provide complete information in identifying their education, experience and training. The Minimum Qualification Supplemental Questionnaire will be used to evaluate if the applicant possesses the required minimum qualifications.

Management Test Battery: (Weight: 40%)

Candidates 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 and Process Improvement. For more information about this Management Test (and a suggested reading list) please visit: http://www.sfdhr.org/index.aspx?page=343. Please note: this examination is only held in San Francisco. 

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

Scores attained on the Management 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 Management Test Battery. The Management 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 Management 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 Management 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 Management 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.

Supplemental Questionnaire (60%)

Applicants will be prompted to complete a supplemental questionnaire that must be submitted during the online application process. All applicants must complete the supplemental questionnaire. The purpose of the Supplemental Questionnaire is to evaluate the experience, knowledge, skills and abilities that candidates possess in job-related areas, which have been identified as critical for this position and include but are not limited to: KSAs.

A passing score must be achieved on the Management Test Battery and Supplemental Questionnaire exams in order to continue in the selection process and be placed on the eligible list.

Candidates will be placed on the eligible list in rank order according to their final score. Candidate scores on this examination may also be applied to other announcements involving other job titles, when directed by the Human Resources Director.

The department may administer additional position-specific selection procedures to make final hiring decisions.

Candidates scores on this examination may also be applied to other announcements involving other job titles, when directed by the Human Resources Director.

Certification Rule:
The certification rule for the ranked eligible lists resulting from this examination will be Rule of the List. The department may administer additional position-specific selection procedures to make final hiring decisions.

Eligible List/Score Report:

A confidential eligible list of applicant names that have passed the civil service examination process will be created and used for certification purposes only. An examination score report will be established, so applicants can view the ranks, final scores and number of eligible candidates. Applicant information, including names of applicants on the eligible list, shall not be made public unless required by law. However, an eligible list shall be made available for public inspection, upon request, once the eligible list is exhausted or expired and referrals resolved. The eligible list/score report resulting from this civil service examination process 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. 

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

Upon approval of the Human Resource Director (see Civil Service Rule 111A.26.5), the eligible list/score report 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 https://sfdhr.org/sites/default/files/documents/Forms-Documents/Position-Count-by-Job-Codes.pdf 

Conviction History

As a selected candidate for a job, you will be fingerprinted, and your fingerprints will be 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) conflicts with the specific duties and responsibilities of the job for which you are a selected candidate. If a conflict exists, you will be asked to present any evidence of rehabilitation that may mitigate the conflict, except when federal or state regulations bar employment in specific circumstances, such as:

  • Candidates 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 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.

Having a conviction history does not automatically preclude you from a job with the City.

If you are a selected candidate, the hiring department will contact you to schedule a fingerprinting appointment.

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.

Conclusion

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.

Requests:

Applicants with disabilities who meet the minimum eligibility requirements for this job announcement can find information on requesting a reasonable ADA Accommodation at: 
http://sfdhr.org/information-about-hiring-process#applicantswithdisabilities

Information regarding requests for Veterans Preference can be found at: 
http://sfdhr.org/information-about-hiring-process#veteranspreference

Seniority Credit in Promotional Exams: 
Information regarding seniority credit can be found at:
http://www.sfdhr.org/index.aspx?page=20#senioritycredit

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://sfdhr.org/information-about-hiring-process 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.

Exam Type:  CPE
Issued:  June 7, 2021
Carol Isen
Human Resources Director
Department of Human Resources
Recruitment ID Number: PBT-0931-111343 (01122382)
PUC/JV/415-554-1670

Benefits

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.

 


Click on a link below to apply for this position:

Fill out the Supplemental Questionnaire and Application NOW using the Internet.
View and print the Supplemental Questionnaire. This recruitment requires completion of a supplemental questionnaire. You may view and print the supplemental questionnaire here.

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