Career Opportunity

SENIOR BUDGET ANALYST, Finance Division, SFPUC, (1823) (140803)

Recruitment: RTF0140802-01067924

Published: March 27, 2024

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About:

Re-opening this job to broaden the candidate pool. If you already applied, no need to re-apply. 

• Application Opening: original date 10/20/2023 - NEW  DATE 3/21/2024 
• Application Filing Deadline: 4/5/2024
• Annual Salary: $113,386 - $137,800
• Recruitment ID:  RTF0140802-01067924

APPOINTMENT TYPE: Temporary/Permanent Exempt: This position is excluded by the Charter from the competitive Civil Service examination process and shall serve at the discretion of the Appointing Officer. The duration of the appointment shall not exceed 36 months.

WHO ARE WE?
San Francisco Public Utilities Commission (SFPUC)
Headquartered in San Francisco, we have 2,300 employees operating across eight counties serving more than 2.7 million customers in the San Francisco Bay Area – 24 hours per day, 365 days per year.

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.

To learn more about working at the SFPUC, visit our career site at https://www.sfpuc.org/about-us/careers-sfpuc

About the Financial Services’ Budget Team, Business Services Bureau

The Budget Team is responsible for the preparation, implementation, and revision of the SFPUC’s $1.8B annual operating budget and multi-billion capital budget. Additionally, the review and distribution of detailed and complex financial analyses and management reports that provide information on status of budget/expenditures, appropriations, fund source/availability and projected revenues and expenditures. Utilizes multiple financial and budgetary systems, including data extraction and reporting functionality used for daily oversight of the SFPUC operating and capital budgets throughout the year.

Role description

Project Name: Budget Process Modernization 

The Budget Analyst is a key member of SFPUC's Budget Team, responsible for managing the operating budget for the Enterprises and/or Bureaus. Under general direction, the position will assist the department in developing, analyzing, and executing its biennial operating budget; review budget proposals and provide detailed analyses for accuracy; and ensure compliance with the SFPUC and the City’s financial policies. The position will be charged with monitoring the department’s budget throughout the fiscal year, analyzing expenditures and making recommendations; preparing quarterly variance reports for management and Commission; serve as SFPUC’s liaison with the Controller's BAD and AOSD staff on financial matters impacting the department.  The position will also take leadership of special projects, conducting detailed analyses of financial data and make financial policy recommendations.

Duties and responsibilities:

• Under general direction of the Budget Director and Operating Budget Manager, the Budget Analyst will assist in the development, detailed analyses, and implementation of SFPUC’s biennial operating budget. The Budget Analyst will review budget proposals, make recommendations, and assist with presenting proposed budgets to key stakeholders including the SFPUC executive team and Commission.
• Monitor the department’s detailed and complex budget throughout the fiscal year, ensures expenditures remain within budget, troubleshoot problems, and make recommendations. The Budget Analyst will prepare high level quarterly variance reports, analyzing trends in budget expenditures and revenues for management, the Commission, and various stakeholders.
• Be the liaison for SFPUC departments and with the Controller's BAD and AOSD staff, proactively engaging and collaborating to effectively manage budget issues throughout the year.
• Takes initiative and leadership, owning complex projects, conducts detailed analyses of financial data.  
• Researches, analyzes and makes policy recommendations on special projects.
• Is a proactive team member, able to collaborate with and provide guidance to others, supporting informed decision-making across the agency.
• Communicate complex financial information in a clear manner, ensuring accuracy to multiple stakeholders. Presents information both verbally and through written reports/memorandums in a straightforward and concise manner.
• Assists the Capital Budget Team with detailed analyses and support in the preparation and submittal of SFPUC Supplemental Appropriation requests as part of the Two-Year Capital budget.
• Assist in the development of the SFPUC Biennial Budget Book as well as the SFPUC Budget Detail Reports.
• Process budget reallocation and surplus transfer requests, coordinating with departments, the Operating Budget Manager and SFPUC Accounting.
• Uses multiple financial and budgetary systems, including data extraction and reporting functionality.  Has experience with financial software, such as with the City’s PeopleSoft and Budget Formulation & Management (BFM) systems.
• Other complex financial or operational activities assignments as needed by the Budget Director and Operating Budget Manager.

How to qualify

Possession of a baccalaureate degree from an accredited college or university and three(3) years full-time equivalent experience performing professional-level analytical work. Qualifying professional-level analytical work includes analysis, development, administration, and reporting in major programs and functions of an organization in the areas of budgets, contracts, grants, policy, or other functional areas related to the duties of positions in the 182X Class series.

Substitution:

Possession of a graduate degree (Master's degree or higher) from an accredited college or university with major coursework 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 the Class series may be substituted for one (1) year of required experience.

Additional experience as described above may be substituted for the required degree on a year-for-year basis (up to a maximum of 2 years). Thirty (30) semester units or forty-five (45) quarter units equal one year.

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

Desirable Qualifications: 

• Experience in the following areas of budget analysis: development of policy and instructions, preparation of background material for presentation to upper management, performing budget variance analysis for a large organization and developing recommendations based on analysis.
• Experience with PeopleSoft Financials, Business Intelligence, BFM or other financial software for a large organization.
• Microsoft Excel experience performing complex functions of a financial and budget nature.

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

Verification of Education and Experience:

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

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. Resumes will not be accepted in lieu of a completed City and County of San Francisco application. Applications completed improperly may be cause for ineligibility, disqualification or may lead to lower scores.

What else should I know?

Additional Information Regarding Employment with the City and County of San Francisco:

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

HOW TO APPLY

Applications for City and County of San Francisco jobs are only accepted through an online process. Visit https://careers.smartrecruiters.com/CityAndCountyOfSanFrancisco1/ and begin the application process.

• Select the “Apply Now” button and follow instructions on the screen

Applicants may be contacted by email about this recruitment and, therefore, it is their responsibility to ensure that their registered email address is accurate and updated. 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, @famsf.org, @ccsf.edu, @smartalerts.info, and @smartrecruiters.com).

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.

Job Analyst Information: If you have any questions regarding this recruitment or application process, please contact the job analyst, Rocio Mendoza, by email at rmendoza@sfwater.org.

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.