Career Opportunity

Budget and Grants Analyst (1823)

Recruitment: REF15570D

Published: October 07, 2022

Apply using SmartRecruiters, the City and County of San Francisco's application portal.

About:

This exam announcement has been amended to extend the filing period of this recruitment.

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

• Application Opening:  September 16, 2022
• Application Deadline:  October, 11, 2022, 11:59 PM PST
• Recruitment ID:  REF15570D
• Exam Type:  Combined, Promotive and Entrance
• Analyst:  Michael Eng
• Compensation Rage - $110,630 - $134,446 / Annual

The Department
The San Francisco Planning Department (CPC) plays a central role in guiding the growth and development in our City. The Department works with other City agencies and the community to help achieve great planning for a great city.   

Our Mission
The mission of the San Francisco Planning Department, under the direction of the Planning Commission, shapes the future of San Francisco and the region by: generating an extraordinary vision for the General Plan and in neighborhood plans; fostering exemplary design through planning controls; improving our surroundings through environmental analysis; preserving our unique heritage; encouraging a broad range of housing and a diverse job base; and enforcing the Planning Code. 

Our Racial and Social Equity Vision 
The Department’s racial and social equity vision is:  

We envision inclusive neighborhoods that provide all with the opportunity to lead fulfilling, meaningful, and healthy lives. We envision a city where public life and public spaces reflect the past, present, and future of San Franciscans. We envision a city where a person’s race does not determine their lives’ prospects and success. 

We envision an inclusive Planning Department and Commissions that represent and engage the communities we serve. We envision a department that proactively infuses racial and social equity in both internal operations and external Planning work. Together, we are reimagining what the Planning field is and can be – inclusive, diverse and one that centers racial and social equity both as a practice and as an indicator of success. 

To achieve this broader city vision, we must do our part and address racial and social equity within the Planning Department’s policies and practices.

Role description

Division Overview
The Finance Department provides financial management and accounting services to the department that includes budgeting and financial planning, financial reporting and accounting, billing, revenue collection, and debt management.

Position Description
Under general direction of the Finance Operations Manager, the Budget and Grants Analyst conducts analysis to support the development, maintenance, and administration of the Planning Department’s budget, including budget analysis and projections. The position regularly has contact with the Mayor’s Budget Office, the Controller’s Office, the Board of Supervisors’ Budget and Legislative Analyst Office and other City departments to support the development, approval and administration of the Department’s budget. The incumbent will work as part of the Finance Operations team and be assigned a suite of financial activities to support the entire Department.

The essential functions of this position include but are not limited to:

• Developing, monitoring, and administering the annual budget
• Performing analysis for budget development and resource planning
• Writing and presenting budget reports and other responses to information requests
• Reviewing and analyzing budget requests from internal staff and external parties
• Performing financial analyses, including expenditure projections, throughout the fiscal year
• Acting as a backup for other financial team roles
• Performing fiscal year-end close financial activities, including performing year-end project expenditure allocations
• Writing grant proposals, analyzing funding parameters and performing other requirements specified by grantor
• Monitoring departmental expenditures to ensure funding parameters are met, analyzing other criteria to ensure compliance with standards required by grantor

This position requires someone who is highly organized, works effectively under pressure, thinks critically, knows when to use independent judgment, and possesses excellent written and verbal communication skills.

How to qualify

Minimum Qualifications

1. Possession of a graduate degree (Master's degree or higher) from an accredited college or university and three (3) years of 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 two (2) 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 four (4) 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 three (3) years full-time equivalent 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 1823, 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 1822 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 1823.
 

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. 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.

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

Terms of Announcement:

This is a Position Based Test conducted in accordance with Civil Service Rule 111A. 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 and, if so, an amended note will be posted on this official job announcement.

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

What else should I know?

Selection Procedures

After application submission, candidates deemed qualified must complete all subsequent steps to advance in this selection process, which includes the following:

1. Minimum Qualification Supplemental Questionnaire (MQSQ) - Qualifying
Candidates will be sent an MQSQ via email as part of the employment application. Applicants will be required to respond to the MQSQ in the time frame indicated, and submit their answers as directed. This MQSQ is designed to obtain specific information regarding an applicant's experience in relation to the Minimum Qualifications (MQs) for this position. The MQSQ will be used to evaluate if the applicant possesses the required minimum qualifications.

2. Written Core Examination - Weight 40%
This is a standardized written multiple-choice examination. In accordance with Civil Service Rule 111.11.4, inspection privileges do not apply to the questions and answers in this examination.

Candidates who meet the minimum qualifications will be invited to participate in the Written Core Examination. The Written Core Examination is a multiple-choice test designed to measure the relative knowledge, skills and abilities in job-related areas. The components of this examination may include, but not be limited to:

• Ability to analyze, evaluate and interpret data and information, including the ability to exercise good judgment when evaluating data and information
• Ability to read, comprehend, interpret and/or apply written information, rules, procedures, regulations, etc.
• Basic knowledge of, and the ability to apply policies, rules, and laws relating to recruitment and hiring processes, Civil Rights Act Title VII, EEO laws, and ADA
• Basic knowledge of, and the ability to apply principles, techniques, procedures and practices relating to job analyses, position classification, valid selection procedures and research, including the ability to perform mathematical calculations associated with these activities

The Written Core Examination is a standardized examination and, therefore, test questions and test answers are not available for public inspection or review. 

Your passing score for the Written Core Examination 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 re-take these tests.  If the selection process for the future announcement is held within one year of the date of this examination and it includes the core exam 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 test.  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 core test is used.  Please note that, should you re-test, your re-test score would become your official score since it is the most recent.

For your reference, a Multiple-Choice Test Preparation Manual is available on the DHR website: http://www.sfdhr.org/modules/showdocument.aspx?documentid=18426.

3. Supplemental Questionnaire Exam (SQ) - Weight 60%
Candidates who pass the Written Core Exam will be sent a Supplemental Questionnaire (SQ) via email to complete and return. Applicants will be required to respond to the SQ in the time frame indicated, and submit their answers as directed.

The Supplemental Questionnaire is designed to determine relative knowledge, skills and ability levels in job related areas which may include, but not be limited to:  time management; ability to use job-related databases and software; analytical ability; oral communication ability; and written communication ability.

The SQ will account for 60% of the total weight of the final score.

A passing score must be achieved on all components of the selection procedures in order to be placed/ranked on the score report. 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.

Certification: The certification rule for the eligible list resulting from this examination will be Rule of Five (5). Additional selection processes may be conducted by the hiring department prior to making final hiring decisions.

The duration of the eligible list resulting from this examination process will be six (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:  Position-Counts-by-Job-Codes-and-Department-FY-2021-22.pdf (sfdhr.org).

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

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

Questions:  If you have any questions regarding this recruitment or application process, please contact the exam analyst, Michael Eng, by telephone at 628-652-7522, or by email at Michael.Eng@sfgov.org.

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.