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Career Opportunity

Senior Manager, Budget, Financial Planning & Analysis - Finance and Information Technology - SF Municipal Transportation Agency (9181)

Recruitment: RTF0130357-01127241

Published: February 15, 2023

Accepting applications until: February 21, 2023


Lisamarie Chavis -

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

Department: Municipal Transportation Agency
Job class: 9181-Manager VII, Municipal Transportation Agency
Starting salary range: $175,864.00 - $224,484.00 (Range A)
Role type: Permanent Exempt What does this mean?
Hours: Full-time


The San Francisco Municipal Transportation Agency’s (SFMTA’s) Operating and 2-Year Capital Improvement Budget, currently at $1.3B and $1.2B respectively, is developed, managed and administered by the Finance Division’s Budget, Financial Planning and Analysis Section (BFPA). BFPA supports the divisions throughout the agency to ensure delivery of transportation services is in alignment with the City’s Transit First Policy and the SFMTA Strategic Plan Goals.

Role description

In addition to submitting your application, you MUST submit the supplemental questionnaire

Applicants must complete the supplemental questionnaire prior to starting the online application process. Your application will not be reviewed without the completion of the supplemental questionnaire. 

APPOINTMENT TYPE: Permanent Exempt, Full Time appointment – This position is excluded by the Charter from the competitive Civil Service examination process and shall serve at the discretion of the Appointing Officer.

Annual Salary: $175,864 - $224,484

Application Opening: January 23, 2023

Application Filling Deadline: February 21, 2023

Position Description:

The SFMTA is seeking a highly motivated, experienced, and qualified individual who will work under policy direction and report to the SFMTA Chief Financial Officer. The Senior Manager is responsible for all programs and activities within BFPA. BFPA leads the development, management and administration of the SFMTA’s 2-Year Operating and Capital Budgets, 5-Year Capital Improvement Program, 5-Year Financial Plan, and complex financial analysis, reports, and management plans such as the Indirect Cost Allocation Plan and the SFMTA State of Good Repair Report.  The Senior Manager is responsible for the following units: Budget and Financial Analysis Unit (Budget Office, Financial Analysis Office, and Project Controls), Asset Management Unit, and Programming and Grants Unit (Funding Strategy & Programs and Grants Administration) and special programs and projects.

Examples of Important and Essential Duties:

  • Plans, organizes, directs, controls and reviews the operation of the following units and programs: Budget and Financial Analysis Unit, Asset Management Unit and Programming and Grants Unit, as well as the SFMTA T2030 General Obligation Bond Program.
  • Directs the development, management, administration and oversight of the SFMTA 2-Year Operating and Capital Budgets, 5-Year Capital Improvement Program, 5-Year Financial Plan, annual Indirect Cost Allocation Plan, SFMTA State of Good Repair Report, and Transit Asset Management Plan.
  • Oversees the management and administration of the SFMTA Transportation Capital Committee (TCC); directs the review and approval of SFMTA budgetary adjustments; reviews divisional requests for positions, classification changes (temporary exchange), and manages project delivery resources at the agency/portfolio-level.
  • Receives, reviews and analyzes division and Agency reports; directs the preparation of monthly and annual reports including Budget to Actual Reports by Division, Asset Management Reports, the SFMTA State of Good Repair Report, and the T2030 General Obligation Bond Financial and Program Delivery Reports.
  • Develops, implements, and documents policies and procedures that support delivery of quality work product on a routinized and timely schedule.
  • Communicates regularly with and provides consultation and advice to executive-level management and representatives from Federal, State and local agencies regarding the Agency's activities and coordination of efforts with other City departments; represents the Agency before regulatory agencies and other outside organizations; presents management and program updates at boards and commissions including the SFMTA Board of Directors, San Francisco County Transportation Authority Commission and San Francisco Board of Supervisors.
  • Monitors and evaluates the staff performance to support growth and development through training and knowledge sharing and improve performance through coaching and performance improvement plans, when necessary.  
  • Creates a culture that fosters robust client service for Divisions, collaborative problem solving, forward scanning to flag potential financial issues, and supports staff understanding of assignments in the context of the large Agency financial picture.
  • Performs related duties and responsibilities as assigned.

How to qualify


1. Possession of a bachelor’s degree from an accredited college or university; AND

2. Eight (8) years of managerial experience in a policy-influencing position that plans, organizes, and controls two (2) or more of the following major functions: budget development and administration; or grant writing and administration; or revenue projection and/or forecasting; or financial planning and/or strategy and/or analysis; or financial modeling; or capital planning and/or financing and/or budgeting; AND

3. Five (5) years within the 8 years of managerial experience must include supervising professional-level staff in two (2) or more of the major functional areas noted above.


Education Substitution: Additional qualifying experience as described above may substitute for the required education on a year-for-year basis for up to four (4) years.

Experience Substitution: Possession of a master’s degree from an accredited college or university in any major may substitute for one (1) year of the required experience. This substitution may not be applied to the required five (5) years of supervisory experience.

Applicants must meet the minimum qualifications by the final filing date unless otherwise noted. One-year full-time experience is equivalent to 2000 hours. (2000 hours of qualifying work experience is based on a 40-hour work week.). Any overtime hours that you work above forty (40) hours per week are not included in the calculation to determine full-time experience.

Desirable Qualifications:

The stated desirable qualifications may be used to identify candidates advancing to the interview process and/or to identify job finalists at the end of the selection process.

  • Knowledge of budgeting principles, including the practices and procedures to develop, oversee and administer an operating and capital budget.
  • Knowledge of financial reporting, including data manipulation, integration, and presentation and methodology documentation. 
  • Ability to formulate and implement effective budgeting policies and procedures.
  • Ability to analyze financial information and/or reports related to revenues and expenditures to comprehend a budgetary program for a large sized public agency.
  • Ability to effectively present financial and performance data clearly and concisely in written and oral formats.
  • Ability to proactively and effectively motivate and lead a group of managers and administrative professionals in furthering the goals and activities of the organization.
  • Ability to communicate tactfully and effectively with high-level representatives of Federal, State, local and regional agencies; effectively represent the SFMTA before boards and commissions in public meetings and hearings; present facts clearly and concisely orally and in writing.

What else should I know?

Please Note: A resume and cover letter must be attached to the online application.

Verification: Applicants may be required to submit verification of qualifying education and experience at any point during the recruitment and selection process. More information can be found here. 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.

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


All your information will be kept confidential according to EEO guidelines.

For questions or inquiries, please contact: Lisamarie Chavis, Human Resources Analyst at

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.