FINANCIAL FORECASTING MANAGER- – Budget & Forecasting Unit - Human Services Agency (0923) (113921)
Published: May 25, 2023
Contact:Carmen Lewis-Laing - email@example.com
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Job class: 0923-Manager II
Starting salary range: $131,248.00 - $167,492.00 (Range A)
Role type: Permanent Civil Service What does this mean?
Exam type: Position Based Test
Rule: Rule of the List What does this mean?
List type: Combined Promotive and Entrance
This is a Position Based Test conducted in accordance with CSC Rule 111A.
Application Opening: May 25, 2023
Application Deadline: June 9, 2023
Compensation: $131,248 - $167,492 Annually
Classification Specification: https://careers.sf.gov/classifications/?classCode=0923&setId=COMMN
List ID: PBT-0923-113921; RTF 01081867
At the San Francisco Human Services Agency, we believe in a San Francisco where everyone has the opportunity and support to achieve their full potential. We are comprised of the Department of Benefits and Family Support, and the Department of Disability and Aging Services, and are united by our commitment to deliver essential services that support and protect people, families, and communities.
From financial, nutritional, and employment support to child and adult protective services, health care coverage, affordable childcare, and in-home services for older adults and persons with disabilities, our team lends support for all in need.
Our Commitment to Racial Equity
As we work towards our vision of an inclusive San Francisco, we embrace our responsibility to root out systemic racism by creating services and a workforce which reflect the lived experiences and strengths of the people we serve. We are committed to fostering a work environment where our differences are celebrated and everyone has what they need to thrive--no matter their race, age, ability, gender, sexual orientation, ethnicity, or country of origin. Click here to learn more about what this commitment looks like in action.
Under general direction from the Human Services Agency Budget Director, the 0923 Financial Forecasting Manager is the lead in the development of the financial forecast for the Agency’s $1 billion annual budget.
This position oversees a functional area that distills key information from a vast array of complex data sources to produce accurate financial projections which enable the agency to proactively maximize its budgeted resources. These projections require an in-depth understanding of the complex financial structure of a County Welfare Agency that leverages various state, federal, and local fund sources and relies on different methods for allocating costs and generating revenue across multiple program areas. The Forecasting Manager supports Administration, Finance, and Budget leadership in the strategic management of Agency financial resources.
Essential Duties and Functions
According to Civil Service Commission Rule 109, the duties specified below are representative of the range of duties assigned to this job class and are not intended to be an inclusive list; may include additional duties as assigned.
1. Coordinate, compile, and present quarterly forecast reports for external reporting and strategic management of the Agency’s budget resources.
2. Define (and when necessary, redefine) the fundamental issues impacting the forecast; examine and appropriately factor in political, legal, and operational issues into the projections.
3. Determine the major revenues and expenditure categories (and amend as new programming demands) and which forecasting methods are most appropriate for each program/expense/revenue area.
4. Set team goals, develop a timeline for forecast work, and build collaboration across intradepartmental groups contributing information for the forecast.
5. Assist the executive team in the formulation of overall strategic direction and make recommendations based on findings from the forecast.
6. Evaluate current and future financial conditions to assess how they will affect demand for HSA services and the availability of external resources.
7. Participate in the annual and ongoing budget development and management processes.
8. Become familiar with other longer-term planning efforts of the organization or other organizations that impact financial decisions and the fiscal environment. Such plans might include comprehensive development and/or capital improvement programs.
9. Maintain and evaluate the accuracy forecasting tools, including the Agency’s complex simulated claims model, using various sources such as financial system data; county operating and aid claim reports; and regulatory notification letters from state and federal entities.
10. Establish protocols for documenting all information for future reference, so the financial forecasting process has some basis to start from at the beginning of each cycle.
11. Construct frameworks and reporting tools for intradepartmental staff to utilize when compiling financial data to ensure consistent, sound methods are used and documented for future reference.
12. Coach, train, and support the professional development of forecasting staff.
How to qualify
Possession of a baccalaureate degree from an accredited college or university in the field of public policy, public administration, business, finance, operational research, statistics, economics, or a closely related field; AND
Four (4) years of professional experience in a public agency or non-profit organization in one or more of the areas key to the financial forecasting function (e.g., expenditure and revenue forecasting; budget development and/or management; grant/revenue analysis and/or claiming; and quantitative analysis of programs).
Applicants may substitute up to two (2) years of the required education with additional qualifying experience as described above. One year (2000 hours) of additional qualifying experience will be considered equivalent to 30 semester units/45 quarter units.
The stated desirable qualifications may be used to identify job finalists at the end of the selection process when candidates are referred for hiring:
1. Supervisory experience working with professional-level employees
2. Experience analyzing and presenting visualizations of financial and budget system data using Excel, Power BI, or other similar functioning software.
3. Familiarity with county welfare programs, finance structures, regulations, and data sources.
Applicants must meet the minimum qualification requirement by the final filing date unless otherwise noted.
Verification of Experience and/or Education
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.
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, or disqualification or may lead to lower scores.
Supplemental Questionnaire Evaluation (WEIGHT = 100%)
Candidates MUST achieve a passing score on the supplemental questionnaire evaluation in order to move forward in the Selection process. Candidate scores from the Supplemental Questionnaire Evaluation Exam will be used to determine the final score and rank on the eligible list/score report.
The Supplemental Questionnaire Evaluation Exam is designed to measure and evaluate your experience including but not limited to knowledge of administrative and management principles and practices; ability to exercise independent judgment knowledge of budget management/development, quantitative analysis, and forecasting, analytic models; social services financing and cost allocation models skills, and abilities that you possess in job-related areas identified as critical for successful performance for this position (s) in class 0923 Manager II. It is important that the information provided in the Supplemental Questionnaire Evaluation be accurate and complete.
All relevant experience, education and/or training must be in the application in order to be reviewed in the rating process.
A passing score must be achieved on the Supplemental Questionnaire Evaluation examination in order to continue in the selection process.
After application submission, candidates deemed qualified must complete all subsequent steps to advance in this selection process, which includes the following:
Minimum Qualification Supplemental Questionnaire (MQSQ)
Candidates will be required to complete a MQSQ as part of the employment application. This MQSQ is designed to obtain specific information regarding an applicant's experience in relation to the Minimum Qualifications (MQ) for this position. The MQSQ will be used to evaluate if the applicant possesses the required minimum qualifications.
What else should I know?
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 of 6 months and may be extended with the approval of the Human Resources Director.
To find Departments which use this classification, please see https://sfdhr.org/sites/default/files/documents/Forms-Documents/Position-Counts-by-Job-Codes-and-Department-FY-2021-22.pdf
Terms of Announcement and Appeal Rights
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 https://careers.smartrecruiters.com/CityAndCountyOfSanFrancisco1/.
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.
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
- Veterans Preference
- Right to Work
- Seniority Points
- 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.
and begin the application process.
• Select the “I’m Interested” button and follow the 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 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, @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.
If you have any questions regarding this recruitment or application process, please contact the exam analyst, Carmen K. Lewis, by telephone at (415) 557-5241 or by email at firstname.lastname@example.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.