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Career Opportunity

Senior Budget and Financial Planning Analyst - Office of Economic and Workforce Development (1823)

Recruitment: RTF0144045-01134751

Published: March 26, 2024


Samah Rahman -
Anabel Simonelli -

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

Department: Economic & Workforce Development
Job class: 1823-Senior Administrative Analyst
Salary range: $115,934.00 - $140,894.00
Role type: Permanent Exempt What does this mean?
Hours: Full-time


We Value 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.

About the Office of Economic and Workforce Development (OEWD)

The Office of Economic and Workforce Development (OEWD) supports the City's ongoing economic vitality through key programs focused on neighborhood commercial corridors, workforce development, joint development projects, industry focused business recruitment and retention, small business assistance, and international business development. OEWD’s goal is to work continually to make San Francisco an even better place to live, work and do business. OEWD is a dynamic Department in the City and County of San Francisco that reports directly to the Mayor.

The Finance and Administration Division provides services that support the administrative infrastructure of the Department which include:

Budget, Finance & Accounting

Manages the development, implementation and administration of the Department’s annual budget; Prepares complex cost analysis to adequately forecast and project budget, revenues and expenditures; Manages purchasing and accounting transactions, cash receipts and journal entries; Reviews, reconciles and audits accounting records to ensure fiscal accuracy and internal controls; Ensures allowability and compliance with funding source requirements;

Contracts & Grants

Develops and executes contract and grant agreements that are consistent with federal, state and local requirements; Monitors contract and grant related invoicing, accounting and reporting; Conducts competitive solicitation, review and selection processes, including receipt and review of bids, negotiation with potential contractors/vendors and review/processing of approvals.

Human Resources

Manages personnel transactions for new hires, certifications, separations, reassignments, referrals, leaves of absence and other personnel matters; Maintains personnel records and other relevant confidential human resources related information to ensure that accurate information is filed; Performs job analysis and position-based examinations for hiring and selection process according to the City’s policies and procedures; Calculates, prepares and processes payroll and timekeeping transactions.

Role description

Appointment Type: Permanent Exempt (PEX) 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.

The Senior Budget and Financial Planning Analyst will be a key member of the Finance and Administration Division to assist in the development of the annual budget, formation of programmatic spending plans, production of financial analysis activities that includes forecasting revenue and expense projections, ensuring appropriate budgetary controls and making recommendation to improve financial reports.

Essential Duties:

Under general direction with the Finance and Administration Division, the Senior Administrative Analyst conducts and participates in complex job duties which include, but are not limited to:


  • Plans, organizes, leads and/or participates in complex, sensitive, and detailed analytical work in the areas of budget, financial/fiscal, economic, data analysis, legislative and administrative policy and/or contract administration.


  • Under supervision of the Budget Manager, the Senior Budget and Financial Planning Analyst participates in developing OEWD annual budgets, including following areas: ensure operating divisions and programs are properly resourced; ensure transactions conform to internal policies and requirements, generally accepted accounting principles and related local, State and Federal legislation policies and procedures; ensure expenditures are within budgeted amounts; and analyze the viability of projects and programs, and review position requests. This position supports OEWD staff to address and resolve budgetary questions and challenges.
  • Analyzes and makes recommendations on a variety of difficult, complex special projects; assists management in expenditure monitoring and/or budget, fiscal, and other issues related to interdepartmental initiatives; collaborates with senior management staff and program managers to develop a detailed spending plan in order to ensure the timely and effective delivery of services.

Financial Analysis and Reporting

  • Prepares and/or presents management fiscal reports, including clear financial information and appropriate supporting documentation. Provide as-needed requested financial reports to senior management staff, other city agencies and the community at large. 
  • Responds to informational budget and/or fiscal related requests, including those of a highly sensitive nature.
  • Conducts monitoring and reconciliation of detailed and complex grant budgets and guaranteed income direct payments; ensures expenditures remain within the budget, shifts funds within guidelines; prepares and/or directs preparation of status and financial reports for senior management staff, Mayor's Office, Board of Supervisors, Controller's Office and other agencies.

Policies and Procedures

  • Works independently, researches, analyzes and makes policy recommendations on unique special projects with significant financial impact or highly visible public issues; may participate in mission critical financial or operational activities.
  • Consults with Budget Manager, senior managers and others to problem solve difficult and complex fiscal and administrative issues; recommends updates to fiscal policies and procedures that have significant impact on the organization and the delivery of services, especially with programs that support vulnerable residents.

How to qualify

Desirable Qualifications 

  • Understanding of structural and institutional barriers that impact organizations serving Black, Indigenous and people of color.
  • Professional work experience in a local government or public agency setting.
  • Professional work experience administering contracts and/or grants in a local government or public agency.
  • Intermediate Level Excel including pivot tables, vlookup, conditional formatting, charts and tables.
  • Understanding of Office of Management and Budget (OMB) Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards.
  • Understanding of Generally Accepted Accounting Principles (GAAP) and Governmental Auditing Standards 

The stated desirable qualifications may be used to identify job finalists at the end of the selection process when candidates are referred for hiring.

Minimum Qualifications

These minimum qualifications establish the education, training, experience, special skills and/or license(s) which are required for employment in the classification. Please note, additional qualifications (i.e. special conditions)may apply to a particular position and will be stated on the job ad.

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.


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 requirements by the final filing date unless otherwise noted.

VERIFICATION OF EXPERIENCE AND/OR EDUCATIONApplicants 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

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. 

What else should I know?

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

Filing Deadline: Tuesday, April 16, 2024- 11:59PM


Applications for City and County of San Francisco jobs are only accepted through an online process. Visit and begin the application process.

• Select the “I’m Interested” 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 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 (,,,,,,,,,,,,,, and

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.

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.

If you have any questions regarding this recruitment or application process, please contact: Anabel Simonelli-Kupelian, Chief People Officer, at

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.