Career Opportunity

Budget Director - Office of the Treasurer & Tax Collector (0931) (164288)

Recruitment: RTF0164287-01110805

Published: June 02, 2026

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

About:

Specific information regarding this recruitment process is listed below:
• Application Opening: Tuesday, June 2, 2026
• Application Deadline: Monday, June 29, 2026, 11:59PM (PST)
• Compensation Range: $158,210 - $201,942 (Range A)
• Recruitment ID: PBT-0931-164288

This is a Position-Based Test conducted in accordance with CSC Rule 111A.

Our Mission
The Office of the Treasurer & Tax Collector serves as the banker, tax collector, collection agent, and investment officer for the City and County of San Francisco. As the entity responsible for safeguarding the City’s money, the Office uses this expertise and authority to assist San Francisco residents through award-winning programs and initiatives that help low-income families build economic security and mobility.

Our Vision
We are committed to providing excellent services for taxpayers, customers, and our community. By promoting diversity, equity, and inclusion, we are a stronger, smarter, and more informed government agency.

Role description

The Budget & Finance section is responsible for the monitoring of the Office of the Treasurer & Tax Collector’s $56.5 million dollar budget, procurement and contracting processes in accordance with city and county law, manages the $17 million dollars in interdepartmental services billing, reviews reporting of grant funds for the Economic Justice Project, and timely approvals for all account payable invoices. The section utilizes the City’s enterprise-wide applications for budgeting, accounting, and procurement. The section manages all processes related to accounting, accounts payable procurement, grants reporting, financial reporting, audit, and year-end activities.

As the 0931 Manager III (Budget Director), you will develop and manage the department’s budget to support day-to-day operations and multi-year projects. You will be an integral part of the management team, supervising staff responsible for budget development, audit functions, contracting and procurement, grant and work order development, and billing. Additionally, the Budget Director will ensure all financial transactions and procurement activities are conducted in compliance with City policies, applicable regulations, and ethical standards. This individual will serve as a safeguard and key accountability point for fiscal integrity – reviewing expenditures and contract actions for accuracy, appropriateness, and alignment with departmental priorities.

This role demands a strong affinity for numbers, proficiency in MS Excel, PeopleSoft, and meeting deadlines. With a budget exceeding $50M, the role involves navigating a complex web of funding sources, including grants, interdepartmental allocations, direct revenue, and city funds. Utilizing the City’s Financial and Procurement system, the section processes and monitors supplier compliance, procurement and contracting entries, voucher payments, journal entries, and financial reporting and analysis. You will serve as the primary contact for external audits, coordinate with other sections on Accounts Payable, and act as a liaison between the department and the Mayor’s Office, Controller’s Office, and Board of Supervisors. Special projects include implementing new legislative programs, conducting analyses to support legislation development, and streamlining business processes while ensuring accountability.

Under current policy, this position supports a hybrid remote work schedule. The incumbent will be required to work a minimum of four (4) days per week in the office.

Essential Duties and Responsibilities:
The essential duties of the position include but are not limited to:

• Coordinate departmental budget submissions, including narrative, analysis, recommendations, and justifications for requests; prepare documents for senior management and presentations to the Mayor’s Budget Analyst and the Board of Supervisors.
• Provide comprehensive training and development for Budget section staff on all aspects of the budget, including the system, reporting, critical deadlines, data tracking and controls, and best practices.
• Develop and deliver budget education and training for department leadership, building organizational knowledge of how the department’s budget is structured, managed and submitted.
• Supervise personnel, including planning, assigning, and evaluating work; adjust plans and programs to accommodate emerging or new programs.
• Serve as the primary resource for budget transparency, ensuring leadership staff have ongoing visibility into the budget process and feel equipped to contribute meaningfully.
• Establish and lead an inclusive departmental budget process that actively engages leadership staff, replacing the previous siloed approach with a transparent, collaborative model.
• Perform complex analytical work in budgeting, contract management, and debt management.
• Prepare and present financial statements/statistical reports regarding contract and grant agreement compliance, and budget for management, Mayor’s Office, Board of Supervisors, Office of the Controller, and other entities.
• Monitor expenditures, financial reporting, and statistical records; track and forecast approved budgets.
• Manage the review of contract and grant invoicing, accounting, reporting, and payments to ensure compliance with laws and private fund sources.
• Supervise staff responsible for coordinating contracting and accounts payable, as well as interdepartmental billing.
• Conduct difficult and complex analyses for developing, processing, and administering highly complex contractual agreements.
• Develop department-wide practices for contracting, reviewing, and executing grant and contract agreements.
• Ensure compliance with the City’s accounting procedures/practices and manage the department's response to audit requests from the Office of the Controller or designee.
• Perform other related duties as assigned.

How to qualify

MINIMUM QUALIFICATIONS:

Education: Possession of a baccalaureate degree from an accredited college or university; AND

Experience: Five (5) years of verifiable professional work experience in finance, including budget planning, analysis, and control. Experience must include three (3) years supervising professional staff.

Education Substitution: Additional experience as described above may be substituted for the required education 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 of work experience.

Note: One year full-time employment is equivalent to 2,000 hours (2,000 hours of qualifying work experience is based on a 40 hour work week). Any overtime hours that you work above 40 hours per week are not included in the calculation to determine full-time employment.

Desirable Qualifications:
The stated desirable qualifications may be considered at the end of the selection process when candidates are referred for hiring:

• Experience overseeing and directing budgeting operations for local government agencies; developing budget policies and procedures; planning and composing budget narratives, amendments, modifications; and planning and managing position and code control, cost allocation and associated cost modeling methodologies and concepts.
• Experience with multimillion-dollar Budgets, Financial Operations, and Reporting in the public sector.
• Experience with new project implementations and/or upgrades.
• Experience with city, state and/or federally funded financial policies, practices, and requirements.
• Experience with Budgetary Systems software applications, governmental accounting, governmental budgeting, database development and the City’s accounting policies and procedures.
• Experience with the City’s budget process.
• Experience performing financial audits, and developing and implementing corrective action plans, policies, and procedures.
• Experience developing and making presentations to senior management, governing bodies, and commissions.

Verification
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.

All work experience, education, training, and other information substantiating how you meet the minimum qualifications must be included on your SmartRecruiters application by the filing deadline. Information must be entered into the SmartRecruiters applicant tracking system under the headings for Experience and Education. Leaving these sections blank and attaching a resume in lieu of completing the Experience and Education sections will cause your application to be rejected.

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.

SELECTION PROCEDURES:
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 an 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.

Supplemental Questionnaire Evaluation (Weight: 100%):
Applicants who meet the minimum qualifications will be sent a Supplemental Questionnaire via electronic mail after the closing of this filing period.                                                    

The Supplemental Questionnaire is designed to measure the knowledge, skills and/or abilities in job-related areas required for the position which may include, but not be limited to: processes and procedures related to budget development, financial analysis, and forecasting; processes and procedures related to the municipal budget process, including an understanding of revenue sources, grants, and interdepartmental funds; accounting practices and procedures, including financial reporting and compliance; procurement policies and procedures, including compliance with governmental regulations: proficiency in spreadsheet software like MS Excel and financial management software like PeopleSoft; ability to perform complex financial analysis, budget forecasting, and contract management: leading and supervising a team, including planning, delegating tasks, and evaluating performance; effective communication skills for preparing reports, presenting financial information, and liaising with external entities like the Mayor's Office, Board of Supervisors, and Office of the Controller; identifying issues, analyzing root causes, and developing effective solutions to budgetary challenges; strong time management skills to meet deadlines for budget submissions, financial reporting, and audit responses; precision in reviewing financial documents, ensuring compliance with regulations, and managing financial records accurately; negotiations, including for contracts, grants, and interdepartmental agreements to ensure favorable terms for the organization: managing relationships with stakeholders including senior management government officials, auditors, and external vendors; adapting to changes in funding sources, regulations, or organizational priorities while maintaining effective budget management practices; thinking strategically about budget allocation, resource optimization, and long-term financial planning to support organizational objectives; upholding ethical standards in financial management ensuring transparency, accountability, and compliance with laws and regulations.

Applicants will be given a deadline to return the Supplemental Questionnaire. Those who do not respond by the established deadline will not be eligible to continue in the examination process and will not be added to eligibility list resulting from this process. All applicants’ responses to the Supplemental Questionnaire are subject to verification.

The Supplemental Questionnaire will be rated and scored by our Subject Matter Experts. A passing score on the Supplemental Questionnaire must be achieved in order to be placed/ranked on the Eligible List. Candidates will be placed on the eligible list in rank order according to their final score.

Note: Applicants who meet the minimum qualifications are not guaranteed to advance through all of the steps in the selection process.

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 six (6) months, and may be extended with the approval of the Human Resources Director.

Certification Rule:
The certification rule for the eligible list resulting from this examination will be Rule of List.

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-2023-24.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
• Seniority Credit in Promotional Exams
• 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.sf.gov/ 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 (@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.

Exam Analyst Information: If you have any questions regarding this recruitment or application process, please contact the exam analyst, Josephine Jackson at josephine.serra@sfgov.org.

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

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.