0932 Manager IV - Director of Financial Planning

Recruitment #PBT-0932-072944

Introduction

Amended 3/1/2017 and 3/15/2017 to expand applicant pool.
Announcement is amended on January 27, 2017 to reflect changes in the minimum qualifications.

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

About the San Francisco Public Utilities Commission (SFPUC)
Our mission is to provide customers with high quality, efficient and reliable water, power, and sewer services in a manner that is inclusive of environmental and community interests, and sustains the resources entrusted in our care. We are comprised of three essential 24/7 service utilities: Water, Wastewater and Power. We provide retail drinking water and wastewater services to San Francisco, wholesale water to three Bay Area counties, and green hydroelectric and solar power to San Francisco’s municipal departments and tenants and redevelopment areas. Headquartered in San Francisco, we have about 2,300 employees working in seven counties with a combined annual operating budget of over $900 million.

POSITION DESCRIPTION
Under general direction, the Director of Financial Planning will assist in directing the day-to-day operations of the San Francisco Public Utilities Commission (SFPUC) Financial Services Bureau, including rate administration, asset management, financial planning and debt management. Oversight and management will emphasize rates setting, financial forecasting and modeling, planning and analysis, debt management (including bond sale preparation) and asset management. The Director of Financial Planning will provide oversight, coordination and direction on the SFPUC’s water sales contract with suburban wholesale customers. This position will provide advice to the Deputy CFO and other senior management at SFPUC on wide range of financial matters. This position will manage the development and evaluation of rate schedules; assure that departmental rates and regulations are updated for consistency with local, state and federal regulations; present and defend rate proposals/structures, cost of services and other financial policies before the board, commissions, other agencies and the general public. Additionally, this position will coordinate, integrate and provide leadership for both standing and ad hoc teams engaged in organized financial problem solving, policy development or service delivery across functional, department and or/jurisdictional lines.

Essential Duties and Responsibilities include:

  • Directs staff in the development of utilities rates, connection fees, cost of service studies, rate base, revenue forecasting, and other technical studies;
  • Directs the coordination of revisions to utility rates and regulations;
  • Develops alternative rate schedules such as economic development rates, economic retention rates, standby rates, water rationing rates;
  • Plans, organizes, directs, and participates in the preparation of the department’s financial/asset management annual plans, utility rates, fees and charges development studies and make recommendations as appropriate; and
  • Coordinates and directs staff in the issuance and administration of Capital project financing.

COMPETENCIES

The ideal candidate will have a demonstrated track record and ability to exercise the following competencies:

Set Vision and Direction - Envisions what the future looks like at a defined point, communicates this vision with authentic conviction, and inspires and engages others in creating that future; implements policies and procedures to support the organizational vision, goals, and objectives

Motivation - Creates an environment where people are inspired to pursue their highest levels of performance; identifies and promotes methods for motivating self and others; eliminates barriers to success for staff

Accountability - Acts with integrity, honesty, and fairness; inspires trust; clearly defines roles and responsibilities for self and others; holds staff accountable for measurable, high quality, timely, and cost effective results; complies with legal and ethical guidelines; acts as a responsible steward of the resources entrusted to the SFPUC

Decision Making and Problem Solving - Takes ownership of problems and makes responsible, transparent, and clear decisions; involves others in addressing problems and seeking solutions; gathers relevant information and conducts appropriate analyses; utilizes creative problem-solving skills; understands the impact of decisions

Adaptability - Adjusts, perseveres, and succeeds in meeting objectives despite rapidly shifting environment, demands, and resources; reacts appropriately to unexpected and changing conditions or priorities; alters approaches to most effectively address different situations and people; responds positively to tasks and situations outside of comfort zone

Minimum Qualifications

  1. Possession of a Bachelor's degree from an accredited college or university with major course work in business administration, engineering, economics, mathematics or a closely related field; AND
  2. Seven (7) or more years of progressively responsible financial experience in a combination of the following areas: financial policy analyses; financial planning and development; risk management; rate setting; financial, economic and statistical analyses, projections, and evaluations, which must include three (3) years of supervisory experience. 

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

How To Apply

Applications for City and County of San Francisco jobs are only accepted through an online process. Visit www.jobaps.com/sf to register an account (if you have not already done so) and begin the application process.

  • Select the desired job announcement
  • Select “Apply” and read and acknowledge the information
  • Select either “I am a New User” if you have not previously registered, or “I have Registered Previously”
  • Follow instructions on the screen

Computers are available for the public (from 8:00 a.m. to 5:00 p.m. Monday through Friday) to file online applications in the lobby of the Dept. of Human Resources at 1 South Van Ness Avenue, 4th Floor, San Francisco.

Applicants may be contacted by email about this announcement 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).

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 work experience, education, training and other information substantiating how you meet the minimum qualifications must be included on your application by the filing deadline.  Applicants MUST demonstrate their experience, knowledge and responsibilities described in Minimum Qualification #2 in the employment record section of the City application. A resume does NOT substitute for this section of the City application.

Applications completed improperly may be cause for ineligibility, disqualification or may lead to lower scores.

If you have any questions regarding this recruitment or application process, please contact the exam analyst, Melissa Biascan, by telephone at (415) 554-1641, or by email at mbiascan@sfwater.org.

VERIFICATION

Applicants may be required to submit verification of qualifying education or experience at any point in the application and/or departmental selection process. Written verification (proof) of qualifying experience must verify that the applicant meets the minimum qualifications stated on the announcement. Written verification must be submitted on employer’s official letterhead, specifying name of employee, dates of employment, types of employment (part-time/full-time), job title(s), description of duties performed, and the verification must be signed by the employer. City employees will receive credit for the duties of the class to which they are appointed. Credit for experience obtained outside of the employee’s class will be allowed only if recorded in accordance with the provisions of the Civil Service Commission Rules. Experience claimed in self-employment must be supported by documents verifying income, earnings, business license and experience comparable to the minimum qualifications of the position. Copies of income tax papers or other documents listing occupations and total earnings must be submitted. 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.  

Selection Procedures

Management Test Battery: (Weight: 40%)

Candidates will be invited to participate in a computer-based examination designed to measure competencies in job-related areas which may include but not be limited to: Problem Solving; Leadership; Decision Making; Interpersonal skill; Human Resources Management; Team Building; Communication; Conflict Management and Process Improvement. For more information about this Management Test (and a suggested reading list) please visit: http://www.sfdhr.org/index.aspx?page=343. Please note: this examination is only held in San Francisco. A passing score must be achieved on the Management Test Battery to continue in the selection process.

 A passing score must be achieved on the Management Test Battery in order to continue in the selection process.

 This is a standardized examination and, therefore, test questions and answers are not available for public inspection or review.

 Scores attained on the Management Test Battery 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 take the Management Test Battery. The Management Test Battery may be used for many other classes; therefore your test score may be applied to one or more of these classes if you choose to apply to future recruitments. If the selection process for the future announcement is held within one year of the date of this examination and it includes the Management Test Battery, 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 Management Test Battery. 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 Management Test Battery is used. Please note that, should you re-test, your re-test score would become your official score since it is the most recent.

SUPPLEMENTAL QUESTIONNAIRE (Weight 60%)
Applicants will be prompted to complete the Supplemental Questionnaire that must be submitted during the online application process. The Supplemental Questionnaire has been 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: Management/Administrative Knowledge, Analytical Ability, Written Communication Skills, Interpersonal/Collaborative Ability, Project Management; Adaptability, ability to identify and implement efficient and streamlined business processes; ability to apply complex accounting and auditing functions in a large division or department; ability to apply principles and practices of GAAP and GASB; ability to identify, analyze and report upon activities, issues, and problems and recommend appropriate solutions; ability to establish and maintain effective working relationships; ability to manage, supervise, train, and coordinate staff; written communication ability; and knowledge of business and financial analysis, concepts and techniques. All responses to the Supplemental Questionnaire are subject to verification and should be consistent with the information provided in your application. Candidate scores on this examination may also be applied to other announcements involving other job titles, when directed by the Human Resources Director.

Candidates will be ranked on the eligible list based on the scores received on the ManagementTest Battery and Supplemental Questionnaire Examination. Candidates must achieve a passing score on all components of the selection procedures to be placed on the eligible list.

Certification: The certification rule for the eligible list resulting from this examination will be Rule of the List. The hiring department may conduct additional selection processes to make final hiring decisions.

Eligible List: The eligible list resulting from this examination 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 12 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 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 http://www.sfdhr.org/Modules/ShowDocument.aspx?documentID=13693. Search that document by title or job code to see which departments use the classification.

Conviction History

As a finalist for a job, you will be fingerprinted, and your fingerprints will be sent to the California Department of Justice (DOJ) and the Federal Bureau of Investigation (FBI). The resulting report of your conviction history (if any) will be used to determine whether the nature of your conviction (or arrest, in limited circumstances) conflicts with the specific duties and responsibilities of the job for which you are a finalist. If a conflict exists, you will be asked to present any evidence of rehabilitation that may mitigate the conflict, except when federal or state regulations bar employment in specific circumstances, such as:

  • Candidates applying for positions with the Unified School District and the Community College District may be disqualified from consideration should their conviction history not meet the standards established under the California Education Code.
  • Candidates applying for positions with the Recreation and Park Department may be disqualified from consideration should their conviction history not meet the standards established under California Public Resources Code 5164.

Having a conviction history does not automatically preclude you from a job with the City.

If you are selected as a finalist, the hiring department will contact you to schedule a fingerprinting appointment.

Disaster Service Workers

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.

Conclusion

Terms of Announcement:
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 www.jobaps.com/sf.

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.

General Information concerning City and County of San Francisco Employment Policies and Procedures:
Important Employment Information for the City and County of San Francisco can be obtained at http://sfdhr.org/information-about-hiring-process or hard copy at 1 South Van Ness Avenue, 4th Floor.

Copies of Application Documents:
Applicants should keep copies of all documents submitted, as these will not be returned.

Right to Work:
All persons entering the City and County of San Francisco workforce are required to provide verification of authorization to work in the United States.

Seniority Credit in Promotional Exams: 
Information regarding seniority credit can be found at:
http://www.sfdhr.org/index.aspx?page=20#senioritycredit

Requests:
Applicants with disabilities who meet the minimum eligibility requirements for this job announcement can find information on requesting a reasonable ADA Accommodation at: 
http://sfdhr.org/information-about-hiring-process#applicantswithdisabilities

Information regarding requests for Veterans Preference can be found at: 
http://sfdhr.org/information-about-hiring-process#veteranspreference

Exam Type:  CPE
Issued:  January 25, 2017 - Amended January 27, 2017; March 1, 2017; March 15, 2017
Micki  Callahan
Human Resources Director
Department of Human Resources
Recruitment ID Number: 072944
PUC/ MB / (415) 554-1641

Benefits

All employees hired on or after January 10, 2009 will be required (pursuant to San Francisco Charter Section A8.432) to contribute 2% of pre-tax compensation to fund retiree healthcare. In addition, most employees are required to make a member contribution towards retirement, ranging from 7.5%-13.25% of compensation. For more information on these provisions, please contact the personnel office of the hiring agency.

For more information about benefits, please click here.

 



Powered by JobAps