1054 IS Business Analyst-Principal PeopleSoft Financials

PeopleSoft Financials Purchasing Lead

Recruitment #PBT-1054-082611


1054 IS Business Analyst -Principal
Lead Functional Business Analyst (Purchasing & Supply Chain Lead)


The Systems Division of the Controller’s Office manages the City and County of San Francisco’s Enterprise Oracle and PeopleSoft Applications, which include Oracle Interaction Hub, PeopleSoft Human Capital Management (HCM), PeopleSoft Financials and Supply Chain Management (FSCM), PeopleSoft Enterprise Learning Management (ELM), and Oracle Business Intelligence.  These applications are branded locally as our SF Employee Portal, SF People & Pay, SF Financials, SF Procurement, SF Learning, and SF Reports and Analytics systems.  Collectively, these applications provide a robust, integrated platform that delivers mission-critical services to 55 City Departments, eliminating the need for hundreds of independent legacy systems and customized applications.  The division serves over 35,000 active City employees, 75,000 retirees and 25,000 City vendors (bidders and suppliers).  Peripheral and legacy applications also supported by the division include Cognos Business Intelligence, Informatica, Phire Architect and FreshWorks.  The technology implemented and maintained by the Systems Division provides standardization, transparency, and efficiency for the City’s crucial business processes.  Users are fully supported to ensure adoption of these interconnected functionalities.


The Lead Functional Business Analyst position is responsible for leading the Purchasing business analysis process and documentation which involves acquiring and documenting knowledge from subject matter experts throughout various City and County of San Francisco Departments and for translating this knowledge into functional solutions that are designed, tested and implemented in the new financial system.


Essential duties include but are not limited to:

Supervising the functions of the Purchasing Team including, supervising purchasing support resources; overseeing recruitment of team members, establishing performance goals and reviewing training plans for subordinate staff; supervising purchasing team by assisting department managers on transition plans for re-engineered business processes; diagramming policies and processes of the business practices and requirements; linking purchasing business processes with the setup and business rules of the new central financial system;  understanding the processes and methods employed to perform requirements gathering, fit/gap analysis, and test planning; defining and implementing application configuration settings; cleaning and verifying data during conversion;  performing complex data analysis; conducting trainings for end users; collaborating with technical unit to develop functional and technical designs; developing test plans, conducting testing, design, and  development of external interfaces; developing, documenting and testing security roles and permissions based on business process requirements; identifying, managing, escalating and resolving issues and risks related to development requests, functional design approach, implementation, requirements and or scheduling; keeping up-to-date purchasing functional documentation and developing documentation for standards through feedback and updates received from technical teams; performs other duties as assigned.

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 exam/job announcement.


An associate degree preferably in computer science or a closely related field from an accredited college or university OR its equivalent in terms of total course credits/units [i.e., at least sixty (60) semester or ninety (90) quarter credits/units with a minimum of twenty (20) semester or thirty (30) quarter credits/units in computer science or a closely-related field; AND, 



Five (5) years of experience in the information systems field, including system analysis, business process design, development and implementation of business application solutions or IT project management.


In addition to the Minimum Qualifications listed above, this position has additional requirements. In order to qualify for any of this position, applicants must meet the following Special Conditions:

Two (2) years of PeopleSoft Financials and Supply Chain Management (FSCM) Experience.  Verifiable and recent experience with PeopleSoft Financials and Supply Chain Management (FSCM) enterprise resource planning systems 9.1 or higher, performing production support, data analysis, design and testing.


Applicants may substitute the required education with additional qualifying experience on a year to year basis. One year (2000 hours) of additional qualifying experience will be considered equivalent to 30 semester units/45 quarter units.


Desirable Qualifications:

  • Professional IS Business Analyst work experience in the Public Sector (Government or Nonprofit).
  • Familiarity with “Tier 1” ERP solutions.
  • Demonstrated understanding of financial processing in a governmental environment. (Governmental Accounting and Financial Reporting Standards and practices including City, State, Federal requirements). This would include governmental budgeting, grants and project accounting, fund accounting, cost allocation, and work order.
  • Demonstrated understanding of purchasing and inventory management in a large government or highly regulated environment.
  • Five (5) years experience analyzing, creating, documenting functional business/application solutions with clients and/or end users for large complex financial systems. 
  • Experience with formal software development life cycle methodologies.
  • Working knowledge of business process flows used to support a complex accounting system, and experience in developing and executing application test plans.
  • Expertise in utilizing appropriate tools for analyzing data, documenting processes, developing and testing prototype solutions, including Oracle SQL Query, Visio, Beyond Compare, MS Access, FTP.
  • Experience conducing complex IT procurement involving purchasing and inventory management in a large government or high regulated environment. 
  • Two (2) years experience supervising staff for a large-scale IT system conversion project. 

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, @famsf.org, @ccsf.edu).

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.  Information submitted after the filing deadline will not be considered in determining whether you meet the minimum qualifications.

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, Vicente Centeno, by telephone at (415) 554-7506, or by email at Vicente.Centeno@sfgov.org

Selection Plan

Supplemental Examination: (Weight 100%)

Candidates who meet the minimum qualifications and special condition will be sent a Supplemental Questionnaire via electronic mail after the closing of this filing period.  The Supplemental Questionnaire Evaluation serves at the examination for this position and is designed to measure knowledge, skills and/or abilities in job-related areas.  A passing score must be achieved on the Supplemental Questionnaire Evaluation in order to continue in the selection process.  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.

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).

Candidate scores on this examination may also be applied to other announcements involving other job titles, when directed by the Human Resources Director.



Applicants will be required to submit verification of qualifying education and experience at any point in the application, examination and/or departmental selection process.  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.   Verification of qualifying experience must be signed by the employer or the employer's authorized representative on the employer's business letterhead, and must include the name of the applicant, job title(s), dates of employment, and description of job duties performed. 

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.



The certification rule for the eligible list resulting from this examination will be Rule of Three (3) Scores.  Additional selection processes may be conducted by the hiring department prior to making 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 of XX 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=21246 . Search that document by title or job code to see which departments use the classification.



Applicants with disabilities who meet the minimum eligibility requirements for this job announcement can find information on requesting a reasonable ADA Accommodation at: http://www.sfdhr.org/index.aspx?page=20#applicantswithdisabilities


Veterans Preference:

Information regarding requests for Veterans Preference can be found at: 



Seniority Credit in Promotional Exams:

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


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://www.sfdhr.org/index.aspx?page=20 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.


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.


Exam Type:  CPE
Issued:  12/26/2017
Micki  Callahan
Human Resources Director
Department of Human Resources
Recruitment ID Number: PBT-1054-082611
CON/VC/(415) 554-7506


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.


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