City and County of San Francisco

 This is the journey-level classification in the Performance Analyst series.  It is distinguished from the Performance Analyst I class in that incumbents in the latter, entry-level class perform less complex duties and may be supervised by Performance Analyst II.  Performance Analyst positions are specific to the Controller's Office because of the increased scope of work and the specific mandates of Charter Appendix F, "Authority and Duties of City Services Auditor," and because of the need and ability to work with a wide variety of contacts and stakeholders.

According to Civil Service Commission Rule 109, the duties specified below are representative of the range of duties assigned to this job code/class and are not intended to be an inclusive list.
As a team member, the Performance Analyst II conducts and/or participates in complex job duties which include:

1. Develops detailed project plans, including scope and objectives, time budgets, and milestone dates.

2. Collects, analyzes, tests, and documents information (e.g., databases, procedures, and operating methods) as it relates to project objectives.

3. Researches best practices, legal mandates and other background information, while determining the needs of key stakeholders, and identifies potential sources of data under general supervision.

4. Interviews departmental staff to obtain relevant information.

5. Conducts project status meetings with department management to inform them of project results.

6. Maintains ongoing communication with project manager and/or director, and clients regarding project progress and problems.

7. Develops project findings and recommendations that are fully supported by analysis.

8. Prepares and reviews written reports that effectively communicate project results.

9. Prepares and presents project results at public hearings and to a variety of audiences.

10. Develops written procedures, manuals or other instructive materials.

11. Develops scope of work for, and monitors consultant contracts.

12. Reviews team members' work for completeness, technical accuracy, organization, content, tone, and grammatical accuracy.

13. Provides input into annual work plan to identify client needs and project priorities.

14. Conducts project follow-up activities.

Individually, the Performance Analyst II:

15. Supervises, trains, and evaluates Performance Analyst I, clerical and/ or administrative support staff; manages staff performance.  Encourages team members to challenge themselves and actively contribute to team effort.  Provides input to performance evaluations of team members.

16. Maintains the appropriate level of confidentiality and sensitivity.

17. Recommends and/or develops operational changes for the City Services Auditor division.

18. Performs other related duties and responsibilities as assigned.

Knowledge of: management and organizational principles as applied to government agencies and programs; principles and practices of program, management, and operational analysis; benchmarking and project management techniques; current issues and best practices in local government, public management, and urban policy; and demonstrated strong analytical abilities.

Familiarity with: governmental programs, operations and their environments.

Ability to: design project plans; conduct comprehensive research; interpret laws, rules and regulations, including the City and County of San Francisco Charter and Municipal Codes, California Statutes and Code of Regulations; gather all relevant and detailed data and analyze them for decision-making using both qualitative and quantitative techniques; apply management and operational theory, policy analysis, operations research, program evaluation, and process improvement techniques to make sound, objective assessments and observations and develop salient findings and recommendations; use personal computer applications, including spreadsheet, database, statistical software packages, and web search and information methods to access data, perform data manipulations and analysis, and develop documentation and reports, including charts and graphs; communicate effectively, both orally and in writing, including dealing with management and team members on a variety of complex and sensitive issues; create clear, concise, accurate, and factual summaries and reports; establish constructive working relationships with various city employees, management, the Mayor's Office, Board of Supervisors, the general public, client agency staff and management while maintaining objectivity and credibility throughout the project process; use organizational skills and perform multiple projects and/or tasks simultaneously in order to accomplish goals in an effective and timely manner and produce quality products within short timelines and under pressure; work independently or as a member of a team environment in a multi-disciplinary setting; be detail-oriented; and actively support the mission, vision and core values of the Controller's Office.

These minimum qualifications are to be used as a guide for establishing the education, training, experience, special skills and/or license which may be required for employment in the class.  Although these minimum qualifications are typical of the class, additional minimum qualifications and special conditions may apply to a particular position and will be stated on the job announcement.
Training:  Possession of a baccalaureate degree from an accredited college or university in business or public administration, accounting, finance, statistics, the social sciences, English, or a related field.

Experience:  Two (2) years of experience performing complex policy analysis, project management, public administration, or consulting; functional understanding of local government operations.

Substitution:  A master's degree in business or public administration, accounting, finance, statistics, or a related field may be substituted for one (1) year of the required experience.