0931 - Manager III, Finance Director

Juvenile Probation Department

Recruitment #PBT-0931-074275


Selection procedures amended and announcement reissued. 

Current candidates do not need to reapply

This is a Position Based Test conducted in accordance with Civil Service Rule 111A.

SF Juvenile Probation Department Mission

It is the mission of the San Francisco Juvenile Probation Department to serve the needs of youth and families who are brought to our attention with care and compassion; to identify and respond to the individual risks and needs presented by each youth, to engage fiscally sound and culturally competent strategies that promote the best interests of the youth; to provide victims with opportunities for restoration; to identify and utilize the least restrictive interventions and placements that do not compromise public safety; to hold youth accountable for their actions while providing them with opportunities and assisting them to develop new skills and competencies; and contribute to the overall quality of life for the citizens of San Francisco within the sound framework of public safety as outlined in the Welfare & Institutions Code.

Job Description:


The Manager III of Finance, under the general direction of the Deputy Director of Administration, typically leads and manages department-wide operations which can include accounting, budgeting, cost allocation, revenue recovery and expense reimbursement, contracting and purchasing, financial and accounting audits, banking and credit card programs, travel and employee reimbursement, cash management, cashiering, and confiscated funds operations, and associated complex financial, banking, and accounting systems.  Duties and responsibilities include:

  • Serving as subject expert and department accounting manager overseeing accounting and budgeting structures and hierarchies, and developing and maintaining related policies and procedures.   Functioning as resource and subject expert to management and staff, and advises on accounting matters.  Providing leadership, coordination, and primary point of contact for internal and external auditors; developing, composing, and implementing corrective action plans, progress reporting, and practice change across the department.     Leading development and implementation of internal controls to ensure fiduciary integrity and compliance with city/county, state, and federal fiscal, accounting, budgeting, contracting and purchasing policies and procedures and regulatory requirements. 
  • Serving as chief budget strategist, budget officer and financial advisor, developing and coordinating budget development processes and strategies to maximize funding streams from state, federal, sales, tax, vehicles, and grants.  Developing and managing the department’s master budget production schedule, convening division budget meetings to develop budget recommendations; compiling and consolidating annual budget recommendations, appropriation modifications and mid-cycle budget amendments, and revenue and expense cost impact analysis; overseeing position control and reconciliation; and managing budget expenditure and revenue projections, reporting, and budgetary controls.  Planning, developing and presenting budget narratives, budget policies and procedures, and ensuring budget system integrity and reconciliation, and budget variance reporting.
  • Overseeing financial integrity and reconciliation of financial, accounting, budgeting, banking, and contracting systems, and developing and producing financial and statistical reporting of monthly, quarterly, and annual financial projections, accounting reconciliations, discrepancy resolutions, cashiering and escheatment functions, and adjusting accounting transactions and write-offs. Planning, developing, and implementing financial business analytics and dashboard reporting system solution to integrate financial data in disparate accounting, banking, and case management systems
  • Planning, developing, and maintaining cost allocation, cost projection, and expense claiming accounting and financial procedures and processes to establish county, state and federal cost sharing ratios, cost allocation methodologies to maximize revenue recovery and expense reimbursement, and accounting hierarchies for county, state, and federal accounting mapping cross walk.  Developing and implementing financial and statistical feasibility studies for compliance reporting, legislative impact and funding analysis, new operations and program proposals, grant proposals, capital projects and facility renovations and relocations, and 
  • Monitoring, analyzing, and interpreting federal, state and local legislation and regulations; and developing and implementing strategies and administrative, financial and operations policies and procedures to achieve compliance; and developing recommendations to minimize department financial and programmatic impacts.   Consulting with department executives, directors, managers and staff to plan and develop new and updated administrative/management policies and procedures.
  • Planning, organizing, and managing day-to-day operations of the Finance Department including subordinate work assignments and work schedules to ensure continuity of services to the general public and clients; and supervises and trains staff, evaluates their performance and takes or recommends appropriate action where disciplinary matters are concerned.
  • Developing and maintaining collaboratively works with other City department, Superior Court, and other organizations on joint funding projects including inter-agency agreements, MOUs, grant agreements, contracts, and oversees integrity of financial, accounting, and budgeting operations.  Representing the department for budgeting, accounting, and financial related matters with City and County agencies, state and federal agencies and committees, and other organizations including the Juvenile Probation Commission, Mayor’s Budget Office, Board of Supervisors, other county, state, and federal agencies, and the public.  Developing and maintaining relationships with elected and appointed officials, state and federal representatives, community groups, and labor organizations.    

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

  • Significant experience directing and performing governmental accounting, planning and developing accounting structures and hierarchies, policies and procedures, and managing accounting operations for local, state, and federal agencies including cash and banking operations, and collections and debt management operations.  A Certified Public Accountant license is preferred. 
  • Verifiable 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.  Significant experience managing child welfare funding sources from state, federal, and local governments and required cost allocation, and cost modeling methodologies and concepts.
  • Substantiated experience leading complex purchasing and contracting operations, credit card programs, strategic sourcing and vendor performance management functions; planning, developing, and implementing RFP/RFQ/RFI policies and procedures, identifying and documenting end users’ requirements, negotiating contracts and service agreements, developing cost/pricing strategies and cost reduction analysis criteria and associated budgetary processes,
  • Verifiable experience performing financial audits, and developing and implementing corrective action plans, policies and procedures.
  • Significant experience with planning and implementing financial systems automation, financial systems reconciliation and modifications, and developing business intelligence, financial dashboards, and reporting solutions.
  • Significant experience interpreting and analyzing public legislation and developing financial and programmatic public policies, strategies, recommendations and options to maximize funding and ensure compliance.
  • Excellent written and verbal communication skills, and in particular, the skills to clearly communicate and articulate complex financial, budgeting, accounting, and contracting information to non-financial individuals such that they understand and are able to use the information for business decisions.  Verifiable experience developing and making presentations to senior executives and public boards, governing bodies and commissions.

Minimum Qualifications

1.   Possession of a Bachelor’s degree from an accredited college or university in Business Administration, Finance or Economics; AND

2.   Five (5) years of increasingly responsible professional level financial analysis experience, including three (3) years in a supervisory role.

Substitution:  Possession of a Master’s degree from an accredited college or university in Business Administration, Finance or Economics may substitute for one (1) year of the required experience.

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.  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, Yvonne Lin, by telephone at 415-753-7879, or by email at Yvonne.lin@sfgov.org.

Selection Plan

Management Test Battery (MTB): (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.  A passing score must be achieved on the Management Test Battery 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.  

Written Performance Examination: (Weight: 60%)

Candidates will be prompted to complete a written performance examination as part of the online employment application. The written performance examination is designed to measure knowledge, skills and/or abilities required for 0931 Finance Director’s position, which may include but are not limited to:


- Knowledge of public sector budgeting

- Governmental accounting principles

- Cost allocation and cost modeling methodologies

- Financial analytics, forecasting, and business intelligence tools and methodologies

- Supervisory experience, knowledge, and skills

- Written communication skills


Please be advised that questions #1 and #5 will not be rated and are for informational purposes only.


Eligible List: Candidates will be placed on the eligible list in rank order according to their final score.  

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 twelve (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.   

Certification Rule:  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.

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

Security Clearances and Background Investigation

Candidates for Department of Technology are required to have a thorough background investigation to determine the candidates’ suitability for employment in this classification. Factors considered in the investigation may include employment history, use of illegal/controlled substances. Reasons for rejection based on this investigation may include: but not limited to: applicable convictions, repeated or serious violations of the law, inability to accept supervision, inability to follow rules and regulations, falsification of application materials and/or other relevant factors. Failure to obtain and maintain security clearance may be basis for termination from employment with the Department of Technology.


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 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.

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.


Applicants with disabilities who meet the minimum eligibility requirements of a job announcement can find information on requesting a reasonable 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   

Requests for an alternate test date may be considered in limited circumstances and must be submitted to the analyst listed in this announcement within five (5) calendar days of the announcement of the test date.  

Position Based Testing:  http://sfdhr.org/information-about-hiring-process#positionbasedtesting

Seniority Credit in Promotional Exams
Information regarding seniority credit can be found at: http://sfdhr.org/information-about-hiring-process#senioritycredit

Terms of the 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://www.sfdhr.org/index.aspx?page=20 or hard copy at 1 South Van Ness Avenue, 4th Floor.  

Copies of Application Documents
Applicants are advised to keep copies of all documents submitted.  Submitted documents become a permanent part of the exam record and will not be returned.  The hiring department may require applicants to submit the same documents and/or additional documents at a later date.

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.


Issued: March 3, 2017
Micki Callahan
Human Resources Director
Department of Human Resources
Recruitment ID Number: PBT-0931-074275
JPD/YL/(415) 753-7879


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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