1054 IS Business Analyst-Principal, PeopleSoft Financials, BI

Recruitment #PBT-1054-087378


1054 IS Business Analyst - Principal

Data Analytics and Reporting Team (DART)

 Please Note:  This announcement has been clerically amended on 7/19/2018 and re-posted for informational purposes only on 8/1 to update the Selection Procedures and Certification Rule. 

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. 


This Principal Business Analyst position will be part of the Data Analytics and Reporting Team (DART) and will work with members of the project’s Functional and Change Management Teams and other City and County staff to support PeopleSoft reports and Oracle Business Intelligence for the new PeopleSoft Financials System. The analyst will perform both functional (business process and systems analysis, testing, user support) and technical (report, query and dashboard development, data extract, load and transformation, metadata modeling, tuning, and troubleshooting) tasks.


Essential duties include but are not limited to: analyzing the interrelationships of business processes, complex financial data and systems to develop reporting requirements and data structures; performing fit/gap analysis; defining and implementing application configuration settings; working with the project team on transition plans for re-engineered business processes; analyzing and testing security roles and permissions; writing functional and technical specifications; designing and building solutions to specifications; developing and executing system and user acceptance test plans and evaluating test results; developing and providing support and training for users in person, on the phone and in workshops; writing business and system process and technical documentation; identifying, managing and escalating issues and risks throughout software development life cycle; supervising support resources, including recruitment, performance goals and reviews for subordinate staff; performing other duties as assigned

Minimum Qualifications

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,


Experience:  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.


Substitution:  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.  This experience must include:
  • 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 Procedures

Supplemental Questionnaire: (Qualifying) 
You will be prompted to complete a Supplemental Questionnaire as part of the online employment application.  The purpose of this Supplemental Questionnaire is to determine your experience, training and education as they relate to the job-related knowledge, skills and abilities needed to perform the essential functions of Class 1054.  Responses on this Supplemental Questionnaire will be evaluated to determine if you meet the minimum qualifications and special condition for this classification.   


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.  A Supplemental Questionnaire will be emailed after the closing of this filing period.  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.

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 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 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.


Certification:  The certification rule for the eligible list resulting from this examination will be Rule of Five (5) 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 6 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: 



Information regarding requests for Veterans Preference can be found at: 



Seniority Credit in Promotional Exams: Information regarding seniority credit can be found at: 



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: 7/13/2018
Amended:  7/19/2018
Reissued:  8/1/2018

Micki  Callahan
Human Resources Director
Department of Human Resources
Recruitment ID Number:  PBT-1054-087378





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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