9775 Sr. Fiscal Officer (Sr Community Dev Spec 2)

Recruitment #PBT-9775-086653


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

6/1/18 ANNOUNCEMENT: The filing deadline is being extended until June 7, 2018, to broaden the applicant pool. If you have applied previously, you do not need to reapply.

In November 1998, California voters passed Proposition 10, the California Children and Families Act, to help make sure that our youngest children receive the best possible start. The proposition increased the tax on tobacco products to fund local family support, health care and early care and education programs that promote early child development, targeting children-from prenatal to age five-and their families. First 5 San Francisco is the public entity responsible for receiving and disbursing San Francisco’s Proposition 10 funds. First 5 San Francisco receives approximately $5.9 million per year in Proposition 10 revenues and reinvests these public funds through grants to both public and private entities. Funds are intended to promote, support and improve early childhood development, health, and parental support through coordinated resources and programs. First 5 San Francisco has a staff of 15 and is governed by a nine-member Commission, which includes experts in the fields of health, children’s services and early care and education, some of whom represent city agencies and the Board of Supervisors.  Additional information can be found on our website: first5sf.org.


First 5 San Francisco is seeking qualified applicants for the position of Senior Fiscal Officer. The Senior Fiscal Officer is the chief financial officer of First Five, and responsible for the following areas: budget and sustainability development (including grants and community development funding), accounting, department operations administration (policies and procedures), financial reconciliation and reporting, oversight of annual audit, and oversight of contract management.

The Fiscal Officer creates the annual department budget and works with the Fiscal Committee and Commission to approve the budget. The Fiscal Officer monitors departmental spending against the budget and reports these results to the Executive Director and the Fiscal Committee. The Fiscal Officer develops sustainability plans to ensure the long-term fiscal viability of the organization and monitors the use of the Sustainability Fund.

The Fiscal Officer provides direct accounting support and interfaces with the Controller’s Office to ensure appropriate handling of financial transactions and payments. The Fiscal Officer oversees the Commission’s independent annual audit preparation and the fiscal portion of the state annual report. The Fiscal Officer creates departmental policies and procedures and ensures the organization’s compliance with state and local regulations. The Fiscal Officer oversees administration of state and/or federal grants. The Fiscal Officer also supports staff in contract monitoring, invoicing, and general administrative matters. This position may also be assigned other special projects.


The Senior Fiscal Officer’s Key  Responsibilities are:

Department Budgeting and Monitoring

·         Develop department’s annual budget and input into the City’s budget system.  Interface with the Controller and Mayor’s Budget offices as needed.

·         Manages the budget development process, budget assumptions, and revenue and expense analyses; and oversee all accounting functions for the department.

·         Develops, evaluates and implements policies and recommendations for budget monitoring and control to maintain expenditure controls and analyze trends

·         Manages the administration, and control of the operating and program budgets

·         Provides training, support and recommends solutions to program staff to fulfill financial reporting requirements

·         Responsible for preparation and maintenance of Finance business process documentation and all financial system training guides, and maintains up to date on county’s financial system (F$P).

·         Leads workshops information sessions to update CBOS on the budget and/or budget related processes

·         Oversee annual audit and annual report preparation for First 5 San Francisco.  Address audit findings and recommendations.

·         Prepare quarterly fiscal reports for the Executive Director and the Fiscal Committee.

Financial Management

·         Keeps apprised of all laws, regulations, statutes, rules and policies affecting First 5 and Proposition 10

·         Supervises contractors and consultants, as needed

·         Provide fiscal oversight on all Commission matters.

·         Support sustainability planning with Senior Management Team and the Fiscal Committee.

·         Provide leadership in the development and implementation of fiscal policies and procedures for grantees.  Develop fiscal protocols for department as needed, and monitor operations to ensure compliance with State First 5 Commission fiscal requirements.

·         Establish and maintain financial systems to support contract and grant management.  Ensure that the Contract Management System (CMS) collects all necessary financial records to ensure fiscal oversight.

·         Staff the Fiscal Committee.  Prepare agendas, meeting materials as needed, and take minutes.

·         Monitor and submit quarterly inter-department billings and invoices.

·         Coordinate with the Executive Assistant on matters of fiscal planning, invoicing, purchasing of office supplies and equipment.

·         Support program staff with contract development, contract management, and fiscal monitoring of Community Based Organizations (CBOs).  Meet with Program Officers and Executive Director to review status and any issues that may arise.


·         Ability to exercise discretion in handling sensitive or confidential information or situations

·         Attend Commission and other community meetings as needed.

·         Other duties assigned relevant to the Fiscal Officer position.

Minimum Qualifications


Possession of a baccalaureate degree from an accredited college or university.


Four (4) years administrative/professional experience in community development, housing and/or housing development, workforce development, finance, education, social work, children/youth work, or criminal justice; including, two (2) years recent and verifiable experience working with children (pre-natal to five yrs old) and their families in a volunteer or paid capacity.


1.  Possession of a baccalaureate degree from an accredited college or university with a major in one of the following fields: public or business administration, urban planning, government, social work, education, finance or criminal justice may substitute for one (1) year of administrative/professional experience in community development, housing and/or housing development, workforce development, finance, education, social work, children/youth work or criminal justice; OR 

2.  Possession of a Master's degree from an accredited college or university in public policy, planning, social work, public administration, finance, education, criminal justice, or business administration may substitute for two (2) years of administrative/professional experience in community development, housing and/or housing development, workforce development, finance, education, social work, children/youth work, or criminal justice.

3.  Possession of a Ph.D. or Juris Doctor degree from an accredited college or university may substitute for two (2) years of administrative/professional experience in community development, housing and/or housing development, workforce development, finance, education, social work, children/youth work, or criminal justice. 

4.  Verifiable administrative/professional experience involving community development, housing and/or housing development, workforce development, finance, education, social work, children/youth work, or criminal justice may substitute for the educational requirement in on a year-for-year basis.

The above minimum qualifications reflect special conditions associated with the position to be filled. They may differ from the standard minimum qualifications associated with this class code.   Applicants must meet the minimum qualifications requirement by the final filing date unless otherwise noted.


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.

  • Five years related experience in finance analysis and planning, consulting or strategic planning within a public company, grant making, and similar industry preferred.
  • Good knowledge of the principles and practices of public funding and local governmental structure; accounting principles and practices; fiscal planning; budgeting; and some statistical analysis.
  • Five years of professional experience in contract management, including budget monitoring, contract writing, and financial systems.
  • Strong computer skills with a high degree of proficiency in Microsoft Office Suite, specifically Excel and Word.
  • Strong organizational skills with the ability to multi-task. 
  •  Excellent writing and communication skills. Ability to interact effectively with San Francisco's diverse communities.

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.

Please upload a cover letter and resume to the application as a single pdf file; however, resumes will not be accepted in lieu of a completed City and County of San Francisco application.

Applicants are advised to keep copies of all documents submitted.  Submitted documents become a part of the recruitment process and will not be returned.  The department may require applicants to present additional material.

If you have any questions regarding this recruitment or application process, please contact the exam analyst, Heather Johnson, by telephone at 415-557-4922, or by email at heather.johnson@sfgov.org .



Verification will be required at the time of hire.

Applicants may be required to submit verification of qualifying education and experience at any point in the application, and/or departmental selection process. 

When requested, all applicants must submit verification of qualifying education and experience. Verification of qualifying education and experience, when requested, must be submitted on employer’s official letterhead, specifying name of the applicant, job title(s), duties performed, dates of service, and must be signed by the employer or the employer’s authorized representative.  City and County employees will receive credit for the duties of the class/position to which appointed.  Credit for experience obtained outside of the employee’s classification will be allowed only if recorded in accordance with the provisions of the Civil Service Commission Rule 110.9.1.  City employees relying upon qualifying work experience gained outside the City and County of San Francisco must submit written verification of such experience as described above. 

Failure to submit required verification or request for waiver when requested may result in the rejection of the application.

Information on how to verify educational 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.  For additional information regarding verification, refer to 


Selection Procedures

Supplemental Questionnaire (Weight 100%)
Applicants will be prompted to complete a Supplemental Questionnaire during the online application process. Supplemental Questionnaire will be evaluated in relation to the knowledge, skills and abilities required for this classification. These may include, but are not limited to:

  • Demonstrate the ability to a strong understanding of Generally Accepted Accounting Principles (GAAP) and Governmental Account Standards (GASB);
  • Knowledge of business analytics tools;
  • Ability to interpret financial data including financial statements, key financial ratios, valuation models and techniques;
  • Experience with grant and fiscal management;
  • Knowledge of Commissions Accounting;
  • Experience assessing, planning and/or allocating team and financial resources;
  • Communication oral and written with internal and external stakeholders;
  • Ability to develop and foster relationships, and collaborate with county partners, neighborhood organizations and community partners.

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

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

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 six (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.

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.


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:


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: 


Exam Type:  CPE
Issued:  May 15, 2018
Micki  Callahan
Human Resources Director
Department of Human Resources
Recruitment ID Number: PBT-9775-086653
CFC HJ 415-557-4922


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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