0932 Manager IV - PeopleSoft Financial Systems Director

Recruitment #PEX-0932-088528


PeopleSoft Financial Systems Director
City Job Class:  0932 Manager IV
PeopleSoft Financials & Supply Chain Management System (FSCM)

Controller’s Office -  Systems Division




The Controller’s Office recently completed a successful two-year project to implement PeopleSoft Financial & Supply Chain Management (FSCM) as the City’s new financial and procurement system.  The new system replaced FAMIS, the City’s legacy system of financial record and budgetary control, as well as additional functionality residing previously in many ancillary departmental sub-systems.  The transformational project implemented 17 modules within the PeopleSoft FSCM suite, as well as Oracle Business Intelligence (BI), as the City’s new data analytics and reporting platform.  PeopleSoft FSCM now serves as the City’s core citywide application for the $11 billion budget and is used by 55 departments, 7,000 City employees and upwards to 20,000 suppliers (new bidders and existing suppliers).  The new system is fully integrated with the City’s PeopleSoft Human Capital Management (HCM) system, successfully implemented in 2012. 


In addition to the recently implemented PeopleSoft FSCM and Oracle BI systems, the Controller’s Office also manages the following enterprise-wide systems for the City:  PeopleSoft Human Capital Management, PeopleSoft Enterprise Learning Management, Oracle Interaction Hub, Cognos Business Intelligence, and Informatica.  For our PeopleSoft systems, we are in the midst of planning an exciting upgrade project to bring us up to the latest version of the application and preparing for new features for our users, our stakeholders and the system support teams.   The Controller’s Office recognizes the importance of a strong support team to manage these complex enterprise systems and has therefore built team of over 80 professionals focused in the areas of project management, functional analysis, development, testing, application administration, change management, training and user support.  We have a well-supported, well-organized and highly dedicated team. 


Management of the PeopleSoft FSCM modules has been separated between a Financial System Director (overseeing all PeopleSoft Financial modules) and a Procurement System Director (overseeing all PeopleSoft Supply Chain modules).  We are seeking a dynamic and strategic leader to serve as our new Financial System Director to manage the functional team that supports the following financial modules: General Ledger, Commitment Control, Receivables, Cash Management, Expenses, Project Costing, Grants Management, Accounts Payable, Asset Management, eSettlements and Billing/eBill. 


As Financial System Director, you will be responsible for leading a team of functional experts that support our live production environment and continue to deliver new functionality and associated business processes for the City.  The financial functional team consists of eleven (11) business analysts, inclusive of three leads responsible for the following functional sub-teams:  1) General Ledger & Asset Management; 2) Projects, Grants, Accounts Receivable; 3) Accounts Payable, Cash, and Expense.  The role also has oversight over consulting resources that join the team on an as-needed basis.  In addition to functionality and business processes within these modules, the team is responsible for reporting solutions within PeopleSoft as well as the ensuing data passed to Oracle BI for data analytics. 


Key responsibilities include:

  • Partners and collaborates with the City’s Accounting Operations Director and team, that work with all City departments, along with all City Departmental CFOs, as needed on system and business process issues;
  • Leads production support and all projects associated with the PeopleSoft Financial System, including the related data analytics provided in Oracle BI;
  • Manages the process to successfully deliver financial system changes as needed for break/fixes, enhancement requests and new projects;  
  • Continuously manages resource capacity given business partner priorities, ongoing production support needs, and new project demands;
  • Creates project work plans and schedules with limited guidance;
  • Collaborates with the Procurement System Director to support cross-module consistency and dependencies;
  • Collaborates with the Program Management and Service Delivery Director to ensure comprehensive and timely delivery of communications, training programs and overall support to users;   
  • Collaborates with the Technical Director on all development, system administration, migration, environment and other technical needs;
  • Partners with citywide leaders to define business objectives and strategic initiatives, then translates those into holistic system and business process solutions;
  • Operates as the key point person for citywide financial innovation and adoption, messaging, and marketing of PeopleSoft Financial System solutions;
  • Identifies system and business process best practices and drives standardized fluency and knowledge across all City departments;
  • Resolves complex financial issues in collaboration with the internal support teams, business partners and City departments; 
  • Serves as a financial expert in meetings with internal management, other City financial leaders, contractors, and other stakeholder groups and will work collaboratively with other managers on legislative changes to improve system processes and policies;
  • Communicates with Controller’s Office Sr. Management, the Systems Steering Committee, Advisory Boards, Commissions, Departmental CFOs, Stakeholders and the Public as needed;
  • Manages and facilitates a monthly SF Financials Advisory Board meeting with membership across multiple City departments;  
  • Presents business needs and system requirements and recommendations for policy action or resolution;
  • Responds to public information requests and provides reports as requested.
  • Develops staffing plans, hires and manages staff, and evaluates performance of staff as well as consultants;
  • Performs other duties as assigned. 

Minimum Qualifications

The Minimum Qualification guidelines for management classifications can be referenced here. Please note, additional qualifications (i.e., desirable qualifications) may apply to a particular position and will be stated on the exam/job announcement.


Possession of a baccalaureate degree from an accredited college or university preferably with major coursework in information systems management; computer science; computer information systems; information technology; or business administration; AND,


Six (6) years of progressively increasing project management AND financials experience.  This experience must include:  three (3) years managing large integrated system functions in a complex organization, AND three (3) years managing and supervising direct report staff.


Desirable Qualifications:

  • Extensive knowledge and experience in managing PeopleSoft Financials & Supply Chain Management systems, including General Ledger, Receivables, Cash Management, Expenses, Project Costing, Grants Management, Accounts Payable, Contracts, Asset Management, eSettlements and Billing/eBill modules
  • Experience with Financial Operations, Reporting and Budgets in the public sector;
  • Experience with new project implementations and/or upgrades;
  • Experience in managing post go-live production support environments;
  • Project Management Certification or demonstrated experience in project management;
  • Experience in implementing and/or leveraging Information Technology Infrastructure Library (ITIL) or other IT service management protocols;
  • Five (5) years of progressively increasing management experience in a public or nonprofit organization;
  • Demonstrated strong analytical, planning, and organizational skills and abilities;
  • Demonstrated experience interacting with internal and external governmental personnel;
  • Experience with hiring and managing staff at the project manager and business analyst levels;
  • Experience with setting performance standards, creating policies and procedures, and managing the work environment for professional level staff;
  • Experience with city, state and/or federal funded financial policies, practices, and requirements;
  • Proven ability to interact skillfully and tactfully with all levels of government officials, customers, employees and the public, including the highest levels of organizational leadership and management; and
  • Proven ability to plan, organize and direct work of a diverse group of professional subordinates as well as the ability to consistently work productively and professionally under the pressure of critical deadlines when supporting systems implementations and 24/7 operations.

    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, NAME, by telephone at PHONE, or by email at EMAIL.


    Selection Procedures

    Management Test Battery: (Pass/Fail)

    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. Please note: this examination is only held in San Francisco. A passing score must be achieved on the Management Test Battery to continue in the selection process.

     A passing score must be achieved on the Management Test Battery in order 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.

    Only those candidates who most closely meet the needs of the Department will be invited to continue in the selection process.  Applicants who meet the minimum qualifications are not guaranteed to advance through all of the steps in the selection process. 

    Applicants will 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

    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.



    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

    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.

    Permanent-Exempt (PEX) Appointment:  This position is excluded by the Charter from the competitive civil service examination process and shall serve at the discretion of the appointing officer. The project has a maximum duration of up to three (3) years.

    Recruitment Type: PEX
    Issued: 7/18/2018
    Micki Callahan
    Human Resources Director
    Department of Human Resources
    Recruitment ID Number: PEX-0932-088528
    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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