1053 IS Business Analyst-Senior, PeopleSoft Financials

Recruitment #PEX-1053-090306



Senior Functional Analyst
PeopleSoft Financials & Supply Chain Management
Grants, Customer Contracts, Project Costing
City Job Classification:  1053 IS Business Analyst Sr.

Controller’s Office -  Systems Division

Overview: The Controller’s Office recently completed a successful multi-year project to implement the City’s new Financial and Procurement System for the City and County of San Francisco (City). This new system replaced FAMIS, the City’s former central system of financial record and budgetary control, and includes additional functionality that was previously handled by a number of ancillary departmental systems. The transformational project implemented 17 modules within the PeopleSoft Financials & Supply Chain Management (FSCM) enterprise resource planning system suite. Oracle Business Intelligence (BI) was also implemented as the City’s new data analytics and reporting platform.

Position Description: The Senior Functional Business Analyst will work as part of a team supporting the Financial modules in PeopleSoft.  Within PeopleSoft Financials, the Controller's Office currently uses and supports the following modules:  Asset Management, Billing, Cash Management, Contracts, Expenses, eSettelements, General Ledger, Grants, Paybables, Project Costing, Receivables, and Commitment Control.  Experience in Project Costing, Grants and Billing, and proficiency with PeopleSoft Query or SQL is desired.  The position will perform and participate in a range of business systems analysis tasks including: documenting, tracking and assessing common and unique requirements across City departments; assessing financial and procurement systems currently used by departments; interviewing users and conducting user workshops; designing and documenting business requirements into functional specifications; testing functionalities; developing training curriculum and business/technical job aids for user system adoption; and providing user support for on-going troubleshooting, training and system maintenance.  This position will interact and coordinate with financial, systems, and management staff across the City.

Essential duties include but are not limited to: diagramming policies and processes of the business practices and requirements; linking business processes with the setup and business rules of the new financial system; requirements gathering, fit/gap analysis; defining and implementing application configuration settings; performing complex data analysis; working with the project team on transition plans for re-engineered business processes; conducting trainings for end users; create functional designs; create test plans; execute testing; analysis and testing of security roles and permissions; identifying, managing and escalating issues and risks throughout software development life cycle; keeping up-to-date functional documentation; performs other duties as assigned.

Minimum Qualifications

These minimum qualifications establish the education, training, experience, special skills and/or license(s) which are required for employment in the classification.  Please note, additional qualifications (i.e., special conditions) may apply to a particular position and will be stated on the exam/job announcement.

An associate degree 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].

Three (3) years in the information systems field, including system analysis, business process design, development and implementation of business application solutions or IT project management.

License and Certification:


Additional experience as described above may be substituted for the required degree on a year-for-year basis (up to a maximum of two (2) years). One (1) year is equivalent to thirty (30) semester units / forty-five (45) quarter units with a minimum of 10 semester / 15 quarter units in computer science or a closely related field.

Desirable Qualifications:

  • PeopleSoft Financial and Supply Chain Management 9.2 experience, including
    experience with the following modules: Grants, Customer Contracts, Project Costing, Billing, and Account Receivable. 
  • PeopleSoft experience with General Ledger and Commitment Control modules highly desired.
  • Professional IS Business Analyst work experience in the Public Sector (Government or Nonprofit).  Demonstrated understanding of FAMIS and ADPICS and how these systems are used by City departments.
  • Demonstrated understanding of purchasing, services contracting, construction contracting and / or supplier management in a large government or highly regulated environment.
  • Familiarity with Tier-1 ERP systems.
  • Advanced-level skills in purchasing, contracting and supplier management systems analysis methodologies and techniques including requirements gathering and documenting; preparing functional specification documentation, system and user testing techniques and documentation, process flow and diagramming;
  • Demonstrated experience preparing and maintaining user training materials; conducting online user trainings and oral presentations.

Selection Procedures

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. 

Verification:  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

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.


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.

Applicants with disabilities who meet the minimum eligibility requirements for this job announcement can find information on requesting a reasonable ADA Accommodation at: 

Recruitment Type: PEX 
Issued:  9/18/2018
Amended:  2/12/2019

Micki  Callahan
Human Resources Director
Department of Human Resources
Recruitment ID Number: PEX-1053-090306
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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