1054 PeopleSoft Financials Functional Lead

Recruitment #PEX-1054-087666


PeopleSoft Lead Functional Business Analyst
City Job Class:  1054 IS Business Analyst Principal
PeopleSoft Financials & Supply Chain Management System (FSCM)

Controller’s Office -  Systems Division


Overview:  The Controller's Office manages the following enterprise-wide systems for the City: PeopleSoft Financials & Supply Chain Management, PeopleSoft Human Capital Management, PeopleSoft Enterprise Learning Management, Oracle Interaction Hub, Cognos Business Intelligence, and Informatica.  For our PeopleSoft systems, we are 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 is committed to enhancing and expanding application functionality to better support our users’ changing needs.  Over the last 5-year period, we have launched new applications and products that have greatly increased and diversified our user base and amplified the need to improve how we assist our business partners to drive stakeholders value and desired business outcomes.  



Position Description:  The Lead Revenue to Cash Functional Business Analyst position is responsible for leading the business analysis process and documentation which involves acquiring and documenting knowledge from subject matter experts throughout various City and County of San Francisco Departments and for translating this knowledge into functional solutions that are designed, tested and implemented in PeopleSoft’s Project Costing, Grants, Customer Contracts, Billing and Account Receivable modules within the new financial system. 


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 central financial system;  understanding the processes and methods employed to perform requirements gathering, fit/gap analysis, and test planning; defining and implementing application configuration settings; cleaning and verifying data during conversion;  performing complex data analysis; supervising project team by assisting department managers on transition plans for re-engineered business processes; conducting trainings for end users; collaborating with technical unit to develop functional and technical designs; developing test plans, conducting testing, design, and  development of external interfaces; developing, documenting and testing security roles and permissions based on business process requirements; identifying, managing, escalating and resolving issues and risks related to development requests, functional design approach, implementation, requirements and or scheduling; keeping up-to-date functional documentation and developing documentation for standards through feedback and updates received from technical teams;  supervising support resources, including recruitment, performance goals and reviews for subordinate staff; 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].

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.

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:

  • Five (5) years of PeopleSoft FSCM functional implementation or upgrade experience
  • Five (5) years of experience using creativity and initiative to analyze and solve problems of diverse scope.
  • Five (5) years of experience with project management practices, principles, techniques and tools.
  • Five (5) years of experience supporting the following PeopleSoft Modules: Accounts Receivable, Billing, Customer Contracts, Grants and Project Costing.
  • Strong knowledge of PeopleSoft Query tool and PeopleSoft Financials table structure required.
  • Strong interpersonal and communications skills in order to work with both technical and non-technical personnel at various levels in the organization, including strong writing skills.
  • Ability to communicate systems issues to non-technical staff.
  • Strong organizational skills.
  • Professional IS Business Analyst work experience in the Public Sector (Government or Nonprofit).  
  • 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 project costing, grants, billing and accounts receivable 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:
  • Working knowledge of 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.

    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 analyst, Vicente Centeno, by telephone at (415) 554-7506, or by email at Vicente.Centeno@sfgov.org


    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.



    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: 

    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.

    Recruitment Type: PEX
    Micki Callahan
    Human Resources Director
    Department of Human Resources
    Recruitment ID Number: PEX-1054-087666
    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.


    Powered by JobAps