0923 Manager II

Director of The Office Of Financial Empowerment

Recruitment #PBT-0923-112075

Introduction

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

This job announcement is being extended to accept additional applications. Applicants that have already submitted an application for this position do not need to reapply.

Announcement modified to change information in the Selection Procedure

Reopened due to a technical issue

In line with the Official Public Health Order to slow the spread of COVID-19, the City’s Department of Human Resources office (located at 1 South Van Ness Avenue, 4th Floor, San Francisco, CA 94103) is currently closed to the public. If you have any questions, please email the Senior Human Resources Analyst listed on this announcement.

WORK LOCATION

The position is located at the San Francisco Office of the Treasurer & Tax Collector.

MISSION

The Office of the San Francisco Treasurer & Tax Collector serves as the banker, tax collector, collection agent, and investment officer for the City and County of San Francisco. Our mission is to collect and safeguard the City’s money and use our expertise to assist low-income San Francisco families build economic security and mobility.

VISION

We are committed to providing excellent services for taxpayers, customers, and our community. By promoting diversity, equity, and inclusion, we are a stronger, smarter, and more informed government agency.

ABOUT THE POSITION: 

The Office of Financial Empowerment aims to advocate and strengthen the economic security and mobility of all San Franciscans.

OFE is a unique private-public partnership housed in the Office of the Treasurer & Tax Collector. OFE is a convener, innovator, and advocate that leverages City Hall's power to strengthen economic security and mobility for low-income families who live, work, or receive San Francisco services.

This work includes Kindergarten to College (K2C), the first publicly funded universal children’s savings program of its kind in the country, now managing accounts for over 46,000 public school children.  In addition, OFE also provides Smart Money Coaching, which offers free one-on-one financial coaching across San Francisco; Bank On San Francisco, which helps individuals access safe, affordable accounts at responsible banks and credit unions; Bank On Youth, which equips young people with a secure bank account, and strategies to save during employment; and policy efforts to fight predatory financial practices and help low-income families build and protect wealth. For more, see www.sfofe.org.  

ESSENTIAL DUTIES 

The Director of the Office of Financial Empowerment will perform the following duties:

  • Manages, administers, and oversees the design, implementation and evaluation of all of the OFE operations and programs including Smart Money Coaching, Kindergarten to College (K2C) and Bank On San Francisco.
  • Sets the strategic direction and leads planning processes to manage, evaluate, expand, and implement the work of the OFE; manages, supervises, trains, monitors and coaches staff to improve performance and develop an effective team.
  • Oversees the implementation of new initiatives; defines clear and achievable goals for each project, establishes realistic project plans and timelines for OFE projects. Coordinates and monitors the work of consultants, contractors, partnerships, vendors and project teams.
  • Establishes a clear fundraising strategy to support the development of the OFE; oversees all grant development and management; monitors budget expenditures and provides executive management with an early warning and practical options to potential cost overruns; participates in budget development by providing detailed justification and persuasive arguments for proposals or initiatives.
  • Promotes San Francisco’s financial empowerment work at the state and national level. Represents the SF OFE at conferences, meetings, education workshops, and other public outreach events; advises other city and federal agencies to establish financial empowerment programs for their communities.  

COMPENSATION AND BENEFITS

The normal annual salary range is $124,072 - $158,366. Appointment above the maximum of the normal range may be considered based on documented and substantiated recruitment and retention issues or exceptional skills.  A special approval process is necessary for appointment above the normal salary range.

In addition to competitive salaries, the City offers flexible benefit plans with pre-tax elections which include: medical and dental insurance, Retirement Plan; 457 Deferred Compensation Plan; Social Security; Long-term Disability Plan; Life Insurance; paid Management Training program; 11 paid holidays per year; 5 floating holidays per year; 10 to 20 vacation days per year, depending on years of service; and may earn up to 100 hours paid administrative leave per year.  

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.  

MINIMUM QUALIFICATIONS

Possession of a baccalaureate degree Public Policy, Public Administration, Business Administration, Economics, Social Sciences, or other related fields AND

Five (5) years’ experience in financial empowerment, asset building, or community development that must include two (2) years leading a team handling a portfolio of financial empowerment programs and services.

OR  

Master’s Degree in Public Policy, Public Administration, Business Administration, Economics, Social Sciences, or other related fields, AND  

Four (4) years’ experience in financial empowerment, asset building, or community development that must include two (2) years leading a team handling a portfolio of financial empowerment programs and services.    

Education Substitution: Additional experience as described above may be substituted for the required degree on a year-to-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.

Applicants must meet the minimum qualification requirement by the final filing date unless otherwise noted.

Verification

Applicants may 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 https://sfdhr.org/how-verify-education-requirements

Verification of qualifying experience, when requested, must be documented on the employer's business letterhead and must include the name of the applicant, job title(s), dates of employment, description of job duties performed, and signature of the employer or the employer’s authorized representative. Experience claimed in self-employment will only be accepted if supported by documents verifying income, earnings, business license and experience comparable to minimum qualifications above. Copies of income tax papers or other documents listing occupation and total earnings must be submitted. Employees of the City and County of San Francisco may submit performance evaluations showing duties performed to verify qualifying City experience. City employees will receive credit for the duties of the class to which appointed. Credit for experience obtained outside of the employee's class will be allowed only if recorded in accordance with the provisions of Civil Service Commission Rules. Verification may be waived if impossible to obtain. The applicant must submit a signed statement explaining why verification cannot be obtained. Waiver requests will be considered on a case-by-case basis.

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

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.

Make sure your application and any attachments to the application submitted at the time of filing are complete and accurate and include details on all experience, education, training and other information that qualifies you for this recruitment. Failure to submit a complete and accurate application at the time of filing may result in your ineligibility for this recruitment or inability to receive full credit for scoring purposes. Any new information concerning work experience, education, training and other information that is submitted after the filing deadline may not be used for scoring or considered to determine whether you meet the minimum qualifications.

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.

  • Strong management experience to lead, develop and supervise a team of project managers and program coordinators with citywide mandate.
  • Knowledge of financial empowerment, asset building community development, or financial education principles, methods and procedures.
  • Ability to organize, collaborate with, and build and maintain effective partnerships with financial institutions, employers, government partners, funders, staff, consultants, community-based organizations, city agencies and national think tanks and legislators, to strategize and meet program needs and goals.
  • Ability to plan, organize, and monitor a complex portfolio of programs and services for financial empowerment, education, asset-building, and community development, including strategic planning and collaboration with the Treasurer and OFE Team on program design, budgets and administration.
  • Ability to develop, create, manage, implement and monitor fundraising strategies, including grant/contract management.
  • Ability to speak in public and make formal speeches to elected officials, community partners, the media, low-income population for public relations and education of financial empowerment programs.
  • Ability to oversee the design, coordination, and implementation of community outreach and education, ranging from media campaigns (i.e., including press conferences, social media), trainings, and meetings.
  • Ability to prepare clear, concise and accurate narrative reports, grants, press releases, research reports, memos and correspondence to present recommendations.
  • Ability to monitor performance of the program, utilizing data analysis tools to track progress, make projections, and other performance metrics.
  • Ability to make recommendations and collaborate with the Treasurer, senior managers, colleagues. Applicants must meet the minimum qualification requirement by the final filing date unless otherwise noted.

CONDITION OF EMPLOYMENT:  All City and County of San Francisco employees are required to be vaccinated against COVID-19 as a condition of employment.  For details on how it is applicable to your employment, please click here.

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, Guillermo Tapia, by telephone at (415) 554-4473 or by email at Guillermo.Tapia@sfgov.org

 

Selection Procedures

Minimum Qualification Supplemental Questionnaire (Weight: Qualifying)

Candidates will be prompted to complete a Supplemental Questionnaire as part of the online employment application. This Minimum Qualification Supplemental Questionnaire is designed to obtain specific information regarding an applicant's experience in relation to the Minimum Qualifications for this position. Applicants must also complete the official application. It is essential that applicants provide complete information in identifying their education, experience and training. The Minimum Qualification Supplemental Questionnaire will be used to evaluate if the applicant possesses the required minimum qualifications. 

SUPERVISORY TEST BATTERY (Weight: 40%)

Candidates who meet the minimum qualifications 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. For more information about this Supervisory Test (and a suggested reading list) please visit: http://www.sfdhr.org/index.aspx?page=325

A passing score must be achieved on the Supervisory Test Battery 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 Supervisory 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 Supervisory Test Battery. The Supervisory 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 Supervisory 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 Supervisory 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 Supervisory 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.

Supplemental Questionnaire Evaluation (Weight: 60%)

Candidates who pass the Supervisory Test Battery will be scored on the Supplemental Questionnaire Examination designed to measure knowledge, skills and/or abilities in job-related areas which may include but not be limited to: Knowledge of financial empowerment, asset building community development, or education principles, methods and procedures. Ability to oversee, develop, and direct the formulation of local, state, and national public policy matters for financial empowerment programs and initiatives, analyzing legislation and working and collaborating with policy-making officials and partners. Ability to plan, organize, and monitor a complex portfolio of programs and services for financial empowerment, education, asset-building, and community development, including strategic planning and collaboration with the Treasurer and OFE Team on program design, budgets and administration. Ability to lead, develop, and supervise a team of project managers and program coordinators with citywide mandate.  

A passing score on both the Management Test Battery and the Supplemental Questionnaire Exams must be achieved in order to be placed/ranked on the Eligible Report List.

Eligible List/Score Report:
A confidential eligible list of applicant names that have passed the civil service examination process will be created, and used for certification purposes only.

An examination score report will be established, so applicants can view the ranks, final scores and number of eligible candidates. Applicant information, including names of applicants on the eligible list, shall not be made public unless required by law. However, an eligible list shall be made available for public inspection, upon request, once the eligible list is exhausted or expired and referrals resolved.

The eligible list/score report resulting from this civil service examination process 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 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/score report 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 https://sfdhr.org/sites/default/files/documents/Forms-Documents/Position-Count-by-Job-Codes.pdf.

Certification:
The certification rule for the eligible list resulting from this examination will be Rule of the List.  Additional selection processes may be conducted by the hiring department prior to making final hiring decisions.

Conviction History

As a selected candidate 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 selected candidate. 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 a selected candidate, 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.

Conclusion

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.

Requests:

Applicants with disabilities who meet the minimum eligibility requirements for this job announcement can find information on requesting a reasonable ADA Accommodation at: 
http://sfdhr.org/information-about-hiring-process#applicantswithdisabilities

Information regarding requests for Veterans Preference can be found at: 
http://sfdhr.org/information-about-hiring-process#veteranspreference

Seniority Credit in Promotional Exams: 
Information regarding seniority credit can be found at:
http://www.sfdhr.org/index.aspx?page=20#senioritycredit

Statement on Equity, Diversity, and Inclusion: At the City and County of San Francisco, we share a commitment to a diverse, inclusive and equitable community. Each member of our organization is responsible and accountable for what they say and do to make San Francisco an inclusive and equitable place to live and work by employing fair and just practices to and for all.  

THE CITY AND COUNTY OF SAN FRANCISCO IS AN EQUAL OPPORTUNITY EMPLOYER.

MINORITIES, WOMEN AND PERSONS WITH DISABILITIES ARE ENCOURAGED TO APPLY.

 

 

 

Exam Type:  CPE
Issued:  08/05/2021 Modified: 08/10/21
Carol Isen
Human Resources Director
Department of Human Resources
Recruitment ID Number: 112075
TTX/GT (415) 554-4473

Benefits

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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