0931 Manager III - Chief Financial Officer

Recruitment #PBT-0931-102291


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

About San Francisco Public Library
San Francisco Public Library (SFPL) is dedicated to providing free and equal access to information, knowledge, independent learning and the joys of reading for our diverse communities. The library system includes the architecturally significant Main Library in the city’s Civic Center, 27 neighborhood branch libraries, a partnership library within SFMOMA, two administrative buildings and four bookmobiles. With a collection of more than 3.7 million items, and circulation exceeding 11 million each year, SFPL serves more than 6 million visitors annually. The library system has extraordinary political and fiscal support that mandates an annual funding allocation from the city’s property tax revenues, resulting in a budget of $171.6 million in FY 20. With a strong budget, SFPL has approximately 900 employees committed to outstanding public service.

In 2018, SFPL was named the Gale/Library Journal Library of the Year. SFPL has also been recognized as a top innovator by the Urban Libraries Council in establishing forward thinking, progressive approaches to library service. The library embraces its role as the most democratic of institutions, providing safe and welcoming facilities for all. Through a robust array of services and programs, the library places an emphasis on literacy and learning, digital inclusion, social justice, equity and healthy communities.

SFPL recently completed a capital improvement program that renovated and built 24 of its neighborhood branches. Today it begins a new phase of capital improvements with plans to renovate additional branches and replace one branch in a new facility. Coupled with a resurgence in use and demand, technology innovation and community support, the library is positioned as one of the premier urban libraries in the nation. For more information about SFPL, please visit https://sfpl.org/.

Position Description
Reporting to the Chief Operating Officer, the Chief Financial Officer (CFO) will provide financial leadership to the Library by directing and managing the financial, accounting, budget, grants, gifts, and special fund functions for the department; and ensuring efficient, responsive operations. The CFO will serve as a member of the Library’s senior management team; develop and implement the department’s strategic priorities and operational goals through the budget; and present all budget and fiscal matters to the Library Commission.

Essential functions of the position include, but are not limited to:
• Analyzes or oversees the analysis of and planning for department programs, operating and capital budget requests, supplemental appropriation requests, and fund management and makes recommendations to the Library’s Management Team and Library Commission;
• Manages and directs any bond activities for the Library, including the refunding and repayment of lease revenue bonds or coordinating any future requests for general obligation bonds and compliance with all regulations;
• Oversees purchasing and contracting functions, including preparation of contracts, compliance with City contracting requirements, and creating long term strategic purchasing and contracting plans to align with departmental and City needs; creates a mentoring program for staff who have direct responsibility for budgets, purchasing, contracting and grants;
• Develops or oversees the development of fiscal policies, procedures, internal controls to ensure compliance with departmental and City requirements;
• Coordinates audit activities in concert with the Library’s Accounting Operations Manager to conduct departmental-level audits as well as manage City, State or other audit agency activities and corrective action plans;
• Develops and maintains the Library’s ten-year capital plan and annual capital budget requests and interacts with the City’s Office of Resilience and Capital Planning on all capital activities;
• Collaborates with Library IT to generate and manage the department’s five-year IT plan;
• Serves as the primary contact with the Mayor’s Office, the Board of Supervisors Budget & Legislative Analyst, and the Controller’s Office during budget negotiations and on all fiscal matters;
• Oversees all fiscal legislation, administrative code compliance and updates to the administrative code, such as changes to the Library fee structure;
• Represents the Library as required at the Board of Supervisors or at other central City bodies;
• Ensures compliance with all gift reporting requirements per the City’s Sunshine Ordinance;
• Leads all financial or fiscal special projects such as compliance with the Payment Card Industry Data Security Standards, implementation of point of sale systems, or management of fiscal records;
• Supervises the Finance Office staff; and
• Performs other job related duties as assigned.

The Ideal Candidate
The ideal candidate will be an innovative, finance or budget professional with experience in administrative functions for a fast-paced, team-oriented environment where new ideas are welcomed and encouraged. The candidate should be an active listener, thought leader and strategic thinker who is able to forecast future needs and develop solutions to adopt a modern, transparent, and efficient operation. The ideal candidate should have analytic, project, and change management experience as well as strong interpersonal skills to lead the agency through process and procedure improvements and institute a continual improvement paradigm. The successful candidate will be collaborative, personable, and passionate about change management and professional development, including mentoring and coaching. The candidate must be an excellent communicator with highly developed writing and presentation skills and willing to stay at the forefront of emerging legislative and financial trends on a local, state, and national level to develop strategic plans and best practices.

Compensation and Benefits
The normal annual salary range is $125,450- $160,134. 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.

The City and County of San Francisco offers a comprehensive benefit program, including:
• Medical, Vision, Dental, and Life insurance
• Long-term disability plan; Flexible Spending Accounts
• Pension Plan; Retiree Healthcare; Deferred Compensation Program
• Paid Management Training Program; Wellness Program
• Paid Vacation, Holidays, Sick Leave; Management Leave

For additional information about the City’s benefits, please visit: https://sfdhr.org/MEA-Miscellaneous-Benefit-Summary

Minimum Qualifications

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

2. Five (5) years of professional experience in accounting, finance, or budget of which three (3) years must include experience supervising professional-level staff engaged in one or more of the following areas: accounting, finance, budget, or contracts.

Education Substitution: Additional experience as described above may be substituted for up to two (2) years of the education requirement on a year-for-year basis. One year of experience will be considered equivalent to 30 semester or 45 quarter units of college coursework.

Experience Substitution: Possession of a Master’s Degree in accounting, finance, public policy or closely related field may be substituted for one (1) year of the required non-supervisory experience.

Note: One (1) year is equivalent to 2,000 hours worked. 2,000 hours of qualifying experience is based on a 40 hour work week.

Applicants must meet the minimum qualifications 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.

1. Possession of a Master’s degree in business, accounting, finance, public administration, public policy or closely related field.
2. Experience with PeopleSoft financial accounting system.
3. Advanced MS Excel experience (demonstrated via class certificates or similar).
4. Demonstrated effectiveness managing and supervising professional staff.
5. Excellent verbal and written communication skills and experience interacting effectively with policy makers and public officials.
6. Service excellence focus for internal and external customers.

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 PBT-0931-102291 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.

Applications completed improperly may be cause for ineligibility, disqualification or may lead to lower scores.

Important: All work experience, education, training and other information substantiating how you meet the minimum qualifications must be included in your application by the filing deadline. Failure to submit a complete and accurate application at the time of filing may result in your ineligibility for this recruitment. Information submitted after the filing deadline will not be considered in determining whether you meet the minimum qualifications.

Applicant should attach the following documents online through JobAps at time of application filing; however, resumes will NOT be accepted in lieu of a completed City and County of San Francisco application.

1. Resume (Upload through “Resume” tab)
2. Cover Letter (Upload through “Other Item” tab)

If you have any questions regarding this recruitment or application process, please contact the analyst, Vivian Yeung at (415) 557-4581 or via e-mail at

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

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.

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.

Management Test Battery (Weight: 40%)
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.  A passing score must be achieved on the Management Test Battery to continue in the selection process.

Note: 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.

Training and Experience Supplemental Questionnaire (Weight: 60%)
Candidates will be prompted to complete a Training and Experience Supplemental Questionnaire as part of the online application process. This Supplemental Questionnaire has been designed to measure critical knowledge, skills and/or abilities needed to perform the essential functions of this position which may include but not be limited to: knowledge of budget preparation and administration including capital planning; forecasting revenues and expenditures; knowledge of financial planning and analysis; ability to develop policies and procedures, manage audits and implement corrective actions; ability to maintain effective working relationship with various stakeholders; ability to supervise and manage; public presentation and written communication skills. Responses to this Training and Experience Supplemental Questionnaire will be reviewed and scored by a panel of Subject Matter Experts.

Candidates who meet the minimum qualifications AND achieve a passing score in Management Test Battery will have their Training and Experience Supplemental Questionnaire rated and scored. All relevant experience, education and/or training must be on the Training and Experience Supplemental Questionnaire in order to be reviewed in the rating process. Responses to the Training and Experience Supplemental Questionnaire are subject to verification and shall be consistent with the information provided in your application.

Note: A passing score must be achieved on Training and Experience Supplemental Questionnaire in order to continue in the selection process.

IMPORTANT: Candidates must achieve a passing score on both Management Test Battery and Training and Experience Supplemental Questionnaire in order to be placed on the Eligible List/Score Report in rank order according to their final scores.

Additional Selection Processes: The hiring department may administer additional position-specific selection procedures prior to making final hiring decisions. Only those candidates whose qualifications most closely meet the needs of the Department will continue in the departmental selection process. Applicants who meet the minimum qualifications are not guaranteed to advance through all of the steps in the selection process.

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 12 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.

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.


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.

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: 

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

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.

Exam Type: CPE
Issued: February 18, 2020
Micki Callahan
Human Resources Director
Department of Human Resources
Recruitment ID Number: PBT-0931-102291


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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