1670 Financial Systems Supervisor

Recruitment #PBT-1670-101802



 1670 Financial Systems Supervisor
Accounting Operations and Supplier Division

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

Applicants are encouraged to apply immediately. The application filing period  may close at any time, but no sooner than  Monday, January 6, 2020 at 5 PM

Update:  This announcement will close on Friday, January 17, 2020 at 5:00 pm


Under general direction, supervises accountants, analysts, and support staff performing the reconciliation, analysis, and reporting of fiscal accounts for the cash unit including supervision of positive pay and payment, general ledger reconciliation, interest allocation process, and monitoring cash and investment; performs and updates CAFR spreadsheets and CAFR financial statements related to the cash and investment section; performs highly complex and difficult accounting records, reports and statements; evaluates and revises existing departmental fiscal operation procedures; develops and implements citywide accounting policies and procedures; participates in the analysis, development, and implementation of complex accounting and financial reporting systems enhancements to ensure compatibility with computerized accounting systems; and performs related duties as required. Essential functions of this position include: supervising, assigning, and training accountants, analysts, and support staff; directing the analysis, identification, and evaluation of systems requirements; developing departmental accounting, fiscal policy, and systems guidelines; determining new financial system reporting and processing requirements; coordinating the annual year-end closing process and audits; directing the identification and development of complex financial system transactions; establishing methods and procedures; directing the development of training programs, and serving as a liaison and resource person; and preparing various written reports and recommendations.


Important and Essential Duties

  • Plans, assigns, trains, supervises and reviews the work of systems accountants, accountants, and analysts engaged in the reconciliation, monitoring, and analysis of complex financial systems records and accounts; and instructs subordinates in the more difficult and complex work involving fiscal policy, procedures, and analysis.
  • Directs the analysis, identification, and evaluation of systems requirements; directs the development of effective reports, enhancements, and interfaces; supervises the development of functional specifications; directs and reviews systems testing; prepares, plans, and implements new or revised procedures; identifies and recommends sub-systems modifications and interfaces to ensure systems compatibility and data integrity; and develops long-term project plans.
  • Develops and implements citywide cash and investment related accounting policies and procedures; and ensures that the financial systems are compatible with accounting guidelines.
  • Identifies and determines new financial system reporting and processing requirements as a result of new legislation, regulations, and user requests; and revises existing documentation, or recommends and coordinates the development and implementation of system enhancements with other information services/accounting divisions and sections.
  • Directs the development of training programs for staff and departments in areas such as accounting and systems procedures; and serves as a liaison and resource person to staff, departmental users, and management regarding fiscal issues such as reporting requirements, new and existing accounting policies and procedures, and computer system enhancements.
  • Coordinates the annual year-end closing process and audits of accounting records, and establishes the new fiscal year operational requirements for compliance; updates and revises financial systems instructions.
  • Establishes methods and procedures to monitor and control the integrity and reliability of financial systems.
  • Directs the review of financial transactions to conform with existing fiscal and legal requirements; manages staff in reviewing financial documents, accounting reports of receipts, disbursements, and encumbrances affecting various funds and accounts to ensure conformance with budget and fiscal procedures, existing laws, ordinance and other fiscal requirements.
  • Directs the identification and development of complex financial system transactions, system tables, parameters, and functions to ensure that accounting events are properly recorded for completeness, appropriateness, and accuracy.
  • Prepares a variety of written reports and recommendations. Presents and explains reports to management, accounting staff, and other stakeholders; plans and conducts meetings related to accounting issues, professional skills, and information issues.
  • Researches, analyzes and implements accounting rules and regulations as stipulated by Government Accounting Standards Board (GASB), Financial Accounting Standards Board (FASS) or other regulatory agencies.
  • Participates in process improvement, reconciliation and business process changes due to the implementation of PeopleSoft.
  • Performs related duties and responsibilities as assigned.

Minimum Qualifications

1. Possession of a baccalaureate degree from an accredited university or college with major course work in accounting, finance, business administration or a related field. Such education must include at least 12 semester units in accounting. Units in computer science are highly desirable; AND

2. Eight (8) years of professional accounting or financial management experience with large, complex financial systems, preferably government, including analytical and problem solving work, performing difficult and responsible accounting and reporting tasks, preparing financial records and reports, and supervising staff; requiring three (3) years supervising a large unit of accountants, analysts, and support staff.

Substitution: An associate degree in accounting and an additional two (2) years of professional accounting experience in computerized governmental financial systems may substitute for the required education. No substitution may be made for the 12 semester units in accounting. A master's degree in accounting, business administration, computer science or closely related field may substitute for one (1) year of professional accounting experience. Essential duties require the following physical skills and work environment: ability to work in a standard office environment.


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

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.

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 exam analyst, Carlos Benitez, by telephone at (415) 554-7530, or by email at carlos.benitez@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.

Supplemental Questionnaire (Weight: Pass/Fail): Candidates who meet the minimum qualification will be sent a Supplemental Questionnaire via electronic mail. The Supplemental Questionnaire Evaluation will serve  as one component for the examination for this position and is designed to measure knowledge, skills and/or abilities in job-related areas. A passing score must be achieved on the Supplemental Questionnaire Evaluation in order to continue in the selection process.  Applicants will be given a deadline to return the Supplemental Questionnaire. Those who do not respond by the established deadline will not be eligible to continue in the examination process and will not be added to eligibility list resulting from this process.

Performance/Oral Exam (Weight: 100%): Candidates who pass the Supplemental Questionnaire will be invited to take a Performance/Oral exam. The performance/oral exam has been designed to measure knowledge, skills and/or abilities in job-related areas which may include, but not be limited to: Ability to use a personal computer and software programs as utilized in various departments; ability to develop and manage multiple project; ability to perform complex financial analysis. Only those candidates achieving a passing score on the performance/oral exam will have their names placed on the resulting eligible 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.

The certification rule for the eligible list resulting from this examination will be Rule of Ten Scores.  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.


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: 

Information regarding requests for Veterans Preference can be found at: 


Seniority Credit in Promotional Exams: 
Information regarding seniority credit can be found at:


Exam Type: CPE
Issued:  12/20/2019
Amended: 1/17/2020

Micki  Callahan
Human Resources Director
Department of Human Resources
Recruitment ID Number: 101802


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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