1823 Senior Administrative Analyst

Smart Money Coaching Project Manager

Recruitment #PEX-1823-110865


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.

Women, Minorities, and Persons with Disabilities are encouraged to apply.

The City and County of San Francisco is an equal opportunity employer.


This is a Permanent-Exempt, Category 18 appointment that shall not exceed three (3) years with limited term funding.



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


The Office of the Treasurer & Tax Collector serves as the banker, tax collector, collection agent, and investment officer for the City and County of San Francisco. As the entity responsible for safeguarding the City's money, the Office uses this expertise and authority to assist San Francisco residents through award-winning programs and initiatives that help low-income families build economic security and mobility.


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 42,000 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; policy efforts to fight predatory financial practices and help low-income families build and protect wealth; and an Economic Mobility Lab (mLab) that tests innovations. For more, see www.sfofe.org.

POSITION DESCRIPTION: The 1823 Senior Administrative Analyst- Smart Money Coaching Project Manager will be responsible for the City’s flagship financial coaching project that provides free, confidential, one-on-one, personalized financial guidance. A certified financial coach can help address financial challenges and goals, including reducing debt, establishing and improving your credit score, opening a safe and affordable bank account, and increasing your savings.

This position will report to the OFE Director (0923) and will supervise one (1) 1844 Senior Management Assistant. The essential duties and responsibilities include:

  • Leads citywide financial coaching initiatives through our partnerships with community-based organizations and city departments. Manages strong relationships with key partners, including coalitions, financial institutions, private and nonprofit employers, industry and sector groups, researchers, funders, policymakers, and government agencies to support the Smart money coaching and other OFE initiatives.
  • Collaborates with the Office of Financial Empowerment Director to set the strategic direction for financial capability programs, developing goals and objectives and identifying the means to meet them.
  • Develops, implements, and reports on program outcomes, indicators, and systems for tracking the progress to ensure that it is grounded in evidence and has clear success measures.
  • Develops and issues RFPs and negotiates contracts, manages work orders with departments.
  • Raises philanthropic funds to support and extend services. 
  • Makes policy recommendations for other programs for the OFE, including assessing banking products and supervising and supporting key program staff.
  • Responds to informational requests, including sensitive information, and may represent the department to other city officials, outside agencies, and the public; and provides administrative analysis to high-level managers or a department head.
  • Develops, monitors, and coordinates budget proposals for alignment within various program needs, including general funds, work orders, and philanthropic revenue and expenses. Manages program budgets, ensuring appropriate spending and reporting to funders and internal stakeholders, and produces grant reports.

Minimum Qualifications

1. Possession of a graduate degree (Master's degree or higher) from an accredited college or university and three (3) years of full-time equivalent experience performing professional-level analytical work as described in Note A: OR


2. Possession of a graduate degree (Master's degree or higher) from an accredited college or university with major college coursework as described in Note B and two (2) years full-time equivalent experience performing professional-level analytical work as described in Note A; OR


3. Possession of a baccalaureate degree from an accredited college or university and four (4) years full-time equivalent experience performing professional-level analytical work as described in Note A; OR


4. Possession of a baccalaureate degree from an accredited college or university with major college coursework as described in Note B and three (3) years full-time equivalent performing professional-level analytical work as described in Note A


SUBSTITUTION: Applicants may substitute up to 2 years of the required education with additional qualifying experience in budget analysis, financial analysis, reporting, legislative/policy analysis, or contract/grant administration. One year (2000 hours) of additional qualifying experience will be considered equivalent to 30-semester units/45 quarter units.


Notes on Qualifying Experience and Education:


A. Qualifying professional-level analytical experience must be in one or more of the following functional areas: complex budget analysis, development, and administration; complex financial/fiscal analysis and reporting; development of complex contracting systems and administration of competitive bid processes and complex contractual agreements; development and evaluation of complex management/administrative policy; complex grant administration and monitoring; complex program evaluation and planning; complex legislative analysis; complex economic analysis; or other functional areas related to the duties of positions in Class 1823, where the primary focus of the job is complex professional-level analysis for evaluation, recommendation, development, and implementation of major programs and functions of department/organization. Analytical experience equivalent to the duties of Class 1822 is considered qualifying.


B. Coursework applicable to a baccalaureate or higher degree in specialized subject matter areas such as public or business administration, management, business law, contract law, public policy, urban studies, economics, statistical analysis, finance, accounting, or other fields of study closely related to the essential functions of positions in Class 1823.



The ideal candidate will be experienced and have demonstrated success in the following areas:

  • Two (2) years managing a financial capability program for low-income individuals and families;
  • Passion for and demonstrated commitment to improving the lives of poor and low-income people;
  • Excellent strategic planning with the ability to operationalize concepts and transform ideas into action, as well as apply research findings to ongoing program development;
  • Strong project management experience leading the implementation of complex initiations involving multiple stakeholders;
  • Proven leadership ability with citywide programs with an emphasis on financial capability;
  • Experience and comfortability with empathy-driven work with diverse populations.

VERIFICATION OF EDUCATION and EXPERIENCE: 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 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

Additional Required Materials for this recruitment are 1.) Cover Letter 2.) Resume 3.) Education (copy of diploma or transcripts). 

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, Nina Galdamez, by telephone at (415) 554-5639 or by email at nina.galdamez@sfgov.org.

Selection Procedures

Applicants will be prompted to complete a Supplemental Questionnaire as part of the online application process. All applicants must complete the Supplemental Questionnaire and it must be submitted with the application by the final filing deadline. The information provided on the Supplemental Questionnaire must be consistent with the information on the application and is subject to verification. Applicant responses to the Supplemental Questionnaire will be used to assist in determining if applicants meet the minimum qualifications for the position.


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 be selected as a finalist. 

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.


Applicants with disabilities requiring reasonable accommodation should contact Nina Galdamez, Senior Human Resources Analyst, at (415) 554-5639 (voice); via email at: Nina.Galdamez@sfgov.org or in writing (specify job code 0922) to: Office of the Treasurer /Tax Collector, Human Resources, PO BOX 7426, San Francisco, CA 94120-7426, as soon as possible.


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, 4
th 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.

Issued:  May 19, 2021
Carol Isen, Human Resources Director
Department of Human Resources
Recruitment ID Number: 110865

TTX/NG  (415) 554-5639


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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