1825 Prnpl Admin Analyst II, Office of Public Finance

Office of Public Finance

Recruitment #PEX-1825-104209


Office of Public Finance – Controller’s Office 
City Job Class:  1825 Principal Administrative Analyst II 

Office of Public Finance
The Office of Public Finance (OPF) manages a multi-billion-dollar municipal debt portfolio, oversees the issuance of new debt secured by property taxes, special taxes and general fund sources. Additionally, OPF initiates the City’s debt policies and procedures and provides technical expertise for the preparation and monitoring of the City’s Ten-Year Capital Plan.  Debt management includes compliance with contractual bond covenants, Securities and Exchange Commission (SEC) acts, U.S. Treasury regulations and IRS rules for tax-exempt securities.  For more information on the Office of Public Finance, visit our website.

Position Description Under supervision from the Director of Public Finance, this position will maintain responsibility for all aspects of bond transactions, including ongoing bond compliance and administration, as well as other special projects and analyses. The Principal Administrative Analyst II will assist in the structuring of financings for new capital projects and attend certain Committee and Board meetings, and work with departments to prepare requests for capital project funding to be submitted to the City’s Capital Planning Committee and the Board of Supervisors. The Principal Administrative Analyst II will provide difficult, complex, sensitive, detailed analytical work to help manage OPF's current debt portfolio, including analysis and recommendations involved in debt finance risk management, issuing new debt, developing policy and procedures, monitoring and administering the ten-year capital plan and preparing a variety of comprehensive, complex and sensitive financial reports for a variety of audiences. 

In coordinating the City’s financings, duties may include, but are not limited to the following:

  • Management of transaction teams throughout the debt issuance process including the structuring, selling and closing of bond transactions;
  • Responsibility for the accuracy, efficiency and applicability of all related legal documentation, such as resolutions, indenture/trust agreements and preliminary and final official statements; including careful review of all documents and coordination with the City Attorney and direction to bond counsel;
  • Oversight of bond accounting for disclosure statements, annual reports, CAFR and annual budget;
  • Oversight of ongoing required debt management in accordance with applicable tax law, including investment of bond proceeds, compliance of bond covenants pursuant to various trust indentures, and arbitrage calculations;
  • Coordination of credit analyst/investor relations activities which may include website design, retail marketing campaigns, site tours, conference calls and meetings
  • With support from team, procurement of appropriate consultants and related contracts for professional services which includes writing RFPs and/or bids, managing selection committees, preparing consultant contracts in consultation with the City Attorney’s office, processing consultant contracts through Human Rights Commission, Civil Service Commission and Purchaser’s office;
  • Coordination with Controller, Treasurer, City Attorney, Director of Real Property, City Risk Manager, underwriters, municipal advisors, bond counsel, printers, trustees, etc. to execute and close bond transactions;
  • Management of legislative approvals including Board of Supervisors and/or Finance Corporation; requires significant document collation and distribution, posting of meeting notices, preparation of staff report, coordination with Capital Planning Committee, Budget Legislative Analyst, Board of Supervisors staff, Office of Clerk of the Board of Supervisors, and attendance at public meetings;
  • Assisting with the coordination of capital planning, bond financing and budgeting with other City departments;
  • Other miscellaneous projects and duties may include preparing financial analyses and other presentation materials, as needed; conducting research on various debt-related topics; conducting negotiations on complex financial agreements; helping with special projects for the Controller, Mayor’s Office and Board of Supervisors, as needed.  
  • Performing other related duties and special projects as assigned;

Minimum Qualifications

Minimum Qualifications

 1. Possession of a graduate degree (Master's degree or higher) from an accredited college or university AND seven (7) years 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 six (6) 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 eight (8) years of 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 seven (7) years full-time equivalent experience 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 and 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 1825, 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 1824 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 1825.


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.

  • The ideal candidate will be a motivated leader who is professional, team oriented, collaborative, and politically savvy. 
  • Possession of a proven track record of thriving in a high profile and dynamic environment of interesting challenges and multiple priorities. 
  • Proven ability to interact skillfully and tactfully with people at all levels of the organization, government agencies, community partners and business representatives. 
  • Superior oral communication and written skills, including presentation to a variety of diverse group of stakeholders.
  • Possession of an advanced degree such as a MBA or a Master’s degree in another related discipline. 
  • Experience in municipal finance or public policy highly desired.
  • Excellent oral and written communication skills. 
  • Experience in managing complex capital programs.
  • Ability to conduct oral presentations to senior management and stakeholders

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 analyst, Karena Phung, by telephone at (415) 554-5246, or by email at karena.phung@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 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 who meet the minimum eligibility requirements for this job announcement can find information on requesting a reasonable ADA Accommodation at: http://www.sfdhr.org/index.aspx?page=20#applicantswithdisabilities 

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://www.sfdhr.org/index.aspx?page=20 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.

Permanent-Exempt (PEX) Appointment. This position is excluded by the Charter from the competitive civil service examination process and shall serve at the discretion of the appointing officer. This appointment has a maximum duration of up to three (3) years.

Recruitment Type: PEX

Issued: 2/18/2020
Micki Callahan
Human Resources Director
Department of Human Resources
Recruitment ID Number: PEX-1825-104209
CON/KP/(415) 554-5246


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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