Budget Director

Manager III (Budget Director)

About

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.

Responsibilities

• Coordinate departmental budget submissions, including narrative, analysis, recommendations, and justifications for requests; prepare documents for senior management and presentations to the Mayor’s Budget Analyst and the Board of Supervisors.
• Provide comprehensive training and development for Budget section staff on all aspects of the budget, including the system, reporting, critical deadlines, data tracking and controls, and best practices.
• Develop and deliver budget education and training for department leadership, building organizational knowledge of how the department’s budget is structured, managed and submitted.
• Supervise personnel, including planning, assigning, and evaluating work; adjust plans and programs to accommodate emerging or new programs.
• Serve as the primary resource for budget transparency, ensuring leadership staff have ongoing visibility into the budget process and feel equipped to contribute meaningfully.
• Establish and lead an inclusive departmental budget process that actively engages leadership staff, replacing the previous siloed approach with a transparent, collaborative model.
• Perform complex analytical work in budgeting, contract management, and debt management.
• Prepare and present financial statements/statistical reports regarding contract and grant agreement compliance, and budget for management, Mayor’s Office, Board of Supervisors, Office of the Controller, and other entities.
• Monitor expenditures, financial reporting, and statistical records; track and forecast approved budgets.
• Manage the review of contract and grant invoicing, accounting, reporting, and payments to ensure compliance with laws and private fund sources.
• Supervise staff responsible for coordinating contracting and accounts payable, as well as interdepartmental billing.
• Conduct difficult and complex analyses for developing, processing, and administering highly complex contractual agreements.
• Develop department-wide practices for contracting, reviewing, and executing grant and contract agreements.
• Ensure compliance with the City’s accounting procedures/practices and manage the department's response to audit requests from the Office of the Controller or designee.
• Perform other related duties as assigned.

Requirements

• Minimum Education: Possession of a baccalaureate degree from an accredited college or university; AND Minimum Experience: Five (5) years of verifiable professional work experience in finance, including budget planning, analysis, and control. Experience must include three (3) years supervising professional staff. Education Substitution: Additional experience as described above may be substituted for the required education on a year-for-year basis (up to a maximum of 2 years). Thirty (30) semester units or forty-five (45) quarter units equal one year of work experience.
• Desirable Qualifications: Experience overseeing and directing budgeting operations for local government agencies; developing budget policies and procedures; planning and composing budget narratives, amendments, modifications; and planning and managing position and code control, cost allocation and associated cost modeling methodologies and concepts. Experience with multimillion-dollar Budgets, Financial Operations, and Reporting in the public sector. Experience with new project implementations and/or upgrades. Experience with city, state and/or federally funded financial policies, practices, and requirements. Experience with Budgetary Systems software applications, governmental accounting, governmental budgeting, database development and the City’s accounting policies and procedures. Experience with the City’s budget process. Experience performing financial audits, and developing and implementing corrective action plans, policies, and procedures. Experience developing and making presentations to senior management, governing bodies, and commissions.