Principal Budget, Finance and Performance Analyst, Principal Administrative Analyst - Office of the Assessor-Recorder (1824)

  • 1 Dr Carlton B Goodlett Pl, San Francisco, CA 94102, USA
  • Full-time
  • Exam Type: Position Based Test
  • Eligible List Type: Combined Promotive and Entrance
  • Certification Rule: Rule of 10
  • Fill Type: Permanent Civil Service
  • Work Hours: Regular
  • Job Code and Title: 1824-Principal Administrative Analyst

Company Description

The Office of the Assessor-Recorder is responsible for carrying out property tax-related functions governed by the State Constitution and State and local laws. Our core responsibilities include locating all taxable property in the City and County of San Francisco, identifying ownership, establishing a taxable value, and applying all legal exemptions. Property broadly includes both real property and personal property owned by businesses. The Office of the Assessor-Recorder is also responsible for recording documents and maintaining those public records. Over 400 different types of documents are recorded annually, including deeds of trust, reconveyances, liens, and public marriage licenses. The Office is also responsible for collecting any transfer tax due upon a change in property ownership. The Office of the Assessor-Recorder strives to conduct our work with the core principals of professionalism and integrity. 

What We Do

Heightened activity in the real estate and business markets means increased demand for the work of our office. Every year, property tax revenue remains the largest single source of funding for the City’s General Fund revenue, representing over $2.4 Billion in Fiscal Year 2020-21. This revenue funds crucial services like public safety, education, neighborhood improvements, and health and family support services. This past year, the dedicated work of the Assessor-Recorder staff to close the property tax roll represented a cumulative value of over $328 Billion and generating over $3.7 Billion dollars in local revenues. This is due in part to strong growth in the real estate market, additional construction across San Francisco, and our office’s efforts in increasing efficiency. In recent years, we have taken significant steps toward modernizing our operations, including kicking off a multi-organization effort aimed at modernizing City-wide Property Assessment & Taxation Systems (Project SMART). Project SMART (System for Managing Assessments, Records and Transactions) is a multi-year project to replace our legacy property assessment system that manages the City’s $328 Billion in assessed property value. The new system will handle all aspects of assessment functions and will be able to integrate with other City systems, specifically the Office of the Treasurer & Tax Collector and the City Controller's Office.

Job Description

Under the supervision of the Manager of Budget, Finance and Performance the Principal Analyst is responsible for preparing and managing the department budget, coordinating finance and operations reporting, data analysis, project management, and policy and procedure development activities in support of the Department’s operating divisions. The essential functions of this position include:

  • Budget Preparation
    • Assist in the preparation of the Department’s budget
    • Manage budget spreadsheets and other documents that detail and summarize the budget proposal and make necessary changes through each phase of the budget
    • Enter department budget in the City’s budget system
    • Asist in budget strategy development, communication and supporting analyses for presentation to the Assessor, Mayor’s Office and Board of Supervisors
  • Budget Management
    • Monitor and control the approved budget
    • Prepare or oversee the preparation of budget expenditure and revenue reporting as well as budget spending forecasts and ensure that spending aligns to approved line items and contracts
    • Work with ASR – Human Resources to manage positions and labor spending
    • Assist in the preparation of Department six-month and nine-month reports Act as a backup approver of journal and budget entries, purchase orders, and vouchers, in FSP
    • Respond to requests for information from the Controller, Mayor and Board of Supervisors
  • Reporting, dashboarding, and data analysis
    • Oversee department’s Power BI program. Manage staff to review all new report requests for completeness and conformity with ASR procedures, triage report refresh errors, regularly review all reports for accuracy, and manage annual process to create new fiscal year’s reports
    • Develop and update reports that involve revenue generated by the Department, such as supplemental and escape assessments and real property transfer tax
    • Prepare reports to forecast workload, timing of enrollment and revenue forecast
    • Lead BOE reporting and benchmarking activities, including 801/802 roll totals, Multiple Claims Listing quarterly report, workload and appeals annual questionnaire, and more
    • Lead department’s data governance efforts. Ensure managers follow data governance policies and convene meetings to discuss data changes or SMART data cleanup as needed
    • Develop analyses to evaluate departmental programs for efficiencies, including developing low value analyses as requested
    • Develop ad-hoc analyses as requested by the Public Affairs Team, Assessor, Deputy Directors, or Operations Managers
  • Data sharing and transparency
    • Manage department’s system access and data sharing program with other agencies. Includes managing the annual MOU renewal process, creating any new MOUs as data or system access are requested by other agencies, and coordinating system access for City departments
    • Maintain Department Index Search tool to provide Records Manager access to other City agencies. Coordinate user access, respond to bugs and issues, and maintain site pages as needed
    • Manage department’s public data program, including readying annual roll data for posting on ASR’s website and DataSF. In addition, partner with Public Affairs team to answer questions about ASR data from the public or other ASR teams
  • Policy and procedure development
    • Regularly update financial policies and procedures and instructions documents
    • Partner with division managers to develop policies and procedures and provide feedback on drafts. Track procedure development to meet goals
    • Develop policies and procedures for core team functions, including for all reports, dashboards, and data analysis activities
  • Other Project management & operations support
    • Manage small projects as assigned including, but not limited to
      • LEOP/transfer tax program oversight, ensuring that procedures are fully implemented. Measure program impact
      • Serve as SME for SMART system development
      • Work with TTX and CON to develop and maintain documentation of shared business processes and important property tax dates
  • Supervision
    • Directly supervise two analysts to execute operations and data projects
    • Conduct annual and mid-year performance appraisals of direct reports


These minimum qualifications are to be used as a guide for establishing the education, training, experience, special skills and/or license which may be required for employment in the class. Although these minimum qualifications are typical of the class, additional minimum qualifications and special conditions may apply to a particular position and will be stated on the job announcement.

  1. Possession of a graduate degree (Master's degree or higher) from an accredited college or university, and five (5) 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 four (4) 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 six (6) 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 five (5) 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 1824, 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 1823 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 1824.


**Special Condition: Experience in Principal Level Excel Finance and Budget**
In addition to meeting the minimum qualifications above, applicants must have at least thirty-six (36) months of experience in Principal Level Excel Finance and Budget.

The above minimum qualifications reflect special conditions associated with the position(s) to be filled. They may differ from the standard minimum qualifications associated with this classification.


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.

Applicants must meet the minimum qualification requirement by the final filing date unless otherwise noted.

Additional Information

Selection Procedures

Minimum Qualification Supplemental Questionnaire - (Weight: Qualifying)
Candidates will be sent a Supplemental Questionnaire consisting of a Minimum Qualification Supplemental Questionnaire as part of the online employment application. The Minimum Qualification Supplemental Questionnaire is designed to obtain specific information regarding an applicant's experience in relation to the Minimum Qualifications for this position. 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.

Written Multiple-Choice Examination - (Weight: 30%)
Candidates will be invited to participate in a written, multiple-choice examination, designed to measure their relative knowledge, skills and abilities in job-related areas. The “core” multiple-choice examination component may include but not be limited to:

  • Ability to evaluate/analyze information/data and to exercise good judgment relative to that evaluation or analysis
  • Knowledge of, and ability to apply, financial/fiscal principles (including the ability to use mathematical and statistical formulas)
  • Ability to use various computer software programs

Supervisory Test Battery - (Weight: 40%)
Candidates who attain a minimum passing score on the written examination component 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.  For more information about this Supervisory Test (and a suggested reading list) please visit:

Scored Essay Questionnaire - (Weight: 30%)
Candidates who attain a minimum passing score on the Written Multiple-Choice exam, and Supervisory Test Battery will be sent a Supplemental Questionnaire. The Scored Essay Questionnaire is designed to evaluate the experience, knowledge, skills and abilities that candidates possess in job-related areas, which have been identified as critical for this position and include, but are not limited to: Strategic Planning and Business Process Development and Improvement, Analytical Ability, Leadership, Interpersonal Skills, Communication, Organizational Skills and related Technical Skills.

A passing score on the Written Multiple-Choice Examination, Supervisory Test Battery, and Supplemental Questionnaire Evaluation must be achieved in order to be placed on the Eligible List.

Certification Rule
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.

Eligible List
The purpose of an examination is to provide a list of qualified persons to be considered for employment. Candidates are ranked on an eligible list according to their overall scores in the examination.

The duration of the eligible list resulting from this examination process will be six months, and may be extended with the approval of the Human Resources Director. Upon approval of the Human Resource Director (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.

All your information will be kept confidential according to EEO guidelines.

APPLICATION DEADLINE: Friday, October 29, 2021 at 11:59 PM

SALARY RANGE: $121,056.00-$147,160.00 annually

CONTACT: If you have any questions regarding this recruitment or application process, please contact the human resources analyst, Kimberly Gibney, by email at [email protected]

Important Information

CONVICTION HISTORY REVIEW: 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.

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 31003109). 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.

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.

In line with the Official Public Health Order to slow the spread of COVID-19, “shelter-in-place” has been issued for all San Francisco residents that is expected to be in effect until further notice. As a result, Department of Human Resources (DHR)’s office (located at 1 South Van Ness Avenue, 4th Floor, San Francisco, CA 94103) is currently closed to the general public. If you have any questions, please feel free to email the Human Resources Analyst listed on this announcement.

CONDITION OF EMPLOYMENT:  All City and County of San Francisco employees are required to be vaccinated against COVID-19 as a condition of employment.  For details on how it is applicable to your employment, please click here.

The City and County of San Francisco encourages women, minorities and persons with disabilities to apply. Applicants will be considered regardless of their sex, race, age, religion, color, national origin, ancestry, physical disability, mental disability, medical condition (associated with cancer, a history of cancer, or genetic characteristics), HIV/AIDS status, genetic information, marital status, sexual orientation, gender, gender identity, gender expression, military and veteran status, or other protected category under the law.