Job Description

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 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 and growing CFD/IFD portfolio, including analysis and recommendations involved in debt finance risk management, issuing new debt, developing and/or updating policies 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;
• With support from the team, procurement of appropriate consultants and related contracts for professional services, which includes writing RFPs/RFQs and/or bids, managing selection committees, and preparing consultant contracts in consultation with Central Contracts and the City Attorney’s Office;
• Coordination with Controller, Treasurer, City Attorney, Director of Real Property, City Risk Manager, underwriters, municipal advisors, bond counsel, disclosure counsel, printers, trustees, and other internal and external parties to execute and close bond transactions;
• Management of legislative approvals including Board of Supervisors, EIFD Public Financing Authority No.1, and/or Finance Corporation; requires significant document collation and distribution, posting of meeting notices, preparation of staff reports and presentations, 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;
• Responsibility for the accuracy, efficiency and applicability of all related legal documentation, such as resolutions, ordinances, indenture/trust agreements and preliminary and final official statements; including careful review of all documents and coordination with the City Attorney and direction from bond counsel;
• Oversight of bond accounting for disclosure statements, annual reports, ACFR 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; development and/or execution of policies and procedures for efficient debt management.
• Coordination of credit analyst/investor relations activities, which may include website design, retail marketing campaigns, site tours, conference calls and meetings.
• Assisting with the coordination of capital planning, bond financing and budgeting with other City departments;
• Managing the formation, debt issuance, and day-to-day administration related to CFDs, IFDs, STDs and other development related projects. Assist in the planning and development of debt management policies and procedures to implement the debt management goals and objectives for the City’s development related debt;
• Participating in the preparation and maintenance of financial, business and related records and reports for development related financings, including continuing disclosure;
• Presenting at industry conferences related to debt administration;
• Other miscellaneous projects and duties may include preparing complex 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, including supervisorial work and special projects as assigned

Qualifications

Possession of a baccalaureate degree from an accredited college or university and seven (7) years of full-time equivalent experience performing professional level analytical work. Qualifying professional-level analytical work includes analysis, development, administration, and reporting in major programs and functions of an organization in the areas of budgets, contracts, grants, policy, or other functional areas related to the duties of positions in the 1825 Class series.

Substitution: Possession of a graduate degree (Master's degree or higher) from an accredited college or university with major coursework 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 the Class series may be substituted for one (1) year of required experience.

Additional experience as described above may be substituted for the required degree 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.

Special Conditions In addition to the minimum qualifications candidates must also meet the below special conditions.

Two (2) Years Debt Portfolio Management Experience

Experience managing debt portfolios of $20 million or greater. Such experience shall include bond sizing, sale issuance and delivery of bonds, debt management, including investment of bond proceeds in accordance with applicable tax law, compliance of bond covenants pursuant to various trust indentures and arbitrage calculations.

Three (3) Years Excel Finance and Budget Experience

Microsoft Excel experience performing complex functions of a financial and budget nature, including database development and maintenance, crafting Pivot tales utilizing massive databases from outside sources, use of lookup tables, graphing of spreadsheet data, linking spreadsheets and tables, use of complex formulas using statement logic, template development, subtotaling data, and data sorting, merging, grouping and filtering features within spreadsheets.

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.
• Excellent oral and written communication skills.
• Experience using DBC or other debt structuring software.
• Experience in managing complex capital programs.
• Ability to conduct oral presentations to senior management and stakeholders.
• Knowledge of Federal, State and local regulations pertaining to capital finance.
• Experience forming, issuing debt for, and/or administering tax districts.
• Experience with Commercial Paper programs.
• 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.

Additional Information

Selection Procedures:
After application submission, candidates deemed qualified must complete all subsequent steps to advance in this selection process, which includes the following:

Oral Examination (Weight 100%):
Candidates will be invited to participate in an Oral examination, designed to measure knowledge, skills, and/or abilities in job-related areas which have been identified as critical for positions in the 1825 Principal Administrative Analyst II classification.

Candidates must have access to a computer and reliable internet connection to participate in this exam.

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 of 6 months, and may be extended with the approval of the Human Resources Director.

Terms of Announcement and Appeal Rights:
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 https://careers.smartrecruiters.com/CityAndCountyOfSanFrancisco1/ .
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.

Additional Information Regarding Employment with the City and County of San Francisco:

• Information About The Hiring Process
• Conviction History
• Employee Benefits Overview
• Equal Employment Opportunity
• Disaster Service Worker
• ADA Accommodation
• Veterans Preference
• Right to Work
• Copies of Application Documents
• Diversity Statement

Exam Analyst Information:
If you have any questions regarding this recruitment or application process, please contact Karena Phung, the recruitment analyst at Karena.phung@sfgov.org

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.

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.

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.