Lead Financial Analyst

2 weeks ago

San Francisco, California, United States iHire Full time
EXTERNAL JOB POSTING

Job Title:Senior Financial Analyst

Biweekly Salary:$5,652 (Step 1) - $6,870 (Step 5)

Annual Salary:$146,952 (Step 1) - $178,620 (Step 5)

Final Filing Date:January 22, 2024 COB

The San Francisco Office of Community Investment and Infrastructure (OCII or Agency) is seeking a Senior Financial Analyst who also serves as the OCII Debt Manager.

OCII is the Successor Agency to the Redevelopment Agency of the City and County of San Francisco and is responsible for completing various public and private development projects in Transbay, Mission Bay, and Hunters Point Shipyard/Candlestick Point. At full build out, these areas will provide almost 22,000 housing units, 14 million square feet of new commercial space, and over 400 acres of parks. OCII is responsible for implementing enforceable obligations approved by the State of California, funding additional affordable housing to replace units destroyed during urban renewal, as well as winding down and transferring completed assets to the City and County of San Francisco and other parties.

Brief Description

To conduct a variety of intricate financial analyses for the Agency; to engage in the investment of the Agency's surplus funds, including maintaining banking relationships; to oversee and direct the most advanced and complex activities related to tax increment and other revenue projections, budget management, debt issuance, investments, and other financial operations of OCII; to prepare compliance and management reports; to serve as OCII Debt Manager with daily responsibility for executing and managing OCII's debt program.

Job Responsibilities

The following list of duties and tasks represents the primary job responsibilities:
  • Administer tax allocation and CFD bonds, including the selection and contracting process for consultants necessary for issuance, payments due, and monitoring of funds; ensure compliance with arbitrage restrictions; coordinate the dissemination of funding to fiscal agents; respond to related inquiries from trustees, developers, and bondholders.
  • Prepare debt service schedules and other bond costs to be reported on the Recognized Obligations Payment Schedule (ROPS).
  • Assist in preparing the annual OCII budget.
  • Assist in forecasting the Agency's and specific projects' future financing needs and capacity, specifically on the Agency's future tax increment, project-to-completion budgets, and revenue/costs; consider alternative scenarios.
  • Prepare tax increment and lease revenue projections; funnel revenue into appropriate accounts and prepare related reports; collaborate with the Office of the Controller on developing, implementing, and maintaining a formal system for tracking tax increment.
  • Perform the treasury functions of the Agency; coordinate and direct the investment of surplus cash in maturities designed to correspond with cash flow projections to ensure the maximization of yield on investments and the timely availability of funds; prepare budgets for investment income and assist in setting investment income goals; research and analyze comparative investment income yields and performance of investments with which the Agency has commitments; invest surplus funds; maintain banking relationships; monitor all investments; oversee and provide information on all Agency investment accounts.
    • Prepare comparative analyses and financial projections of program-wide activities; prepare various required reports from various entities and City departments, budget-to-actual variance report for the Board of Supervisors, statement of indebtedness, and Mello-Roos district transaction reports.
  • Research, prepare, and coordinate other reports and special assignments, especially related to Agency financial investments and bonding programs as required.
  • Assist and provide information to the Agency's external auditors during the annual examination of the Agency's financial records.
  • Assist with the development and implementation of internal control systems including policies and procedures.
  • Compute rebate liability on the Agency's tax-exempt bonds to comply with federal tax laws.
  • Assist the Deputy Executive Director in debt issuance activities; evaluate the feasibility of refinancing; and review official statements.
  • Manage special projects as assigned by executive management.
  • Build and maintain positive working relationships with co-workers, other Agency employees, and the public.
  • Perform related duties as assigned.
Minimum Qualifications

Minimum qualifications include any combination of experience and training that would likely provide the required knowledge and abilities. A typical way to obtain the knowledge and capabilities would be:
  • Six years of increasingly responsible experience in budgeting, financial analysis, debt issuance, and investments.
  • Equivalent to a Bachelor's Degree from an accredited college or university with major course work in accounting, finance, business, or public administration. A Master's Degree in a related field is desirable.

Benefits

For your Health & Welfare Benefits

  • Medical/Dental/Vision
  • Basic Life Insurance & Accident, Critical Illness & Hospital Indemnity
  • Supplemental Life Insurance (with optional dependent coverage)
  • Health Care and Dependent Care Flexible Spending Accounts
  • Employee Assistance Program

For your Financial Future

  • CalPERS Pension Program-estimated 10.50% Classic Employee Contribution; 11.50% for PEPRA Employee Contribution
  • Short-term Disability Insurance
  • Long-Term Disability Insurance
  • Deferred Compensation Plan

For your Work/Life Balance

  • Paid holidays
  • Vacation and sick leave accrual
  • Commuter Benefits Program
  • Wellness Program

Application Process

Applicants must submit and complete an application packet consisting of an OCII Job Application, resume, and cover letter. Materials can be found athereor atwww. under Employment Opportunities.

PACKETS CAN BE EMAILED (or) FAXED ONLY

EMAIL: (PDF FORMAT ONLY)with name of position in subject line

Failure to submit all requested materials by the deadline will result in rejection of the application.

Employment Type: Full Time

Years Experience: years

Salary: $146,952 - $178,620 Annual

Bonus/Commission: No

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