Job: Financial Services Manager I - Human Services Agency - Departmental Promotional Only

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Pay: $98,675.20 to $123,385.60/year

Salary : $47.44 - $59.32 Hourly $3,795.20 - $4,745.60 Biweekly $8,222.93 - $10,282.13 Monthly $98,675.20 - $123,385.60 Annually

Posted: 04/09/2018

Job Status: Full Time

Job Reference #: 2030419

Job Description

Overall Job Objective

Job Title:Financial Services Manager I - Human Services Agency - Departmental Promotional Only
Closing Date/Time:Mon. 04/23/18 11:59 PM Pacific Time
Salary:$47.44 - $59.32 Hourly
$3,795.20 - $4,745.60 Biweekly
$8,222.93 - $10,282.13 Monthly
$98,675.20 - $123,385.60 Annually
Job Type:Full-Time
Location:San Mateo County, California
Financial Services Managers provide supervision, staff support and coordinate a variety of financial support functions in one of the following areas: 1) Claiming and Financial Reporting, 2) Revenue Services, 3) Accounts Payable, and 4) Budget. Financial Services Managers also assist in the development, implementation and interpretation of line administrative policies and procedures; and train and direct assigned personnel. This is the first level manager position in the Financial Services series responsible for supervising and coordinating financial support or operations functions within a department, major work unit, or program area which has County-wide impact. These support functions typically include finance, budget administration, management analysis, revenue collection, contract finance & monitoring, clerical support, research, program evaluation or other related functions.
The current vacancy is in Human Services Agency's (HSA) Claiming and Financial Reporting area. This recruitment may be used to fill future vacancies in the department in other functional areas.
The Financial Services Manager within HSA's Claiming and Financial Reporting area will be responsible to Supervise and coordinate the day-to-day management of Assistance Claiming, a variety of financial and operational activities related to HSA claiming and reporting, including the Assistance Claiming (CA 800); CalFresh State reporting of issuances and repayments, daily CalFresh desk activities, as well as reconciliation of benefit issuances, tax intercept maintenance, blank EBT card ordering, distribution and maintenance of all cards on hand and tracking of cards distributed, Cash Assistance Program for Immigrants (CAPI), State quarterly recoupment report and requesting CAPI funds reimbursable by Social Security; CalWorks and other State related reporting of repayments and recoupments; and Interpretation and implementation of pertinent State letters.
The ideal candidate will possess the following:
  • A Bachelor's degree from an accredited college in accounting, finance, business administration, public administration, or closely related field. Master's degree in a related field is highly desired. Local government experience is helpful.
  • At least five years of increasingly responsible experience performing a wide variety of financial duties in a large, complex public agency with at least one year of experience in budgeting or a specific area of financial responsibility.
  • Working knowledge of cost accounting systems and a thorough understanding of the principles and practices of financing and budget implementation.
  • Ability to build strong effective relations with executive level management and staff.
  • Excellent communication skills, both orally and in writing and can communicate all financial aspects to the County Manager's Office, the grand jury, state and local auditors, financial directors at cities, school, special districts, etc.
  • Ability to be creative, innovative and proactive in implementing positive process changes.
  • Knowledge of basic accounting and finance principles and practices.
  • Knowledge of claiming and financial reporting.
  • Knowledge of government finance, accounting and auditing.
  • Knowledge of Federal (OMB) grant compliance and reporting requirements.
  • Ability to create special analysis, projections and reports. 
  • Effective personnel management skills.

 Examples Of Duties:
Duties may include, but are not limited to the following:
  • Provides planning leadership and direction, and develops goals and objectives project efficiencies.
  • Plans and organizes staff assignments related to various projects, continuously monitors financial project milestones, and adjusts priorities to ensure efficiencies and projects are meeting goals.
  • Provides professional assistance and support to HSA management and staff on area of functional responsibility and other financial matters.
  • Researches, analyzes, evaluates, and develops findings and makes recommendations involving complex budget and/or complex financial management issues.
  • Periodically reviews and coordinates with State, Federal and other governmental entities or funding sources to determine new or improved claiming or funding sources.
  • Supervise and coordinate a variety of financial and operational activities related to the Human Services Agency area of financial function.
  • Maintain financial budgetary and fiscal controls and policy relevant to area of financial responsibility; perform cost-benefit analyses; provide interdepartmental managers with forecasts of revenues and expenditures.
  • Reviews and evaluations fiscal aspects of contracts with outside vendors, consultants or organizations: monitor and evaluate fiscal and legal liability of same.
  • Participate in the administration, monitoring and evaluation of departmental contracts.
  • Develop and supervise the maintenance of statistical reporting systems of the department; direct statistical research, cost analysis and program evaluation, as necessary.
  • Select, supervise, train and evaluate professional, technical and clerical personnel.
  • Regularly researches and provides reports regarding county/state fiscal issues.
  • Develops and creates user friendly reports.
  • Provides HSA-wide multi-year financial plans and works with offices and departments in the development of specific financial plans.
  • Serves as Agency's Finance Manager in his/her absence.


Departmental Status: An applicant must be a San Mateo County employee in the Human Services Agency with at least six months (1040 hours) of continuous service in a classified regular, probationary, SEIU or AFSCME represented extra-help/term position.

Education and Experience:  Any combination of education or experience that would likely provide the required knowledge, skills and abilities is qualifying. A typical way to qualify is a bachelor's degree from an accredited college or university in accounting, auditing, economics or business administration or other related fields AND three years of increasingly responsible experience performing a wide variety of financial duties in a large, complex public agency.

Knowledge of:  Advanced principles and practices of accounting, research methods and financial planning; basic principles and practices of County department operations and its administration and organization; advanced principles of financial administration, including public budgeting and reporting; principles of personnel training, supervision and evaluation.

Skill/Ability to:  Direct and participate in the analysis of a wide variety of moderate to complex administrative problems and make effective operational and/or procedural recommendations; interpret departmental policies, guidelines and procedures; develop recommendations for improvements, as necessary; supervise, evaluate and train assigned personnel; communicate effectively both orally and in writing; perform complex mathematical and statistical calculations accurately; establish and maintain effective work relationships with those contacted in the performance of required duties.
Departmental Promotional Only. Only current San Mateo County employees in the Human Services Agency with at least six months (1040 hours) of continuous service in a classified regular, probationary, SEIU or AFSCME represented extra-help/term position may apply. Responses to the supplemental questions must be submitted in addition to our regular employment application form. A resume will not be accepted as a substitute for the required employment application and supplemental questions. A supplemental application form must be submitted in addition to our regular employment application form. Based solely on the information provided in the application materials, an application screening committee will select those applicants whose education, training and experience most closely matches the needs of the department. Those selected will be invited to a panel board examination (weight: 100%) which may include the evaluation of a written and or performance exercise given immediately preceding the interview. Selected applicants will be notified of the date, time and place of the tests.

IMPORTANT: Applications for this position will only be accepted online. If you are currently on the County's website, you may click the "Apply Online" button above or below. If you are not on the County's website, please go to to apply. Online applications must be received by the Human Resources Department before midnight (unless otherwise stated) on the final filing date.
Tentative Recruitment Schedule:
Application Deadline:  April 23, 2018
Application Screening:  April 24, 2018
Panel Interviews:  Week of May 7, 2018
At the County of San Mateo, we take pride in the way our employees bring together their diverse backgrounds, experiences, and perspectives to serve our community's needs. The County is an Equal Opportunity Employer.

Analyst: Arlene Cahill (040918) Financial Services Manager I - D060

Application Instructions

To learn more about the position and/or to apply, please click the link below. If link is not available, please read the information above for detailed instructions on how to apply.

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