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SAN FRANCISCO HOUSING AUTHORITY CLASSIFICATION DESCRIPTION CLASSIFICATION DIVISION UNION­STATUS

CAPITAL PROGRAMS FINANCE MANAGER HOUSING DEVELOPMENT & MODERNIZATION MEA

APPROVED

NUMBER

70.90

SCHEDULE FLSA

EXEMPT

DATE

REV. 9/22/08

Director of Human Resources

POSITION SUMMARY Under general direction, this position performs complex  budget,  administrative and financial analysis  for   the   Development   and   Modernization   Department.     Maintains   and   reconciles   the   capital   budget  within the Authority computer system for capital programs.  Monitors and reviews the capital program  budgets   each   month   and   prepares   analysis   of   budgeted   vs.   actual   activity   for   inclusion   in   regular   reports   to   the   Housing   Authority  management,   HUD   and   equity   investors;   investigates   variances.  Develops cash flow projections of capital expenditures.  Prepares financial components of the Annual  Performance and Evaluation Report, Annual/Five Year Plans, HUD budget revisions and other reports.  Develops   wage   and   benefit   budgets   for   capital   programs.     Executes   and   requests   funds   on   new  construction,   renovations,   disabled   accessibilities   (ADA)   and   life   safety   repairs.     In   addition,   the  classification  provides highly  responsible  support  to the  Administrator  of Housing  Development  and  Modernization,   and   serves   as  an   internal   consultant   to   executive   and   senior   management   staff   on  sensitive and/or complex financial issues related to capital programs.

JOB FUNCTIONS AND ESSENTIAL DUTIES Assists the Administrator in the preparation and daily administration of the capital program budgets and   monthly   budget.   Serves   as   technical   advisor   to   staff   on   availability   of   funding   for   development,   modernization and rehabilitation matters.  Conducts special studies and develops recommendations as  directed by the Administrator of Housing Development and Modernization.  Provide technical support as  an internal consultant and serves as technical advisor on complex financial issues regarding to capital   fund programs and Housing Authority policies and initiatives.  Coordinates   capital   programs   budget   preparation   process   with   senior   management   staff   of   various   departments.     Coordinates   preparation   of   development   budgets  from   multiple   funding   sources   with   program staff and outside financial advisors.  Monitors and reports the capital program budgets.  Analyzes budgeted vs. actual activity for inclusion in   regular reports to the executive and senior staff and HUD. Performs research and analysis of transactions to identify and resolve budgetary problems.  Develops   financial forecasts and trend analyses to assure sufficient funding for multi­year development projects.   Researches historical financial data and prepares written reports. Performs various analyses and studies using established statistical and financial methods. Maintains and reconciles the capital budget for the capital fund programs.  Keeps the budget in balance   to   prevent   budget   overruns,   and   converts   the   Capital   Fund   Program   budget   to   HUD   Asset  Management.


SAN FRANCISCO HOUSING AUTHORITY CLASSIFICATION DESCRIPTION CLASSIFICATION DIVISION

CAPITAL PROGRAMS FINANCE MANAGER  HOUSING DEVELOPMENT & MODERNIZATION

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JOB FUNCTIONS AND ESSENTIAL DUTIES (continued) Reviews   the   cost   of   new   projects   requested   by   Division   Project   Managers   according   to   HUD   requirements.  Develops cash flow projections of capital expenditures, evaluates funding options, and   makes recommendations.  Prepares financial components of the annual Performance and Evaluation (P/E) reports, Annual/Five   Year Plans, HUD budget revisions, and other reports.  Compares the actual to budget and assures the   timeliness of fund obligation.  Submits budget revisions when necessary.  Provides monthly obligation   and expenditures data on all HUD Grants.   Develops wage and benefit budgets for capital programs.   Oversees   and   provides   supervision   to   Finance   staff   in   Line   of   Credit   Control   System   (LOCCS)  submission.  Responds to HUD inquiries on LOCCS submission and budget related issues.  Prepares   and submits final close­out documents to HUD. Provides   Capital   Fund   and   Hope   VI   obligated   and   expended   data   quarterly   for   the   Public   Housing   Assessment System (PHAS). Reviews Force Account (FA) projects.   Identifies funding, reviews FA timesheets and closeouts, and   updates  budgets based on actual expenditures. Assist Project Managers with new projects.  Ensures funds are available and submits budget revisions  when necessary.  Reviews and approves Project Managers’ Board Resolutions.  Coordinates and processes Contractors’ payments. Reviews construction and consultant payments for  accomplishments to date, previous payments, and amounts due.  Processes and manages claim and   payment data.  Assist and resolve contractor’s disputes when necessary. Assists with securing HUD, HOPE SF and other funding. The above description is intended to describe the general nature and level of work being performed by employees in this position. It is not intended to be an exhaustive list of all duties, responsibilities, and qualifications of employees assigned to this job.

     KNOWLEDGE, SKILLS, AND ABILITIES  KNOWLEDGE OF: The   principles  and   practices   associated   with   capital  programs   financial   analysis;   the  principles   and  techniques associated with the planning, directing and monitoring of capital program budgets; SFHA,  local, state and federal policies, rules, regulations and laws associated with capital programs budgeting  and   expenditures;   and   the   methods   and   techniques   associated   with   the   development   and   administration of capital program budgets.   Must be familiar with Governmental Accounting policies and procedures.  


SAN FRANCISCO HOUSING AUTHORITY CLASSIFICATION DESCRIPTION CLASSIFICATION DIVISION

CAPITAL PROGRAMS FINANCE MANAGER 

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HOUSING DEVELOPMENT & MODERNIZATION

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SKILLS IN: Report preparation. Using statistical and financial methods.     TOOLS AND EQUIPMENT USED: Utilize PC­based word processing, the  SFHA’s mainframe computer system, and spreadsheet and/or  database software programs, such as Microsoft Office and Outlook.   ABILITY TO: Perform various analysis and studies using established statistical and financial methods. Ability to run reports and queries. Ability to analyze and evaluate data and draw logical conclusions. Maintain and reconcile budget data using the Housing Authority's database.  Assist with the planning,  direct,   monitor   and   evaluate   capital   program   budgets   and   expenditures   for   the   development   and   modernization construction activities of the Authority; provide internal consultation services on sensitive   and/or complex issues associated with development and modernization financing and budgets;  Ability to prioritize work to and meet designated deadlines. Communicate effectively, both orally and in writing, and make effective public presentations.   Work in an environment where sensitivity to ethnically and culturally diverse individuals, communities,   agencies and organizations which comprise the constituency of the San Francisco Housing Authority is  required.

EDUCATION, TRAINING, LICENSES OR CERTIFICATE  Bachelor degree in Accounting, Business Administration, or closely related major.  Ten years full­time   experience   with   progressive   responsibility   in   one   or   more   of   the   following   disciplines:   accounting,  budget, financial, operational, statistical analysis, including exposure to the development and use of   financial and budgeting systems and reports, trend analysis, statistical financial analysis, cost analysis   and Management Information Systems.   Experience working with the ethnically and culturally diverse individuals, communities, agencies and  organizations. Possession of a valid California driver’s license and automobile insurability by the Authority’s insurance  carrier.


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