Final Filing Date: 8/11/2026.

Examination/Employment Application (STD 678) must be received or postmarked by the filing date indicated above. Applications postmarked, personally delivered or received via interoffice mail after the filing date will not be accepted.

Who Should Apply:

How To Apply:

Special Testing Arrangements:

All applicants must meet the education and/or experience requirements as stated on this exam bulletin to be accepted to the examination.

Unless otherwise stated in the Minimum Qualifications, qualifying experience may be combined on a proportionate basis if the requirements stated below include more than one pattern and are distinguished as "Either" 1, "or" 2, "or" 3, etc. For example, applicants possessing qualifying experience amounting to 50% of the required time of Pattern 1 and additional experience amounting to 50% of the required time of Pattern 2 may be accepted to an examination as meeting 100% of the overall experience requirement.

Manager-Financial and Performance Evaluator, Department of Finance

Education Requirement: A four-year college degree from an accredited institution. (Registration as a senior in a recognized institution will admit applicants to the examination, but they must produce evidence of graduation or its equivalent before they can be considered eligible for appointment.)

Either I

One year of experience in the California state service performing the duties of a Supervisor-Financial and Performance Evaluator, Department of Finance.

Or II

Two years of experience in the California state service performing the duties of a Financial and Performance Evaluator III, Department of Finance.

Or III

Five years of increasingly responsible professional accounting or auditing experience, which shall have included the preparation of reports and the presentation of recommendations to management. For at least two years, these responsibilities must have been in a supervisory capacity.

This examination consists of the following component(s):

A final score of 70% must be attained to be placed on the eligible list.

In addition to evaluating the applicant's relative knowledge, skill and ability as demonstrated by quality and breadth of education/experience, emphasis in each test component will be on measuring competitively, relative to job demands, each applicant's:

Knowledge of: Within this classification, the incumbent is required to possess an extensive knowledge of all the Financial and Performance Evaluator I, II, III, and Supervisor knowledge in addition to the following: Fiscal structure and practices of Federal, State, and local government, and nonprofit entities to effectively carry out the department's goals, mission, and strategic plan; principles, practices, and emerging issues of auditing, evaluating, and consulting public administration, organization, and management in order to maintain and improve the organization; techniques of organizing and motivating groups to promote staff morale and improve working environment; principles and practices of personnel management to effectively solve problems to maintain the operation; a manager's responsibility for promoting equal opportunity in hiring and employee development and promotion, and for maintaining a work environment that is free of discrimination and harassment; project management techniques in order to effectively manage projects to successful conclusion; and principles of effective verbal, written, and group communication to accurately and effectively convey job-related information.

Ability to: Requires all of the Financial and Performance Evaluator I, II, III, and Supervisor abilities, in addition to: Plan, organize, and direct the work of professional and technical staff engaged in a variety of complex assignments; appear and make presentations before legislative and other groups; develop and foster cooperative working relationships with representatives of all levels of government, the public, and clients; review, edit, and defend work products; identify the need for and effectively promote equal opportunity in employment and maintain a work environment that is free of discrimination and harassment; effectively communicate the availability and value of OSAE services and develop projects; effectively prepare and monitor interagency agreements and manage reimbursements; review, analyze, and evaluate fiscal, program, and policy proposals; actively manage/participate in specific administrative and professional development functions, such as Quality Control, Training, Recruitment, and CPA Committees; IIA, AGA, and Board of Accountancy; communicate OSAE's and the Department's core values, goals, and mission; develop annual production and assignment plans; and resolve interpersonal conflicts with staff and clients.

A Departmental Promotional eligible list for the MANAGER- FINANCIAL AND PERFORMANCE EVALUATOR, DEPT OF FINANCE Classification will be established for:

• Department of Finance

The list(s) will be abolished 12 months after being established, unless the needs of the State and conditions of the list(s) warrant a change in this period.

Veterans' Preference is not granted for promotional examinations.

Career Credits are not granted for examination(s) administered on an Open basis or a Promotional basis.

• Department of Finance

Questions regarding this examination should be directed to:

California Relay Service: 1-800-735-2929 (TTY), 1-800-735-2922 (Voice). TTY is a Telecommunications Device for the Deaf, and is reachable only from phones equipped with a TTY Device.

Examination and/or Employment Application (STD 678) forms are available at the California Department of Human Resources, local offices of the Employment Development Department, and through your CalCareer Account (www.CalCareers.ca.gov).

If you meet the requirements stated on this examination bulletin, you may take this examination, which is competitive. Possession of the entrance requirements does not assure a place on the eligible list. Your performance in the examination described in this bulletin will be rated against a predetermined job-related rating, and all applicants who pass will be ranked according to their scores.

Department of Finance reserves the right to revise the examination plan to better meet the needs of the service, if the circumstances under which this examination was planned change. Such revision will be in accordance with civil service laws and rules and all applicants will be notified.

General Qualifications: Applicants must possess essential personal qualifications including integrity, initiative, dependability, good judgment, the ability to work cooperatively with others, and a state of health consistent with the ability to perform the assigned duties of the class. A medical examination may be required. In open examinations, investigation may be made of employment records and personal history and fingerprinting may be required.

Eligible Lists: Eligible lists established by competitive examination, regardless of date, must be used in the following order: 1) sub-divisional promotional, 2) departmental promotional, 3) multi-departmental promotional, 4) service-wide promotional, 5) departmental open, 6) open. When there are two lists of the same kind, the older must be used first. Eligible lists will expire in one to four years unless otherwise stated on the bulletin.

High School Equivalence: Equivalence to completion of the 12th grade may be demonstrated in any one of the following ways: 1) passing the General Education Development (GED) Test; 2) completion of 12 semester units of college-level work; 3) certification from the State Department of Education, a local school board, or high school authorities that the competitor is considered to have education equivalent to graduation from high school; or 4) for clerical and accounting classes, substitution of business college work in place of high school on a year-for-year basis.

Accepted applicants must provide proof of identification at each in-person test session. Acceptable identification consists of a photo identification card or two forms of signed identification.