Financial Analyst III (Anticipated)

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profile Job Location:

Fort Myers, FL - USA

profile Monthly Salary: Not Disclosed
Posted on: 8 days ago
Vacancies: 1 Vacancy

Job Summary

Qualifications

MINIMUM QUALIFICATIONS

  • Bachelors degree from an accredited institution in Accounting Finance Business Administration or a related field.
  • Four years of professional work experience in financial analysis budgeting accounting or government finance.
  • Any appropriate combination of relevant education experience and/or certifications may be considered.
  • Proficiency with Microsoft Word and Excel.

PREFERRED QUALIFICATIONS

  • Masters degree from an accredited institution in Accounting Finance Business Administration or a related field.
  • Experience in governmental public sector or school district finance.
  • Experience supporting multiple departments cost centers or operational functions.
  • Experience with enterprise financial systems and advanced spreadsheet or data analysis tools.
  • Experience using data visualization or business intelligence tools.

KNOWLEDGE SKILLS AND ABILITIES

  • Knowledge of governmental accounting and budgeting forecasting and financial analysis principles and best practices and ability to apply them to complex transactions.
  • Knowledge of applicable federal state and local regulations School Board policies and administrative procedures related to school finance.
  • Knowledge of HIPAA Public Records Sunshine Law FERPA and laws governing privacy public information and records retention.
  • Strong interpersonal verbal and written communication skills.
  • Strong analytical forecasting and problem-solving skills with attention to detail and accuracy
  • Ability to compile organize interpret and communicate accounting and financial data in a concise format.
  • Ability to think critically have a high standard of integrity and be motivated to incorporate best practices into the organizational structure.
  • Ability to meet competing deadlines adapt to changing priorities and work independently or collaboratively.
  • Ability to professionally and effectively respond to customer needs and requests for service or assistance.

Adopted: 02/10/2026

Responsibilities

ESSENTIAL JOB FUNCTIONS

Typical duties include but are not limited to:

Financial Analysis & Budget Management

  • Support budget development cycles including annual budget preparation and multi-year planning.
  • Review expenditures encumbrances transfers and budget amendments to identify variances and risks.
  • Prepare financial forecasts projections and cost analyses to support planning and operational decision-making.
  • Evaluate financial impacts of staffing changes program expansions contracts and new initiatives.

Reporting & Decision Support

  • Prepare routine and ad hoc financial reports for senior leadership audits the School Board and other stakeholders
  • Translate complex financial data into clear actionable information for non-financial audiences
  • Prepare consolidated budget reports summaries and analyses to support leadership with data-driven decision making.

Compliance & Controls

  • Ensure financial activities comply with district policies accounting standards and applicable federal state and local regulations.
  • Assist with internal and external audits by preparing documentation and responding to audit inquiries.
  • Review financial transactions for accuracy proper coding and adherence to budget authority.
  • Maintain budget documentation reports and supporting schedules in a structured and consistent manner.

Collaboration & Process Improvement

  • Maintain ongoing communication with assigned departments and District financial staff to obtain review and evaluate budgetary and financial information.
  • Partner with program managers Human Resources Procurement Payroll and Budget to ensure coordinated financial planning and execution.
  • Identify opportunities to improve financial processes controls and reporting efficiency.
  • Provide technical assistance and guidance to department personnel related to budget processes reporting requirements and financial procedures.
  • Assist in the development and maintenance of procedures documentation and standardized reporting related to budgets.

Perform other job-related duties as assigned.

Adopted: 02/10/2026

Additional Job Information

U14 $34.32 8 hours 255 days

Compensation may increase based upon relevant education and experience

This position is funded for the 202627 school year with an anticipated start date on or after July 1 2026.


Required Experience:

IC

QualificationsMINIMUM QUALIFICATIONSBachelors degree from an accredited institution in Accounting Finance Business Administration or a related field.Four years of professional work experience in financial analysis budgeting accounting or government finance.Any appropriate combination of relevant edu...
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