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Financial Analyst
2 months ago
Location: Fort Myers, FL
Job Type: Full-Time
Department: Treasury
FLSA: Exempt
Position Overview
The City of Fort Myers is committed to fostering a supportive work environment where employees can develop long-term careers. The salary range provided reflects the full spectrum for this role, accommodating both entry-level and experienced candidates.
New hires are typically brought on at or near the entry-level salary, contingent upon qualifications and relevant experience.
FLSA Status: Exempt Safety Sensitive: No Level II Screening: No
Under the general supervision of the designated manager, the incumbent is responsible for executing professional accounting functions, including the upkeep and examination of financial records and transactions. The role involves conducting internal audits of financial documents, systems, and protocols. The incumbent will provide support to supervisors and department heads, as well as assist the public with inquiries related to financial and accounting operations associated with departmental programs and services. This position does not entail supervisory duties.
Emergency Responsibilities:
Essential Employees may be required to work during declared emergencies, which could necessitate extended hours on short notice. Non-Essential Employees will not be required to work during such emergencies, with attendance determined by the department head.
Benefits and Perks
- Complimentary city-funded health insurance for employees, with options for family coverage
- Three weeks of Paid Time Off (sick and vacation)
- Thirteen paid holidays
- Pension plan and optional Deferred Compensation
- City-funded life insurance
- Optional vision, dental, and disability insurance
- Tuition reimbursement programs
- Access to an on-site gym
- And much more
- Oversee and assess financial transactions related to fund management, investments, expenditures, bank reconciliations, accounts receivable/payable, payroll, and similar operations.
- Prepare journal entries for interdepartmental transfers, daily wire transactions, and monthly recurring accounts.
- Review and reconcile monthly bank statements with the general ledger, identifying discrepancies and recording interest earnings.
- Execute financial and accounting tasks for the reconciliation and reporting of designated program areas, including grants, debt, and fixed assets.
- Maintain both automated and manual records for assigned program areas, including databases, spreadsheets, correspondence, regulatory references, and financial documents.
- Verify procurement card usage reports against monthly statements, reconcile discrepancies, and prepare reports along with journal entries to document departmental expenditures.
- Compile year-end schedules and supporting documentation for the annual audit conducted by external auditors.
- Prepare financial statements in compliance with Generally Accepted Accounting Principles for the Annual Comprehensive Financial Report.
- Coordinate the distribution of the Annual Comprehensive Financial Reports.
- Travel as necessary to attend meetings at various facilities and conferences.
- Regular and reliable attendance is required, with the expectation of physical presence at the workplace.
- Perform additional duties as assigned.
- Proficient in word processing, spreadsheet, database, and accounting software.
- Strong problem-solving abilities and capacity to work independently.
- Effective communication skills, both verbal and written.
- Able to establish and maintain productive working relationships.
- Competent in operating standard office equipment, including personal computers, calculators, printers, copiers, and fax machines.
- Bachelor's degree in Accounting, Finance, or Business Administration from an accredited institution. Relevant experience or training may substitute for the degree.
- Two years of experience in finance, accounting, or a related field.
- Possession of a valid Florida Driver's License with an acceptable driving record.
- CGFO (Certified Government Finance Officer) or CPFO (Certified Public Finance Officer) certification is preferred.
This role typically requires the following physical activities:
- Balancing, climbing, reaching, repetitive motion, speaking, standing, stooping, talking, crouching, feeling, fingering, grasping, handling, hearing, and visual acuity.
- Sedentary: Exerting up to 10 pounds of force occasionally and/or negligible amounts of force frequently or constantly to lift, carry, push, pull, or otherwise move objects.
- Office setting with prolonged periods of sitting.
- May require working outside of regular hours, including nights, weekends, and holidays.
- Interaction with internal and external customers and the general public.
Note: Benefits are applicable only to regular full-time positions and do not extend to on-call, temporary, or seasonal roles.