Financial Analyst III

The School District of Lee County; Fort Myers (FL); On-site; USD 47,000 - 50,000; Full time

Job summary

The School District of Lee County is seeking a Financial Analyst III to support budgeting, forecasting, and financial analysis for the Fort Myers, Florida area. The role focuses on multi-year planning, variance analysis, and data-driven decision support for district leaders.

Responsibilities include preparing routine and ad hoc reports, monitoring expenditures, and ensuring compliance with district policies and regulations.

Qualifications

• Bachelor’s degree in Accounting, Finance, Business Administration, or related field.
• Four years of professional work experience in financial analysis, budgeting, accounting, or government finance.
• Proficiency with Microsoft Word and Excel.
• Any appropriate combination of relevant education, experience, and/or certifications may be considered.

Responsibilities

• 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.
• 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.
• 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.
• 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.

Skills

MS Word

Excel

Education

Bachelor’s degree in Accounting/Finance

Job description

The School District of Lee County Lee County Public Schools - Fort Myers, Florida Open in Google Maps

Financial Analyst III

The School District of Lee County Lee County Public Schools - Fort Myers, Florida Open in Google Maps

This job is also posted in Florida Department of Education

Job Details

Job ID: 5915323
Application Deadline: Posted until filled
Posted: Sep 04, 2026 4:42 AM (UTC)

Starting Date: To Be Determined

Qualifications

MINIMUM QUALIFICATIONS

• Bachelor’s 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

• Master’s 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 2026–27 school year, with an anticipated start date on or after July 1, 2026.

Position Type: Full-time

Contact Information

• Human Resources
• 2855 Colonial Blvd
• Fort Myers, Florida 33966
• Phone: [phone]
• Email: [e-mail]