Fiscal Specialist

Xxx

Fort Myers (FL)

On-site

USD 42,000 - 56,000

Full time

45 hours ago
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Benefits offered by this job

Health benefits
Paid time off

Job summary

Lee County Human & Veteran Services is seeking a Fiscal Specialist to support grant-funded programs with precision and integrity. The role emphasizes accuracy in processing payments, reviewing expenses, and maintaining records to ensure compliance.

You will manage grant deposits, travel forms, and spend-down reporting while collaborating with the team to meet deadlines. This full-time position follows a Monday–Friday schedule with potential variations to cover essential needs.

Qualifications

  • High school diploma or GED plus college coursework in finance or related field.
  • 2 years of experience in finance, bookkeeping, or accounting.
  • Valid driver’s license and acceptable driving record.
  • Experience with grant-funded programs and reporting is preferred.

Responsibilities

  • Process direct service payments for grant funds and department operations with timeliness and accuracy.
  • Review and verify expenses to ensure alignment with the correct grant or funding source.
  • Prepare spend-down reports and documentation for grant compliance.
  • Record, track, and reconcile grant deposits.
  • Provide backup support for petty cash and imprest fund processing.
  • Review and process travel forms for HVS team members.
  • Reconcile grant spreadsheets, credit cards, and financial reports for accuracy.
  • Perform other related duties as assigned.

Skills

Attention to detail
Organizational skills
Team collaboration
Prioritization
Deadline management

Education

High School Diploma or GED
College coursework in finance

Tools

Microsoft Excel

Job description

Description

Are you energized by meaningful work and motivated by accuracy, organization, and helping your community thrive? Lee County Human & Veteran Services is seeking a Fiscal Specialist who brings precision, curiosity, and commitment to excellence to our dynamic team. In this role, you will support critical grant-funded programs that directly impact residents in need. Your attention to detail ensures our department stewards public resources responsibly and meets essential compliance standards that help connect people to vital services.

If you’re looking for a role where your financial skills make a real difference, we’d love to meet you.

What You’ll Do
  • Process direct service payments for grant funds and department operations with timeliness and accuracy.
  • Review and verify expenses to ensure alignment with the correct grant or funding source.
  • Prepare spend-down reports and other documentation essential for grant compliance.
  • Record, track, and reconcile grant deposits.
  • Provide backup support for petty cash and imprest fund processing.
  • Review and process travel forms for assigned HVS team members.
  • Reconcile grant spreadsheets, credit cards, and financial reports for accuracy.
  • Perform other related duties as assigned
Minimum Requirements

Any combination of education and/or experience equivalent to:

  • High School Diploma or GED
  • One (1) year of completed college coursework in finance, accounting, or closely related field
  • Two (2) years of experience in finance, bookkeeping, accounting, or closely related area
  • Valid drivers license and acceptable driving record
Preferred Qualifications
  • Experience with grant-funded programs, including tracking expenses, reporting, and compliance
  • Intermediate Microsoft Excel proficiency, including the ability to build spreadsheets, use common formulas, sort/filter data, and reconcile financial information
  • Experience processing financial transactions and maintaining accurate records
  • Ability to learn and use financial, accounting, and enterprise software systems
  • Strong organizational skills with the ability to prioritize tasks and meet deadlines
  • Ability to work collaboratively and maintain effective working relationships
Fingerprint Screening Requirement

This position requires a fingerprint-based background check, as required by law. The screening reviews criminal history and other legally permitted information. Applicants who do not meet the screening requirements will not be eligible for employment. Learn more: https://info.flclearinghouse.com

Work Schedule
  • Monday - Friday, 8:00 AM - 5:00 PM
  • Hours may vary to include evenings, weekends and holidays.
Why Join Us?

At Lee County Human & Veteran Services, your work helps people find stability, access vital resources, and move toward independence. You’ll be part of a supportive team that collaborates across the community and takes pride in making a real difference every day. If you want a role where your efforts truly matter and your impact is felt immediately, this is the place for you.

About The Department

The Lee County Department of Human & Veteran Services supports individuals, families, and veterans through housing assistance, outreach, and coordinated care. The department works throughout the community to connect people with resources and promote long-term stability.

About Lee County

Lee County is located in beautiful Southwest Florida and is home to over 800,000 residents. We are dedicated to serving our community with high-quality services and a focus on sustainability and innovation. Join us in making Lee County a great place to live, work, and visit. Find out more about Lee County at Lee County Government.

Emergency Response/Recovery Activities

All County employees are required to work before, during, or after an emergency as needed. This may include temporarily being assigned to work and performing duties outside of the normal scope of their position, location and work schedule to fit the needs of the County and its citizens.

DISCLAIMER: This job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this classification. The employee will be required to follow any other instructions and to perform any other job-related duties requested by his or her supervisor. The job description supersedes prior job descriptions. When duties and responsibilities change and develop the job description will be reviewed and subject to changes of business necessity. All positions are subject to a criminal background check. A conviction in and of itself may not necessarily preclude employment. Some positions may be subject to a pre-employment drug screening. Certain service members and veterans, and the spouses and family members of such service members and veterans, who claim and meet eligibility requirements of veterans preference, receive preference and priority in employment and are encouraged to apply.

Lee County Board of County Commissioners offers a comprehensive, and affordable benefits package. Our Board works in the best interest of employees and strives to provide the most complete, high-quality benefits package available at the lowest possible cost to the employee. Our Board continues to remain steadfast in maintaining one of the lowest levels of employee costs in our area.

Lee County's benefits package is offered to both regular Full-time positions and Part-time positions that are regularly scheduled to work 60 hours or more bi-weekly. Medical benefits may be offered to On-Call, Temporary, Seasonal, and Intern employees who meet the Affordable Care Act eligibility criteria.

Lee County employees eligible to participate in the Florida Retirement System (FRS) are required to contribute 3% of each paycheck to FRS. If you have retired from the Florida Retirement Pension plan you will not be eligible for renewed membership in either of the FRS retirement plan options. Retirees of the Investment Plan are eligible for renewed membership in the Investment Plan only. FRS reemployment rules apply for both.

Below is a brief breakdown of what's included in the benefits package that is offered to our employees.

For a more detailed look into our benefits package, please click visit our webpage at www.leegov.com/hr/Documents/Employee Benefits/2024 Benefits/FULLTIME ACTIVE LCBOCC 2024 Plan Year OE Guide FINAL AON 2023.09.12.pdf.

To view our employee paid premiums, please visit: https://www.leegov.com/hr/Documents/Employee Benefits/2024 Benefits/2024 Active Employee Rates.pdf

Health Benefits
  • Medical Insurance
  • Plans include, but are not limited to: routine, preventative, mental health, hospitalization, and prescription drug benefits.
  • Vision, Fitness, Weight Management, Natural Products and Services, and Hearing discount programs available.
  • Dental Insurance
  • Vision Insurance
  • Flexible Spending Accounts
  • Medical Reimbursement Account
  • Dependent Care Reimbursement Account
  • Pharmacy, including Mail-Order Pharmacy
  • Informed Health Lines (Nurse Hotline)
  • Basic Life Insurance (1x or 2x Annual Salary at no cost to employee)
  • Optional Life Insurance
  • Long-Term Disability (60% of pre-disability salary at no cost to employee)
  • Short-Term Disability
  • Sick Leave Pool
  • Flu vaccinations
  • Wellness Programs
Financial Benefits
  • Florida Retirement System (FRS)
  • Two Retirement Plan Options:
  • FRS Pension Plan (Defined Benefit)
  • FRS Investment Plan (Defined Contribution)Deferred Compensation (457) Plans
  • Financial Savings/Management Programs
  • Eligible for membership with Suncoast Credit Union
  • Employee Leave Benefits
  • Holiday Pay - 11 Paid Holidays Annually
  • Paid Sick Leave
  • Paid Vacation Leave
  • Bereavement & Civic Duty Leave
  • Family and Medical Leave
  • Military Family & Medical Leave
  • Educational Leave
Employee Assistance Program

Services available to employees that offers guidance, support, resources and information for personal and work-life issues. Confidential and provided at no charge to employees and their dependents.

United Way 2-1-1 (Lee County Employee Resource Program)

Lee County BOCC has partnered with United Way 211 to provide an Employee Resource Program which assists BoCC employees who may be experiencing distress due to economic hardship, health or other factors.

Educational Assistance

Reimbursement for coursework taken at an accredited college or university that is designed to enhance the knowledge, skills and abilities relating to the official duties that the employees perform.

01

  • BASIC: Create basic worksheets; create basic formulas; use basic functions; modify and format a worksheet; print workbooks.
  • INTERMEDIATE: Use advanced formulas; organize tables and worksheets; create and modify charts; analyze data using Pivot tables and Pivot charts; insert and modify graphic objects in a worksheet.
  • ADVANCED: Create and edit macros; conditional formatting; apply data validation criteria; able to protect, share and merge files; trace cells and troubleshoot formula errors; uses data lists outline; consolidate date and link workbooks; export and import text files and XML data; import data from the Web and create queries; analyze data using trend line, spark lines and scenarios.
  • I do not have enough skills to meet the definition of the Basic level.

02

  • Yes
  • No

03

(Be sure to include this experience in the Work History section of your application to be considered.)

  • No experience
  • Less than 1 year
  • 1 - 3 years
  • More than 3 years
  • Required Question
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