Senior School District Financial Analyst

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 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.