Fiscal Officer

Description

The County is seeking a detail-oriented, analytical, and highly organized professional to serve as a Fiscal Officer. This full-time position plays a critical role in managing the financial operations of grant-funded programs and departmental activities through financial monitoring, accounting, reporting, contract oversight, and compliance administration.

Working closely with program staff, vendors, contractors, subrecipients, and internal departments, the Fiscal Officer helps ensure public funds are managed accurately, expenditures comply with grant and contract requirements, and financial records are maintained in accordance with applicable regulations and standards. The ideal candidate possesses strong accounting and financial management experience, excellent attention to detail, and the ability to balance multiple priorities while maintaining accuracy and accountability. Duties and Responsibilities What You Will Do Financial Management and Accounting

• Review and verify invoices for accuracy, consistency with contract terms, and compliance with applicable requirements.
• Process direct service payments for grant-funded programs and departmental operations.
• Prepare and process journal entries and maintain supporting financial documentation.
• Monitor, review, and reconcile departmental revenues and expenditures to ensure proper allocation to grants and funding sources.
• Review and process Accounts Payable transactions, including employee reimbursements, contractor invoices, and departmental expenses in accordance with policies, administrative codes, statutes, and established procedures.

Grant Administration and Compliance

• Manage financial activities associated with grant-funded programs, ensuring expenditures are properly tracked, documented, and reported.
• Prepare spend-down reports and assist with grant drawdowns and related reporting requirements.
• Monitor and reconcile grant deposits to support accurate financial records and grant administration.
• Ensure compliance with grant requirements, funding agreements, and applicable regulations.
• Maintain documentation necessary to support audits, monitoring activities, and financial reviews.

Financial Reporting and Reconciliation

• Prepare, review, and reconcile financial reports, account statements, expenditure summaries, grant spreadsheets, and supporting records.
• Reconcile credit card transactions and departmental financial activity to ensure accuracy and completeness.
• Research and resolve financial discrepancies by coordinating with vendors, contractors, subrecipients, and internal departments.
• Analyze financial information and maintain records that support sound fiscal management and decision-making.

Contract Monitoring and Fiscal Oversight

• Assist with contract administration and financial monitoring activities.
• Review financial documentation and invoices to ensure consistency with contract terms and approved budgets.
• Maintain financial records and reporting documentation related to contracted services and grant-funded activities.
• Support the department's commitment to financial accountability, transparency, and compliance.
• Perform other related duties as assigned.

Education, Experience, Licensing What We're Looking For Minimum Requirements

• Any combination of education and experience equivalent to an Associate's degree or specialized coursework/training equivalent to satisfactory completion of two years of college in Accounting, Finance, or a closely related field.
• Two years of accounting, bookkeeping, financial support, or closely related experience.

Preferred Qualifications

• Educational background or professional experience in accounting, finance, or a related field.
• Experience supporting grant-funded programs, including financial tracking, reporting, and compliance activities.
• Intermediate proficiency with Microsoft Excel, including financial formulas, spreadsheets, and reconciliations.
• Experience processing financial transactions and maintaining accurate accounting records.
• Experience using accounting, financial management, or enterprise resource planning (ERP) software.
• Familiarity with grant management systems such as DRGR, Smartsheet, or Quickbase.
• Strong organizational, analytical, and problem-solving skills with the ability to manage multiple priorities and meet deadlines.
• Experience working with confidential financial information and maintaining a high degree of accuracy and professionalism.

Knowledge & Skills

• Knowledge of accounting principles, financial reporting, and reconciliation procedures.
• Ability to analyze financial information, identify discrepancies, and resolve issues effectively.
• Strong attention to detail and commitment to maintaining accurate records.
• Ability to interpret and apply grant requirements, contract terms, policies, and procedures.
• Strong verbal and written communication skills, including the ability to work effectively with vendors, subrecipients, contractors, and internal departments.
• Proficiency in Microsoft Office applications, particularly Excel.

Supplemental Information Work Schedule

• Monday through Friday, 8:00 AM – 5:00 PM
• Hours may vary to include evenings, weekends, and holidays as required.

Work Environment This position supports grant-funded programs and departmental operations through financial administration, reporting, and compliance activities. The role requires regular interaction with internal departments, vendors, contractors, and funding partners, as well as the ability to manage multiple deadlines while maintaining accuracy and accountability.

Why Join Us? As a Fiscal Officer, you will play a vital role in safeguarding public resources and supporting programs that positively impact Lee County residents. Your expertise in financial management, grant compliance, and fiscal accountability will help ensure critical community initiatives are administered efficiently, responsibly, and in accordance with funding requirements. This position offers the opportunity to work on meaningful programs while contributing to the County's commitment to excellence in public service.

About the Department The Lee County Department of Strategic Resources supports county programs through planning, financial administration, data analysis, grant management, and long-term community development efforts. The department works collaboratively across divisions and with community partners to ensure programs operate efficiently, remain compliant with funding requirements, and provide meaningful benefits to Lee County residents.

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.

Benefits

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%20Benefits/2024%20Benefits/FULLTIME%20ACTIVE%20LCBOCC%202024%20Plan%20Year%20OE%20Guide%20FINAL%20AON%202023.09.12.pdf.

To view our employee paid premiums, please visit: https://www.leegov.com/hr/Documents/Employee%20Benefits/2024%20Benefits/2024%20Active%20Employee%20Rates.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:

1. FRS Pension Plan (Defined Benefit)
2. 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.

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.