What are the responsibilities and job description for the Fiscal Manager position at Lee County Government?
The Lee County Utilities Department is seeking a skilled and detail-driven financial operations leader to serve as the Fiscal Manager. This on-site leadership role oversees core financial functions, including Budget Management, Accounts Payable, Accounts Receivable, audit and regulatory compliance and procurement support for one of Lee County’s largest enterprise departments.
This position plays a vital role in ensuring accurate fiscal management, regulatory compliance, and timely operational support across Utilities. The Fiscal Manager provides team leadership, financial oversight, budget monitoring and tracking, interdepartmental coordination, grants management and critical support for both operating and capital improvement program (CIP) funding.
About the Community
Located in Southwest Florida along Interstate 75, Lee County is a vibrant and rapidly growing region serving more than 800,000 residents. Home to Fort Myers, Cape Coral, Bonita Springs, Estero, and Sanibel, the region offers a strong economy, exceptional natural resources, and a high quality of life.
What You’ll Do
Leadership & Operational Oversight
- Manage and support a team of three responsible for Accounts Payable, Accounts Receivable, and procurement-related functions.
- Oversee and optimize daily workflows, ensure accuracy of financial transactions, and maintain compliance with County and funding policies and procedures, introduce and leverage new technology.
- Attend departmental, cross-departmental and external meetings, disseminate information, and ensure staff are aligned with organizational priorities.
- Collaborate closely with Fiscal Managers, Finance, Budget Services, Internal Services, Procurement, Department of Transportation, Customer Service, Fleet, and the Assistant County Manager’s office.
Financial Review, Analysis & Reporting
- Review Board of County Commissioner agenda items and analyze fiscal impacts for all relevant Utilities matters.
- Evaluate Agenda Items, supplemental task authorizations (STAs), change orders (COs), and various County documents to confirm funding accuracy and fiscal compliance.
- Formulate, monitor, and analyze operating and CIP budgets using enterprise fund accounting.
- Manage funding and compliance requirements for grants and other funding sources insuring audit-readiness.
- Prepare, analyze and distribute monthly financial reports, including expenditure and revenue updates, cash flow analyses, reserve balances, and financial ratio reporting.
- Assist in project funding strategies involving bonds, State Revolving Fund (SRF) loans, grants, and other external funding sources. Monitor long-term debt obligations and assist with compliance requirements for bonds,SRF loans and other debt issuances.
Accounting Operations & Compliance
- Lead monthly and annual Accounts Receivable reconciliations.
- Oversee use of County purchase cards, ITG transactions, and annual fixed asset inventory processes.
- Support external auditors, consultants, and internal leadership by compiling and analyzing data for major reports, including the rate study, revenue sufficiency study, ACFR, Engineer of Record Report, and others.
Procurement & Contract Coordination
- Coordinate with internal managers and Procurement to ensure timely contract renewals and new contract awards.
- Assist in reviewing and approving all departmental Agenda Items and preparing quote specifications.
- May work with external agencies to develop and maintain interlocal agreements.
Emergency & Special Assignments
- Lead the department’s disaster-related purchasing activities and manage FEMA expenditure documentation and reimbursement tracking.
- Assist with workload needs across the department as necessary.
Minimum Qualifications
Any combination of education and experience equivalent to:
- Bachelor’s degree in Accounting, Finance, or a closely related field (Business Administration, Public Administration, Economics, Management Information Systems, or Management).
AND
- Two (2) years of finance-related experience in accounting, budgeting, auditing, or other closely related financial work.
AND
- Valid driver’s license with an acceptable driving record
Preferred Qualifications
Candidates with the following are strongly encouraged to apply:
- Four (4) years of finance or closely related experience
- Two (2) years of supervisory experience
- Experience with enterprise fund accounting, particularly in a governmental or utilities environment
- Proficiency with JD Edwards OneWorld/E1, Hubble Reporting, OnBase/Unity, or similar financial/ERP systems
- Experience supporting or preparing audit documentation, budget analysis, or financial compliance reporting
- Experience with federal and state grants development and/or management
- Strong Excel skills, including data analysis tools such as pivot tables and lookups
Knowledge & Skills
- Knowledge of accounting, finance, bookkeeping, grant funding and bond/debt compliance principles.
- Proficiency with MS Word, Excel, Powerpoint, and Outlook.
- Ability to establish effective working relationships with all levels of County staff.
- Strong customer service orientation and excellent verbal and written communication skills.
- Ability to leverage technology-driven solutions to streamline processes and enhance operational support.
- Ability to learn and use County financial and reporting systems, including JD Edwards OneWorld/E1, OnBase/Unity, Hubble Reporting, QuickBooks, and query tools.
Work Environment
- Full-time position; Monday through Friday, 8:00 a.m. to 5:00 p.m., or as designated.
- May require limited travel between County facilities.
Salary : $110,000 - $140,000