Financial Planning Jobs in Florida

Our vision is to be recognized as a world-class leader for providing and coordinating a full array of mobility and community services. LYNX mission is to link our community by providing quality mobility options with innovation, integrity and teamwork.

Day in the Life:
Under general direction, the Manager of Financial Planning & Analysis serves as a strategic business partner responsible for leading the development, analysis, and monitoring of the organization's operating and capital budgets, financial forecasts, and long-range financial plans. This position provides financial insight and recommendations to executive leadership, evaluates financial risks and opportunities, and ensures the effective allocation of organizational resources. The role requires significant professional judgement, strong analytical leadership, and a commitment to data accuracy, fiscal responsibility, long-term financial sustainability, and organizational success.

Essential Functions:
This list is intended to indicate the general nature and level of work performed by employees within this classification and is not designed to be interpreted as an exhaustive listing of all tasks required of employees assigned to the job. All employees will be expected to perform other duties as assigned. All jobs require regular and reliable attendance.

• Develops strong leadership and managerial competencies including integrity, accountability, communication skills, and commitment to teamwork and excellence in responsibilities such as selecting, mentoring, coaching, supervising, motivating, developing, training and evaluating the performance of assigned staff.
• Works closely with the Director of Finance, Chief Financial Officer, funding partners and management team on the development, management, and monitoring of budgets and financial planning issues.
• Plans, assigns, and reviews the work of the Analyst.
• Investigates and defines problems related to new programs.
• Develops, implements, monitors, and coordinates an organizational performance measurement system.
• Forecasts revenues and expenses and compiles financial information for planning.
• Develops and implements organizational budgetary processes, policies, and procedures.
• Manages budget preparation and monitoring activities.
• Assesses proposed legislation for financial impacts.
• Directs preparation of long-range financial plans.
• Analyzes financial feasibility of the plan and determines operating impacts for proposed capital improvement projects.
• Analyzes and manages special projects and analytical studies.
• Develops, maintains and distributes various financial reports comparing budget to actual.
• Monitors and analyzes purchase requisitions to ensure funding.
• Controls, processes and communicates budget transfers.
• Coordinates, processes, communicates and creates detail to support budget amendments.
• Creates, coordinates and conducts budget presentations for internal and external parties, including members of agency governance Board, as well as regulatory personnel.
• Creates, coordinates and communicates special financial requests and analysis.
• Gathers information and conducts surveys of funding partners and transit agencies.
• Develops, implements and/or administers special programs as assigned.
• Develops budget presentations, organizational and annual budget reports for submission to GFOA.
• Creates and maintains a budget database and records management system.
• Analyzes and models union contracts for use in negotiations.
• Provides staff supervision in developing justifiable recommendations for adjustments to permanent and other staffing needs, including financial impact and span of control considerations.
• Responsible for preparing annual funding model and working with local funding partners (City and County government agencies), as needed.

Required Qualifications:

• Bachelor’s Degree from a regionally or nationally accredited college or university in accounting plus five years of progressively responsible experience in one of the aforementioned areas; or a combination of related education, training, and experience.
• Additional directly related experience beyond the minimum requirement may substitute for the required education on a year-for-year basis.
• Experience must include three years in a supervisory capacity.

Desired Qualifications:

• A post-graduate degree in Accounting, Business or Public Administration.
• Certified Public Accountant (CPA) license.
• Qualifying experience of eight years to include at least three years of supervisory experience and at least three years of budget development in a local government environment.

Knowledge, Skills, and Abilities (KSAs):

• Knowledge in the design and use of financial and economic tools and models.
• Knowledge of the principles and practices of public and business administration.
• Knowledge of governmental finance and accounting.
• Knowledge of grant regulations, policies and guidelines.
• Proficient in the use of a personal computer and associated software including applications for word processing, spreadsheets and databases
• Ability to design, implement and evaluate financial data, reporting methods and procedures.
• Ability to research and analyze information and data, recognize trends to reach valid conclusions and make recommendations regarding plans for action.
• Ability to select, coach, supervise, motivate, train, develop, and evaluate the performance of staff through demonstration of managerial and leadership competencies, including integrity, accountability, communication skills and commitment to teamwork and excellence.
• Ability to exhibit a professional, courteous demeanor.
• Ability to work in a diverse environment.
• Excellent communication and interpersonal skills, including the ability to establish and maintain positive working relationships with those encountered in the course of work using principles of excellent customer service.

Work Environment and Special Considerations:

• Works in an office environment and requires long periods seated.
• This position requires close visual acuity to perform an activity such as viewing a computer terminal and extensive reading.
• This position requires the ability to verbally express or exchange ideas by means of spoken word.
• Any employee using a company vehicle must possess a valid Florida driver’s license and maintain a safe driving record.

Cell Phone Use Policy: The Agency anticipates that this position’s incumbent must be available throughout the workday and, on some occasions, after regular work hours. Therefore, as a condition of employment, the incumbent will be issued a cell phone and must adhere to the agency’s Wireless Communication Policy.
Support Personnel Workforce Members: LYNX provides the community with much needed public transportation, and it is important for the Agency to resume its services as quickly and as safely as possible in the event of any natural, technological, or human-caused emergency or disaster. This position is considered a support personnel of LYNX’s emergency preparation and response efforts during an emergency or disaster and as such, shall be expected to return to their normal work schedule as soon as possible or when otherwise notified after the emergency has occurred.

Reasonable accommodation will be made for otherwise qualified individuals with a known disability, when required by law. This description in no way states or implies that these are the only duties to be performed by the employee occupying this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by their supervisor.

Why Work at LYNX?

• We offer a comprehensive benefits package designed to support your well-being today and strengthen your financial security for tomorrow, including:
• Robust Retirement Package
• Defined contribution 401(a) plan with a 7% employer base contribution
• 100% employer match up to 3% of employee contributions into the 457 plan
• FREE employee only medical insurance
• Company paid life insurance and long-term disability insurance
• Competitive medical, dental, and vision coverage
• Short-term disability insurance available
• Flexible Spending Accounts
• Paid vacation, sick leave and holidays
• Employee assistance and wellness programs
• Access to our on site Employee Wellness Center
• FREE bus transportation for you, your spouse, and dependent children

Sponsorship Notice: LYNX does not sponsor employment-based visas, including H-1B. All candidates must be legally authorized to work in the United States at the time of application and throughout the duration of employment.
STEM OPT: LYNX is not a STEM-OPT Employer.

LYNX fully commits itself to providing equal opportunity to all persons without regard to race, color, national origin, sex, age, religion, or disability.