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Job Details

Financial Analyst

Location: Fort Myers, FL
Department: FINANCIAL SVS
Categories: Service/Support
Type: Full-Time
Shift: -
Schedule: Days

Description:

Responsible for the monthly financial reporting process along with the appropriate analysis, the reporting of statistics, proformas and the preparation of the annual budget for all assigned cost centers or entities. May also be responsible for managing sub processes within the department, such as SCAC, HBSI Action, CCA, external surveys, external audit, capital market support, and Adviser suite support.

Requirements:

Education: Bachelors degree w/accounting or finance concentration required.

Experience: Minimum 1-3 yrs broad based general accounting experience.

Other: Excel, Word, Ability to work under pressure, Ability to communicate effectively.


External and internal applicants, as well as position incumbents who become disabled, must be able to perform the essential job specific functions (listed within each job specific responsibility) either unaided or with the assistance of a reasonable accommodation to be determined by the organization on a case by case basis. If the requirement is not marked, then it is considered not applicable.
General Requirements (has the ability to…)
Sit - Continually ( i.e. Daily)
Stand - Continually ( i.e. Daily)
Walk - Continually ( i.e. Daily)
Drive - Occasionally (i.e. Monthly)
Bend - Frequently ( i.e. Weekly)
Maintain Balance - Occasionally (i.e. Monthly)
Reach - Occasionally (i.e. Monthly)

Sensory Requirements (has ability for…)
Far Vision - Occasionally (i.e. Monthly)
Near Vision - Continually ( i.e. Daily)
Color Vision - Continually ( i.e. Daily)
Depth Perception - Continually ( i.e. Daily)
Seeing Fine Details - Continually ( i.e. Daily)
Hearing Norm Speech - Continually ( i.e. Daily)
Hearing Overhead Pages - Continually ( i.e. Daily)
Telephone use - Continually ( i.e. Daily)

Mental & Emotional Requirements (ability to…)
Cope with high level of stress - Continually ( i.e. Daily)
Make decisions under high pressure - Continually ( i.e. Daily)
Cope with anger/fear/hostility of others in a calm way - Continually ( i.e. Daily)
Manage altercations - Occasionally (i.e. Monthly)
Concentrate - Continually ( i.e. Daily)
Handle a high degree of flexibility - Continually ( i.e. Daily)
Handle multiple priorities in stressful situation - Continually ( i.e. Daily)
Work alone - Continually ( i.e. Daily)
Demonstrate high degree of patience - Continually ( i.e. Daily)
Adapt to shift work -
Work in areas that are close and crowded - Continually ( i.e. Daily)

Hand Manipulation (ability with…)
Simple Grasping - Continually ( i.e. Daily)
Firm Grasping - Frequently ( i.e. Weekly)
Fine Manipulation - Frequently ( i.e. Weekly)
Use of Keyboards - Continually ( i.e. Daily)

Required Lifting (ability to lift…)
Up to 10 lbs - Continually ( i.e. Daily)

Pushing/Pulling (ability to push and pull…)
Up to 10 lbs - Continually ( i.e. Daily)