Job Description

Requisition No: 887107

Agency: Financial Services

Working Title: FINANCIAL EXAMINER/ANALYST I - 43000287

Pay Plan: Career Service

Position Number: 43000287

Salary: $45,000.00 - $50,000.00

Posting Closing Date: 11/23/2026

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*****OPEN COMPETITIVE EMPLOYMENT OPPORTUNITY*****

CLASS TITLE: FINANCIAL EXAMINER ANALYST I

DIVISION: TREASURY

BUREAU: COLLATERAL MANAGEMENT

CITY: TALLAHASSEE

COUNTY: LEON

Requirements:

• High school diploma or its equivalent.
• Ability to use Microsoft Office suite including Microsoft Word, Excel, and Outlook.

Preferences:

• Two (2) years of customer service experience.
• One (1) year of professional experience in preparing and maintaining accounting and/or financial records.
• Bachelor’s degree from an accredited college or university with a major in Business Administration, Accounting, or Finance.

MINIMUM QUALIFICATIONS FOR THIS POSITION INCLUDE THE FOLLOWING REQUIRED ENTRY LEVEL KNOWLEDGE, SKILLS AND ABILITIES:

• Knowledge of the methods of compiling and analyzing data.
• Knowledge of accounting principles, practices and procedures.
• Ability to recognize validity, authenticity and propriety of accounting records.
• Ability to prepare reports.
• Ability to conduct financial records audits.
• Ability to understand, interpret and apply laws, rules, regulations, policies and procedures.
• Ability to plan, organize and coordinate work assignments.
• Ability to utilize problem solving techniques.
• Ability to investigate, review, analyze and interpret accounting, security, and other related data.
• Ability to prepare and maintain accounting records.
• Ability to communicate effectively verbally and in writing.
• Ability to work independently.
• Ability to establish and maintain effective working relationships with others.
• Ability to use a personal computer.
• Skill in composing and constructing letters and narrative reports.
• Skill in proofreading and editing.
• Skill in word processing, spreadsheet, and data system software compatible with established division/department standards.

SPECIAL NOTES:

The hiring salary range for this position is $45,000.00 - $50,000.00, commensurate with experience.

Employees of the Department of Financial Services are paid on a monthly pay cycle.

This position is not eligible for teleworking. Applicants will be required to work in the Tallahassee Office located at 1801 Hermitage Blvd.

Interview will consist of: Oral interview questions and work sample. Work samples will be answered using Microsoft Word and Excel.

Candidate Profile (application) must be completed in its entirety. Please read below:

• It is unacceptable to use the statement “See Resume”.
• Please include the names and phone numbers for the supervisor(s) and/or Human Resource Department for all periods of employment.
• Account for and explain any gaps in employment so that the hiring process is not delayed.
• Experience, education, training, knowledge, skills, and/or abilities as well as responses to pre-qualifying questions must be verifiable to meet the minimum qualifications.
• Each field (address, city, and state, dates, phone numbers, etc.) should be completed.
• Experience and/or degree requirements must be met at the time of application submission to be considered.
• Upon the selection of the top candidate, a current supervisory reference contact will be required.

All responses to the qualifying questions for this job advertisement must be verifiable in your State of Florida employment application.

This position requires a security background check, including fingerprint as a condition of employment.

Responses to qualifying questions must be clearly supported by the state application and any omission, falsification, or misrepresentation in the answering of the qualifying questions will be cause for immediate elimination from the selection process.

BRIEF DESCRIPTION OF DUTIES:

1. Maintains accounting systems relative to account administration for various regulated entities (insurance companies, financial institutions, Lottery vendors, etc.) for the establishment, activation and/or deactivation of accounts for the deposit or pledging of collateral. Evaluates regulatory documents used in establishing system’s depositing accounts.
2. Analyzes and processes name change/merger documentation for various regulated entities (insurance companies, trust companies, financial institutions, etc.), and for financial institutions serving as collateral issuers of certificates of deposit used to secure regulatory required deposits. Investigates unusual findings and reports action taken for routine transactions or recommends corrective action for supervisor’s approval on complex transactions.
3. Reviews and processes trust business annual reports. Determines compliance or non-compliance with statute and office policies. Research and reports material discrepancies or deficiencies to management, advises businesses of corrective action required, and resolves problems.
4. Communicates and consults, in verbal and written form, with regulating authorities, officials of regulated entities, management and staff, and the public relative to the Bureau’s Collateral Administration business services.
5. Processes Certificate of Deposit Agreements for financial institutions seeking to serve as collateral issuers of certificates of deposit used to secure regulatory required deposits.
6. Prepares periodic and special purpose financial and management reports dealing with the accounts established for the deposit and pledging of collateral.
7. Performs related work as required within the department.

If you are a retiree of the Florida Retirement System (FRS), please check with the FRS on how your current benefits will be affected if you are re-employed with the State of Florida. Your current retirement benefits may be canceled, suspended, or deemed ineligible depending upon the date of your retirement.

Candidates requiring a reasonable accommodation, as defined by the Americans with Disabilities Act, must notify the agency hiring authority and/or People First Service Center (1-866-663-4735). Notification to the hiring authority must be made in advance to allow sufficient time to provide the accommodation.

The State of Florida supports a Drug-Free workplace. All employees are subject to reasonable suspicion drug testing in accordance with Section 112.0455, F.S., Drug-Free Workplace Act.

VETERANS’ PREFERENCE. Pursuant to Chapter 295, Florida Statutes, candidates eligible for Veterans’ Preference will receive preference in employment for Career Service vacancies and are encouraged to apply. Certain service members may be eligible to receive waivers for postsecondary educational requirements. Candidates claiming Veterans’ Preference must attach supporting documentation with each submission that includes character of service (for example, DD Form 214 Member Copy #4) along with any other documentation as required by Rule 55A-7, Florida Administrative Code. Veterans’ Preference documentation requirements are available by clicking here. All documentation is due by the close of the vacancy announcement.