Financial Planning and Analysis Director jobs in Boca Raton, FL

301 Datura Street, West Palm Beach, FL 33401 561.725.0800 PalmBeachTPA.org

FINANCIAL ACCOUNTING SPECIALIST
$61,900 - $98,000 ANNUALLY

FLSA Classification EXEMPT
Reports to Finance & Operations Manager

Type Regular, Full-time
Date Prepared May 27, 2022
Date Modified July 19, 2023

General Statement of Position:
The Finance & Accounting Specialist works as a collaborative member of the Palm Beach Transportation Planning
Agency’s (TPA) Finance Team.
The position’s primary responsibilities include accounting functions, account reconciliations, payroll processing,
staff reimbursements, accounts payable and receivable processes, report creation and monitoring, and record
keeping. Additional responsibilities include grant management and compliance activities. All work is performed
with considerable independence and initiative under the direction of the Finance & Operations Manager.
Position duties include:

• Perform general cost accounting and other related duties for the organization.
• Maintain the general ledger.
• Maintain the chart of accounts.
• Assist in preparing monthly and annual financial reports including but not limited to, balance sheets,

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• Administer full-cycle Accounts Payable and Accounts Receivable systems and processes.
• Serves as a backup and provides day-to-day assistance for cross-functional Finance Department needs.
• Maintain current knowledge of acceptable accounting practices and procedures.
• Perform all other duties as may be assigned to meet agency needs.

Minimum Qualifications:
To perform this job successfully, an individual must be able to perform each of the aforementioned essential
duties satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability
required. Reasonable accommodations may be made to enable individuals with disabilities to perform the
essential functions. Satisfactory completion of a position-specific skills test.
Education and Experience:

• Bachelor’s degree from an accredited institution in accounting, finance, business, or a related field is

• Four (4) or more years of experience in accounting, finance, business, or a closely related field is required.
• Certified Public Accountant (CPA) certification is preferred.
• Experience working with a government agency is preferred.

Certificates, Licenses, Registrations
Must have or obtain a valid Florida Driver's License and maintain a clean driving record.
Knowledge

• Generally Accepted Accounting Principles (GAAP) Governmental Accounting Standards Board (GASB),

• Accounting practices, financial report creation, and internal controls.
• Retirement and benefits administration.
• Basic mathematics and ability to calculate figures and amounts.

QuickBooks, and/or other accounting software programs.
Abilities

• Follow established processes, report results, analyze data, and draw logical conclusions.
• Analyze transactions and reports.
• Make appropriate correcting entries.
• Perform a wide variety of financial and accounting duties.
• Communicate clearly both orally and in writing.
• Use computer applications including the Microsoft Suite and Adobe Creative Suites of software.
• Serve effectively in group activities such as teams, task forces, and committees.
• Understand complex issues and explain them in “plain speak.”
• Work with minimal supervision and direction and to initiate projects and activities without direction.
• Work under pressure/stress with an extreme level of accuracy.
• Understand and care for the diverse members of Palm Beach County’s communities.

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Benefits
The TPA offers a competitive salary and excellent benefits package including paid leave and TPA-funded
insurance, retirement, transportation, and tuition reimbursements.
Working Conditions
While performing the duties of this job, the employee is subject to the following conditions:
Environment:

o The work is generally performed within an office environment.
o Lighting and temperatures are typically adequate, and there are few hazardous or unpleasant

conditions caused by noise levels, atmospheric levels, etc.
o The noise level in the work environment is typically quiet to moderate.

Physical Demands:
o The employee is generally sedentary, but may occasionally be required to stand, walk, stoop, kneel,

or bend at the waist.
o The ability to lift and carry 20 pounds as occasionally required.
o Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral

vision, depth perception, and ability to adjust focus.
o Specific hearing abilities required by this job include the ability to hear and speak to communicate in

person, before groups, and over the telephone.
Work Authorization/Security Clearance:

o The employee must successfully pass a criminal background check.
o The employee must successfully pass a credit check.
o The TPA will also verify the identity and employment authorization of individuals hired so the proper

completion of Form I-9 is required, which includes the employee providing documents evidencing
identity and employment authorization.

o The TPA is a drug-free workplace as provided in Section 440.101 et seq., Florida Statutes so the
employee may be subject to drug and alcohol screens, as permitted by law.

Travel
Approximately 5% to 10% of the employee’s time may be spent outside the office travelling to transportation-
related meetings and events.
Other Duties
The above information is intended to indicate the general nature and level of work performed by the employee
in this position. This description is not intended to contain or be interpreted as a comprehensive inventory of all
duties and qualifications required of employees assigned to this position. Duties, responsibilities, and activities
may change at any time with or without notice.