Accountant II/III

Job Description

Typical duties include but are not limited to:

• Performs and reconciles cash, treasury, and investment accounts, including banking and clearing accounts, ensuring accuracy and alignment with the general ledger.
• Conducts monthly bank reconciliations, year-end accruals, and periodic audits of cash-handling operations to maintain compliance with internal controls, regulatory requirements, and university policies.
• Prepares and records interest revenue, allocations, accounting transactions, and investment performance/return reports related to merchant services, banking fees, appropriations, escheatment, and other cash-related accounts.
• Monitors ACH authorizations, outstanding checks, and other aging analyses, performing required notifications, follow-ups, and resolution of discrepancies.
• Audits accounting transactions to ensure compliance with FGCU policies, federal and state regulations, and GAAP standards.
• Coordinates and maintains quarterly, annual, and state-required filings, including unclaimed property/public depositor reports, ensuring compliance with Florida and multi-state regulations and supporting audit readiness.
• Generates analytical reports and trend analyses on cash activity, credit card usage, and treasury operations to support informed financial decision-making.
• Analyzes bank fees, contractual agreements, and treasury operations to ensure accuracy, cost compliance, and operational efficiency.
• Identifies process improvement opportunities, strengthen internal controls, and provide actionable recommendations to leadership based on financial analysis and operational insights.
• Maintains supporting documentation and databases for transaction verification, auditing, and internal recordkeeping.
• Responds to customer accounting questions and problems. Researches and analyzes the history of accounting transactions, performs queries, and generates supporting documentation.

Other Duties:

• Performs other job-related duties as assigned.

Additional Job Description

Required Qualificationsfor Accountant II:

• This position requires either six years of directly related full-time experience or, as an alternative, a Bachelor's degree from an accredited institution in Accounting or closely related field and two years of full-time experience directly related to the job functions.
• Experience operating a personal computer and proficient with Microsoft Office (Word, Excel, Outlook).
• Any appropriate combination of relevant education, experience, and/or certifications may be considered.

Required Qualificationsfor Accountant III:

• This position requires either eight years of directly related full-time experience or, as an alternative, a Bachelor's degree from an accredited institution in Accounting or closely related field and four years of full-time experience directly related to the job functions.
• Experience operating a personal computer and proficient with Microsoft Office (Word, Excel, Outlook).
• Any appropriate combination of relevant education, experience, and/or certifications may be considered.

Preferred Qualifications:

• Bachelor's Degree from an accredited institution in Accounting, Finance, or related field.
• Accounting experience in a higher education setting.
• Experience with Banner Finance module.
• Experience overseeing or leading cash management or treasury-related accounting processes.
• Experience in higher education, governmental, or similarly regulated environments.
• Experience with ERP financial systems (e.g., Workday or comparable systems).

Knowledge, Skills & Abilities:

• Proven ability to think strategically and approach challenges with creativity.
• Demonstrated track record of reliability, meeting goals, and holding oneself accountable.
• Strong interpersonal skills and experience working effectively across teams.
• Knowledge of generally accepted accounting principles (GAAP) and Governmental Accounting Standards Board (GASB) as they related to higher education accounting activities.
• Knowledge of or ability to learn Banner or similar enterprise financial management software application.
• Strong verbal and written communication skills.
• Excellent organizational skills and the ability to prioritize and complete simultaneous projects.
• Skill in completing assignments accurately and with attention to detail.
• Ability to interact in a professional manner with staff, faculty, students, and the community in a service-oriented environment.
• Ability to work successfully as both a member of a team and independently with minimal supervision.
• Ability to take initiative to plan, organize, coordinate and perform work in various situations when numerous and competing demands are involved.
• Ability to use effective decision making and problem solving techniques.
• Ability to interpret and apply laws, regulations, policies and procedures consistently.
• Ability to analyze and interpret financial data and prepare financial reports, statements, and projections.

Institutional Values & Behavioral Expectation:

In this role, the successful candidate will be expected to:

• Seek out new approaches to improve outcomes; remain open for feedback and new ideas.
• Lead with integrity; consistently produce high-quality work; persevere to overcome obstacles to meet deadlines and achieve deliverables.
• Share information and insights thoughtfully; build partnerships across departments; communicate respectfully; support colleagues to achieve common goals.

Accountant II - Pay Grade 17

Accountant III - Pay Grade 18

Applicants will be evaluated for roles as either Accountant II or Accountant III based on their qualifications.

FGCU is a State University System of Florida member and an Equal Opportunity and Equal Access employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability, or protected veteran status.