INTERUNIT LEAD (Pending Reclassification) – 43005047

Requisition No: 800589

Agency: Financial Services

Working Title: INTERUNIT LEAD (Pending Reclassification) – 43005047

Position Number: 43005047

Salary: $75,000.00 – $90,000.00

Posting Closing Date: 04/27/2023






This is an internal agency employment opportunity for current employees, including OPS, of the Department of Financial Services, the Office of Financial Regulation, and the Office of Insurance Regulation.

In order to be considered for this position, applicant responses to the qualifying questions, and work experience must be clearly defined within your work history, or the application may not be considered for the position.

What is Florida PALM?

The Florida PALM Project (the Project) is an enterprise project to replace the State of Florida’s legacy accounting, payroll, and cash management systems, using an enterprise resource planning solution. The Department of Financial Services (DFS) is leading this statewide initiative, which impacts stakeholders and users of the State’s financial data including all State agencies.

Who are we?

We are an innovative team of experts specializing in financial operations, business analysis, project management, change management and stakeholder relations. Working as part of the team at Florida PLAM provides a great opportunity to be part of a mission-driven organization that strongly supports its employees’ professional growth and development through training opportunities and knowledge sharing. You will also be able to see your work directly support the transformation of business processes supporting Florida State government.

To learn more about the Florida PALM Project, visit our website at


Bachelor’s degree in a relevant discipline (i.e., Accounting, Finance, Information Technology, Management Information Systems, Computer Science, or four (4) years of relevant experience in the area of discipline is required.

Additional requirement:

  • Three (3) years of experience in auditing, accounting, financial reporting and/or technical experience in (i.e., requirements gathering, data analysis, development, testing and implementation) for accounting systems.


  • Experience in creating financial or operating reports.
  • Experience working with large sets of data for analysis or report building.
  • Experience working in team environments (i.e., as a leader or as a member).
  • Project management experience.

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

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

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.

Minimum Qualifications for this position include the following REQUIRED ENTRY LEVEL KNOWLEDGE, SKILLS, AND ABILITIES:

  • Ability to effectively communicate information, verbally and in writing to individuals or groups.
  • Competent public speaking skills.
  • Ability to establish and maintain effective working relationships with others.
  • Ability to plan, organize and conduct workshops, seminars, and training classes.
  • Ability to research, interpret and prepare reports, presentations, and other documents.
  • Ability to analyze and interpret data, policy, and procedures.
  • Ability to utilize computer technology to solve business problems.
  • Knowledge of computer systems concepts.
  • Competent project management skills.

OTHER KSAs (Incumbent may learn on job:

  • Knowledge of FLAIR, CMS and other FFMIS subsystems.
  • Knowledge of accepted OCM approaches, practices, and procedures.
  • Ability to independently plan, organize, and coordinate work assignments.


This position assists in the execution of the Department of Financial Services’ responsibilities for the Florida PALM Project and serves as a state subject matter expert and exercises discretion and independent judgement with respect to accounting, financial reporting, data analytics, and data conversion.

This position deals with complex policies and procedures associated with the implementation of the State’s financial management solution.



  • Working with supervisor and leadership to establish priorities and due dates for work assignments and keeping them up to date on key work items.
  • Communicating concerns and executive contact immediately to your supervisor and/or project director.
  • Managing all deadlines in an organized manner to ensure timely completion of fully developed work products.
  • Applying critical thinking (e.g., don’t just solve the problem at hand, solve the core problem).
  • Adhering to DFS policies at all times (e.g., security, dress code, ethics).
  • Working as a team player and demonstrating a “teamwork” attitude and professional demeanor.
  • Preparing presentation materials and leading meetings with state agencies and other stakeholders.
  • Presenting at executive steering committee meetings and or advisory council meetings as requested.
  • Attending conferences, conventions, etc. to extend knowledge of accounting and ERP principles, processes, and changes.
  • Reviewing and providing input on current and proposed state and federal statutes and rules, and regulation changes (e.g., GASB standards) to determine impact to Project requirements.
  • Working with the financial management solution software implementation vendor, and other project resources (including contractors) to ensure adherence to State standards and established procedures for maintaining data and information accuracy and security.
  • Serving as the subject matter expert in the accounting and financial management functions for the Florida PALM Project.
  • Addressing the accounting and financial management functions, responsibilities, and needs of the Chief Financial Officer (CFO) and of the state agencies.
  • Assisting prepare required reports (e.g., proviso or statutory reports).
  • Working collaboratively with project team members, DFS business owners, state agency business owners and other stakeholders to ensure functional designs and configurations are developed to meet business requirements and result in the development of a user-friendly and comprehensive solution.
  • Consulting with subject matter experts, business users, and stakeholders of the financial management solution, researching statewide problems and recommending solutions to effect statewide implementation of the financial management solution.

Project Management and System Release Responsibilities:

  • Serving as the InterUnit Process lead
  • Making decisions on design functionality and business requirements.
  • Conducting in depth analysis and documentation for system configuration and reporting.
  • Completing system configuration where assigned.
  • Leading functional reviews for design, testing and other related activities, for reports and conversions.
  • Developing and executing test scripts to ensure system and reporting functionality meets the functional and technical requirements.
  • Assisting with user-acceptance testing sessions with state agencies and enterprise partners.
  • Assisting agencies and enterprise partners in understanding business process change impacts.
  • Implementing a knowledge base system to document system design
  • Assisting in training state agencies and enterprise partners.
  • Assist with data conversions, including the collection and organization of data.
  • Developing and assisting develop ad hoc queries to assist in reconciling accounts, identifying trends and other analysis as needed.
  • Identifying risk and issues, design requirements, or otherwise
  • Managing deliverables and work products to ensure compliance with the Project PMP and schedule.
  • Providing input on activities to include in the Project schedule.
  • Providing weekly updates to the Projects PMO on assigned schedule items.

The State of Florida is an Equal Opportunity Employer/Affirmative Action Employer, and does not tolerate discrimination or violence in the workplace.

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.

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