EDUCATION AND TRAINING SPECIALIST- SES (WORKING TITLE: READINESS MATERIALS ANALYST)

Requisition No: 861487

Agency: Financial Services

Working Title: EDUCATION AND TRAINING SPECIALIST- SES (WORKING TITLE: READINESS MATERIALS ANALYST) - 43005042

Pay Plan: SES

Position Number: 43005042

Salary: $65,000.00 - $80,000.00

Posting Closing Date: 10/08/2025

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

CLASS TITLE: EDUCATION AND TRAINING SPECIALIST- SES

WORKING TITLE: READINESS MATERIALS ANALYST

DIVISION: FINANCIAL SERVICES

BUREAU: FLORIDA PALM

CITY: TALLAHASSEE

COUNTY: LEON

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 replacing the State of Florida’s accounting and cash management systems with a financial management solution (FMS) that will allow the State to organize, define and standardize its financial management processes. This is a multiple year Project. The Department of Financial Services (DFS) is leading this statewide initiative, which impacts stakeholders and users of the State’s financial data including the 35 State agencies.

Who are we?

We are an innovative team of experts specializing in financial operations, business analysis, information technology, project management, change management and stakeholder relations. Working as part of the team at Florida PALM 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 www.myfloridacfo.com/floridapalm

SPECIAL NOTES:

Four (4) years of experience in project management, business analysis, communication or administrative experience is required. A postsecondary may be used as an alternative for the years of experience on a year-for-year basis.

Additional requirements:

• Experience developing materials to explain changes in processes or procedures
• Experience developing and / or presenting materials at workshops, conferences, or other events

• Experience writing or creating documentation for consumption by others

• Experience using Excel to create spreadsheets, construct and optimize complex formulas, and enhance data visualization with conditional formatting, charts and pivot tables

Preferences:

• Experience applying project management principles

• Experience working in an area that required knowledge and understanding of how the State of Florida manages accounting and cash management needs
• Experience working on a large project that impacted individuals across numerous organizations
• Experience creating and maintaining Smartsheet Workspaces, reports, and dashboards

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

Salary Range: $65,000.00 - $80,000.00

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:

• Information Gathering – Knowing how to find information and identifying essential information.
• Information Organization – Finding ways to structure or classify multiple pieces of information in a logical, easy to consume manner.
• Critical Thinking – Using logic and analysis to identify strengths and weaknesses of different approaches.
• Identifying Downstream Consequences – Determining the long-term outcomes of a change in operations.
• Active Learning – Working with new material or information to grasp its implications.
• Systems Evaluation – Looking at many indicators of system performance, taking into account their accuracy.
• Identification of Key Causes – Identifying the things that must be changed to achieve a goal.
• Coordination – Adjusting actions in relation to others’ actions.
• Computer – Applying knowledge of computer software including applications.
• Communications – Using strong presentation, verbal, and written communication skills with the ability to articulate complex ideas in easy-to-understand business terms to management.
• Analytical Skills – Measuring and analyzing data to spot trends and to find problem areas.
• Data Analysis and Visualization – Using Excel to create spreadsheets, construct and optimize complex formulas, and enhance data visualization with conditional formatting, charts and pivot tables.

OTHER KSAs (Incumbent may learn on job):

• Ability to use Smartsheet.

• Ability to develop and maintain effective working relationships with others within and outside the Project.
• Knowledge of workforce transformation or organizational change management.
• Knowledge of project management standards and applications.

BRIEF DESCRIPTION OF DUTIES:

OBJECTIVE:

As a member of the Material Development Team, this position will create and maintain materials and resources to support State agencies and enterprise partners in readiness activities for the implementation of the State’s financial management solution.

• Creating and maintaining readiness materials including the Readiness Workplan, Task Instructions and supporting materials, meeting materials, deliverables and work products.

• Creating and maintaining Smartsheet Workspaces, reports, and dashboards.
• Providing knowledge transfer of readiness materials to the Readiness Team.
• Developing and maintaining relationships with agency Change Champion Networks (CCN).
• Identifying agency specific challenges and misconceptions and working with the agency and project team members to disposition each challenge and misconception.
• Developing, communicating, monitoring, and tracking tasks in the Readiness Workplan.
• Facilitating meetings, trainings, workgroups, and workshops as necessary, including regular CCN touchpoints and Town Hall meetings.
• Assisting agencies and enterprise partners in understanding people, process, technology, and data change impacts.
• Developing and implementing ways to communicate changes and help agencies understand change impacts.
• Developing materials and approaches based on analysis of previous implementation (i.e., lessons learned).
• Working collaboratively with project team members, DFS business owners, state agency business owners and other stakeholders to ensure end users are aware of changes in preparation of the solution implementation.
• Analyzing and reviewing processes and procedures and identifying ways to communicate new processes.
• 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 or potential risks immediately to your supervisor and/or project leadership.
• Managing all deadlines in an organized manner to ensure timely completion of fully developed work products.

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.

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.