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Operations Finance Analyst

Catalis Regulatory & Compliance, LLC
Posted 4 months ago, valid for 21 days
Location

Tallahassee, FL 32302, US

Salary

Competitive

Contract type

Full Time

Health Insurance
Paid Time Off
Life Insurance
Disability Insurance
Employee Assistance
Flexible Spending Account

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Sonic Summary

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  • Catalis is seeking a candidate for a financial operations role supporting Florida’s Prepaid College and 529 Savings Plans, requiring a minimum of 5 years of experience in business process analysis and 3 years in accounting or financial reporting.
  • The position involves managing financial operations, improving processes, and ensuring compliance while maintaining accurate financial data for families planning for education.
  • Candidates should possess advanced Excel skills and strong analytical abilities, along with excellent communication and customer service skills.
  • The role offers a competitive salary and benefits, including unlimited PTO, health insurance, a 401(k) plan with matching contributions, and opportunities for personal development.
  • This position is based in Tallahassee, FL, and contributes to enhancing government service delivery and community impact.

Description

Who We Are

Catalis is a leading government Software as a Service (SaaS) and integrated payments provider, powering a wide range of government operations at the municipal, county, state, and federal levels. Our innovative solutions are designed to streamline processes, enhance efficiency, and improve the delivery of government services to the public. At Catalis, we are committed to leveraging technology to make government interactions simpler, faster, and more accessible.


The Opportunity

This role supports the financial operations of Florida’s Prepaid College and 529 Savings Plans through accurate processing and record maintenance. It ensures compliance with regulatory standards and internal controls.

By maintaining reliable financial data, it helps families plan confidently for future education.

This role is based in our Tallahassee, FL office.


What You Will Do

  • Financial Operations & Reconciliation: Manage check/ACH distributions, prepare and review reconciliations, and continuously improve reconciliation processes to ensure accuracy, efficiency, and compliance.
  • Process Improvement & Risk Management: Evaluate workflows, procedures, and controls to streamline operations, eliminate redundancies, and recommend enhancements that minimize financial risk.
  • Reporting & Analysis: Maintain and produce ad hoc, daily, weekly, and monthly departmental reports. Implement reporting solutions that add functionality and support informed decision-making.
  • Vendor & Contract Oversight: Manage vendor relationships, contracts, and outsourced function implementations, ensuring compliance and service quality.
  • Audit & Compliance Support: Assist in preparing audit documentation, respond to testing and inquiries, and support financial control initiatives.
  • Customer & Client Support: Resolve complex customer account issues, conduct research, and provide timely responses while ensuring adherence to policies and guidelines.
  • Collaboration & Communication: Partner with leadership to identify issues, recommend solutions, and support organizational goals through effective communication and teamwork.
  • Other Duties: Complete additional assignments accurately and within deadlines, contributing to overall departmental success.

Requirements

What You Will Need to Succeed

  • Bachelor’s degree strongly preferred with degree minimum 3 years of experience in accounting, financial reporting/analysis, fraud detection, or auditing/investigation with a minimum of 5 years of experience in business process analysis.
  • Required technical skills: Advanced Excel (macros, pivot tables, VLOOKUPs), Intermediate Microsoft Word, familiarity with MS Teams or Zoom-like platforms, intermediate to advanced financial/mathematical skills.
  • Additional seeking strong leadership and adaptability, detail-oriented with excellent analytical ability, customer service orientation and problem-solving mindset, Excellent oral and written communication skills, Ability to multi-task effectively


What we Offer

  • A dynamic and supportive work environment in a mission driven organization
  • Competitive salary and benefits package, including health, dental, vision insurance
  • Unlimited PTO (paid time off)
  • HSA and FSA options
  • 401(k) plan with matching contributions
  • Paid parental leave
  • ABLE matching contributions for the disability community
  • Employer paid short term and long-term disability insurance and group term life insurance
  • Financial and legal assistance through our EAP (Employee Assistance Program)
  • Opportunities for personal development and career advancement with free access to unlimited courses via Udemy
  • The chance to make a significant impact on the delivery of government services and the lives of citizens


EEO Statement

We are an equal opportunity employer and value diversity. We are committed to an inclusive environment for all. All candidates will be considered based on qualifications, merit, and business needs without regard to race, color, religion, national origin, age, non-qualifying mental or physical disability, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, veteran status, or any other characteristic protected by applicable law.




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