Finance Analyst

Catalis, LLC; Tallahassee (FL); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

Unlimited PTO

401(k) plan with matching contributions

Paid parental leave

Financial and legal assistance

Job summary

A government services provider in Tallahassee, FL, is looking for a Financial Operations professional to support Florida's Prepaid College and 529 Savings Plans. The role involves managing financial operations, ensuring compliance, and improving processes. A Bachelor’s degree along with 3 years of experience in accounting or financial analysis is preferred. The position offers competitive salary, unlimited PTO, and an inclusive work environment.

Qualifications

• Minimum 3 years of experience in accounting or financial analysis.
• At least 5 years of experience in business process analysis.
• Excellent oral and written communication skills.

Responsibilities

• Manage financial operations and reconcile accounts.
• Evaluate workflows and improve processes.
• Produce daily, weekly, and monthly departmental reports.
• Oversee vendor relationships and compliance.
• Assist in audit preparations and respond to inquiries.
• Resolve complex customer account issues.

Skills

Advanced Excel

Financial analysis

Leadership

Problem-solving

Customer service orientation

Education

Bachelor’s degree in relevant field

Tools

Microsoft Excel

Microsoft Word

Job description

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.