Finance Operations Lead — Reconciliations & Team Growth

CATALIS; Jacksonville (FL); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) with matching

Paid time off

HSA and FSA options

Udemy training access

Employee assistance program

Job summary

Catalis is seeking a Finance Operations Supervisor to lead a team of Analysts and Processors supporting college savings programs. You will manage transaction processing, reconciliations, and controls while ensuring compliance with contractual obligations and SLAs.

This hands-on leader develops staff, drives process improvements, and partners with cross-functional teams to deliver accurate, timely financial activities and exceptional client service.

Qualifications

• Bachelor’s degree in a related field or equivalent experience.
• 3–5+ years of progressive financial operations and processing experience.
• Minimum two years of direct supervisory experience in operations.
• Preferred experience with 529 College Savings or financial services.

Responsibilities

• Lead daily operations of the Finance department and ensure service levels.
• Coach, develop, and supervise Finance Analysts and Processors.
• Develop onboarding, training plans, and cross-training programs.
• Monitor performance metrics and drive process automation.
• Ensure compliance with contracts, controls, and regulatory requirements.

Skills

Leadership

Coaching

Analytical skills

Time management

Customer service

Communication

Education

Bachelor's degree in Business Administration, Finance, Accounting, Operations Management, or related field

Tools

Microsoft Excel

Microsoft Office

Job description

Catalis is seeking a Finance Operations Supervisor to lead a team of Analysts and Processors supporting college savings programs. You will manage transaction processing, reconciliations, and controls while ensuring compliance with contractual obligations and SLAs.

This hands-on leader develops staff, drives process improvements, and partners with cross-functional teams to deliver accurate, timely financial activities and exceptional client service.