Finance Operations Supervisor — Processing & Compliance

CATALIS; Jacksonville (FL); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

Health insurance

401(k) plan with matching

Unlimited PTO

HSA and FSA options

Career development via Udemy

Job summary

Catalis is seeking a Finance & Financial Processing Supervisor to lead the Financial Processing and Matriculation team supporting multiple College Savings and 529 Savings programs. This hands-on leader develops staff, drives process improvements, and ensures service levels are met.

The role partners with multiple internal teams to deliver accurate financial processing and compliance. The position oversees daily operations, staffing, training, and performance metrics, with a focus on

Qualifications

• Bachelor's degree in Business Administration, Finance, Accounting, Operations Management, or a related field or equivalent combination of education and experience.
• 3–5+ years of progressive experience in financial operations, payment processing, banking operations, or account servicing.
• Minimum two years of direct supervisory experience leading operational teams.
• Preferred Experience supporting 529 College Savings, prepaid tuition, financial services, banking, or investment operations.

Responsibilities

• Lead the daily operations of the Financial Processing and Matriculation department.
• Ensure all contractual service levels and client commitments are consistently achieved.
• Oversee the accurate and timely processing of contributions, benefit payments and distributions, financial transactions, and reconciliations.
• Monitor workloads and balance resources to meet production demands.
• Identify operational risks and implement corrective actions before service levels are impacted.
• Supervise, coach, mentor, and develop a team of Quality Control and Financial Processing Representatives.
• Develop onboarding and training programs; maintain competency records.
• Ensure quality standards, monitor metrics, and communicate risks to leadership.
• Identify process improvements and participate in system implementations and SOP development.
• Ensure adherence to contracts, internal controls, regulatory requirements, and audits.

Skills

Leadership

Coaching

Analytical thinking

Communication

Customer service

Time management

Education

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

Tools

Microsoft Excel

Microsoft Office

ERP systems

Job description

Catalis is seeking a Finance & Financial Processing Supervisor to lead the Financial Processing and Matriculation team supporting multiple College Savings and 529 Savings programs. This hands-on leader develops staff, drives process improvements, and ensures service levels are met.

The role partners with multiple internal teams to deliver accurate financial processing and compliance. The position oversees daily operations, staffing, training, and performance metrics, with a focus on