Finance Service Representative

CATALIS; Jacksonville (FL); On-site; USD 38,000 - 58,000; Full time

Benefits offered by this job

Health insurance

401(k) matching

Paid parental leave

HSA and/or FSA options

Udemy courses

Job summary

Catalis, based in Jacksonville, FL, is seeking a Finance Service Representative to support prepaid and college savings programs. This in-person role requires handling financial and records tasks, customer inquiries, and reconciliation activities to ensure accurate account activity.

You will work in a fast-paced government SaaS environment with opportunities for cross-training and professional development. The role emphasizes accuracy, collaboration, and service quality in a mission-driven

Qualifications

• Minimum 1-year experience performing transactional work in ICSS or a comparable industry.
• Proficiency using Excel.
• Analytical, detail-oriented with strong problem-solving ability.
• Strong communication and ability to provide feedback to team members.

Responsibilities

• Perform financial and non-financial transactional work according to procedures and business rules.
• Handle customer service tasks including inbound/outbound calls and records support.
• Reconcile credit card contributions to record-keeping system.
• Research and resolve payment exceptions and discrepancies.
• Assist with quarterly statements and tax reporting review.

Skills

Excel

Analytical skills

Attention to detail

Communication

Tools

Workflow management tool

Job description

Who We Are

Catalis is a leading government Software as a Service (SaaS) and integrated payments provider, powering a

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

As a Finance Service Representative, you will be responsible for all functions necessary to provide Customer Service and Records Administrative Services for Prepaid and/or College Savings programs. This is an in-person role based in our Jacksonville, FL office.

What You Will Do

• Performs financial and non-financial transactional work according to procedures/plan business rules. Functions include but are not limited to:
• Financial – Participant contributions, withdrawals, refunds, lockbox reconciliation, monetary adjustments, plan changes, Inter-Account Transfers, School invoice and Distribution Processing, Etc.
• Non-Financial - banking changes, finance, and matric correspondence, Etc.
• Adheres to internal service level standards (pre-defined turnaround times by function).
• Trains or cross-trains team members to continue to develop their knowledge base and proficiency levels
• Acts as subject matter expert and “go to” for questions and/or clarifications team members may have
• Responsible for some customer service functions to include answering inbound phone calls from prospective and existing customers and/or placing outbound calls
• Perform reconciliation activity of credit card contributions to record keeping system
• Research and resolve payment exception items to include but not limited to suspense items, payroll exception items, contribution reversals, withdrawal reversals
• Respond to inquiries and address/resolve issues as requested by internal customers (Customer Service, Corporate Finance, ICSS Reconcilement Unit) and external customers (ICSS clients)
• Perform quality review of periodic financial activities including but not limited to quarterly participants statements and tax reporting
• Assists in any other functions as deemed necessary based on work volume including cross training on matriculation duties

What You Will Need to Succeed

• Minimum 1-year experience performing transactional work in ICSS or other comparable industry
• and/educational experience
• Self-starter, analytical, research and deductive reasoning skills, attention to detail, highly motivated
• Quick learner
• Thrives in a fast-paced, production environment and stays calm during stressful situations
• Ability to effectively communicate with, teach and provide feedback to team members
• Proficiency using Excel
• Ability to develop proficiency using Administrative-level workflow management tool

What We Offer

• A dynamic and supportive work environment in a mission driven organization
• Competitive salary and benefits package, including health, dental, vision insurance
• 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,