Finance Service Specialist – Government Programs

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

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