Operations Finance Analyst

CATALIS; Tallahassee (FL); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Competitive salary and benefits

401(k) plan with company match

Health, dental, vision insurance

Unlimited PTO

Tuition assistance and Udemy access

Parental leave

Disability insurance

Life insurance

Job summary

CATALIS is seeking a detail-oriented financial operations professional to support Florida’s prepaid programs in our Tallahassee office. The role will handle reconciliations, reporting, and vendor oversight, ensuring compliance and efficient processes.

Ideal candidates have a Bachelor’s degree (preferred) and several years of accounting/finance experience, with strong Excel skills, analytical ability, and leadership aptitude. This on-site role offers competitive pay and benefits.

Qualifications

• Bachelor’s degree strongly preferred.
• Minimum 3 years in accounting, financial reporting/analysis, fraud detection, or auditing/investigation.
• Minimum 5 years in business process analysis.

Responsibilities

• Financial Operations & Reconciliation: manage check/ACH distributions and reconciliations.
• Process Improvement & Risk Management: evaluate workflows and controls to streamline operations.
• Reporting & Analysis: produce ad hoc, daily, weekly, and monthly reports.
• Vendor & Contract Oversight: manage vendor relationships and contracts.
• Audit & Compliance Support: assist in audit documentation and testing responses.
• Customer & Client Support: resolve complex account issues and conduct research.
• Collaboration & Communication: partner with leadership to address issues and drive goals.

Skills

Advanced Excel (macros)

Analytical thinking

Leadership & adaptability

Education

Bachelor’s degree (preferred)

Tools

MS Word

MS Teams/Zoom-like platforms

Financial analysis tools

Job 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.

Description

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

• 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.