Operations Finance Supervisor – 529 Programs & Compliance

Catalis, LLC; Jacksonville (FL); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Competitive salary and benefits

Health, dental, vision insurance

Unlimited PTO

HSA and FSA options

401(k) with matching

Paid parental leave

Udemy access for learning

Employee Assistance Program

Job summary

Catalis, LLC is seeking a Finance & Financial Processing Supervisor to lead the daily operations of the Financial Processing and Matriculation team for College Savings programs. This in-person role is based in our Jacksonville office and focuses on delivering accurate financial processing, payments, and account maintenance with a strong emphasis on compliance and client service.

The role combines hands-on leadership with program-wide oversight, driving performance, training, and continuous

Qualifications

• Bachelor's degree in Business Administration, Finance, Accounting, Operations Management, or related field or equivalent experience.

Responsibilities

• Lead the daily operations of the Financial Processing and Matriculation department.
• Ensure all contractual service levels and client commitments are achieved.
• Oversee accurate, timely processing of contributions, benefit payments, distributions, and related financial items.
• Monitor workloads and balance resources to meet production demands.
• Identify operational risks and implement corrective actions before SLAs are impacted.
• Supervise, coach, mentor, and develop a team of Quality Control and Financial Processing Representatives.
• Conduct regular performance reviews and coaching sessions.
• Establish clear performance expectations and accountability.
• Develop succession plans and reduce dependency on individuals.
• Foster a collaborative, customer-focused team culture.
• Develop onboarding and training programs; create individual development plans.
• Coordinate professional development opportunities and track progress.
• Maintain training documentation and competency records.
• Ensure quality standards, monitor metrics, turnaround times, and workload distributions.
• Review reports to identify trends and escalate when needed.
• Coordinate with Workflow to ensure timely processing of work queues and exceptions.
• Ensure timely disposition of outstanding financial items and exception processing.
• Identify opportunities to improve operational efficiency and customer experience.
• Contribute to system implementations, UAT, and production support.
• Develop and maintain Standard Operating Procedures.

Skills

Leadership

Coaching

Organization

Analysis

Communication

Customer service

KPIs

Internal controls

Microsoft Excel

Microsoft Office

Education

Bachelor's degree in Business Administration/Finance/Accounting/Operations Management

Tools

Microsoft Excel

Microsoft Office

Job description

Catalis, LLC is seeking a Finance & Financial Processing Supervisor to lead the daily operations of the Financial Processing and Matriculation team for College Savings programs. This in-person role is based in our Jacksonville office and focuses on delivering accurate financial processing, payments, and account maintenance with a strong emphasis on compliance and client service.

The role combines hands-on leadership with program-wide oversight, driving performance, training, and continuous