Supervisor, Operational Finance

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

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

The Finance & Financial Processing Supervisor is responsible for leading the daily operations of the Financial Processing and Matriculation team supporting multiple College Savings and 529 Savings programs. This position oversees the timely and accurate processing of financial transactions, benefit payments, enrollments, account maintenance, and operational workflows while ensuring compliance with contractual obligations, regulatory requirements, and established service level agreements.

This role is a hands-on operational leader responsible for developing employees, driving operational excellence, implementing process improvements, and maintaining a culture of accountability and customer service. The supervisor serves as the primary escalation point for operational issues and partners closely with Client Success, Technical Support, Business Analysts, Reconciliation, Workflow, Compliance, and Systems teams to ensure seamless delivery of services.

This is an in-person role based out of our Jacksonville office.

What You Will Do

Operational Leadership

• 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, Returned payments, Financial Workflow processing, Exception processing. Etc
• Monitor operational workloads and balance resources to meet production demands
• Identify operational risks and implement corrective actions before service levels are impacted

People Leadership

• Supervise, coach, mentor, and develop a team consisting of Quality Control and Financial Processing Representatives
• Conduct regular one-on-one meetings, performance reviews, and coaching sessions
• Establish clear performance expectations and hold team members accountable
• Develop succession plans and reduce operational dependency on individual employees
• Foster a collaborative, customer-focused, and accountable team culture

Training & Employee Development

• Develop and maintain structured onboarding and training programs
• Create individual development plans for each employee
• Implement cross-training plans with measurable completion milestones
• Coordinate professional development opportunities, including Udemy learning paths
• Maintain training documentation and competency records

Operational Oversight

• Ensure quality standards are consistently met
• Monitor production metrics, accuracy, turnaround times, and workload distribution
• Review operational reports and identify trends requiring leadership attentionCoordinate with Workflow to ensure timely processing of work queues and exception items
• Ensure timely disposition of outstanding financial items, including exception processing and checks

Continuous Improvement

• Identify opportunities to improve operational efficiency and customer experience
• Recommend and implement process improvements
• Participate in system implementations, UAT, production support, and operational readiness activities
• Develop and maintain Standard Operating Procedures (SOPs)

Compliance & Risk Management

• Ensure adherence to Client contracts, Internal controls, Financial policies, Regulatory requirements and Audit standards
• Support internal and external audits
• Monitor compliance with operational procedures and quality standards
• Escalate operational or compliance risks appropriately

Reporting & Communication

• Prepare weekly operational reports for leadership
• Monitor departmental KPIs and communicate risks proactively
• Conduct regular team meetings
• Partner with cross-functional leaders to resolve operational issues
• Serve as the primary escalation point for Financial Processing operations

Requirements

What You Will Need to Succeed

• 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

Skills and Experience

• Strong leadership, coaching, and employee development skills
• Excellent organizational and time management abilities
• Strong analytical and problem-solving skills
• Ability to prioritize multiple competing responsibilities
• Excellent written and verbal communication skills
• Strong customer service orientation
• Experience managing operational metrics and KPIs
• Knowledge of financial transaction processing and reconciliations
• Working knowledge of internal controls and compliance requirements
• Advanced Microsoft Excel and Microsoft Office skills
• Ability to lead organizational change and drive continuous improvement

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.