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 Operations Supervisor is responsible for leading the daily activities of a team of Finance Analysts and Financial Processors supporting multiple College Savings programs. This position oversees financial transaction processing, account maintenance, reconciliations, exception management, and operational controls to ensure the accurate and timely execution of financial activities while maintaining compliance with contractual obligations, regulatory requirements, and 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, accuracy, and customer service. The supervisor serves as the primary escalation point for operational and financial issues and partners closely with Client Services, Technical Support, Business Analysts, Accounting, Compliance, and Systems teams to ensure seamless service delivery and financial integrity.
What You Will Do:
Core Responsibilities
Operational Leadership
- Lead the daily operations of the Finance department.
- Ensure all contractual service levels and client commitments are consistently achieved.
- Oversee the accurate and timely processing of contributions, distributions, account maintenance transactions, returned payments, exception processing, and other financial transactions.
- Ensure daily, weekly, and monthly reconciliation activities are completed accurately and within established timelines.
- Monitor operational workloads and balance resources to meet production and quality expectations.
- Identify operational and financial risks and implement corrective actions before service levels or financial controls are impacted.
- Serve as the primary escalation point for complex transaction and reconciliation issues.
People Leadership
- Supervise, coach, mentor, and develop a team of Finance Analysts and Financial Processors.
- Conduct regular one-on-one meetings, performance reviews, and coaching sessions.
- Establish clear performance expectations related to productivity, quality, accuracy, and timeliness.
- Monitor employee performance and hold team members accountable for results.
- Develop succession plans and reduce operational dependency on individual employees.
- Foster a collaborative, customer-focused, and accountable team culture.
- Recognize and develop high-performing employees for future advancement opportunities.
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 across financial processing and reconciliation activities.
- Monitor key operational and financial performance metrics.
- Identify and implement opportunities for process automation and workflow improvements.
- Support system enhancements, testing activities, and operational readiness initiatives.
- Develop and maintain reporting that provides visibility into operational performance, reconciliation activity, and exception trends.
- Promote continuous improvement initiatives that enhance efficiency, scalability, and financial accuracy.
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.
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
- 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.
