Supervisor, Operational Finance

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 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.

• 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

• 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

• 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

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

• 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)

• 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

• 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…