Finance Se

Catalis Regulatory & Compliance, LLC • Permanent • Florida, United States • 1d ago

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

What You Will Do

Provide financial processing support for the Florida Prepaid College and 529 Savings Plan.

Follow written procedures to accurately process financial transactions for the Florida Prepaid College Plan, including working exceptions, suspense, reapply payments, add/change ACH information, and add/change payroll contributions

Follow written procedures to accurately process financial correspondence including cancellations, school invoices, school transfer forms, refund requests, fee waiver requests, change of beneficiary/purchaser and plan/payment changes both accurately and timely

Initiate customer calls and emails and respond to inquiries accurately from both customers and other departments

Identify and report errors and inefficiencies which occur during processing

Adhere to all contractual requirements relating to processing of financial and written correspondence, payment processing, account maintenance

Use spreadsheets for recording payment histories, school invoice summaries, and refund summaries

Special projects and additional duties as assigned to ensure the daily and overall success of the company to meet our contractual requirements. This may involve assisting other departments as needed

What You Will Need to Succeed

One or more years of previous accounting, customer service, or financial transaction experience; a relevant degree may be substituted for experience. Ability to function in a work driven environment. Attention to detail, time management skills, ability to multitask, intermediate math skills, solid understanding of basic accounting principles, oral and written communication skills, 10-key adding machine by touch, computer mouse and PC skills. Word processing, intermediate spreadsheet application skills, ability to understand and solve complicated financial transactions/reconciliations, keyboard dexterity (20 to 35 wpm), analytical, customer service orientation, judgement, and initiative.

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 (PTO)

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.

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