Finance Analyst

Catalis Regulatory & Compliance, LLC•Tallahassee, FL

105d•Onsite

About The Position

This role supports the financial operations of Florida’s Prepaid College and 529 Savings Plans through accurate processing and record maintenance. It ensures compliance with regulatory standards and internal controls. By maintaining reliable financial data, it helps families plan confidently for future education. This role is based in our Tallahassee, FL office.

Requirements

Bachelor’s degree strongly preferred with degree minimum 3 years of experience in accounting, financial reporting/analysis, fraud detection, or auditing/investigation with a minimum of 5 years of experience in business process analysis.
Advanced Excel (macros, pivot tables, VLOOKUPs)
Intermediate Microsoft Word
Familiarity with MS Teams or Zoom-like platforms
Intermediate to advanced financial/mathematical skills.
Strong leadership and adaptability
Detail-oriented with excellent analytical ability
Customer service orientation and problem-solving mindset
Excellent oral and written communication skills
Ability to multi-task effectively

Responsibilities

Manage check/ACH distributions, prepare and review reconciliations, and continuously improve reconciliation processes to ensure accuracy, efficiency, and compliance.
Evaluate workflows, procedures, and controls to streamline operations, eliminate redundancies, and recommend enhancements that minimize financial risk.
Maintain and produce ad hoc, daily, weekly, and monthly departmental reports. Implement reporting solutions that add functionality and support informed decision-making.
Manage vendor relationships, contracts, and outsourced function implementations, ensuring compliance and service quality.
Assist in preparing audit documentation, respond to testing and inquiries, and support financial control initiatives.
Resolve complex customer account issues, conduct research, and provide timely responses while ensuring adherence to policies and guidelines.
Partner with leadership to identify issues, recommend solutions, and support organizational goals through effective communication and teamwork.
Complete additional assignments accurately and within deadlines, contributing to overall departmental success.

Benefits

health insurance
dental insurance
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