Supervisor, Operational Finance

Catalis Regulatory & Compliance, LLC • Jacksonville, FL

15h • Onsite

About The Position

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.

Requirements

• 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
• 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

Nice To Haves

• Preferred Experience supporting 529 College Savings, prepaid tuition, financial services, banking, or investment operations

Responsibilities

• 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.
• 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 Financial Processing operations

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level