Finance Service Representative

Catalis is seeking a Finance Service Representative to process financial transactions and support the Florida Prepaid College and 529 Savings Plans. This onsite position involves handling accounts, answering inquiries, identifying errors, and adhering to contractual requirements. The role requires accuracy, attention to detail, and a strong understanding of basic accounting principles.

Requirements

• Follow written procedures to accurately process financial transactions for the Florida Prepaid College Plan, including 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.
• 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
• Willingness to learn and assist other departments

Benefits

• 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
• Group term life insurance
• Financial and legal assistance through EAP
• Opportunities for personal development and career advancement via Udemy