Teams at CATALIS

Enters and validates assessment and sales information in Market Drive Software, sketches properties in Apex, organizes confidential records, resolves data discrepancies, answers customer inquiries, operates office equipment, manages schedules, and supports appraisers and assessors.

Supervise finance analysts and processors supporting college savings programs. Oversee transaction processing, account maintenance, reconciliations, exception management, operational controls, compliance, audits, performance metrics, training, and service-level adherence. Lead employee development, resource planning, issue escalation, process improvement, automation, system testing, and risk mitigation while partnering with client services, technology, accounting, compliance, and systems teams.

Supervises finance operations supporting College Savings programs, including transaction processing, account maintenance, reconciliations, exception management, controls, and compliance. Leads Finance Analysts and Financial Processors through coaching, training, performance management, and succession planning. Monitors service levels, operational metrics, risks, and quality standards while driving process improvements, automation, reporting, system testing, audit support, and cross-functional issue resolution.