Operations Finance Analyst

Posted 3 Days Ago
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Edmonton, AB, CAN
In-Office
Senior level
Information Technology • Consulting
The Role
Manage financial operations for education savings plans, including check and ACH distributions, reconciliations, reporting, process improvement, risk management, vendor and contract oversight, audit support, and complex customer account resolution. Maintain accurate financial records, strengthen internal controls, ensure regulatory compliance, improve workflows, and collaborate with leadership to support informed decision-making and departmental goals.
Summary Generated by Built In

Description

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

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 Edmonton office Monday - Friday. 

 What we Offer

Catalis is a fast growing and award-winning technology company that serves small urban and rural municipal governments across Canada. We offer competitive compensation, full paid vacation, and comprehensive health & dental benefits. We focus a lot of energy on professional development, offering free access to unlimited Udemy courses for personal and professional advancement, as we want our employees to ride the wave and grow with our business. We strive to be an example of a successful high-growth technology company in Alberta, and our team members depend on each other to make it happen.

This opportunity is based at Catalis’ office in Old Strathcona (Edmonton, Alberta). Our new office includes an innovative vibe, stand-up desks for all staff, foosball games, an active workplace enrichment committee, fitness challenges, an office dog, lounge areas, and more!

What You Will Do

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

Requirements

What You Will Need to Succeed

  • 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.
  • Required technical skills: Advanced Excel (macros, pivot tables, VLOOKUPs), Intermediate Microsoft Word, familiarity with MS Teams or Zoom-like platforms, intermediate to advanced financial/mathematical skills.
  • Additional seeking 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

 Catalis is committed to building and promoting a diverse workforce and celebrates the unique qualities that individuals of various backgrounds and experiences offer. As an equal employment opportunity employer, all qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, and other protected status as required by applicable law. 

Skills Required

  • Bachelor's degree strongly preferred
  • Minimum 3 years of experience in accounting, financial reporting or analysis, fraud detection, or auditing/investigation
  • Minimum 5 years of experience in business process analysis
  • Advanced Microsoft Excel skills, including macros, pivot tables, and VLOOKUPs
  • Intermediate Microsoft Word skills
  • Familiarity with Microsoft Teams or Zoom-like platforms
  • Intermediate to advanced financial and mathematical skills
  • Leadership and adaptability
  • Strong attention to detail and analytical ability
  • Customer service orientation and problem-solving mindset
  • Excellent oral and written communication skills
  • Ability to multitask effectively
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The Company
HQ: Alpharetta, Georgia
596 Employees

What We Do

Catalis is the transformational SaaS and integrated payments partner powering all levels and sizes of government – municipalities, counties, states, and federal agencies. We deliver fully integrated solutions to government agencies that streamline workflows, save time, and improve public engagement. With our industry-specific support, we help agencies remain at the forefront of technology in government

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