Cash Application Specialist

About the Job

We are looking for candidates with a strong Cash Applications, Accounts Receivable, Finance, and/or account reconciliation background who are comfortable independently researching payment activity through resolution. You will primarily support reconciliation efforts related to:
● Prepayments
● Deposits
Both accounts currently contain unapplied cash activity that requires detailed research to identify the appropriate customer, invoice, job, or project associated with each payment and ultimately move the item through resolution and application. This is a project based role.

Responsibilities

Key Responsibilities

The temporary resources will be responsible for:

● Reviewing and reconciling unapplied deposit and prepayment activity

● Researching payment details across available systems and supporting documentation

● Identifying the correct customer, invoice, job, or project associated with each payment

● Reaching out to customers, sales representatives, billers/billing teams, and other internal teams to obtain missing information

● Maintaining organized email correspondence and managing follow-ups

● Documenting research, responses, status, and next steps for outstanding items

● Following items through to resolution rather than completing only the initial research

● Partnering with the Cash Applications team to ensure identified payments can be applied appropriately

● Meeting established daily and weekly productivity/reconciliation quotas

Qualification

Candidate Profile

We are looking for candidates who have:

● Previous Cash Applications and/or Accounts Receivable experience

● Experience with account reconciliation and payment research

● Strong investigative and problem-solving skills

● Ability to work through high-volume transaction-level detail

● Strong written communication skills, particularly professional email correspondence

● Strong email and task-management skills

● Consistent follow-up and follow-through

● Ability to work independently and escalate roadblocks appropriately

● Strong attention to detail and accuracy

● Ability to work within defined daily and weekly performance expectations