Cash Application Associate

Job Title: Cash Application Associate

Department: Finance / Accounts Receivable

Reports to: Cash Application Team Lead

Location: Remote

The Cash Application Associate is responsible for executing and overseeing critical processes within the accounts receivable cycle, including accurate payment application, account reconciliations, discrepancy resolution, and serving as the first level of review prior to escalation to the Team Lead. This role will also act as a primary point of contact for AR-related matters across teams while continuing to apply payments as needed.

Key Responsibilities:

• Accurately and timely apply customer payments (EFT, checks, ACH, etc.) 
• Perform regular account reconciliations between the accounting system and internal platforms
• Investigate and resolve discrepancies related to payments, invoices, or misapplied funds.
• Review team members’ work as a first-level quality check before reaching the Team Lead.
• Document procedures and suggest improvements to enhance efficiency and compliance.
• Act as the primary point of contact for Cash Application in collaboration with Accounts Receivable  
• Support month-end close processes and assist with internal or external audits when needed.
• Help train new team members and assist in updating standard operating procedures (SOPs).

Requirements:

• Bachelor’s degree in Business, Finance, or Accounting preferred.
• Minimum 2–3 years of experience in Cash Applications or related AR roles.
• Proficiency with financial tools and platforms such as QuickBooks Online, SaaSAnt, Excel, Dropbox, and Slack.
• Strong analytical skills and the ability to resolve complex issues independently.
• High attention to detail and a continuous improvement mindset.
• Excellent written and verbal communication skills in English.

Key Skills:

• Analytical thinking
• Proactivity and autonomy
• Time management
• Effective communication
• Team collaboration
• Adaptability
• Leadership qualities
• Ability to thrive in a fast-paced, high-volume environment