Senior Cash Applications Specialist
Overview
Join a collaborative Finance team as a Senior Cash Applications Specialist responsible for ensuring the accurate and timely application of client payments and supporting the integrity of financial records. This role will play an important part in billing, collections, reconciliations, and financial close activities while partnering with billing professionals, attorneys, clients, and internal stakeholders across multiple offices.
The ideal candidate is detail-oriented, proactive, and confident taking ownership of complex cash application issues. This is an opportunity to serve as a subject matter resource, improve processes, and mentor junior team members in a dynamic professional services environment.
Required Skills
- At least 3 years of experience owning cash application or accounts receivable processes; 5 years preferred
- Experience supporting daily cash application activities as well as month-end, quarter-end, and year-end close processes
- Ability to accurately apply incoming payments, including checks, wires, ACH payments, and credit cards
- Experience researching and resolving unapplied or misapplied payments
- Proficiency with billing software such as Elite 3E, Aderant, or a similar system
- Experience with e-billing platforms
- Intermediate Microsoft Excel skills and proficiency with Microsoft Office
- Understanding of billing procedures, fee arrangements, and client-specific billing guidelines
- Strong attention to detail, organization, follow-through, and time management
- Excellent written and verbal communication skills
- Ability to interact effectively with legal staff, clients, management, and support personnel
- Strong sense of accountability with a proactive approach to problem-solving
- Ability to collaborate effectively across teams and offices
Nice to Have Skills
- Experience in a law firm or professional services environment
- Familiarity with legal billing and client trust account transactions
- Experience reconciling trust account activity in accordance with applicable policies and standards
- Experience identifying and implementing process improvements
- Previous experience mentoring or serving as a subject matter expert for junior team members
- Experience working in a multi-office environment
Preferred Education and Experience
- Bachelor’s degree preferred
- Five or more years of cash application experience preferred
- Experience with Elite 3E, Aderant, or comparable legal billing systems preferred
- Legal industry experience preferred
Other Requirements
- Hybrid schedule with two remote days and three in-office days per week
- Position is based in either New York City or Boston
- Standard schedule is Monday through Friday, 9:00 a.m. to 5:00 p.m., with a one-hour lunch
- Business-casual work environment
- Successful completion of a background check and drug screen is required before starting
- Occasional collaboration with colleagues across multiple offices is required
