Cash Applications Specialist

Become part of the Parker Poe team that - for more than a century - has represented many of the Southeast's largest companies and local governments. We are a tight-knit firm that values the person beyond the lawyer or professional. Because of this, in addition to structured integration efforts, you will find that mentorship, professional development, and internal referrals happen organically. If you want to join a collaborative team providing sophisticated legal services - without losing sight of our calling to give back to our communities - this is the place to be.

Parker Poe is seeking a Cash Applications Specialist in our Charlotte NC office to provide cash application support as part of our Accounting & Finance team.

The Cash Applications Specialist is responsible for providing superior service to the Firm and is responsible for ensuring the timely and precise allocation of payments for fees and disbursements to both client and general ledger accounts. The Cash Applications Specialist is a non-exempt position that reports to the Billing & AP Manager. There are no direct reports for this position.

Primary Duties and Responsibilities

• Accurately apply high volume customer payments (ACH, wire, checks, credit cards) to outstanding invoices in Elite 3E.
• Research and resolve unidentified or misapplied payments and short payments.
• Coordinate with the Accounts Receivable team to resolve payment discrepancies or issues.
• Reconcile customer accounts and ensure all transactions are accurately recorded.
• Communicate with attorneys and legal support staff concerning proper application of payments.
• Conduct daily cash deposit reconciliation.
• Work closely with collection and billing staff ensuring correct application of client payments.
• Process accounts receivable write-off requests from billing attorneys.
• Apply on-account funds to accounts receivable, as needed.
• Provide client historical payment information, as needed.
• Respond to internal and external clients with courtesy and professionalism regarding account status, transaction details, or other cash matters.
• Perform research on inquires and communicate as necessary to keep all stakeholders informed.
• Produce and distribute reports as required.
• Ensure all Firm receipts are properly handled, safeguarded and posted.
• Process daily deposits and general ledger journal entries within required time frame.
• Identify issues and suggest solutions or enhancements for billing, disbursements, handling of Trust money and cash handling operations.
• Ensure all Firm policies and procedures are followed.
• Handle other duties and special projects as assigned.

Requirements

Parker Poe is an Equal Opportunity Employer and makes recruitment, employment, promotional and all other personnel decisions without regard to race, color, religion, national origin, age, sex, sexual orientation, gender identity, marital status, disability, veteran status or any other characteristic protected by law.