Cash Applications Manager

• Newly created team that is a blend of legacy employees and newly hired team to support the go-forward company structure now owned by Private Equity.
• Start-up company previously inside a 100- year old financial services giant
• New entity is $3.5B in sales, global client base with Top 10 status in industry

• Newly created team that is a blend of legacy employees and newly hired team to support the go-forward company structure now owned by Private Equity.
• Start-up company previously inside a 100- year old financial services giant
• New entity is $3.5B in sales, global client base with Top 10 status in industry

• Merit-based culture that rewards ownership, agility, and results
• Opportunity to step into a highly visible Senior Accountant role with ownership over key accounting processes and financial reporting
• Exposure to complex accounting areas, including GAAP reporting, variance analysis, and regulatory requirements
• Ability to influence and improve accounting processes, controls, and reporting workflows
• A collaborative environment with opportunities to mentor junior staff and partner with cross-functional stakeholders Long-term career growth within a stable and structured accounting organization

• Charlotte, NC – hybrid work environment (in-office 3 days per week required)

• Lead the day-to-day cash applications function, including oversight of incoming payments, outgoing cash activity, adjustments, refunds, transfers, and related posting activity.
• Ensure cash receipts and disbursements are recorded accurately, timely, and in accordance with company policies, internal controls, and applicable accounting standards.
• Oversee account reconciliations related to cash activity, including research and resolution of unapplied cash, discrepancies, aging items, and variances.
• Partner with Accounting Operations, Treasury, Finance, Billing, Collections, and other business teams to resolve cash application issues and improve end-to-end cash processes.
• Monitor operational workflows to identify unusual transactions, control gaps, process delays, or recurring issues; lead or support root cause analysis and corrective action plans.
• Support month-end, quarter-end, and year-end close activities by ensuring cash activity is complete, accurate, documented, and reconciled within established timelines.
• Maintain, update, and improve cash application policies, procedures, process documentation, and internal control practices.
• Identify opportunities to improve efficiency, automation, reporting, and scalability across cash application processes in a complex, multi-entity environment.
• Provide leadership, coaching, and development to team members, including workload management, review of work, performance feedback, and process training.
• Build strong working knowledge of relevant lines of business, systems, accounting flows, regulatory requirements, and reporting needs impacting cash activity.

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