Cash Associate

Job Description

This role offers the opportunity to play a critical part in maintaining the accuracy and integrity of financial systems within a fast‑paced, professional environment. The Cash Applications Specialist will work closely with accounting, legal, and operational teams to ensure funds are applied correctly and accounts are properly reconciled. This position provides hands‑on experience with trust accounting, balance sheet reconciliations, and technology‑driven accounting processes, making it well suited for detail‑oriented individuals who enjoy problem‑solving and continuous improvement.

• Perform cash application reconciliations between accounting software and internal data management systems.
• Import, review, and process batch check transactions.
• Reconcile balance sheet accounts and research discrepancies.
• Review batch transactions to ensure accuracy, consistency, and completeness.
• Manage trust accounting activities, including oversight of multiple bank accounts and related transactions.
• Maintain detailed and compliant records for all trust‑related financial activity.
• Utilize technology and automation tools, including AI‑driven solutions, to improve accounting workflows.
• Serve as a point of contact for internal stakeholders, clients, and attorneys regarding cash‑related inquiries.
• Communicate professionally while maintaining strict confidentiality of financial and client information.
• Support audits, reporting requests, and special projects as needed.

• Associate’s or Bachelor’s degree in Accounting, Finance, or a related field preferred.
• Two (2) or more years of experience in cash applications, accounts receivable, or general accounting.
• Strong understanding of cash posting, reconciliations, and balance sheet accounts.
• Experience with accounting software; familiarity with Quick Books Online preferred.
• High level of attention to detail and accuracy.
• Strong organizational and multitasking skills.
• Comfort working in a fast‑paced, deadline‑driven environment.
• Strong written and verbal communication skills.
• Ability to maintain confidentiality and exercise sound judgment.
• Authorization to work in the United States.