Parker Poe Adams & Bernstein LLP
Cash Applications Specialist
Parker Poe Adams & Bernstein LLP, Charlotte, North Carolina, United States, 28245
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, mentorship, professional development, and internal referrals happen organically.
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 role reports to the Billing & AP Manager and has no direct reports.
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 inquiries 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
High School diploma/GED and a minimum of two years of accounting experience in the legal industry or the equivalent combination of education and experience. Additional experience as a billing specialist with a law firm preferred.
Proficiency in billing software required. Elite/3E software experience is preferred.
Experience with E‑billing required; familiarity with systems such as Legal Tracker, TyMetrix 360 and CounselLink preferred.
Possess strong proficiency in Microsoft Word, Excel and Outlook.
Must be able to operate standard office equipment.
Strong communication skills in both written and oral form with professionals in the firm and clients regarding client accounting issues.
High attention to detail and commitment to maintaining high‑quality standards in a rapid‑paced environment.
Ability to manage multiple competing priorities and deadlines, maintain composure under pressure and accommodate urgent requests.
Ability to self‑manage and work independently in a remote, hybrid, or in‑office setting.
Must be a team player, with strong interpersonal skills, willing to help other team members during peak times.
Handles stressful situations and competing priorities with poise and effectiveness.
Availability to work outside of scheduled hours, including evenings and/or weekends, to meet deadlines as necessary.
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. Salary: Charlotte, NC $50,000.00-$54,000.00
#J-18808-Ljbffr
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 role reports to the Billing & AP Manager and has no direct reports.
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 inquiries 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
High School diploma/GED and a minimum of two years of accounting experience in the legal industry or the equivalent combination of education and experience. Additional experience as a billing specialist with a law firm preferred.
Proficiency in billing software required. Elite/3E software experience is preferred.
Experience with E‑billing required; familiarity with systems such as Legal Tracker, TyMetrix 360 and CounselLink preferred.
Possess strong proficiency in Microsoft Word, Excel and Outlook.
Must be able to operate standard office equipment.
Strong communication skills in both written and oral form with professionals in the firm and clients regarding client accounting issues.
High attention to detail and commitment to maintaining high‑quality standards in a rapid‑paced environment.
Ability to manage multiple competing priorities and deadlines, maintain composure under pressure and accommodate urgent requests.
Ability to self‑manage and work independently in a remote, hybrid, or in‑office setting.
Must be a team player, with strong interpersonal skills, willing to help other team members during peak times.
Handles stressful situations and competing priorities with poise and effectiveness.
Availability to work outside of scheduled hours, including evenings and/or weekends, to meet deadlines as necessary.
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. Salary: Charlotte, NC $50,000.00-$54,000.00
#J-18808-Ljbffr