Lead Cash Applications Specialist

Job Title: Lead Cash Applications Specialist

Full-Time

Hybrid, NYC or Boston

Required

• 5 years of cash application experience, ideally within a law firm or professional services environment.
• Deep proficiency in legal billing software (e.g., Aderant, Elite 3E) and various e-billing platforms.
• Strong understanding of legal billing procedures, including fee arrangements and specific client guidelines.
• Advanced proficiency in Microsoft Office, with a focus on Excel for reconciliation and reporting.
• Proven ability to interact professionally with all levels of legal staff, from support personnel to executive leadership.
  
  

Preferred

• Demonstrated experience overseeing client trust account activity and ensuring strict compliance with legal/ethical standards.
• A track record of leading month-end and year-end closing activities with high precision.
• Experience as a subject matter expert, providing mentorship to junior staff and driving a culture of accountability.
  
  

The Role: We are seeking a tenacious and detail-oriented Lead Cash Applications Specialist to join our Finance team. In this critical role, you will own the end-to-end cash application process, ensuring that incoming payments—from wires to credit cards—are applied with absolute precision. You will act as a strategic partner to our billing and collections teams, resolving complex payment discrepancies and optimizing allocation strategies to maintain the integrity of our financial records.

Beyond daily processing, you will be a champion for process improvement. We are looking for a proactive self-starter who will identify inefficiencies and spearhead the implementation of best practices. Whether you are reconciling high-stakes trust accounts or mentoring team members, you will provide the personal attention and professional excellence that defines our firm’s global reputation.

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