What are the responsibilities and job description for the Manager, Collections and Cash Applications position at PDI Technologies?
At PDI Technologies, we empower some of the world's leading convenience retail and petroleum brands with cutting-edge technology solutions that drive growth and operational efficiency. By “Connecting Convenience” across the globe, we empower businesses to increase productivity, make more informed decisions, and engage faster with customers through loyalty programs, shopper insights, and unmatched real-time market intelligence via mobile applications, such as GasBuddy. We’re a global team committed to excellence, collaboration, and driving real impact. Explore our opportunities and become part of a company that values diversity, integrity, and growth.
Role Overview
The Manager, Collections & Cash Applications leads the collections and cash application functions to support healthy cash flow, accurate financial reporting, and strong customer outcomes. This role oversees a team responsible for collecting receivables, applying payments, and resolving discrepancies efficiently and consistently, while driving operational improvements that enhance accuracy, scalability, and performance. As a hands-on, execution-focused leader, you will partner cross-functionally to resolve issues, improve processes, and ensure consistent, timely outcomes. As PDI continues to modernize its finance operations, this role plays a key part in reducing manual effort and leveraging automation and AI-enabled workflows.
\n- Execute and continuously improve collections processes to improve DSO, reduce delinquency, and protect cash flow, including developing and refining playbooks that support consistent execution.
- Consistently improve key metrics such as DSO, delinquency rates, and cash application accuracy.
- Establish clear escalation paths and partner cross-functionally (Customer Success, Sales, Finance) to resolve disputes, unblock payments, and drive issues to resolution.
- Own the cash application function end-to-end, ensuring accurate and timely posting, reconciliation, and effective handling of exceptions such as unapplied cash, missing remittances, and payment discrepancies.
- Drive process improvements that reduce manual effort and improve accuracy and consistency
- Maintain strong working knowledge of systems and tools (ERP, banking, customer portals, payment processors) and use data to diagnose issues, improve workflows, and prevent recurring problems.
- Ensure consistent adoption of documented processes and drive issues through to clear closure and prevention.
- Lead, coach, and develop a team of collections and cash application specialists; set clear expectations for performance, accuracy, and timeliness.
- Own reporting for AR health, collections effectiveness, and cash application performance, translating metrics into insights, actions, and measurable improvements.
- Leverage automation and AI-supported tools to improve efficiency, prioritization, and reporting, reducing manual effort and improving consistency.
- Bachelor’s degree in Finance, Accounting, Business Administration, or a related field (or equivalent experience).
- 5 years of experience in collections, accounts receivable, or cash applications, including at least 2 years in a supervisory or management role.
- Strong working knowledge of AR operations, cash application, reconciliation, and internal controls.
- Demonstrated ability to lead complex operational issues from identification through resolution, including root-cause analysis and prevention.
- Proficiency with ERP systems and financial tools; NetSuite experience preferred (2 years).
- Advanced Excel skills and comfort building and interpreting operational metrics.
- Strong communication, leadership, and problem-solving skills.
- Applicants must be legally authorized to work in the United States without the need for employer sponsorship, now or in the future. PDI Technologies is unable to offer visa sponsorship for this role.
- Ensures Accountability
- Optimizes Work Processes
- Communicates Effectively
- Drives Results
- Manages Stakeholders
PDI is committed to offering a well-rounded benefits program, designed to support and care for you, and your family throughout your life and career. This includes a competitive salary, market-competitive benefits, and a quarterly perks program. We encourage a good work-life balance with ample time off [time away] and, where appropriate, hybrid working arrangements. Employees have access to continuous learning, professional certifications, and leadership development opportunities. Our global culture fosters diversity, inclusion, and values authenticity, trust, curiosity, and diversity of thought, ensuring a supportive environment for all.