Parker Poe Adams & Bernstein LLP · 1 month ago
Cash Applications Specialist
Charlotte, NC
Full-time
Onsite
Entry Level
2+ years expParker Poe Adams & Bernstein LLP is a well-established law firm in the Southeast, seeking a Cash Applications Specialist to join their Accounting & Finance team. The role involves providing cash application support, ensuring accurate allocation of payments, and assisting with account reconciliations and discrepancies.
BankingConsultingFinanceGovernmentReal Estate
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
Qualification
Required
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
Proficiency in billing software required
Experience with E-billing required
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
Ability to handle multiple tasks simultaneously, set priorities and accommodate rush requests
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
Preferred
Additional experience as a billing specialist with a law firm preferred
Elite/3E software experience is preferred
Familiarity with systems such as Legal Tracker, TyMetrix 360 and CounselLink preferred
Company
Parker Poe Adams & Bernstein LLP
Businesses and local governments turn to Parker Poe to structure transactions, navigate regulations, and resolve disputes.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Skip Lohmeyer
Chief Information Officer
Recent News
2025-08-13
2025-04-15
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2024-11-20
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