Cash Applications Coordinator

Sherpa | Recruiting, Staffing & Consulting; Charlotte (NC); On-site; USD 31,000 - 44,000; Full time

Benefits offered by this job

Full-time position (30+ weekly hours)

BCBSNC Blue Options PPO

Pre-taxed premiums

Sherpa pays a portion of the Employee‑

Medical, Dental, and Vision plans

Job summary

Sherpa | Recruiting, Staffing & Consulting is seeking a detail-oriented Cash Applications Coordinator to join its finance team in Charlotte, NC. You will apply customer payments to accounts, reconcile bank activity, and post to ERP systems.

The role requires 2–5 years in cash application or accounts receivable, strong Excel skills, and experience with ERP or vendor portals. This is a full-time position with benefits for candidates authorized to work in the United States.

Qualifications

• 2–5 years of cash application, accounts receivable, or accounting experience.
• Strong experience with bank reconciliations and cash posting.
• Proficient in Microsoft Excel.
• Experience with ERP systems and vendor portals.

Responsibilities

• Access and monitor bank accounts daily to identify incoming payments.
• Reconcile bank activity to ensure all payments are accurately accounted for.
• Apply cash payments to customer accounts in the general ledger and ERP systems.
• Work with multiple vendor portals to track and process payments.
• Investigate and resolve payment discrepancies or unapplied cash items.
• Communicate with internal teams and customers to resolve issues.
• Support month-end close and provide reporting related to cash application.
• Suggest process improvements to streamline cash application procedures.

Skills

Bank reconciliations

Cash posting

Excel

ERP systems

Vendor portals

Attention to detail

Organizational skills

Tools

Excel

ERP systems

Vendor portals

Job description

Compensation

To $27/hr.

Cash Applications Coordinator – 34445

We are seeking a detail-oriented Cash Applications Coordinator to join our client's finance team. This role is responsible for accurately applying customer payments to accounts, reconciling bank activity, and ensuring proper posting across multiple vendor portals. The ideal candidate thrives in a fast-paced environment and has strong attention to detail and organizational skills.

• Access and monitor bank accounts daily to identify incoming payments
• Reconcile bank activity to ensure all payments are accounted for accurately
• Apply cash payments to customer accounts in the general ledger and ERP systems
• Work with multiple vendor portals to track and process payments
• Investigate and resolve payment discrepancies or unapplied cash items
• Communicate with internal teams and customers as needed to resolve issues
• Support month-end close and provide reporting related to cash application
• Suggest process improvements to streamline cash application procedures

Requirements

• 2–5 years of cash application, accounts receivable, or accounting experience
• Strong experience with bank reconciliations and cash posting
• Proficient in Microsoft Office, especially Excel
• Experience with ERP systems and/or vendor portals

Sherpa Benefits

• Must be a full-time employee (30+ weekly hours/+130 hours per month) to be eligible
• Medical plan offered is BCBSNC Blue Options PPO
• Premiums will be pre-taxed
• Sherpa pays a portion of the Employee only premium for medical
• 90 day waiting period from date of hire
• Medical, Dental, and Vision plans

Additional Job Details

Workplace Policy: Seniority Level: Associate

About Our Process

• We will notify you if you are selected as a candidate for this role. If not, but you fit our specializations, we'll consider you for future openings, and encourage you to apply for other Sherpa roles you're qualified for/interested in.
• Non-Local Candidates: Please note that you are competing with local candidates who don't require relocation expenses and can start quickly, so let us know if you have plans to move to the area soon.
• Candidates for all Sherpa opportunities must be authorized to work in the United States.
• Sherpa is an Equal Opportunity Employer.