Cash Applications Manager

CRC Insurance Services, Inc.; Dallas (TX); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical insurance

401(k) plan

Paid time off

Bonus opportunities

Job summary

CRC Group is seeking a Cash Applications Manager in Dallas, TX to lead daily cash applications, oversee a team, and partner with Treasury, Finance, Billing, and Collections to improve end-to-end cash processes.

This role emphasizes accuracy, timely processing, and cross-functional collaboration within a fast-moving organization, providing visibility, ownership, and impact on financial operations.

Qualifications

• Bachelor’s degree in Business, Finance, Accounting, Economics, Management Information Systems, or a related field.
• Experience managing and developing high performing teams.
• Demonstrated experience in cash applications, accounting operations, treasury operations, accounts receivable, accounts payable, or related financial operations.
• Strong understanding of accounting principles, cash controls, reconciliations, and operational accounting workflows.
• Proven ability to lead teams, manage priorities, meet deadlines, and drive accountability in a fast-paced environment.
• Excellent verbal, written, and presentation skills, with the ability to communicate clearly with business partners and leadership.
• Strong analytical, problem-solving, critical thinking, and decision-making skills.
• High integrity, sound judgment, attention to detail, and commitment to accuracy and continuous improvement.

Responsibilities

• Lead the day-to-day cash applications function, including oversight of incoming payments, outgoing cash activity, adjustments, refunds, transfers, and related posting activity.
• Ensure cash receipts and disbursements are recorded accurately, timely, and in accordance with company policies, internal controls, and applicable accounting standards.
• Oversee account reconciliations related to cash activity, including research and resolution of unapplied cash, discrepancies, aging items, and variances.
• Partner with Accounting Operations, Treasury, Finance, Billing, Collections, and other business teams to resolve cash application issues and improve end-to-end cash processes.
• Monitor operational workflows to identify unusual transactions, control gaps, process delays, or recurring issues; lead or support root cause analysis and corrective action plans.
• Support month-end, quarter-end, and year-end close activities by ensuring cash activity is complete, accurate, documented, and reconciled within established timelines.
• Maintain, update, and improve cash application policies, procedures, process documentation, and internal control practices.
• Identify opportunities to improve efficiency, automation, reporting, and scalability across cash application processes in a complex, multi-entity environment.
• Provide leadership, coaching, and development to team members, including workload management, review of work, performance feedback, and process training.
• Build strong working knowledge of relevant lines of business, systems, accounting flows, regulatory requirements, and reporting needs impacting cash activity.

Skills

Cash applications

Accounting operations

Team leadership

Treasury operations

Reconciliations

Process improvement

Analytical skills

Communication skills

Excel

Internal controls

Education

Bachelor's degree in Business, Finance, Accounting, Economics, MIS, or related field

Tools

Excel

ERP systems

Job description

Birmingham, AL

Charlotte, NC

Dallas, TX

Atlanta, GA

Raleigh, NC

Full time

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st Shift (United States of America)

Please review the following job description:

The Accounting Operations Manager oversees daily accounting processes, ensuring accuracy, compliance, and efficiency in financial operations. This role manages a team responsible for accounts payable, accounts receivable, reconciliations, and general ledger activities while driving process improvements and adherence to internal controls.

Joining CRC Group means joining a leading, independent specialty insurance organization with the scale, momentum, and entrepreneurial energy to move quickly and make meaningful impact. We are building a high-performing, growth-focused culture where talented teammates are empowered to own their work, improve how we operate, and help shape the future of the business.

This Cash Applications Manager role is a strong opportunity for a finance operations leader who wants to help shape a critical function, not simply maintain an existing process. The person in this role will lead a team through continued growth and improvement, strengthen operational discipline, and partner across Accounting Operations, Treasury, Finance, Billing, Collections, and business teams to create greater accuracy, visibility, and efficiency across the organization.

In this role, the Cash Applications Manager will oversee the accurate, timely, and controlled processing of all incoming and outgoing cash activity across the organization. This includes leading daily cash application operations, supporting accounting close activities, ensuring compliance with internal controls and accounting policies, and partnering cross-functionally to improve cash visibility, reconciliation accuracy, and operational efficiency. For a candidate energized by building structure, solving problems, and creating scalable processes in a complex, fast-moving environment, this role offers meaningful ownership, visibility, and impact.

ESSENTIAL DUTIES AND RESPONSIBILITIES

The following is a summary of the essential functions for this role. Other duties may be assigned, and responsibilities may change based on business needs.

• Lead the day-to-day cash applications function, including oversight of incoming payments, outgoing cash activity, adjustments, refunds, transfers, and related posting activity.
• Ensure cash receipts and disbursements are recorded accurately, timely, and in accordance with company policies, internal controls, and applicable accounting standards.
• Oversee account reconciliations related to cash activity, including research and resolution of unapplied cash, discrepancies, aging items, and variances.
• Partner with Accounting Operations, Treasury, Finance, Billing, Collections, and other business teams to resolve cash application issues and improve end-to-end cash processes.
• Monitor operational workflows to identify unusual transactions, control gaps, process delays, or recurring issues; lead or support root cause analysis and corrective action plans.
• Support month-end, quarter-end, and year-end close activities by ensuring cash activity is complete, accurate, documented, and reconciled within established timelines.
• Maintain, update, and improve cash application policies, procedures, process documentation, and internal control practices.
• Identify opportunities to improve efficiency, automation, reporting, and scalability across cash application processes in a complex, multi-entity environment.
• Provide leadership, coaching, and development to team members, including workload management, review of work, performance feedback, and process training.
• Build strong working knowledge of relevant lines of business, systems, accounting flows, regulatory requirements, and reporting needs impacting cash activity.

QUALIFICATIONS

Required Qualifications

• Bachelor’s degree in Business, Finance, Accounting, Economics, Management Information Systems, or a related field, or equivalent education and related experience.
• Experience managing and developing high performing teams.
• Demonstrated experience in cash applications, accounting operations, treasury operations, accounts receivable, accounts payable, or related financial operations.
• Strong understanding of accounting principles, cash controls, reconciliations, and operational accounting workflows.
• Proven ability to lead teams, manage priorities, meet deadlines, and drive accountability in a fast-paced environment.
• Excellent verbal, written, and presentation skills, with the ability to communicate clearly with business partners and leadership.
• Strong analytical, problem-solving, critical thinking, and decision-making skills.
• High integrity, sound judgment, attention to detail, and commitment to accuracy and continuous improvement.
• Proficiency in Microsoft Office Suite, including Excel, Word, Outlook, and PowerPoint.

Preferred Qualifications

• Five or more years of experience in accounting, cash applications, treasury operations, accounts receivable, accounts payable, or related financial operations.
• Three or more years of experience in the financial services or insurance industry.
• Experience leading or supervising a team in an accounting or finance operations environment.
• Experience working in a complex, multi-entity organization or shared services environment.
• Experience with process improvement, automation, reporting tools, or financial systems implementation preferred.

General Description of Available Benefits for Eligible Employees of CRC Group:

At CRC Group, we're committed to supporting every aspect of teammates' well-being – physical, emotional, financial, social, and professional. Our best-in-class benefits program is designed to care for the whole you, offering a wide range of coverage and support. Eligible full-time teammates enjoy access to medical, dental, vision, life, disability, and AD&D insurance; tax-advantaged savings accounts; and a 401(k) plan with company match. CRC Group also offers generous paid time off programs, including company holidays, vacation and sick days, new parent leave, and more. Eligible positions may also qualify for restricted stock units and/or a deferred compensation plan.

CRC Group supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. CRC Group is a Drug Free Workplace.

EEO is the Law (https://www.eeoc.gov/sites/default/files/2022-10/EEOC_KnowYourRights_screen_reader_10_20.pdf) Pay Transparency Nondiscrimination Provision E-Verify (https://www.e-verify.gov/employees/employee-rights-and-responsibilities)

Join CRC Group, a leader in specialty wholesale insurance, and take your career to new heights. We're a dynamic team dedicated to innovation, collaboration, and excellence.

Why CRC Group?

• Growth: Advance your career with our learning and leadership development programs.
• Innovation: Work in a forward-thinking environment that values new ideas.
• Community: Be part of a supportive team that celebrates success together.
• Benefits: Enjoy competitive compensation, health benefits, and retirement plans.

Who We’re Looking For

We seek passionate individuals who thrive in a fast-paced, collaborative environment. If you value integrity and are driven to succeed, CRC Group is the place for you.