Hybrid Senior Cash Application & Accounts Specialist

Carlisle

Pennsylvania

Hybrid

USD 60,000 - 85,000

Full time

5 days ago
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Job summary

Carlisle is seeking a Customer Financial Services Specialist II to provide advanced cash-operations and customer account support. This role owns complex cash applications, performs month-end activities, and aids in ERP integrations while supporting junior team members.

You will coordinate with internal and external partners to resolve issues and minimize bad-debt risk, operating in a hybrid work arrangement with standard business hours.

Qualifications

  • 3–5+ years of related cash application, customer account, credit, collections, or financial operations experience.
  • Advanced knowledge of cash application, customer accounts, banking processes, and related systems.
  • Experience with ERP, banking, payment-processing, and document-management tools.

Responsibilities

  • Resolve complex cash application, account, banking, and systems issues; diagnose root causes and coordinate resolution with internal and external partners.
  • Handle complex reconciliations, recurring discrepancies, unapplied cash, and high-impact exceptions.
  • Investigate and resolve credit card processing outages and banking-related matters; coordinate communication and follow-up.
  • Perform month-end closing activities, reconciliations, exception resolution, and completion checks on schedule.
  • Support higher-complexity credit and collections activities and prepare account information for Analyst review when needed.
  • Support new-company integrations as an initial learner of new ERP systems; validate processes and identify readiness or control gaps.
  • Setup CIA and COD accounts for applicable divisions and maintain documentation.
  • Assist in developing procedures, job aids, and training materials to enable Specialist I proficiency.
  • Serve as escalation and learning resource for Specialist I team members.
  • Maintain relationships across CFS and other departments to resolve complex matters.

Skills

Cash application
Customer accounts
Banking processes
ERP systems
Credit & collections

Education

High school diploma or equivalent
Associate degree or higher preferred

Tools

ERP systems
Banking tools
Payment processing tools
Document management tools

Job description

Carlisle is seeking a Customer Financial Services Specialist II to provide advanced cash-operations and customer account support. This role owns complex cash applications, performs month-end activities, and aids in ERP integrations while supporting junior team members.

You will coordinate with internal and external partners to resolve issues and minimize bad-debt risk, operating in a hybrid work arrangement with standard business hours.

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