Cloud & IT Staffing Solutions in Chicago, Boston, Dallas
1

Job Details

Cash Applications Analyst

Current job openings at Peterson Technology Partners
Current job openings at Peterson Technology Partners
Details
  • Req No : 106066
  • Number of Position : 6
  • Priority : High
Location

Lewisville, TX 75057, USA

Employment Type
  • Work Authorization Status : greencard, h1b, h4ead, l2ead, opt, uscitizen
  • Duration : 6 months+
  • Location : Hybrid-3 Days/Week
Technical Profile
  • Professional Experience : 3-5 years
  • Primary Skills : Cash Application,A/R, Account Reconciliation,Excel
  • Additional Notes : contract

Contact

Kevin Patel

Kevin Patel

kevin@ptechpartners.com Peterson Technology Partners on LinkedIn

Job Description:

Our client is seeking Cash Applications Analyst to join their team. The Cash Applications Analyst independently manages complex cash application activities requiring advanced research, reconciliation, and problem-solving skills. This role serves as a knowledgeable resource for payment application processes, supports issue resolution across business functions, and identifies opportunities to improve cash application efficiency and accuracy.

Role And Responsibilities:

  • Independently process and apply high-volume customer payments across multiple payment methods and business platforms. 
  • Research and resolve complex unapplied cash, unidentified payments, short pays, overpayments, and account discrepancies. 
  • Analyze customer accounts, payment history, contracts, invoices, and remittance details to determine appropriate application. 
  • Partner with Collections, Billing, Finance, Treasury, and Operations teams to resolve payment issues. 
  • Perform complex account reconciliations and identify root causes impacting cash application accuracy. 
  • Research and coordinate resolution of payment exceptions requiring adjustments or corrective actions. 
  • Support month-end close activities including reconciliation, aging review, and reporting requirements. 
  • Monitor assigned accounts/work queues and proactively identify trends or recurring issues. 
  • Develop and maintain process documentation and standard operating procedures. 
  • Identify and implement process improvement opportunities that improve efficiency, accuracy, and automation. 
  • Participate in system enhancements, testing, and implementation activities. 
  • Provide guidance and informal training support to Analyst I team members. 
  • Support SOX compliance requirements and maintain appropriate documentation. 

Mandatory Skills:

  • 3+ years of cash application, accounts receivable, accounting operations, or related experience. 
  • Advanced understanding of A/R processes, payment application, reconciliations, and accounting principles. 
  • Strong analytical and problem-solving skills. 
  • Ability to independently research complex financial transactions. 
  • Advanced Microsoft Excel skills including Pivot Tables, VLOOKUP/XLOOKUP, and data analysis. 
  • Strong communication skills with ability to collaborate across multiple teams. 
  • Ability to prioritize workload and meet strict deadlines. 
  • Experience working within ERP and financial systems. 
  • Ability to identify process gaps and recommend solutions. 

Preferred Skills:

  • Experience with Oracle Cloud Fusion, Great Plains, Bill.com, NetSuite, or similar ERP platforms. 
  • Healthcare revenue cycle experience. 
  • Experience supporting automation initiatives or reporting improvements. 
  • Experience with Alteryx, Power BI, or other analytics tools. 
  • Bachelor’s degree in Accounting, Finance, Business, or related field. 
  • Experience supporting system implementations or upgrades. 

Salary/Rate: $22-$25/HR (depends on experience level). This is a contract position with candidates expected to work 40 hours/ week.

About Us

Peterson Technology Partners (PTP) is an Equal Opportunity Employer committed to creating a transparent, inclusive, and human-centered hiring experience.

For more than 28 years, PTP has operated as one of the top IT staffing and recruiting firms in the USA—built on trust, long-term partnerships, and technical excellence.

Based in the Chicago suburb of Park Ridge, IL, our team of more than 500 employees and consultants is dedicated to:

  • Helping every client make the best hiring decisions possible
  • Matching professionals with the right IT jobs and career opportunities

As part of that commitment, we believe in providing clear information about how our hiring technologies work and how your data is used. The following section outlines our AI-assisted interview process and your rights as a candidate.

AI-Assisted Interview Experience (Pete & Gabi – Rebecca):

To provide a consistent, fair, and flexible experience for all candidates, we use AI-assisted tools to support parts of the interview process. This includes our proprietary AI platform Pete & Gabi, which includes AI recruiter Rebecca.

These AI hiring tools help us:

  • Conduct recorded video interviews
  • Transcribe interviews
  • Summarize candidate responses
  • Generate job-related insights
  • Streamline communication and scheduling

Please note that:

  • The AI does NOT make hiring decisions; all decisions are made by our human recruiters, hiring managers, or client partners.
  • The AI does not evaluate facial expressions, emotions, or physical traits; it is used only to support fairness, consistency, and efficiency.

If you prefer a non-AI interview format, we will gladly provide an alternative.

Technical or Case Interviews (Role-Dependent):

When applying for certain tech jobs, you may participate in:

  • A technical interview
  • A coding challenge
  • A case study
  • A client-specific assessment

We will always explain what to expect in advance so you can prepare with confidence.

Human Review & Selection: +

Every candidate’s profile—including interviews, conversations, and assessments—is reviewed by experienced recruiters and hiring leaders.

AI insights may assist with organization and evaluation, but final decisions are always human-driven.

Your Rights as a Candidate: +

At PTP, every candidate has the right to:

  • Request a non-AI interview path
  • Ask how your data is being used
  • Request access to transcripts or interview recordings
  • Request deletion of your AI-recorded interview
  • Receive clear, timely communication

Our goal is to ensure you feel respected, informed, and supported throughout your experience.

Our Commitment: +

For more than 28 years, PTP has focused on putting people first—candidates, consultants, employees, and clients.

We’re committed to a hiring process that is:

  • Transparent
  • Compliant
  • Equitable
  • Powered by innovative technology that enhances—not replaces—human judgment

Welcome to the future of hiring at Peterson Technology Partners.

We’re excited to learn more about you.

Equal Employment Opportunity: +

Peterson Technology Partners is an Equal Opportunity Employer. All qualified applicants will receive consideration without regard to race, color, religion, national origin, gender identity, sexual orientation, disability, veteran status, or any other protected characteristic.

Cash Applications Analyst

Current job openings at Peterson Technology Partners
Current job openings at Peterson Technology Partners
Details
  • Req No : 106066
  • Number of Position : 6
  • Priority : High
Location

Lewisville, TX 75057, USA

Employment Type
  • Work Authorization Status : greencard, h1b, h4ead, l2ead, opt, uscitizen
  • Duration : 6 months+
  • Location : Hybrid-3 Days/Week
Technical Profile
  • Professional Experience : 3-5 years
  • Primary Skills : Cash Application,A/R, Account Reconciliation,Excel
  • Additional Notes : contract

Contact

Kevin Patel

Kevin Patel

kevin@ptechpartners.com Peterson Technology Partners on LinkedIn

Job Description:

Our client is seeking Cash Applications Analyst to join their team. The Cash Applications Analyst independently manages complex cash application activities requiring advanced research, reconciliation, and problem-solving skills. This role serves as a knowledgeable resource for payment application processes, supports issue resolution across business functions, and identifies opportunities to improve cash application efficiency and accuracy.

Role And Responsibilities:

  • Independently process and apply high-volume customer payments across multiple payment methods and business platforms. 
  • Research and resolve complex unapplied cash, unidentified payments, short pays, overpayments, and account discrepancies. 
  • Analyze customer accounts, payment history, contracts, invoices, and remittance details to determine appropriate application. 
  • Partner with Collections, Billing, Finance, Treasury, and Operations teams to resolve payment issues. 
  • Perform complex account reconciliations and identify root causes impacting cash application accuracy. 
  • Research and coordinate resolution of payment exceptions requiring adjustments or corrective actions. 
  • Support month-end close activities including reconciliation, aging review, and reporting requirements. 
  • Monitor assigned accounts/work queues and proactively identify trends or recurring issues. 
  • Develop and maintain process documentation and standard operating procedures. 
  • Identify and implement process improvement opportunities that improve efficiency, accuracy, and automation. 
  • Participate in system enhancements, testing, and implementation activities. 
  • Provide guidance and informal training support to Analyst I team members. 
  • Support SOX compliance requirements and maintain appropriate documentation. 

Mandatory Skills:

  • 3+ years of cash application, accounts receivable, accounting operations, or related experience. 
  • Advanced understanding of A/R processes, payment application, reconciliations, and accounting principles. 
  • Strong analytical and problem-solving skills. 
  • Ability to independently research complex financial transactions. 
  • Advanced Microsoft Excel skills including Pivot Tables, VLOOKUP/XLOOKUP, and data analysis. 
  • Strong communication skills with ability to collaborate across multiple teams. 
  • Ability to prioritize workload and meet strict deadlines. 
  • Experience working within ERP and financial systems. 
  • Ability to identify process gaps and recommend solutions. 

Preferred Skills:

  • Experience with Oracle Cloud Fusion, Great Plains, Bill.com, NetSuite, or similar ERP platforms. 
  • Healthcare revenue cycle experience. 
  • Experience supporting automation initiatives or reporting improvements. 
  • Experience with Alteryx, Power BI, or other analytics tools. 
  • Bachelor’s degree in Accounting, Finance, Business, or related field. 
  • Experience supporting system implementations or upgrades. 

Salary/Rate: $22-$25/HR (depends on experience level). This is a contract position with candidates expected to work 40 hours/ week.

About Us

Peterson Technology Partners (PTP) is an Equal Opportunity Employer committed to creating a transparent, inclusive, and human-centered hiring experience.

For more than 28 years, PTP has operated as one of the top IT staffing and recruiting firms in the USA—built on trust, long-term partnerships, and technical excellence.

Based in the Chicago suburb of Park Ridge, IL, our team of more than 500 employees and consultants is dedicated to:

  • Helping every client make the best hiring decisions possible
  • Matching professionals with the right IT jobs and career opportunities

As part of that commitment, we believe in providing clear information about how our hiring technologies work and how your data is used. The following section outlines our AI-assisted interview process and your rights as a candidate.

AI-Assisted Interview Experience (Pete & Gabi – Rebecca):

To provide a consistent, fair, and flexible experience for all candidates, we use AI-assisted tools to support parts of the interview process. This includes our proprietary AI platform Pete & Gabi, which includes AI recruiter Rebecca.

These AI hiring tools help us:

  • Conduct recorded video interviews
  • Transcribe interviews
  • Summarize candidate responses
  • Generate job-related insights
  • Streamline communication and scheduling

Please note that:

  • The AI does NOT make hiring decisions; all decisions are made by our human recruiters, hiring managers, or client partners.
  • The AI does not evaluate facial expressions, emotions, or physical traits; it is used only to support fairness, consistency, and efficiency.

If you prefer a non-AI interview format, we will gladly provide an alternative.

Technical or Case Interviews (Role-Dependent):

When applying for certain tech jobs, you may participate in:

  • A technical interview
  • A coding challenge
  • A case study
  • A client-specific assessment

We will always explain what to expect in advance so you can prepare with confidence.

Human Review & Selection: +

Every candidate’s profile—including interviews, conversations, and assessments—is reviewed by experienced recruiters and hiring leaders.

AI insights may assist with organization and evaluation, but final decisions are always human-driven.

Your Rights as a Candidate: +

At PTP, every candidate has the right to:

  • Request a non-AI interview path
  • Ask how your data is being used
  • Request access to transcripts or interview recordings
  • Request deletion of your AI-recorded interview
  • Receive clear, timely communication

Our goal is to ensure you feel respected, informed, and supported throughout your experience.

Our Commitment: +

For more than 28 years, PTP has focused on putting people first—candidates, consultants, employees, and clients.

We’re committed to a hiring process that is:

  • Transparent
  • Compliant
  • Equitable
  • Powered by innovative technology that enhances—not replaces—human judgment

Welcome to the future of hiring at Peterson Technology Partners.

We’re excited to learn more about you.

Equal Employment Opportunity: +

Peterson Technology Partners is an Equal Opportunity Employer. All qualified applicants will receive consideration without regard to race, color, religion, national origin, gender identity, sexual orientation, disability, veteran status, or any other protected characteristic.

IT Staffing Firm - PTP