Senior Team Leader, Cash Application

This is a fully remote position, open to applicants in United States.

📋 Description

• Supervise the precise and prompt allocation of customer payments to receivable accounts.

• Provide guidance and foster the development of the Cash Application team.

• Work in partnership with Receivables, Customer Service, and internal stakeholders to address posting discrepancies and misapplied cash issues.

• Lead the daily, monthly, quarterly, and annual closing processes and reporting activities.

• Collaborate with WEX Bank and WEX Accounting on General Ledger integration and cash/accounts receivable journal entries.

• Create, refine, and implement controlled processes to minimize financial risk.

• Propel initiatives for process improvement and automation.

• Address requests for financial information from both internal and external stakeholders and auditors.

• Oversee the onboarding and integration of subsidiaries and acquisitions.

• Manage lockbox operations and bank file concerns in conjunction with Treasury and IT.

• Conduct team meetings and one-on-ones, establish goals, provide metrics, and perform performance evaluations.

• Organize work distribution, training timelines, and coverage for PTO and holidays.

• Preserve process documentation.

• Mentor and develop team leaders.

• Incorporate AI and automation technologies to scale operations, lessen manual processes, and reduce operational risks.

⛳️ Requirements

• Minimum of 1 year of demonstrated senior leadership experience in finance-related sectors.

• Over 7 years of financial expertise in Accounts Receivable, banking, Accounts Payable, or a related area.

• 1–3 years of experience managing high-level financial processes and teams.

• Must successfully complete a background investigation and drug screening.

• Significant experience with Accounts Receivable reconciliations.

• Comprehensive understanding of cash management and Treasury products and technologies.

• Advanced knowledge of Accounts Receivable processes and systems in a high transaction volume setting.

• Capability to lead meetings efficiently, manage multiple projects simultaneously, and drive strategic initiatives.

• Strong attention to detail and organizational abilities, including prioritization, delegation, and management of complex tasks.

• Capacity to work with, motivate, and nurture a team.

• Passion for automation, AI, and emerging technologies.

🏝️ Benefits

• Health, dental, and vision insurances.

• Retirement savings plan.

• Paid time off.

• Health savings account.

• Flexible spending accounts.

• Life insurance.

• Disability insurance.

• Tuition reimbursement.

• Quarterly or annual bonus eligibility for non-sales roles.