Detail-oriented financial professional with extensive experience in cash application, account reconciliation, and payment processing. Skilled in reconciling entries, resolving discrepancies, and maintaining transaction accuracy. Proven leader in mentoring teams, managing priorities, and ensuring workflow efficiency. Bilingual English/Spanish, committed to enhancing cash application accuracy and driving operational performance.
Work History
Cash Application Supervisor
10 Years 8 Months
K&L Gates LLP | 11.2015 - 07.2026
Led team in resolving discrepancies, enhancing accuracy in payment processing.
Implemented process improvements, resulting in streamlined cash application workflows.
Trained and mentored staff on cash application systems and best practices.
Supervised cash application processes, ensuring accurate posting of payments and adjustments.
Collaborated with accounting teams to reconcile accounts and ensure compliance with policies.
Developed training materials for new hires, improving onboarding efficiency and accuracy.
Managed escalated inquiries from clients regarding payment status and account balances.
Managed a team of cash application specialists for improved accuracy and productivity in daily tasks.
Monitored daily bank transactions for accuracy and completeness, addressing any discrepancies swiftly to maintain financial records'' accuracy.
Reviewed monthly account reconciliations, identifying discrepancies for swift correction and maintaining financial integrity.
Reduced unapplied cash balances by diligently investigating root causes and implementing corrective actions as needed.
Supported financial director with special projects and additional job duties.
Cash Application Lead
3 Years 8 Months
Sovereign Health Care | 01.2012 - 09.2015
Assisted with day-to-day operations, working efficiently and productively with all team members.
Identified issues, analyzed information, and provided solutions to problems.
Resolved problems, improved operations, and provided exceptional service.
Balanced monthly spreadsheets against bank reconciliation for month end closing
Developed streamlined procedures for cash application.
Cash Application Assistant
2 Years 11 Months
Banner Healthcare | 02.2009 - 01.2012
Processed high volumes of customer payments, ensuring accuracy and timeliness in cash application.
Filed reports and posted daily batches in system.
Maintained thorough documentation of all cash applications, ensuring a clear audit trail for financial review purposes.
Applied cash and wires to corresponding customer accounts based on remittance details provided by customers.
Sorted payments into batches by segmenting each payment by business unit and scanning into database.
Used data entry skills to accurately document and input statements.
Utilized various software programs to process customer payments.
Education
High School Diploma
Page Highschool | Page, AZ
Skills
Team collaboration
Leadership skills
Financial record keeping
Deadline management
Cash reconciliation
Team collaboration
Cash application management
Deadline oriented approach
Team leadership qualities
Cash application management
Financial modeling
Problem-solving
Languages
Spanish
Native or Bilingual
Interests
Camping
I have a passion for photography and editing photos.