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At PDI Technologies, we empower some of the world's leading convenience retail and petroleum brands with cutting-edge technology solutions that drive growth and operational efficiency. By “Connecting Convenience” across the globe, we empower businesses to increase productivity, make more informed decisions, and engage faster with customers through loyalty programs, shopper insights, and unmatched real-time market intelligence via mobile applications, such as GasBuddy. We’re a global team committed to excellence, collaboration, and driving real impact. Explore our opportunities and become part of a company that values diversity, integrity, and growth.
Role Overview
The Cash Application Specialist is responsible for ensuring accurate and timely posting of customer payments, deposits, and remittances. This role plays a critical part in maintaining the integrity of financial records by applying cash receipts against customer accounts, reconciling discrepancies, and supporting overall processes.
Key Responsibilities
- Post daily customer payments (checks, ACH, wire transfers, credit cards) accurately and in a timely manner.
- Process deposits and apply cash to customer accounts based on remittance advice.
- Research and resolve payment discrepancies, unapplied cash, and unidentified receipts.
- Reconcile accounts and ensure proper documentation is maintained.
- Collaborate with internal teams (Collections, Billing, and Customer Service) to resolve payment-related issues.
- Monitor and track remittances to ensure alignment with customer accounts.
- Assist with month-end closing activities related to cash applications.
- Maintain compliance with internal controls and company policies.
- Support ad hoc projects or process improvement initiatives as assigned.
Qualifications
- High school diploma or equivalent; associate’s degree in Accounting, Finance, or related field preferred.
- Proficiency in Microsoft Excel and ERP/financial systems
- 1+ years of experience with NetSuite
- 2+ years of experience in Accounts Receivable, Cash Applications, or related financial operations role.
- Strong attention to detail and accuracy in data entry.
- Excellent problem-solving and analytical skills.
- Strong organizational and time management abilities.
- Effective communication and collaboration skills.
- Applicants must be legally authorized to work in the United States without the need for employer sponsorship, now or in the future. PDI Technologies is unable to offer visa sponsorship for this role.
Behavioral Competencies
- Manages Ambiguity
- Plans and Aligns
- Action Oriented
- Collaborates
- Ensures Accountability
PDI is committed to offering a well-rounded benefits program, designed to support and care for you, and your family throughout your life and career. This includes a competitive salary, market-competitive benefits, and a quarterly perks program. We encourage a good work-life balance with ample time off [time away] and, where appropriate, hybrid working arrangements. Employees have access to continuous learning, professional certifications, and leadership development opportunities. Our global culture fosters diversity, inclusion, and values authenticity, trust, curiosity, and diversity of thought, ensuring a supportive environment for all.
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