Senior Team Leader, Cash Application
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Posted: 10/8/2026Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive experience in Accounts Receivable processes and cash management, with a strong focus on team leadership, process improvement, and automation initiatives. Proven ability to manage high-level financial processes and collaborate effectively with internal and external stakeholders.
Highest-signal resume keywords
Accounts Receivable ReconciliationsCash ManagementTeam LeadershipProcess ImprovementAutomation Technologies
About the role
Key responsibilities & impact- Oversee accurate and timely application of customer payments to receivable accounts
- Provide leadership and development to the Cash Application team
- Collaborate with Receivables, Customer Service, and internal stakeholders to resolve posting and misapplied cash issues
- Lead daily, monthly, quarterly, and annual close processes and reporting
- Coordinate with WEX Bank and WEX Accounting on General Ledger integration and cash/accounts receivable journal entries
- Design, streamline, and execute controlled processes to mitigate financial risk
- Drive process improvement and automation initiatives
- Respond to financial information requests from internal and external stakeholders and auditors
- Oversee onboarding and integration of subsidiaries and acquisitions
- Coordinate lockbox activity and bank file issues with Treasury and IT
- Hold team meetings and one-on-ones, set goals, deliver metrics, and conduct performance reviews
- Coordinate work distribution, training schedules, PTO and holiday coverage
- Maintain process documentation
- Mentor and develop team leaders
- Integrate AI and automation technologies to scale operations, reduce manual processes, and mitigate operational risks
Requirements
What you’ll need- At least 1 year of proven senior leadership experience in finance-related fields
- 7+ years of financial experience in Accounts Receivable, banking, Accounts Payable, or another applicable area
- 1–3 years of experience managing high-level financial processes and teams
- Must successfully pass a background investigation and drug screening
- Extensive experience with Accounts Receivable reconciliations
- Deep understanding of cash management and Treasury products and technologies
- Advanced knowledge of Accounts Receivable processes and systems in a high transaction volume environment
- Ability to lead meetings effectively, manage multiple projects concurrently, and drive strategic initiatives
- Strong attention to detail and organizational skills, including prioritization, delegation, and management of complex tasks
- Ability to work with, motivate, and develop a team
- Enthusiasm for automation, AI, and emerging technologies
Benefits
Comp & perks- 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
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Accounts ReceivableFinancial ReportingGeneral Ledger IntegrationFinancial Risk MitigationHigh Transaction Volume ManagementTreasury ProductsFinancial Process ManagementPerformance MetricsProcess DocumentationAI Integration
Soft Skills
Attention to DetailOrganizational SkillsTeam MotivationEffective CommunicationProject Management
Tools & Technologies
WEX BankLockbox SystemsBank File ManagementAutomation ToolsFinancial Software
Industry Keywords
FinanceAccounts PayableCash ApplicationFinancial AuditingStakeholder Collaboration