What are the responsibilities and job description for the Lead Cash Specialist position at Compex Legal Services?
Are you a number-crunching pro with an eye for detail and a passion for keeping things running smoothly? Do you love bringing order to financial operations and leading a team to success? If that sounds like you, keep reading — this might just be your next favorite job.
Compex Legal Services is looking for a Lead Cash Specialist to join our Finance team. In this key role, you’ll help lead the cash application process and support a high-performing team that keeps our financial engine running. If you're ready to roll up your sleeves, take ownership, and make an impact, we want to hear from you.
About Us
Compex is the nation’s leading provider of record retrieval services. We support thousands of law firms and major insurance carriers with innovative solutions like record summarization, IME coordination, and deposition reporting. We’re fast-paced, tech-forward, and driven by a commitment to helping our clients work smarter and faster.
We’re growing — quickly. That’s why we’re looking for someone who’s just as driven and excited about where we’re headed.
What You’ll Do
As the Lead Cash Specialist, you’ll be the go-to for everything related to incoming payments and cash application. You'll lead daily operations and work closely with the Financial Operations Supervisor to keep things accurate, efficient, and on track.
Responsibilities include:
Overseeing daily activities of the Cash Application team
Receiving, sorting, scanning, and remotely depositing incoming payments
Applying payments correctly to customer invoices and managing credit card authorizations
Reconciling credit card payments with bank statements
Preparing and maintaining daily cash activity and reconciliation reports
Supporting cross-functional teams with payment-related information when needed
You’ll help create smoother workflows, faster processing, and fewer headaches — all while leading a strong, capable team.
What You Bring
3–5 years of experience in cash application or similar finance/accounting roles
Strong Excel skills, including functions and pivot tables
A Bachelor’s Degree is preferred, but not required if you’ve got the skills and experience
A problem-solver mindset with a proactive, can-do attitude
A track record of bringing smart, creative solutions to the table
What You’ll Get
Paid Time Off and paid holidays
Medical, dental, and vision insurance
A collaborative, supportive work environment
The chance to grow with a fast-moving, innovative company
Ready to Apply?
If you’re looking for a role where you can take the lead, make a real impact, and be part of a growing company that values your ideas — we’d love to connect.
