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Ethos Risk Services is a leading insurance claims investigation and medical management company committed to providing better data that translates into better decision-making for our clients. We are at the forefront of innovation in our space, and our success is driven by a dynamic team passionate about delivering exceptional services to our customers.
Cash Application Specialist
Location
United States
Posted
87 days ago
Salary
$18 - $20 / hour
Seniority
Mid Level
Job Description
Cash Application Specialist
Ethos Risk Services
Role Description Our dynamic Ethos team is seeking a full-time Cash Application Specialist to join our Finance team. This role is responsible for strengthening cash flow by ensuring timely and accurate posting of payments in a high-volume, service-based, multi-entity environment. You will work closely with Billing, Collections, and other Finance team members to quickly resolve issues, reduce Days Sales Outstanding (DSO), and maintain a clean and current A/R subledger. Key Responsibilities - Payment Posting: Accurately post daily cash (checks, ACH, wires, credit cards) in Microsoft Dynamics 365 Business Central with correct customer, invoice, and dimension coding. - Remittance Reconciliation: Retrieve and reconcile remittances (lockbox files, customer portals, emailed advices) and resolve unapplied cash quickly. - Dispute Resolution: Research and clear deductions, chargebacks, and short-pays; prepare supporting documentation for approvals or write-offs. - Document Management: Maintain finance documents on the shared drive for accuracy and accessibility. - Finance Support: Assist with other finance duties as needed. - Daily Reporting: Use Excel (lookups) to verify and produce cash application files. - Audit Trail: Maintain copies of remittances and proper receipt documentation for bank deposits. - Master Data Maintenance: Keep customer master data current (contacts, remit info, terms, portals). - Process Improvement: Follow and improve SOPs and internal controls around cash handling, application, and write-offs. - Month-End Close: Support cash cut-off, reconciliations, and assist with external audits. Qualifications - Education: High school diploma or equivalent required; Associate's or Bachelor's degree in Accounting, Finance, or related field preferred. - Experience: 1+ years of hands-on cash application or accounts receivable experience (required). Experience with Microsoft Dynamics 365 Business Central (or a similar ERP system) is highly desirable. - Skills: - Proficiency with Microsoft Excel (lookups, reconciliations, reporting). - Strong attention to detail with the ability to manage a high volume of accounts and meet deadlines. - Excellent customer service and communication skills, with clear written documentation and professional follow-through. - Ability to work independently while collaborating effectively with cross-functional teams. Working Conditions - This role is eligible for work-from-home/remote or in office environment in our Broussard, LA office. - Constant operation of a computer and other office productivity machinery, such as a calculator, copy machine/printer. - Frequent communication via telephone and in person with clients, customers and co-workers.
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