Cash Application Specialist

Ethos Risk Services
Lafayette, United States of America
11 days ago

Role details

Contract type
Permanent contract
Employment type
Full-time (> 32 hours)
Working hours
Regular working hours
Languages
English
Experience level
Junior
Compensation
$ 42K

Job location

Lafayette, United States of America

Tech stack

Microsoft Excel
Audit Trail
Customer Data Management
Document Management Systems
Microsoft Business Central
Data Management

Job description

JOB SUMMARY: 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., * 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.

Requirements

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.

Benefits & conditions

Health insurance, Retirement plan, Paid time off, Vision insurance, Health savings account, Dental insurance, * 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.

About the company

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., Ethos Risk Services is an equal opportunity employer that does not discriminate on the basis of religious creed, sex, national origin, race, veteran status, disability, age, marital status, color or sexual orientation or any other characteristic.

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