Cash Application Specialist
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Role details
Tech stack
Job description
- Apply incoming payments (checks, ACH, wire transfers, credit cards) to client accounts and invoices in accordance with firm policies and procedures.
- Reconcile daily cash receipts and investigate discrepancies in payment applications.
- Coordinate with the billing and client services departments to resolve unapplied or misapplied payments and ensure proper account adjustments.
- Communicate with clients, attorneys and team members regarding payment details, remittance information, and account status as needed.
- Processing of one-time credit cards mailed by clients and those emailed to accounts receivable
- Transmittal of checks to bank
- Process client account adjustments as needed
- Identify and recommend process improvements to enhance the efficiency and accuracy of cash application workflows.
Requirements
Our ideal candidate must have experience in 3E legal accounting software and 2+ years of experience in a professional services organziation. We offer competitive compensation and excellent benefits, including a hiring bonus of $5,000 to candidates that apply in response to this job posting., * Must have experience in 3E legal accounting software.
- 2+ years experience in law firm or professional service industry cash application
- Proficiency in Microsoft Office, especially Outlook and Excel
- Proficient in data entry and time management
- Associate’s or Bachelor’s degree in Accounting, Finance, Business, or a related field preferred.
Key Billing Skills and Competencies
- Strong written and verbal communication skills
- Attention to detail and accuracy
- Ability to meet tight deadlines in challenging situations
- Organizing and prioritizing
- Confidentiality
- Sound judgment
- Information management skills
- Problem analysis and problem-solving skills
- Comfortable working in a team environment
- Professional integrity
The candidate must also pass a credit and background check as a condition for employment.
Benefits & conditions
Competitive compensation and excellent benefits. Roetzel & Andress is an Equal Opportunity Employer.
About the company
Roetzel & Andress LPA, a multi-state law firm with an administrative center in Fairlawn, Ohio, has an immediate opening for a full-time Cash Application Specialist to support the Finance Department.
Apply for this position
This job is hosted externally. Click below to view the full posting and apply.
Prepare application
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- Open in Claude
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