Cash Application Specialist
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. The Cash Application Specialist will be responsible for strengthening cash flow by ensuring timely and accurate posting of payments in a high-volume environment, while collaborating with Billing, Collections, and Finance team members to resolve issues and maintain the A/R subledger.
Responsibilities
- Accurately post daily cash (checks, ACH, wires, credit cards) in Microsoft Dynamics 365 Business Central with correct customer, invoice, and dimension coding
- Retrieve and reconcile remittances (lockbox files, customer portals, emailed advices) and resolve unapplied cash quickly
- Research and clear deductions, chargebacks, and short-pays; prepare supporting documentation for approvals or write-offs
- Maintain finance documents on the shared drive for accuracy and accessibility
- Assist with other finance duties as needed
- Use Excel (lookups) to verify and produce cash application files
- Maintain copies of remittances and proper receipt documentation for bank deposits
- Keep customer master data current (contacts, remit info, terms, portals)
- Follow and improve SOPs and internal controls around cash handling, application, and write-offs
- Support cash cut-off, reconciliations, and assist with external audits
Skills
- High school diploma or equivalent required
- 1+ years of hands-on cash application or accounts receivable experience
- 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
- Associate's or Bachelor's degree in Accounting, Finance, or related field
- Experience with Microsoft Dynamics 365 Business Central (or a similar ERP system) is highly desirable
Company Overview
Company H1B Sponsorship