Cash Application Specialist

Ethos Risk Services•Lafayette, LA

1d•Hybrid

About The Position

ABOUT US: 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. 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.

Requirements

High school diploma or equivalent required; Associate's or Bachelor's degree in Accounting, Finance, or related field preferred.
1+ years of hands-on cash application or accounts receivable experience (required).
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.

Nice To Haves

Experience with Microsoft Dynamics 365 Business Central (or a similar ERP system) is highly desirable.

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.