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

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