Cash Application Analyst

Public Partnerships | PPL•New York, NY

4d•$60,000 - $75,000

About The Position

It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. Public Partnerships LLC supports individuals with disabilities or chronic illnesses and aging adults, to remain in their homes and communities and “self” direct their own long-term home care. Our role as the nation’s largest and most experienced Financial Management Service provider is to assist those eligible Medicaid recipients to choose and pay for their own support workers and services within their state-approved personalized budget. We are appointed by states and managed healthcare organizations to better serve more of their residents and members requiring long-term care and ensure the efficient use of taxpayer funded services. Our culture attracts and rewards people who are results-oriented and strive to exceed customer expectations. We desire motivated candidates who are excited to join our fast-paced, entrepreneurial environment, and who want to make a difference in helping transform the lives of the consumers we serve. (learn more at www.pplfirst.com). Job Summary The Cash Application Analyst manages cash receipts and accounts receivable reporting, ensuring accurate cash application and reconciliation across systems like Workday and Navision. This role analyzes AR aging, resolves payment discrepancies using SQL and Excel, and collaborates with Accounting, IT, and operational teams to support process improvements, system integrity, and regulatory compliance.

Requirements

Strong analytical skills, including the ability to evaluate quantitative and qualitative information and reach sound conclusions.
Cash application expertise, with ability to reconcile payments and research discrepancies.
Experience in healthcare finance/Medicaid/insurance billing and knowledge of related business rules.
Proficiency with Workday (finance modules) and SQL for data extraction, reconciliation, and reporting.
Advanced Excel skills, including pivot tables, VLOOKUP/XLOOKUP, data manipulation, automation with macros/VBA, Power Query, and data visualization.
Process improvement oriented with ability to document and streamline workflows.
Ability to read and understand technical specifications.
Ability to work independently and collaboratively with cross-functional teams.
Education: Bachelor’s degree in Finance, Accounting, Business, or related field preferred, substantial professional experience in a related field may be considered in lieu of formal degree.
Experience: 3+ years’ experience in finance/corporate finance with direct exposure to cash applications, healthcare/Medicaid billing, and reconciliation.

Nice To Haves

Project Management experience preferred.

Responsibilities

Accounts Receivable Reporting & Analysis
Run AR aging reports from Workday, PowerBI, and Excel and consolidate data on a weekly basis
Prepare AR aging reports for weekly accounting meetings, identifying balances over 365 days and unapplied cash
Design, develop, and prepare accurate AR and cash application reports for internal and external stakeholders using SQL, Excel, and Workday data
Review AR aging buckets to confirm accurate presentation of accounts receivable balances
Cash Application & Reconciliation
Pull daily bank reports to identify all deposits
Reconcile payments, investigate denials, and perform research to accurately apply cash in Workday
Utilize SQL queries and advanced spreadsheet analysis to resolve cash application issues
Verify and maintain accurate receivable and cash application balances across multiple systems, including bank platforms, MBS, and Workday
Systems Integration & Data Integrity
Monitor the integration between Navision and Workday to identify missing or failed invoice transmissions
Investigate and resolve discrepancies related to system data flow and invoice posting
Ensure consistency and accuracy of financial data across integrated systems
Cross-Functional Collaboration
Collaborate with Revenue Cycle Management (RCM) managers and analysts to ensure accurate cash application to invoices
Partner with Accounting, IT, and operational teams to support AR accuracy and reporting needs
Work closely with IT to refine billing processes, payment workflows, cash application processes, and management reporting
Process Improvement & Documentation
Document policies and procedures related to accounts receivable, billing, and cash application
Identify opportunities for process improvements and system enhancements
Define scope and business requirements for system changes and enhancements for IT development teams
Regulatory & Compliance Knowledge
Maintain up-to-date knowledge of state business rules related to Medicaid claiming and healthcare insurance system requirements
Ensure AR and cash application processes align with regulatory and compliance standards
System Testing & Change Management
Test system functionality and enhancements prior to release into the production environment
Validate changes to ensure accuracy, functionality, and minimal disruption to financial operations