Cash Application Specialist

Roetzel & Andress•Fairlawn, OH

1d•Onsite

About The Position

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. This is an in office position to be worked in our Fairlawn office.

Requirements

Must have experience in 3E legal accounting software.
2+ years experince in law firm or professional service industry cash application
Proficiency in Microsoft Office, especially Outlook and Excel
Proficient in data entry and time management
Must pass a credit and background check as a condition for employment.

Nice To Haves

Associate’s or Bachelor’s degree in Accounting, Finance, Business, or a related field preferred.
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

Responsibilities

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 department 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.