Job Description
The Cash Application Specialist is responsible for the accurate and timely application of customer payments to open invoices and accounts receivable balances. This role supports the company's cash flow by processing payments received through various channels, including checks, electronic funds transfers (EFTs), wire transfers, and credit card payments.
Process and apply customer payments received via: Check, EFT/ACH, wire & credit card
• Retrieve and review remittance advice from customer portals, emails, and banking platforms.
• Accurately post payments to customer accounts and invoices within the ERP/accounting system.
• Research and resolve unapplied cash, short payments, overpayments, duplicate payments, and payment discrepancies.
• Process customer credit card payments and maintain PCI compliance requirements.
• Collaborate with Accounts Receivable, Collections, Sales, and Project Management teams to resolve payment issues
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.
Required Skills & Experience
High school diploma or equivalent required; associate’s degree in accounting, Finance, or Business is a plus.
• Minimum 2 years of cash application, accounts receivable, or accounting experience.
• Experience processing high-volume customer payments.
• Familiarity with lien releases, billing schedules, and construction contracts is a plus
Nice to Have Skills & Experience
Associate’s degree in accounting, Finance or Business is a plus.
Construction industry knowledge is a plus.
Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.