Cash Application Specialist

About the role

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 located in our Fairlawn office.

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
• Process one-time credit cards mailed by clients and those emailed to accounts receivable
• Transmit checks to the bank
• Process client account adjustments as needed
• Identify and recommend process improvements to enhance the efficiency and accuracy of cash application workflows

Requirements

• Must have experience in 3E legal accounting software
• 2+ years of experience in law firm or professional service industry cash application
• Proficiency in Microsoft Office, especially Outlook and Excel
• Proficient in data entry and time management
• Associate’s or Bachelor’s degree in Accounting, Finance, Business, or a related field preferred
• Must pass a credit and background check as a condition for employment

Skills

• 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

Benefits

Competitive compensation and excellent benefits.