Cash Applications Specialist
Job Description
Bachelor’s degree in Finance, Accounting, Business Analytics, or related field (or equivalent experience).
• 2+ years of experience in cash applications, accounts receivable, or financial analysis.
• Proficiency in Excel (pivot tables, VLOOKUP, formulas); experience with data visualization tools is a plus.
• Familiarity with ERP systems (e.g., SAP, Oracle, NetSuite) and banking platforms.
• Strong analytical and problem-solving skills.
• Excellent communication and documentation abilities.
• Ability to work independently and manage multiple priorities in a fast-paced environment.
Nice to Have Skills & Experience
Experience with automation tools (e.g., RPA, Power Automate).
• Knowledge of lockbox processing and electronic payment formats (ACH, wire, credit card).
• Prior project work in finance transformation or system implementation.
• Experience with High Radius cash application software.
• Familiarity with Bank of America CashPro platform.
Job Description
A client of Insight Global is looking to bring a cash specialist on to the team. This person will focus on analyzing payment data, identifying process improvement opportunities, and supporting system enhancements to optimize cash application workflows. Ideal candidates will have strong Excel skills, experience with ERP systems, and a background in finance or accounting operations.
