Public Partnerships | PPL · 2 weeks ago
Cash Application Analyst
United States
Full-time
Remote
Mid Level
$60K/yr - $75K/yr
3+ years expPublic Partnerships LLC supports individuals with disabilities and aging adults to self-direct their long-term home care. The Cash Application Analyst will be responsible for accounts receivable reporting, cash application, reconciliation, and ensuring data integrity across systems while collaborating with cross-functional teams to improve processes and maintain compliance.
Bookkeeping and PayrollFinancial ServicesHuman ResourcesPaymentsStaffing Agency
Responsibilities
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
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
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
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
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
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
Test system functionality and enhancements prior to release into the production environment
Validate changes to ensure accuracy, functionality, and minimal disruption to financial operations
Qualification
Required
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
Preferred
Project Management experience preferred
Company
Public Partnerships | PPL
PPL is the leading service provider for self-directed care programs.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Deralie Mooney
Tax Manager, Public Partnerships, LLC
Mckenzie Crews
Public Partnership
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