Meriton · 4 hours ago
Cash Application Specialist
Irving, TX
Full-time
Hybrid
Entry, Mid Level
2+ years expMeriton is a national team of experts driving HVAC innovation through a network of high-performing companies. The Cash Application Specialist is responsible for the accurate and timely posting of cash from various payment channels, maintaining financial health by ensuring payments are correctly applied, resolving discrepancies, and supporting reconciliation processes.
ConstructionIndustrial EngineeringIndustrial ManufacturingManufacturingMechanical Engineering
Responsibilities
Accurately post cash from various banking instruments, including ACH, wires, credit cards, and refunds, to the correct customer invoices within 24 hours
Manage and resolve exceptions and unapplied cash, aiming to resolve unapplied funds within two days
Perform basic reconciliation of unapplied balances and bank deposits against D365 postings
Support month-end close by ensuring all balances are accurate
Investigate payment issues, process refunds, and handle small balance write-offs
Communicate with internal departments and customers to investigate unidentified payments and resolve discrepancies
Maintain SOX-compliant cash logs
Perform dual review of write-offs/refunds
Engage in training refreshers
Identify and solve bottlenecks in the cash application process
Contribute to continuous improvement efforts, including digital transformation initiatives (D365, PBI)
Regular, consistent and necessary to meet the needs of the business
Assists the cash team and other team members with various research projects and/or special projects
Performs other duties and responsibilities as assigned
Must conduct self in an ethical, legal, and responsible manner at all times
Must adhere to the policies, principles, and guidance within the Employee Handbook and Code of Conduct
Qualification
Required
Detail-oriented individual with strong communication skills
Commitment to accuracy and compliance
Accurately post cash from various banking instruments, including ACH, wires, credit cards, and refunds, to the correct customer invoices within 24 hours
Manage and resolve exceptions and unapplied cash, aiming to resolve unapplied funds within two days
Perform basic reconciliation of unapplied balances and bank deposits against D365 postings
Support month-end close by ensuring all balances are accurate
Investigate payment issues, process refunds, and handle small balance write-offs
Communicate with internal departments and customers to investigate unidentified payments and resolve discrepancies
Maintain SOX-compliant cash logs
Perform dual review of write-offs/refunds
Engage in training refreshers
Identify and solve bottlenecks in the cash application process
Contribute to continuous improvement efforts, including digital transformation initiatives (D365, PBI)
Regular, consistent and necessary to meet the needs of the business
Assist the cash team and other team members with various research projects and/or special projects
Perform other duties and responsibilities as assigned
Conduct self in an ethical, legal, and responsible manner at all times
Adhere to the policies, principles, and guidance within the Employee Handbook and Code of Conduct
Trust, confidentiality, and professionalism are demonstrated at every level
Elevated professionalism which demonstrates tempered emotions, empathy, positive intent, and integrity in all interactions
Strong verbal and written communication skills
Ability to solve practical problems and manage a variety of variables in situations and with problems where only limited information or standardization exists
Open and transparent with a strong work ethic as well as the ability to handle sensitive and confidential information
Strong attention to detail
Ability to work in a fast-paced environment
Self-starter, independent, and strong organization skills, with the ability to manage multiple priorities and deadlines at any given time
Ability to establish and build effective working relationships with colleagues and staff
Acceptance of a variety of lifestyles, behaviors, and cultural, and spiritual practices
2+ years of experience in cash application or a related finance role
Proficiency with various banking instruments (ACH, wires, credit cards, refunds)
Strong reconciliation and problem-solving skills
Excellent communication skills and a high level of accuracy and attention to detail
Ability to collaborate effectively with cross-functional teams (operations, finance, legal)
A strong sense of ownership and accountability
Knowledge of GAAP and SOX compliance
Proficient in the Microsoft Office Suite, including Outlook, Excel, PowerPoint and Word
Preferred
Associate's degree preferred
Experience with D365 posting automation is a plus
Company
Meriton
Meriton is a manufacturer of mechanical engineering devices used to help in construction.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Jerry Braun
Chairman & CEO
Melinda L.
Chief Financial Officer
Recent News
2025-08-13
Company data provided by crunchbase