Cash Application Specialist
2 weeks ago
At PointClickCare our mission is simple: to help providers deliver exceptional care. And that starts with our people. As a leading health tech company that's founder-led and privately held, we empower our employees to push boundaries, innovate, and shape the future of healthcare.
With the largest long-term and post-acute care dataset and a Marketplace of 400+ integrated partners, our platform serves over 30,000 provider organizations, making a real difference in millions of lives. We also reinvest a significant percentage of our revenue back into research and development, ensuring our employees have the resources to innovate and make a lasting impact. Recognized by Forbes as a top private cloud company and honored as one of Canada's Most Admired Corporate Cultures, we offer flexibility, growth opportunities, and meaningful work.
At PointClickCare, we empower our people to be the architects of a smarter healthcare future; one that is human-first and accelerated by AI to create meaningful and lasting change. Employees harness AI as a catalyst for creativity, productivity, and thoughtful decision-making. By integrating AI tools into our daily workflows, collaboration is enhanced, outcomes are improved, and every team member has the proficiency to maximize their impact. It all starts with our hiring practices where we uncover AI expertise that complements our mission, and we continue to invest in training and development to nurture innovation throughout the employee journey.
Join us in redefining healthcare — so it doesn't just survive, it thrives. To learn more about PointClickCare, check out Life at PointClickCare and connect with us on Glassdoor and LinkedIn.
**Travel to Office expectations**
For Remote Roles: If this role is remote, there will be in-office events that will require travel to and from the Mississauga and/or Salt Lake City office. These will include, but not limited to, onboarding, team events, semi-annual and annual team meetings.
For Hybrid Roles: If this role is Hybrid, there will be an expectation to reside within commutable distance to the office/location specified in the job listing. This will include, but not limited to, weekly/bi-weekly/monthly events in the office with your specific team. This is a requirement for this role.
Position Summary:
Reporting to the Snr AR & Billing Manager you will be an integral part of our tightly knit accounting and finance team. The Cash Application Specialist is primarily responsible for the accurate and timely application of the company's overall cash inflow and supporting initiatives to improve related processes. You should have a strong customer service disposition and a high aptitude for learning. You will interact frequently with a variety of people at different levels within and outside the organization, and manage a variety of software applications.
Key Responsibilities:- Responsible for the accurate and timely processing of daily cash applications.
- Apply judgement (to review, analyze or come up with recommendations for how to apply certain rules to ensure customer expectations and accounting standards).
- Process cheque payments sent to the lockbox and scan physical cheques sent to the head office, ensuring timely deposit to the bank.
- Ensure adequate record of cheque copies to enable reconciliation of customer payment records.
- Process credit card payments.
- Responsible for allocating wires and direct deposits (EFT and ACH) to customers' invoices.
- Manage customers' accounts in the ERP, and process payments, applications and requests.
- Investigate and process any refunds to clients for overpayments or duplicated payments.
- Process non-sufficient funds (NSF) transactions and related documentation.
- Reconcile deposit clearing accounts for cheques, credit cards and direct deposits.
- Prepare journal entries for credit card and bank fees.
- Respond to payment enquiries from customers and colleagues.
- Prepare monthly journal entries, including small balance write-offs.
- Identify and recommend process improvement opportunities.
- Provide assistance/backup support to others in the Finance Department as required.
- Other special projects as required.
- Post-secondary Diploma/Degree (Accounting/Business/Finance focus preferred).
- Prior experience in an accounts receivable, cash applications/management or an accounting role is an advantage.
- Strong customer service disposition.
- Ability to work independently and contribute to broader team objectives.
- Ability to multitask and manage time amid multiple deadlines.
- Should be comfortable adopting new software applications.
- Very good organizational and interpersonal skills.
- Proficient in MS Office (Excel, Word and Outlook).
- Prior experience with relevant accounting software, specifically NetSuite, is an advantage.
#LI-Hybrid
#LI-TW1
PointClickCare Benefits & Perks:
Benefits starting from Day 1
Retirement Plan Matching
Flexible Paid Time Off
Wellness Support Programs and Resources
Parental & Caregiver Leaves
Fertility & Adoption Support
Continuous Development Support Program
Employee Assistance Program
Allyship and Inclusion Communities
Employee Recognition … and more
It is the policy of PointClickCare to ensure equal employment opportunity without discrimination or harassment on the basis of race, religion, national origin, status, age, sex, sexual orientation, gender identity or expression, marital or domestic/civil partnership status, disability, veteran status, genetic information, or any other basis protected by law. PointClickCare welcomes and encourages applications from people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the selection process. Please contact should you require any accommodations.
When you apply for a position, your information is processed and stored with Lever, in accordance with Lever's Privacy Policy. We use this information to evaluate your candidacy for the posted position. We also store this information, and may use it in relation to future positions to which you apply, or which we believe may be relevant to you given your background. When we have no ongoing legitimate business need to process your information, we will either delete or anonymize it. If you have any questions about how PointClickCare uses or processes your information, or if you would like to ask to access, correct, or delete your information, please contact PointClickCare's human resources team:
PointClickCare is committed to Information Security. By applying to this position, if hired, you commit to following our information security policies and procedures and making every effort to secure confidential and/or sensitive information.
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