Meriton
Meriton is a national team of experts driving HVAC innovation through a network of high-performing companies. From strategy and support to systems and solutions, we work behind the scenes to strengthen operations and build value—for our partners and our people.
If you’re looking to make an impact, we’re glad you’re here. At Meriton, you’ll join a team that believes in big ideas, doing great work, and building careers that matter—every step of the way.
Position Description Job Title: Cash Application Specialist Reports To: Cash Application Supervisor FLSA Status: Non-Exempt Location: Shared Services Office, Irving, TX (Hybrid)
Summary The Cash Application Specialist is a key member of our Accounts Receivable’s Cash team, responsible for the accurate and timely posting of cash from various payment channels. You will play a crucial role in maintaining our financial health by ensuring payments are correctly applied, resolving discrepancies, and supporting our reconciliation processes. This position requires a detail-oriented individual with strong communication skills and a commitment to accuracy and compliance.
Essential Duties and Responsibilities Payment Posting:
Accurately post cash from 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.
Reconciliation:
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.
Customer Communication:
Communicate with internal departments and customers to investigate unidentified payments and resolve discrepancies.
Compliance & Controls:
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).
Other Duties:
Assist the cash team and other team members with various research projects and special projects.
Perform other duties and responsibilities as assigned.
Conduct work 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.
Competencies
Trust, confidentiality, and professionalism at every level.
Strong verbal and written communication skills.
Ability to solve practical problems and manage a variety of variables.
Open and transparent work ethic with the ability to handle sensitive and confidential information.
Strong attention to detail and ability to work in a fast‑paced environment.
Self‑starter with strong organization skills, managing multiple priorities and deadlines.
Ability to build effective working relationships with colleagues and staff across cultures.
Acceptance of a variety of lifestyles, behaviors, and cultural and spiritual practices.
Education / Experience
Associate’s degree preferred.
2+ years of experience in cash application or a related finance role.
Proficiency with banking instruments (ACH, wires, credit cards, refunds).
Experience with D365 posting automation is a plus.
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.
Proficiency in Microsoft Office Suite (Outlook, Excel, PowerPoint, Word).
Work Environment The work environment is a corporate office with moderate noise and temperature. Reasonable accommodation may be made for individuals with disabilities. Telework or remote work may occur for portions of the workweek, depending on project needs and supervisor coordination.
Physical Demands
Walk, bend, stand, and reach constantly during a workday.
Lift 15–20 lbs.
Stand for long periods (4–5 hours) occasionally.
Travel via plane or car to events.
Employment practices will not be influenced by protected characteristics. Reasonable accommodations will be made for qualified individuals with disabilities.
Salary ranges are dependent upon a candidate’s qualifications, experience, internal equity, and the budgeted amount for the specific role and location.
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If you’re looking to make an impact, we’re glad you’re here. At Meriton, you’ll join a team that believes in big ideas, doing great work, and building careers that matter—every step of the way.
Position Description Job Title: Cash Application Specialist Reports To: Cash Application Supervisor FLSA Status: Non-Exempt Location: Shared Services Office, Irving, TX (Hybrid)
Summary The Cash Application Specialist is a key member of our Accounts Receivable’s Cash team, responsible for the accurate and timely posting of cash from various payment channels. You will play a crucial role in maintaining our financial health by ensuring payments are correctly applied, resolving discrepancies, and supporting our reconciliation processes. This position requires a detail-oriented individual with strong communication skills and a commitment to accuracy and compliance.
Essential Duties and Responsibilities Payment Posting:
Accurately post cash from 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.
Reconciliation:
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.
Customer Communication:
Communicate with internal departments and customers to investigate unidentified payments and resolve discrepancies.
Compliance & Controls:
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).
Other Duties:
Assist the cash team and other team members with various research projects and special projects.
Perform other duties and responsibilities as assigned.
Conduct work 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.
Competencies
Trust, confidentiality, and professionalism at every level.
Strong verbal and written communication skills.
Ability to solve practical problems and manage a variety of variables.
Open and transparent work ethic with the ability to handle sensitive and confidential information.
Strong attention to detail and ability to work in a fast‑paced environment.
Self‑starter with strong organization skills, managing multiple priorities and deadlines.
Ability to build effective working relationships with colleagues and staff across cultures.
Acceptance of a variety of lifestyles, behaviors, and cultural and spiritual practices.
Education / Experience
Associate’s degree preferred.
2+ years of experience in cash application or a related finance role.
Proficiency with banking instruments (ACH, wires, credit cards, refunds).
Experience with D365 posting automation is a plus.
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.
Proficiency in Microsoft Office Suite (Outlook, Excel, PowerPoint, Word).
Work Environment The work environment is a corporate office with moderate noise and temperature. Reasonable accommodation may be made for individuals with disabilities. Telework or remote work may occur for portions of the workweek, depending on project needs and supervisor coordination.
Physical Demands
Walk, bend, stand, and reach constantly during a workday.
Lift 15–20 lbs.
Stand for long periods (4–5 hours) occasionally.
Travel via plane or car to events.
Employment practices will not be influenced by protected characteristics. Reasonable accommodations will be made for qualified individuals with disabilities.
Salary ranges are dependent upon a candidate’s qualifications, experience, internal equity, and the budgeted amount for the specific role and location.
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