Cash Application and Credit Memo Analyst

Join the best in the industry at Nextech and embark on a rewarding career journey! For over 30 years, we've built our success on a foundation of Quality, Value, and Integrity, fostering enduring partnerships with thousands of satisfied customers. With over 2,000 team members nationwide, Nextech sets itself apart from other companies by being America’s largest HVAC/R service provider.

As we continue to grow, we're committed to offering an exceptional work experience for our employees with numerous opportunities for development and advancement. If you pride yourself on quality work, integrity, and dedication, we want you on our team. Nextech boasts outstanding review ratings on Indeed and Glassdoor, making it the premier destination for HVAC professionals. Elevate your career by joining Nextech today!

The Cash Application and Credit Memo Analyst is responsible for accurately applying cash receipts to customer accounts, processing credit memos, and ensuring that all financial transactions are recorded correctly and efficiently. This role plays a critical part in maintaining accurate accounts receivable records, contributing to the overall financial health and cash flow of the organization.

• Excellent Health Insurance options including a FREE employee only option
• Dental, Vision, Accident, Critical Illness, Disability and Supplemental Life Insurance options
• FREE life insurance equal to your annualized pay rate
• 401k with a 50% match up to the first 6% of your contributions
• 7 paid Holidays
• 2 paid Personal days
• 10 paid Vacation days

• Applies incoming cash receipts to customer accounts in a timely and accurate manner
• Reconciles daily cash receipts and resolves discrepancies
• Maintains accurate records of all cash transactions
• Collaborates with the collections team to ensure proper allocation of payments
• Reviews and processes credit memo requests
• Ensures credit memos are issued in accordance with company policies and procedures
• Investigates and resolves any issues related to credit memos
• Maintains detailed records of all credit memo transactions
• Performs regular account reconciliations to ensure accuracy of accounts receivable, identifying and resolving any discrepancies/issues in a timely manner
• Assists in month-end closing activities related to cash application and credit memos
• Prepares and presents reports on cash application and credit memo activities
• Analyzes data to identify trends and provide insights for process improvements
• Supports internal and external audits by providing necessary documentation and explanations
• Completes assigned tasks in a safe, accurate, thorough, and alert manner
• Upholds Company policies and procedures
• Works in a professional manner with managers, supervisors, coworkers, customers, and the public
• Other related job duties as assigned

• Excellent time management skills
• Reliable data entry speed and accuracy
• Excellent interpersonal written and oral communication skills
• Proficient in Microsoft Office including advanced skills in Excel (Pivot tables, Vlookup, Macros, If Statements, Formulas)
• Ability to coordinate, contribute to and work within a cross-functional team
• Ability to thrive in a dynamic and fast-paced environment
• Able to prioritize duties and manage multiple projects from start to finish with minimal supervision
• Experience with ERP systems
• Knowledge of accounts receivable processes and best practices
• Must possess the ability to take initiative to complete assignments and job responsibilities with minimal supervision
• Exceptional attention to detail and excellent organizational skills

• Associate degree or bachelor’s degree from a four-year accredited university or college in accounting, finance, or related field preferred
• 2+ years of experience in cash application, credit memo processing, or related roles
• Previous experience in a similar role
• Previous experience in HVAC Industry or service industry is preferred
• Demonstrated stable and successful work experience in billing/and or customer service

• Continuously able to work in office environment
• Continuously able to operate a computer and other office productivity machinery, such as a copy machine, telephone, and computer printer
• Continuously able to sit at a computer for up to 8 hours
• Able to alternate between sitting and standing, as needed throughout the day
• Occasionally able to lift up to 15 lbs.
• Continuously requires vision, hearing, twisting, and talking
• Occasionally requires walking, lifting, carrying, reaching, kneeling, pushing/pulling, bending, and crouching
• Rarely requires climbing

Other requirements:

• May be required to use personal smartphone with a camera capable of reading a QR code for 2 factor authentication