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Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 22 U.S. office locations, one in the Philippines and more than 2,100 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.
Join Aprio's Finance team and you will help clients maximize their opportunities. Aprio is a progressive, fast-growing firm looking for a Cash Management Specialist to join their dynamic team.
The Cash Management Specialist will partner with work with our Cash Receipt department, processing and allocating client payments and with our Cash Management department sending statements, and communication with client in regard to overdue accounts. In addition, this position will process client data updates in accordance with company policy.
Candidates must be bilingual in fluent in English and Spanish (verbal and written).
Position responsibilities:- Accurately input new client data into accounting software, ensuring information correctness and proper documentation filing.
- Communicate with customers regarding overdue invoices via email, phone, and other channels; actively manage collections.
- Facilitate payment processing, by verifying and recording receipts and resolving discrepancies.
- Perform administrative duties including data entry, bill reminders, filing, and client communication regarding account inquiries.
- Collaborate closely with team members and branches to ensure comprehensive customer care.
- Provide accounting support as necessary.
- Generate management-requested reports.
- Contribute to special projects as assigned.
- Perform other duties as assigned.
- Candidates must be bilingual in fluent in English and Spanish (verbal and written)
- 2+ years of experience in client data management
- Strong attention to detail and accuracy
- Ability to work independently and as part of a team
- Excellent communication and interpersonal skills
- Proficient in Microsoft Office Suite
- Experience with CRM software is a plus
- If you are a highly organized and detail-oriented individual with experience in client data management, we encourage you to apply for the Cash Management Specialist position.
Why work for Aprio:
Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.
What’s in it for you:
- Working with an industry leader: Be part of a high-growth firm that is passionate for what's next.
- An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients.
- A great team: Work with a high-energy, passionate, caring, and ambitious team of professionals in a collaborative culture.
- Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.
- Competitive compensation: You will be rewarded with competitive compensation.
EQUAL OPPORTUNITY EMPLOYER
Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.
