Overview BTVK Advisory is a leading advisory firm whose specialized professionals guide clients through an ever-changing business world, helping them win now and anticipate tomorrow. BTVK Advisory, and its affiliated entities, have operations in North America, South America, Europe, Asia, and Australia. BTVK Advisory’s ultimate parent entity, Baker Tilly US, LLP, is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. To be added to all ET through Experienced requisitions Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Responsibilities • Review daily bank statements and incoming customer payments through wire transfers, ACH, checks, and other payment methods. • Accurately apply and allocate customer payments against the appropriate invoices and customer accounts in the financial system. • Review payment remittance details and investigate unidentified, unapplied, or incorrectly applied cash to ensure timely resolution. • Perform daily cash and bank reconciliations, identifying and resolving discrepancies between bank receipts and system records. • Partner with Billing, Accounts Receivable, Collections, Revenue Operations, and other Finance teams to resolve payment and account-related issues. • Process cash adjustments, reapplications, refunds, and account corrections in accordance with established policies and approval requirements. • Maintain accurate documentation and supporting records for cash application transactions, reconciliations, and audit requirements. • Prepare and maintain cash application reports, unapplied cash reports, aging information, and other operational trackers to support Finance reporting. • Support month-end close activities, process improvements, automation initiatives, and other Finance operations as required. Qualifications • Bachelor’s degree in commerce, Accounting, Finance, Business Administration, or a related field. • 1–3 years of relevant experience in Cash Applications, Accounts Receivable, Order-to-Cash (O2C), Revenue Operations, or Finance Operations. • Good understanding of cash applications, customer payments, bank statements, accounts receivable, invoice allocation, and reconciliation processes. • Familiarity with unapplied cash, payment discrepancies, refunds, adjustments, and customer account reconciliation. • Good working knowledge of Microsoft Excel, including lookups, PivotTables, data reconciliation, and basic reporting. • Experience working with ERP/financial systems such as Workday, SAP, Oracle, NetSuite, or similar platforms is preferred. • Strong attention to detail and accuracy, with the ability to process transactional data within defined timelines. • Good analytical, problem-solving, communication, and stakeholder-management skills, with the ability to investigate and resolve payment-related issues. • Ability to manage multiple priorities, work effectively in a deadline-driven environment, and collaborate with global/cross-functional teams. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. If you have a special request or need that requires accommodations to fully participate in interviewing or onboarding, please submit your request using the “Contact Us” feature on our Careers page. A member of our People Solutions team will follow up with you to discuss your specific needs.

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