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5 results for Cash Application Specialist in Brookfield, WI

Collections Specialist
  • New Berlin, WI
  • onsite
  • Permanent
  • 58000.00 - 60000.00 USD / Yearly
  • We are looking for a detail-oriented Collections Specialist to join our team in New Berlin, Wisconsin. This role involves managing customer accounts, ensuring timely payments, and providing exceptional service to resolve outstanding balances. The ideal candidate will bring expertise in accounts receivable and collections processes, along with strong communication skills.<br><br>Responsibilities:<br>• Follow up with customers to address overdue accounts and negotiate payment arrangements.<br>• Maintain accurate records of all collection activities and account statuses.<br>• Handle inbound calls to assist customers with billing inquiries and payment concerns.<br>• Provide backup support for cash application processes to ensure smooth financial operations.<br>• Collaborate with internal teams to resolve discrepancies and improve collection outcomes.<br>• Monitor account aging reports to identify and prioritize collection efforts.<br>• Communicate professionally and effectively with customers to maintain positive relationships.<br>• Ensure compliance with company policies and relevant regulations during collection activities.
  • 2025-09-03T14:48:45Z
Accounts Receivable Specialist
  • Brookfield, WI
  • onsite
  • Permanent
  • 47000.00 - 52000.00 USD / Yearly
  • <p>Robert Half is partnering with a Brookfield manufacturing client in the recruiting for an Accounts Receivable Specialist to join their team in Brookfield, Wisconsin. This role focuses on managing the financial transactions related to customer payments, ensuring accuracy and efficiency in handling accounts. The ideal candidate will play a crucial role in maintaining strong customer relationships while supporting the finance team’s overall operations.</p><p><br></p><p>This is a permanent placement opportunity offering full benefits package, paid time off and 401k match. </p><p><br></p><p><strong>Primary Responsibilities:</strong></p><ul><li>Invoicing & Billing: Generate and process accurate and timely customer invoices for product shipments and services rendered. Ensure compliance with the company’s billing policies and procedures.</li><li>Customer Account Management: Establish and maintain customer accounts, including setting up terms of payment, credit screening coordination, and account reconciliations.</li><li>Collections: Actively follow up on past-due accounts, identifying escalation points, and working with internal stakeholders to resolve disputes while maintaining positive client relationships.</li><li>Cash Applications: Apply incoming payments (checks, ACH, wire transfers, etc.) to customer accounts, ensuring proper allocation and addressing payment discrepancies.</li><li>Reporting & Analysis: Prepare AR aging reports and key metrics for the team and management. Assess trends in collections, account statuses, and cash flow. Provide recommendations for process improvements.</li><li>Documentation & Audit Support: Maintain accurate records for AR processes. Support financial audits by preparing requested documentation and addressing inquiries related to AR.</li><li>Cross-Functional Collaboration: Partner with sales, customer service, shipping, and other teams to resolve customer inquiries efficiently. Support the month-end close process by reconciling AR balances and preparing journal entries as needed.</li></ul>
  • 2025-09-15T16:39:08Z
Development and Philanthropic Services Specialist
  • Milwaukee, WI
  • onsite
  • Temporary
  • 23.75 - 27.50 USD / Hourly
  • We are looking for a detail-oriented Development and Philanthropic Services Specialist to join our team on a contract basis in Milwaukee, Wisconsin. This role focuses on supporting administrative and operational activities related to donor services, gift processing, and database management. The ideal candidate will excel in handling donor communication, maintaining accurate records, and ensuring the smooth execution of department processes.<br><br>Responsibilities:<br>• Process and record all incoming gift transactions, ensuring accuracy in data entry and timely acknowledgment letters.<br>• Maintain donor management systems by creating and updating fund records, ensuring database integrity, and generating regular reports.<br>• Coordinate the distribution of quarterly financial statements and related materials, ensuring they are accurate and delivered on time.<br>• Communicate with donors to provide updates on fund balances, gift statuses, and other related inquiries.<br>• Organize and manage fund files, both electronic and physical, ensuring all documentation is properly stored and accessible.<br>• Assist team members with scheduling, meeting coordination, travel arrangements, and expense reporting.<br>• Plan and coordinate logistics for meetings and events, including securing venues, preparing materials, and managing registrations.<br>• Prepare and distribute correspondence, agendas, reports, and other documents to support departmental operations.<br>• Handle donor-related mailings, appeals, and publications, ensuring timely and accurate delivery.<br>• Collaborate with Marketing and Communications to maintain updated marketing collateral and presentation materials.
  • 2025-09-25T18:39:07Z
Financial Analyst
  • Delafield, WI
  • onsite
  • Permanent
  • 80000.00 - 115000.00 USD / Yearly
  • <p>We are looking for a detail-oriented Financial Analyst to join our team. In this role, you will conduct in-depth analysis, synthesize business information, and create comprehensive financial documentation to support strategic decision-making. You will interact with executives and advisors, represent the organization at conferences, and contribute to business valuation projects.</p><p><br></p><p>Responsibilities:</p><p>• Analyze and document financial and business data to support valuation and strategic planning efforts.</p><p>• Prepare detailed financial reports, including business performance evaluations and industry outlooks.</p><p>• Conduct financial modeling, variance analysis, and ad hoc financial assessments using advanced Excel techniques.</p><p>• Represent the organization at business conferences, actively participating in discussions and networking opportunities.</p><p>• Develop and refine written communication materials for business valuation reporting and consulting engagements.</p><p>• Manage multiple projects simultaneously while maintaining accuracy and attention to detail.</p><p>• Utilize data mining techniques to extract and interpret relevant information for financial analysis.</p><p>• Prepare presentations and speak confidently in small to medium-sized group settings.</p><p>• Ensure timely and independent completion of project-oriented tasks with periodic reviews and updates.</p><p><br></p><p>For immediate consideration please apply.</p>
  • 2025-09-15T16:29:05Z
Sr. Financial Analyst
  • Sheboygan Falls, WI
  • onsite
  • Permanent
  • 95000.00 - 115000.00 USD / Yearly
  • We are looking for a Senior Financial Analyst to join our team in Sheboygan Falls, Wisconsin. In this role, you will provide strategic financial insights and guidance to support sourcing initiatives, collaborating with cross-functional teams to drive performance and operational excellence. This position offers a unique opportunity to leverage your analytical expertise and leadership skills while contributing to the development of financial acumen across the organization.<br><br>Responsibilities:<br>• Provide leadership and analytical expertise to the Sourcing team by delivering performance reporting, strategic planning, and decision-making support.<br>• Partner with sourcing leaders to develop financial strategies, annual budgets, and operational forecasts, utilizing Integrated Business Planning methodologies.<br>• Conduct in-depth financial analyses and deliver actionable recommendations to improve business outcomes.<br>• Evaluate business opportunities critically and offer financial guidance to support sound decision-making.<br>• Educate team members on financial concepts and their impact to enable informed decision-making.<br>• Oversee forecasting and budgeting processes for materials and meat, including annual cost evaluations and updates.<br>• Manage month-end close activities for sourcing expenses, delivering meaningful insights and analysis.<br>• Collaborate with Contract Manufacturing and third-party partners to maintain accurate pricing files and cost workbooks.<br>• Identify and implement cost-saving opportunities through continuous improvement initiatives.<br>• Mentor interns and rotational team members, fostering growth and development.
  • 2025-09-19T17:18:57Z