Cambridge Investment Research

Workday Financials Analyst

Cambridge Investment Research$70K — $95K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Associate's degree or equivalent experience required
  • 2+ years of related experience in accounting systems, finance operations, or technology support preferred
  • Strong analytical and problem-solving capabilities
  • Excellent written and verbal communication skills
  • Strong customer service mindset

Responsibilities

  • Serve as Tier 2 support for finance-related applications, resolving system issues
  • Manage user access and respond to internal and external system inquiries
  • Lead incident management for third-party applications, coordinating with IT teams
  • Identify, implement, and support automation tools and system integrations
  • Analyze accounting processes to improve efficiency
  • Support system upgrades, including testing and implementation
  • Act as a liaison between accounting users and technology teams

Benefits

  • Opportunity to innovate and drive automation initiatives
  • Engagement in continuous improvement efforts
  • Collaboration with both accounting and technology teams
  • Professional growth through exposure to financial system upgrades and integrations
  • Supportive, team-oriented work environment
Full Job Description
Job Summary

Key Deliverables and Responsibilities

We are seeking a detail-oriented and solutions-driven Workday Finance Integrations & Automation Analyst to support the Finance Department's technology ecosystem. This role plays a critical part in analyzing, supporting, and optimizing accounting systems, ensuring smooth integrations, and driving automation initiatives that improve efficiency and data accuracy.

You will serve as a key liaison between Accounting and Technology teams, helping maintain system performance, troubleshoot issues, and identify opportunities for process improvement.

Key Responsibilities

Systems Support & Operations
  • Serve as Tier 2 support for finance-related applications, troubleshooting and resolving system issues
  • Manage user access (activations/deactivations) and respond to internal and external system inquiries
  • Lead incident management for third-party applications, coordinating with IT/IS teams as needed
  • Create, track, and escalate support tickets

Integrations & Automation
  • Identify, implement, and support automation tools, AI solutions, and system integrations
  • Analyze accounting processes to uncover opportunities for efficiency improvements
  • Support system upgrades, including testing, implementation, and communication

Data & Process Governance
  • Ensure data integrity across financial systems and maintain system uptime
  • Support compliance with IT controls and governance standards
  • Develop and maintain documentation, including:
    • Policies and procedures
    • Training materials
    • User guides

Collaboration & Continuous Improvement
  • Act as a liaison between accounting users and technology teams
  • Gather user feedback and track system performance metrics
  • Drive continuous improvement through data-driven insights


What We Are Looking For
  • Strong analytical and problem-solving capabilities
  • Ability to manage multiple priorities and meet deadlines
  • Excellent written and verbal communication skills
  • Strong customer service mindset


Technical Skills
  • Proficiency in:
    • Workday Financial application support
    • Spreadsheets and macros
    • Financial and accounting systems
  • Familiarity with system integrations, automation tools, or AI solutions is a plus


Education & Experience
  • Associate's degree or equivalent experience required
  • 2+ years of related experience in accounting systems, finance operations, or technology support preferred

About Cambridge Investment Research

Cambridge Investment Research is a privately owned financial services firm that provides a wide range of services to independent financial advisors and their clients. The company was founded in 1981 and is headquartered in Fairfield, Iowa. Cambridge Investment Research offers a variety of products and services, including investment advisory services, brokerage services, and insurance products. The company is committed to providing independent financial advisors with the tools and resources they need to help their clients achieve their financial goals. Cambridge Investment Research has been recognized as one of the top independent broker-dealers in the United States.
Learn more about Cambridge Investment Research
Size
1,000 employees
Industry

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