Workday Financials Analyst

Cambridge Investment Research, Inc.; Fairfield (IA); Hybrid; USD 70,000 - 100,000; Full time

Job summary

Cambridge Investment Research, Inc. is seeking a detail-oriented Workday Finance Integrations & Automation Analyst to support its Finance Department’s technology ecosystem.

The role focuses on analyzing, supporting, and optimizing accounting systems, ensuring smooth integrations and driving automation initiatives for better efficiency and data accuracy. You will act as a liaison between Accounting and Technology teams, manage Tier 2 support, and help maintain system performance.

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 are expected.

Responsibilities

• 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.
• 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.
• Develop and maintain documentation, including policies and procedures, training materials, and user guides.

Skills

Workday Financial application support

Spreadsheets and macros

Financial and accounting systems

System integrations

Education

Associate’s degree or equivalent experience

Tools

Excel

Job description

## Workday Financials AnalystApplyremote type: Hybridlocations: Fairfield, IA: Phoenix, AZtime type: Full timeposted on: Posted 2 Days Agojob requisition id: R-2025-171# **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### Why CambridgeAt Cambridge, we’re not just offering a job — we’re inviting you to join a community where you can make a real impact and grow a fulfilling career. With exceptional development opportunities and a team that truly supports your success, you’ll have everything you need to thrive. Learn more about working at Cambridge here.Culture is at the core of who we are. We believe great things happen when people work together in a supportive, balanced, and collaborative environment. At Cambridge, your voice matters, friendships flourish, and you’ll always feel part of something bigger. Discover our culture here.