Workday Financials Analyst

Cambridge Investment Research, Inc.; Phoenix (AZ); On-site; USD 65,000 - 90,000; Full time

Job summary

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

This role focuses on analyzing, supporting, and optimizing accounting systems, ensuring smooth integrations and driving automation initiatives to improve efficiency and data accuracy. You will provide Tier 2 support for finance applications, manage user access, and coordinate incident management with IT teams.

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.

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.
• Create, track, and elevate support tickets.
• 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.
• Ensure data integrity across financial systems and maintain system uptime.
• Support compliance with IT controls and governance standards.
• Develop and maintain documentation, including policies, training materials, and user guides.
• 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.

Education

Associate’s degree or equivalent experience

Tools

Workday Finance Application Support

Job description

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.

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 elevate 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