Financial Professional Compensation Consultant

Job Summary

This Financial Professional Compensation Consultant is responsible for supporting accounting and operational processes through advanced review activities, customer service support, project coordination, auditing, and continuous improvement initiatives. The position partners closely with internal departments and financial professional offices to ensure accuracy, efficiency, and adherence to departmental policies and procedures. Responsibilities include coordinating training resources and process documentation, assisting with accounting-related projects and data research, processing service requests, and supporting workflow management across the department.

This role also contributes to quality assurance efforts by auditing workloads, identifying process improvements, and collaborating with leadership to enhance operational effectiveness. Experience with Workday is a plus.

• Conduct advanced review processes for financial professional offices and coordinate with internal and external customers to ensure accuracy
• Assist with organization, planning and development of training modules, software, and overall program for benefit of new and existing staff and financial professionals in regards to Operations departmental policies and procedures.
• Process customer service requests for data updates and advance compensation requests
• Provide customer service related to Accounting and supply information as needed at request of management, company associates, and financial professionals
• Support Accounting Analysts through preliminary software/data research and testing
• Coordinate Accounting projects ensuring projects are completed on time and within budget
• Complete auditing of workload for the Accounting department and coordinate necessary updates or changes in processes needed due to errors found
• Work with management to coordinate and adjust workflow as needed to ensure workload is spread
• Work with Accounting Department to participate, coordinate, and/or lead Continuous Improvement initiatives

The ideal candidate is a detail-oriented and collaborative professional with strong analytical, organizational, and customer service skills. They thrive in a fast-paced environment where accuracy, problem-solving, and process improvement are essential to success. This individual is comfortable coordinating projects, conducting audits, researching data discrepancies, and working cross-functionally with both internal associates and financial professionals. They possess strong communication skills and enjoy supporting training and operational initiatives that improve team effectiveness and service quality.

The successful candidate demonstrates adaptability, initiative, and a continuous improvement mindset, with the ability to manage multiple priorities while maintaining a high level of professionalism. Experience with accounting operations, workflow coordination, and systems such as Workday is highly valued.

Salary Range: $21-24 per hour. The salary range provided is a good faith estimate based on the ideal candidate’s qualifications, the company’s operational needs, and other factors permitted by law. Actual compensation may vary depending on experience, skills, education, performance, internal equity, and geographic location.

Our comprehensive benefits package is designed to support your health, well-being, and work-life balance. We offer paid time off, paid holidays and floating holidays, medical, dental, and vision coverage, short- and long-term disability, and company-paid life insurance. Associates also enjoy volunteer time off, wellness incentives, and additional benefits that support you both personally and professionally.

This role offers a hybrid schedule, requiring three days weekly in the office. Applicants should be located near one of our hubs (Fairfield, IA or Phoenix, AZ) and must be willing to work this schedule. Cambridge is not considering remote candidates at this time.