Accounting Specialist

Accounting Specialist

The Accounting Specialist works under the direction of Accounting Leadership and supports key Accounting functions through accurate processing, queue ownership, routine task completion, and responsive service. This role requires a technology-capable associate who demonstrates curiosity, sound judgment, adaptability, analytical thinking, and a continuous improvement mindset while developing subject matter expertise within Accounting and Cambridge systems.

What You'll Do:

• Update Accounting systems and databases, including daily transactions, schedules, general ledger entries, and related records.
• Process scheduled compensation, including management fee and service fee calculations, with accuracy and attention to detail.
• Own assigned queue work and routine team tasks while meeting service expectations and maintaining accountability.
• Supply information and responsive service to management, associates, and financial professionals as needed.
• Protect confidential information, data, and files through appropriate planning, accuracy, and security awareness.
• Use department systems, spreadsheets, approved technology tools, and approved Agentic AI capabilities to support accurate processing, research, efficiency, and process improvement.
• Apply analytical thinking, curiosity, and sound judgment to research issues, identify patterns, make good-quality decisions, and understand the reasoning behind those decisions.
• Demonstrate an improvement and change champion mindset by adapting quickly, supporting process transitions, and identifying opportunities to streamline work.
• Develop subject matter expertise and pursue continued growth within Accounting and Cambridge Investment Research.

Location:

Phoenix, AZ, or Fairfield, IA – Hybrid in-office 3 days/week

Why Cambridge?

Cambridge has competitive benefits and promotes a work/life balance to encourage individual success.

• Premium benefit package including medical, vision, dental, life and long-term disability insurance
• Vacation/sick time
• 401K retirement plan with company matching program
• Eleven paid holidays

Company Overview:

At Cambridge, our purpose is simple: to make a difference in the lives of our financial advisors, their clients, and our associates. Founded in 1981, we have 45 years of experience supporting independent financial advisors with industry-leading tools, compliance, and transition services. Guided by our core values—integrity, commitment, flexibility, and kindness—we put financial advisors first in every decision we make.

Cambridge is an internally controlled, growth-focused independent broker-dealer, ranked among the largest and fastest-growing firms in the industry. With home offices in Fairfield, Iowa, and Phoenix, Arizona, and a nationwide reach, our 900 associates maintain a 4:1 advisor-to-associate ratio to ensure personalized service.

Our community of over 4,000 producing financial advisors includes diverse business models—RIA, corporate RIA, hybrid, fee-only, and brokerage—and offers a broad selection of investment solutions with no proprietary products.