Workday Financials Application Analyst

Job Summary Key Deliverables and Responsibilities We are seeking a detail-oriented and solutions-driven 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.

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

Location:

Phoenix, AZ or Fairfield, IA – Hybrid in-office 3x/week Salary Range: $75,000 - 80,000/year

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

You can find more details about our comprehensive benefits package here.

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.

For further information about Cambridge, please visit
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