Workday Financials Application Analyst

Job Summary

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.

Key Deliverables and 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 escalate 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 and procedures
• Training materials
• 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

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

Location

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

Salary Range

$75,000 - 80,000/year

About 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. For further information about Cambridge, please visit https://www.joincambridge.com/.