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.
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 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 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
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
Skills Required
- Associate's degree or equivalent experience
- 2+ years related experience in accounting systems, finance operations, or technology support
- Proficiency in Workday Financial application support
- Proficiency with spreadsheets and macros (Excel/VBA)
- Experience with financial and accounting systems
- Familiarity with system integrations, automation tools, or AI solutions
- Strong analytical and problem-solving skills
- Excellent written and verbal communication skills
- Ability to manage multiple priorities and meet deadlines
- Strong customer service mindset
What We Do
Do you control your journey? Are you independent? At Cambridge, we are business innovators, financial planners, wealth advisors, business builders, next generation, retirement planners, visionaries, investment advisors, succession planners, entrepreneurs, and business owners. We believe clients come first, and we all need the freedom to customize our businesses, our way, to best serve our clients. Visit joincambridge.com to learn more. We believe every journey is important. We are independent. We are Cambridge. Visit youcontrolthejourney.com to see more about who we are, what we do, and why we do it. Securities offered through Cambridge Investment Research, Inc., a broker-dealer, Member FINRA/SIPC and Investment Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Both are wholly-owned subsidiaries of Cambridge Investment Group, Inc. Cambridge and its predecessor broker-dealer was founded in 1981.
