Workday Financials Analyst

Cambridge Investment Research, Inc. • Phoenix, AZ

6d

About The Position

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.

Requirements

• Strong analytical and problem-solving capabilities
• Ability to manage multiple priorities and meet deadlines
• Excellent written and verbal communication skills
• Strong customer service mindset
• Proficiency in Workday Financial application support
• Proficiency in Spreadsheets and macros
• Proficiency in Financial and accounting systems
• Associate’s degree or equivalent experience required

Nice To Haves

• Familiarity with system integrations, automation tools, or AI solutions is a plus
• 2+ years of related experience in accounting systems, finance operations, or technology support preferred

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree