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Cambridge Investment Research, Inc. Linkedin · Posted 14d ago

Workday Financials Analyst

Fairfield

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Indexed description

Job Summary

Key Deliverables and Responsibilities

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

What We Are Looking For

  • 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
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