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 https://www.joincambridge.com/