Cambridge Investment Research, Inc. is seeking a detail-oriented Accounting Operations Liaison to serve as a key connection point between Accounting and both internal and external partners. The role involves supporting loan administration, maintaining accurate financial records, and providing guidance on accounting-related questions to ensure a positive experience for stakeholders.
Responsibilities
- Lead loan administration activities, including disbursements, maintaining loan schedules, and supporting collection efforts for loans in default
- Partner closely with the Business Development team to calculate internal and external recruiter bonus payments and communicate details to appropriate internal stakeholders
- Serve as a trusted accounting resource for internal and external customers, providing guidance on accounting policies and processes to support a positive, solutions-oriented experience
- Maintain and update accounting database systems (including Workday), ensuring accuracy of daily transactions, schedules, and general ledger entries
- Facilitate the quarterly note review process by gathering required documentation, coordinating communication, organizing materials, and administering review meetings
- Perform calculating, posting, reconciling, and verification activities to ensure accurate financial data and accounting records
- Manage sensitive and confidential information with care, maintaining the security of financial data and files
- Proactively identify opportunities for process improvement and efficiency within accounting and finance operations
Skills
- Detail-oriented and service-minded professional
- Ability to handle confidential and sensitive financial information
- Naturally curious and eager to learn about the finance industry
- Motivated to continuously improve processes and efficiencies
- Highly detail-oriented, organized, and dependable
- Strong follow-through and ability to manage multiple priorities while maintaining accuracy and meeting deadlines
- Solid understanding of basic accounting principles, calculations, and reconciliations
- Familiarity with Workday or similar financial or accounting systems
- Financial Industry Regulatory Authority (FINRA) Series 7 or Series 99 license
Benefits
- Paid time off
- Paid holidays and floating holidays
- Medical, dental, and vision coverage
- Short- and long-term disability
- Company-paid life insurance
- Volunteer time off
- Wellness incentives
Company Overview
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. It was founded in 1981, and is headquartered in Fairfield, Iowa, USA, with a workforce of 501-1000 employees. Its website is http://www.joincambridge.com.Company H1B Sponsorship
Cambridge Investment Research, Inc. has a track record of offering H1B sponsorships, with 3 in 2025, 7 in 2024, 6 in 2023, 5 in 2022, 10 in 2021, 13 in 2020. Please note that this does not guarantee sponsorship for this specific role.
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