Accounting Specialist

Job Summary

Key Deliverables and Responsibilities

Join Cambridge's Accounting team and help shape the future of our accounting operations! We're looking for a detail-oriented, tech-savvy Accounting Specialist who enjoys working with numbers, solving problems, and finding smarter ways to get things done.

In this role, you'll support essential accounting processes, including journal entries, cash receipts, revenue recording, compensation calculations, and reconciliations across multiple entities. You'll leverage Excel, Workday, and Microsoft Copilot to ensure accuracy, streamline processes, and improve efficiency.

As our team embraces new technology and automation, you'll have the opportunity to learn, adapt, and make a meaningful impact. If you're organized, analytical, and excited about continuous improvement, we'd love to hear from you

• Prepare journal entries, record cash receipts and revenue, and support accounting operations across multiple entities using Workday.
• Reconcile financial data across systems, investigate discrepancies, and ensure accurate, timely reporting.
• Manage recurring accounting processes, including compensation calculations, while maintaining accuracy and meeting deadlines.
• Leverage Excel, Microsoft Copilot, and other approved technologies to analyze data, streamline workflows, and improve efficiency.
• Identify opportunities to simplify, standardize, and automate processes while supporting new technology and system improvements.
• Adapt to evolving systems and processes, document procedures, and collaborate with team members to share knowledge and best practices.
• Provide responsive, professional support to associates, financial professionals, and internal business partners.
• Maintain accuracy, confidentiality, and data security while supporting team projects and cross-training opportunities.

What We Are Looking For

• Six months to one year of related experience, education, or training in accounting, finance, or a related field.
• A foundational understanding of accounting principles, including debits and credits, journal entries, and reconciliations.
• Strong analytical and problem-solving skills, with the ability to reconcile data, identify discrepancies, and communicate findings.
• Proficiency in Microsoft Excel, including formulas, lookups, sorting, filtering, and summarizing data.
• Familiarity with Microsoft Copilot or similar AI tools, or an interest in learning how to use technology to improve efficiency.
• Strong attention to detail, organizational skills, and the ability to manage multiple priorities while maintaining accuracy.
• A continuous improvement mindset, adaptability to change, and strong communication skills.

Preferred Qualifications

• Experience with accounting or financial systems, such as Workday Financials, particularly in cash receipts, revenue recording, or related transactions.
• Background in accounting operations, bookkeeping, billing, payment processing, financial services, or process improvement.
• Experience documenting workflows, improving processes, or supporting automation initiatives.

Location: Fairfield, IA or Phoenix, AZ - Hybrid in-office 3 days/week

Compensation:  $19.00-$22.00 hourly

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.

Cambridge Overview:

Cambridge is a financial solutions firm that provides business support services to thousands of independent financial advisors. These advisors offer personalized investment services including wealth management, financial planning, and retirement services to individuals and families across the country.  Cambridge provides significant compliance, technology, and transaction processing support to these financial advisors and their offices.