Accounting Operations Liaison

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.ResponsibilitiesLead loan administration activities, including disbursements, maintaining loan schedules, and supporting collection efforts for loans in defaultPartner closely with the Business Development team to calculate internal and external recruiter bonus payments and communicate details to appropriate internal stakeholdersServe as a trusted accounting resource for internal and external customers, providing guidance on accounting policies and processes to support a positive, solutions-oriented experienceMaintain and update accounting database systems (including Workday), ensuring accuracy of daily transactions, schedules, and general ledger entriesFacilitate the quarterly note review process by gathering required documentation, coordinating communication, organizing materials, and administering review meetingsPerform calculating, posting, reconciling, and verification activities to ensure accurate financial data and accounting recordsManage sensitive and confidential information with care, maintaining the security of financial data and filesProactively identify opportunities for process improvement and efficiency within accounting and finance operationsSkillsDetail-oriented and service-minded professionalAbility to handle confidential and sensitive financial informationNaturally curious and eager to learn about the finance industryMotivated to continuously improve processes and efficienciesHighly detail-oriented, organized, and dependableStrong follow-through and ability to manage multiple priorities while maintaining accuracy and meeting deadlinesSolid understanding of basic accounting principles, calculations, and reconciliationsFamiliarity with Workday or similar financial or accounting systemsFinancial Industry Regulatory Authority (FINRA) Series 7 or Series 99 licenseBenefitsPaid time offPaid holidays and floating holidaysMedical, dental, and vision coverageShort- and long-term disabilityCompany-paid life insuranceVolunteer time offWellness incentivesCompany OverviewDo 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 SponsorshipCambridge 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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