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

Cambridge Investment Research, Inc.

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