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.

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

Company H1B Sponsorship