Cambridge Investment Research, Inc. · 12 hours ago
Accounting Operations Liaison
Fairfield, IA
Full-time
Hybrid
New Grad, Entry Level
$55K/yr - $80K/yrCambridge Investment Research, Inc. is seeking a detail-oriented Accounting Operations Liaison to serve as a key connection point between the Accounting Department 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.
BankingFinanceFinancial Services
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
Qualification
Required
Detail-oriented and service-minded professional
Ability to serve as a key connection point between Accounting and both internal and external partners
Support loan administration, maintain accurate financial records, and provide guidance on accounting-related questions
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
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
Comfortable handling confidential and sensitive financial information
Naturally curious and eager to learn more 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
Familiarity with Workday or similar financial or accounting systems
Solid understanding of basic accounting principles, calculations, and reconciliations
Preferred
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
Additional benefits that support you both personally and professionally
Company
Cambridge Investment Research, Inc.
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.
Founded in 1981
501-1000 employees
H1B Sponsorship
Cambridge Investment Research, Inc. has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2024 (7)
2023 (6)
2022 (5)
2021 (10)
2020 (13)
Funding
Current Stage
Late StageTotal Funding
$15.89M2024-03-19Series Unknown· $6.31M
2014-08-22Series Unknown· $6.13M
2013-06-25Series Unknown· $3.46M
Leadership Team
Amy Webber
President and Chief Executive Officer
Recent News
2026-02-04
Investment News
2026-01-22
2026-01-06
Company data provided by crunchbase