Job Description
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
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