Senior Director of Financial Reporting

Overview

Cambridge is looking for an Accounting professional who has a passion for collaborating with others and is detailed oriented to join us as a Senior Director of Financial Reporting. This person will facilitate the company’s cash management while providing direction and guidance in strategic planning; liaising with cross functional teams to assists with development and execution of finance initiatives to achieve continuous procedural and system improvement in our Phoenix, AZ office. Cambridge's Phoenix, Arizona office is located in the heart of Midtown at 2700 N Central Ave overlooking Camelback Mountain. The Phoenix location is focused on enhancing our service and recruiting presence in the western half of the U.S. while establishing additional backup systems.

At Cambridge, our purpose is to make a difference in the lives of our financial professionals, their investing clients, and our associates. Our values of integrity, commitment, flexibility, and kindness continue to guide us in the decisions we make together every day. For over 40 years we’ve delivered innovative financial solutions while offering exciting career opportunities with ongoing professional development.

A national leader as a financial solutions firm, Cambridge’s commitment to long-term professional development in a unique small-town community makes this a one-of-a-kind opportunity. Cambridge has been honored 12 times by our associates as a Top Workplace in Iowa1 and 13 times as Broker-dealer of the Year by our financial professionals through Investment Advisor magazine2.  We are recognized among the leading firms in the financial advice industry as we serve over 3,700 independent financial professionals and hundreds of thousands of their investing clients across the country.

1The Top Workplace in Iowa, 2020 – 2011, recognition is determined by associate feedback through an anonymous survey conducted by Energage, an independent research company.

2Investment Advisor magazine, 2020, 2019, 2018, 2017, 2016, 2015, 2014, 2013, 2012, 2010, 2008, 2007, Division IV; 2003, Division III.

Essential Duties

• Confirms the entries, transactions, and accounts are accurately and properly consolidated into financial statements
• Develops and executes departmental strategy to achieve key business objectives
• Review monthly, quarterly and year-end account analysis, account reconciliations, and journal entries including but not limited to ensuring the timely closing on a monthly and fiscal year end basis as a leader over the Company’s cash management process
• Manage organizational cash flow and forecasting
• Identify opportunities to enhance the efficiency of existing processes and propose improvements to streamline the use of key business metrics
• Lead the Financial Reporting team including developing associates, handling department escalations and monitoring morale, productivity and quality
• Propose strategic initiatives to upper management regarding company and departmental policies and procedures in order to improve service standards for internal and external customers
• Actively support internal and external audits through preparation and compilation of documentation and responding to audit inquiries
• Generate ad-hoc financial reports, perform general ledger account analysis, and complete technical accounting research as needed

Education & Experience

Five or more years of related experience, education and/or training. Accounting degree or Certified Public Accountant. (CPA Preferred)

Certificates & Licenses

Financial Industry Regulatory Authority (FINRA) Series 99 or Series 7 is required. Other licenses or certificates may be required as dictated by the department.

Compensation: $120,000-$135,000. This range is a good faith estimate of the compensation to be offered for this position based on the ideal candidate’s qualifications, the Company’s operational needs, and other considerations permitted by law. The actual pay offered to a specific candidate may vary above or below the stated range.

Benefits: Cambridge has competitive benefits and promotes a work/life balance to encourage individual success. 

• Premium benefit package including medical, vision, dental, life and long-term disability insurance
• Vacation/sick time
• 401K retirement plan with company matching program
• Profit Sharing Plan
• Eleven paid holidays

You can find more details about our comprehensive benefits package here.