Associate Financial Strategist

IMA Financial Group; Vermont; Remote; USD 65,000 - 90,000; Full time

Benefits offered by this job

Annual Performance Bonus

Stock Purchase Plan

Medical Plans

Dental Insurance

Vision Insurance

FSA/HSA

Job summary

IMA Financial Group is seeking a Financial Analyst to support benefit strategy through financial analytics, reporting, and modeling. The role includes claims projections, benchmarking, renewal analysis, and partnership with Senior Financial Strategists on client deliverables and recommendations.

The position offers remote flexibility with a Northeast market preference (NH, VT, MA, ME). A bachelor’s degree and solid financial modeling skills are required, with knowledge of self-funded health

Qualifications

• Bachelor’s degree required.
• Foundational financial modeling skills.
• Working knowledge of self-funded health plans.

Responsibilities

• Perform core financial analytics to support benefit strategy, renewals, and client decision‑making.
• Execute claims reporting, data warehouse and utilization reporting, contribution modeling, benchmarking, stop-loss analysis, renewal projections.
• Support Financial Strategists with complex analytics and client deliverables.
• Mentor junior analysts and lead small projects as appropriate.
• Maintain strong attention to detail and quality assurance.

Skills

Financial analytics

Foundational financial modeling

Education

Bachelor’s degree

Job description

The Financial Analyst supports benefit strategy through foundational financial analytics, reporting, and modeling. This role performs claims projections, benchmarking, renewal analysis, and other financial reporting while continuing to build technical expertise. The position also partners with senior Financial Strategists to support client deliverables and strategic recommendations.

Location Preference: This role offers remote flexibility, with a preference for candidates located within IMA’s Northeast market, including New Hampshire, Vermont, Massachusetts, or Maine.

• Perform core financial analytics to support benefit strategy, renewals, and client decision-making.
• Execute claims reporting, data warehouse and utilization reporting, contribution modeling, benchmarking, stop-loss analysis, GeoAccess and disruption analysis, and renewal projections.
• Support Financial Strategists with complex analytics and client deliverables.
• Mentor junior analysts and lead small projects, as appropriate.
• Strong attention to detail and commitment to quality assurance
• Coaching and knowledge-sharing mindset with an interest in supporting the growth of others
• Bachelor’s degree
• Foundational financial modeling skills
• Working knowledge of self-funded health plans

Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. Annual Performance Bonus, Stock Purchase, Medical Plans, Prescription Drugs, Dental, Vision, Family Assistance Program, FSA, HSA, Pre-Tax Parking Plan, 401(k), Life/AD&D, Accident, Critical Illness, Hospital Indemnity, Long Term Care, Short-term Disability, Long-term Disability, Business Travel Accident, Identity Theft, Paid Time Off, Flexible Work Options, Paid Holidays, Sabbatical, Gift Matching, Well-Being Stipend, Personal and Professional Development. These benefits do not apply to internship roles.

What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? Business Insurance Magazine – Best Places to Work in Insurance

• US Insurance Awards – Community Outreach Project of the Year
• Chamber of Commerce Citizen Awards – Best Corporate Steward finalist
• Magazine Best Workplaces
• Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies

The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.