Business Analyst

IMA Financial Group, Inc.; Denver (CO); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Annual Performance Bonus

Stock Purchase

Medical Plans

401(k)

Paid Time Off

Flexible Work Options

Job summary

A financial services firm in Denver is looking for a Business Analyst to support growth initiatives and strategic projects. This role is ideal for early-career professionals with 0-2 years of experience in management consulting or related analytical roles. You will lead cross-functional projects, conduct data analysis, and communicate findings to senior management. The position offers rich benefits including bonuses, health plans, and more, with a competitive salary range of $60,000 to $90,000 USD.

Qualifications

• 0–2 years of experience in management consulting, banking, corporate finance, or similar roles.
• Capable of managing multiple workstreams with minimal oversight in a fast-paced environment.

Responsibilities

• Support the design, scoping, planning, and execution of cross-functional projects.
• Analyze data sets to identify trends, patterns, and insights.
• Present findings and recommendations to senior management.

Skills

Analytical judgment

Communication skills

Interpersonal skills

Attention to detail

Excel

PowerPoint

Education

Bachelor’s degree in business administration, finance, economics, or related field

Tools

Power BI

Tableau

Job description

The Business Analyst plays a critical role supporting divisional growth initiatives and strategic projects at IMA Advisors. This is a high‑impact, execution‑oriented role for an early‑career professional who can independently support workstreams, synthesize complex information, and translate analysis into action. The role partners closely with business and functional leaders to support initiatives across growth strategy, partner onboarding and integration, and operational improvement. Attention to detail and a high level of motivation are essential for success in this role.

This is a role ideal for candidates with 0–2 years of experience in management consulting, banking, corporate finance, similar analytical roles with demonstrated ownership of deliverables.

Key Responsibilities

Project and Program Leadership

• Support the design, scoping, planning, and execution of cross‑functional projects by independently owning analyses, workplans, and deliverables with guidance from leaders.

Partner Due Diligence and Onboarding

• Support M&A due diligence efforts by gathering and synthesizing operational and financial data from pre‑LOI phase through closing; prior M&A experience is helpful but not required.
• Assist in planning and executing pre‑ and post‑close integration activities across operations, technology, and business functions.
• Track progress against integration plans and elevate issues or delays as needed.
• Collaborate with IT, finance, HR, and other departments to coordinate integration tasks and timelines.
• Prepare reports, presentations, and dashboards to communicate integration status to stakeholders.
• Contribute to post‑merger evaluations and continuous improvement initiatives.

Data Analysis

• Analyze various data sets to identify trends, patterns, and insights.
• Conduct detailed analysis to support strategic decision making, including product and service assessments, resource allocations, and operating unit business plans.
• Identify opportunities for process improvements and cost savings.
• Work with cross‑functional teams to implement data‑driven solutions.

Stakeholder Communication

• Present findings and recommendations to senior management and stakeholders
• Develop and deliver presentations to communicate complex information clearly and effectively.
• Serve as the liaison between the business units and various technical teams/experts to ensure alignment and understanding.

Required Experience and Skills

• Bachelor’s degree in business administration, finance, economics, or a related field preferred.
• 0–2 years of experience in management consulting, banking, corporate finance, or similar roles.
• Advanced skills in Excel and PowerPoint; experience with project management software and data visualization tools (e.g., Power BI, Tableau) are a plus.
• Strong analytical judgment and attention to detail.
• Ability to manage multiple workstreams with minimal oversight in a fast‑paced environment.
• Strong follow‑through and accountability for deliverables
• Excellent communication and interpersonal skills; ability to engage with senior‑level management and excellent executive presence.
• Personable, highly motivated, and goal oriented. Driven to achieve individual and divisional goals.

The anticipated posting timeline for this opportunity is 3/6/2026-4/6/2026.

Salary Range: $60,000 USD - $90,000 USD

Benefits

Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. 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. This role is eligible for the following:

*These benefits do not apply to internship roles.

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, Health Club Reimbursement, Personal and Professional Development. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate’s geographic location, prior relevant experience, and their knowledge, skills, and abilities.

Why Join IMA?

We’ve built a reputation for putting our associates first.

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? It’s this unique ownership business model that makes working at IMA so appealing.

We work in teams. We sell in teams. We win and prosper as a team

We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we’re big enough to write business all over the world and small enough to implement your ideas quickly.

We are recognized nationally as a leader in our industry

• 2020-2023 Business Insurance Magazine Best Places to Work in Insurance
• 2023 Inc. Magazine’s Best Workplaces
• 2023 Denver Business Journal’s Best Places to Work
• 2022-2023 Connecticut Top Work Places
• 2021-2023 Inc. 5000’s List of Fastest Growing Companies
• 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
• 2022-2023 Kansas City Business Journal’s Best Places to Work
• 2021-2023 Charlotte Business Journal’s Best Places to Work
• 2021-2023 Los Angeles Business Journal’s Best Places to Work
• 2021-2023 The Salt Lake City Tribune Top Work Places
• 2021-2022 Puget Sound Business Journal’s Washington’s Best Workplaces
• 2021-2022 Wichita Business Journal’s Best Places to Work, #1 in extra‑largecategory
• 2021 Dallas Business Journal’s Best Places to Work
• 2021 Alaska Journal of Commerce’s Best Workplaces in Alaska

This Job Description is not a complete statement of all duties and responsibilities comprising this position.

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.