Finance Intern - Summer 2027

IMA Financial Group; Denver (CO); On-site; USD 25,000 - 30,000; Full time

Benefits offered by this job

Annual Performance Bonus

Stock Purchase

Medical Plans

Dental

Vision

401(k)

Paid Time Off

Flexible Work Options

Sabbatical

Gift Matching

Well-Being Stipend

Job summary

IMA Financial Group in Denver offers an internship that blends hands-on Finance work with cohort-based programming. You’ll gain exposure to leaders and industry experts while contributing to actionable business insights.

Responsibilities include supporting financial reporting, budgeting, forecasting, and executive-ready materials. You’ll partner with Finance teams to analyze performance, drive KPI development, and participate in cross-functional projects that impact planning and decision making.

Qualifications

• Currently pursuing an undergraduate or graduate degree in Finance, Accounting, Economics, Business, Data Analytics, Risk Management and Insurance, or a related field.
• Expected graduation in December 2027 or Spring 2028 is ideal.
• Strong working knowledge of Microsoft Excel and PowerPoint; experience with Power BI, Tableau, SQL, Power Query, or other analytics tools is a plus.
• A foundational understanding of financial statements, budgeting, forecasting, accounting, statistics, or business analytics through coursework or prior experience.

Responsibilities

• Support recurring financial reporting and performance analysis by organizing data, maintaining Excel-based models, performing calculations, and investigating material trends or variances.
• Assist with budgeting, forecasting, and scenario analysis across revenue, operating expenses, workforce costs, and other business drivers.
• Help prepare clear, executive-ready materials such as financial summaries, presentations, dashboards, and decision-support analyses for Finance and business leaders.
• Partner with Finance Business Partners to connect financial results with market and operational context, including identifying key drivers, risks, opportunities, and follow-up questions.
• Support Corporate FP&A initiatives involving enterprise reporting, planning processes, data validation, forecast consolidation, and management.
• Contribute to special projects such as financial modeling, process improvement, reporting standardization, KPI development, workforce planning, and investment analysis.

Education

Finance, Accounting, Economics, Business, Data Analytics, Risk Management and Insurance, or related field

Tools

Microsoft Excel

PowerPoint

Power BI

Tableau

SQL

Power Query

Job description

Interns at IMA are a big deal. We understand how important the internship experience can be in shaping your career, and we have designed our program to provide meaningful work, exposure to leaders and industry experts, immersion in IMA's values-driven culture, and a strong cohort experience.

As an intern, your time will be divided between programming shared with the broader intern cohort and hands‑on work with IMA's Finance organization. You will support both Finance Business Partners and Corporate Financial Planning & Analysis, gaining exposure to how Finance helps leaders understand performance, anticipate risks and opportunities, build forecasts, allocate resources, and make better business decisions.

This internship is based in IMA's Denver office, and you will collaborate with Finance associates across regions and functions and contribute to projects with practical business impact.

Daily Responsibilities Will Include:

• Support recurring financial reporting and performance analysis by organizing data, maintaining Excel-based models, performing calculations, and investigating material trends or variances.
• Assist with budgeting, forecasting, and scenario analysis across revenue, operating expenses, workforce costs, and other business drivers.
• Help prepare clear, executive-ready materials such as financial summaries, presentations, dashboards, and decision-support analyses for Finance and business leaders.
• Partner with Finance Business Partners to connect financial results with market and operational context, including identifying key drivers, risks, opportunities, and follow-up questions.
• Support Corporate FP&A initiatives involving enterprise reporting, planning processes, data validation, forecast consolidation, and management
• Contribute to special projects such as financial modeling, process improvement, reporting standardization, KPI development, workforce planning, and investment analysis.

What We're Looking For:

• Currently pursuing an undergraduate or graduate degree in Finance, Accounting, Economics, Business, Data Analytics, Risk Management and Insurance, or a related field.
• Expected graduation in December 2027 or Spring 2028 is
• Strong working knowledge of Microsoft Excel and PowerPoint; experience with Power BI, Tableau, SQL, Power Query, or other analytics tools is a plus.
• A foundational understanding of financial statements, budgeting, forecasting, accounting, statistics, or business analytics through coursework or prior experience.
• Strong analytical and problem-solving skills, with the curiosity to investigate results rather than simply report
• Clear written and verbal communication skills and the ability to organize analysis into a concise, professional
• Attention to detail, sound judgment, and comfort working with deadlines, ambiguity, and multiple
• A collaborative, proactive working style and willingness to ask thoughtful questions, receive feedback, and take ownership of assigned work.

#LI-AG1

The anticipated posting timeline for this opportunity is 11/10/2026-12/10/2026.

Salary Range

$18—$22 USD

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:

• 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

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.

*These benefits do not apply to internship roles.

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

• Business Insurance Magazine – Best Places to Work in Insurance
• US Insurance Awards – Community Outreach Project of the Year
• U.S. Chamber of Commerce Citizen Awards – Best Corporate Steward finalist
• Inc. Magazine Best Workplaces
• Inc. 5000 – List of Fastest Growing Companies
• Alaska Journal of Commerce – Best Workplaces in Alaska
• Charlotte Business Journal – Best Places to Work
• Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
• Connecticut Top Workplaces
• Dallas Business Journal – Best Places to Work
• Denver Business Journal – Best Places to Work
• Denver Business Journal – Fast 50
• Kansas City Business Journal – Best Places to Work
• Los Angeles Business Journal – Best Places to Work
• Puget Sound Business Journal – Washington’s Best Workplaces
• Tampa Bay Times – Best Workplaces
• The Salt Lake City Tribune Top Workplaces
• Utah Business – Best Places to Work
• Wichita Business Journal – Best Workplaces

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.

Company Culture

Change makers. Employee owners.

We’re hiring do-ers, go-getters, and the owners of tomorrow at IMA as we build the brokerage of the future.

See what it feels like to be supported by IMA on your career journey.