Financial Analyst - Data-Driven Budget & Reporting

IMA Financial Group; United States; Remote; USD 80,000 - 100,000; Full time

Benefits offered by this job

Annual Performance Bonus

Stock Purchase

Medical Plans

Dental

Vision

401(k)

Life/AD&D

Paid Holidays

Sabbatical

Job summary

IMA Financial Group in the United States seeks a finance professional to own monthly financial and management reporting for designated divisions, supporting budgets, forecasts, and data-driven decision making. You will work across large data sets, contribute analytics, and partner with leadership to deliver accurate insights.

The role emphasizes financial statements proficiency, advanced Excel, and systems knowledge (Applied Epic, SAP Concur, Adaptive), with limited travel and a strong emphasis

Qualifications

• Two+ years of related experience.
• Authorized to work in the U.S. without visa sponsorship.
• Solid understanding of financial statements.
• Systems skills: Applied Epic, SAP Concur, Adaptive.
• Advanced Excel and ability to work across large data sets.
• Strong analytical thinking and attention to detail.
• Bachelor’s Degree required.
• Minimal travel required.

Responsibilities

• Supports and demonstrates IMA’s core values.
• Values diversity, equity, and inclusion among associates.
• Supports the Accounting and Finance department on special projects.
• Assists in roll‑up of the corporate annual budget and quarterly forecast.
• Own monthly financial and management reporting for divisions and departments.
• Contributes data, insights, and analytics to support data‑driven decisions.
• Participates in finance systems evolution and reporting.
• Assists with industry benchmarking studies.
• Assists with evaluation of acquisition prospects.
• Assists in analysis of customer and product profitability.
• Develops meaningful management reporting requested by leaders.
• Assists in development of data integrity and consistency program.

Skills

Analytical thinking

Attention to detail

Problem solving

Strong ownership

Education

Bachelor’s Degree

Tools

Applied Epic

SAP Concur

Adaptive

Excel

Job description

IMA Financial Group in the United States seeks a finance professional to own monthly financial and management reporting for designated divisions, supporting budgets, forecasts, and data-driven decision making. You will work across large data sets, contribute analytics, and partner with leadership to deliver accurate insights.

The role emphasizes financial statements proficiency, advanced Excel, and systems knowledge (Applied Epic, SAP Concur, Adaptive), with limited travel and a strong emphasis