Financial Analyst (FP&A)

IMA Financial Group, Inc.; United States; On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Annual Bonus

Stock Purchase

Medical Plans

401(k)

Dental

Job summary

IMA Financial Group, Inc. is seeking a detail-oriented finance professional to own monthly management reporting for multiple divisions and boards. You will support budgeting, forecasting, and analytics, driving data-driven decisions and ensuring data integrity across systems.

The role requires 2+ years in finance, strong Excel skills, and experience with ERP systems. You will collaborate with the Accounting and Finance teams to advance reporting capabilities and business insights.

Qualifications

• Two+ years of similar or related experience.
• Applicants must be authorized to work for any employer in the U.S.
• Solid understanding of financial statements.
• Systems skills – Applied Epic, SAP Concur, and Adaptive.
• Advanced Excel skills and ability to work across large data sets.
• Strong analytical thinking, attention to detail, and work ownership.
• Bachelor’s Degree Required.
• Candidate must possess strong critical thinking and problem-solving skills.
• Professionalism
• Self Direction
• Problem Solving
• Communicating
• Technology

Responsibilities

• Own monthly financial and management reporting for assigned divisions and departments, including Board representatives, with careful attention to detail.
• Assist in the roll-up of the corporate annual budget and quarterly forecast.
• Contribute to project/initiative analyses to inform planning with data, insights, and analytics.
• Support Finance & Accounting systems evolution and become SME in related reporting.
• Assist in analysis of customer and product profitability.
• Develop relevant management reporting requested by leaders.
• Help maintain data integrity and consistency across reporting structures.

Skills

Two+ years experience

Financial statements

Applied Epic

SAP Concur

Adaptive

Advanced Excel

Analytical thinking

Attention to detail

Self-direction

Communication

Education

Bachelor's Degree Required

Tools

Applied Epic

SAP Concur

Adaptive

Job description

Essential job responsibilities include but are not limited to:

• Supports and demonstrates IMA’s core values
• Values and understands the importance of diversity, equity, and inclusion among all IMA associates.
• Supports overall Accounting and Finance department on special projects as directed.
• Assists in the roll-up of the corporate annual budget and quarterly forecast.
• Own monthly financial and management reporting for assigned divisions and departments, including Board representatives, with careful attention to detail, thoughtful examination, insightful discussion, and accuracy.
• Contributes to project/initiative, business case, and ad hoc scenario analyses to inform planning. Providing data, insights, and analytics to support the business in making the right data-driven decisions.
• Involvement with Finance & Accounting systems evolution. Achieve Subject Matter Expert status related to systems functionality and reporting.
• Assists in the participation of industry benchmarking studies.
• Assists with internal modeling structure providing insight and recommendation to facilitate evaluation of acquisition prospects as directed.
• Assists in the analysis of customer and product profitability.
• Understand the relevant, meaningful management reporting requested by each leader and assist in the development of such reporting.
• Assists in development of data integrity and consistency program and structure.

Required Experience and Skills:include but are not limited to:

• Two + years of similar or related experience
• Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time.
• Solid understanding of financial statements
• Systems skills – Applied Epic, SAP Concur, and Adaptive
• Advanced Excel skills and ability to work across large data sets.
• Strong analytical thinking, attention to detail, and work ownership.
• Bachelor’s Degree Required
• Candidate must possess strong critical thinking and problem-solving skills
• Professionalism
• Self- Direction
• Problem Solving
• Communicating
• Technology

If this role is hired in Los Angeles County, CA the following applies:Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Prior Criminal history will only be considered after a conditional job offer is made and accepted. Applicants will have the opportunity to explain the circumstances surrounding any convictions, provide mitigating evidence, or challenge the accuracy of the background report.

Salary Range: $80,000 USD - $100,000 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 Places to Work

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.