Remote Associate Financial Strategist

IMA Financial Group; Brattleboro (VT); Remote; USD 65,000 - 70,000; Full time

Benefits offered by this job

Annual Performance Bonus

Stock Purchase

Medical Plans

Prescription Drugs

Dental

Vision

401(k)

Life/AD&D

Paid Time Off

Flexible Work Options

Paid Holidays

Well-Being Stipend

Personal and Professional Development

Job summary

IMA Financial Group is seeking a Financial Analyst to support benefit strategy through analytics, reporting, and modeling. You will perform claims projections, benchmarking, renewal analysis, and partner with senior Financial Strategists on client deliverables and strategic recommendations.

This remote-friendly role prefers candidates in IMA's Northeast market (NH, VT, MA, ME) and requires 3+ years of relevant experience, foundational financial modeling skills, and knowledge of self-funded

Qualifications

• Active Life & Health License or ability to obtain within 90 days of employment.
• 3+ years of relevant experience.
• Foundational financial modeling skills.
• Understanding of funding models and carrier dynamics.
• 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, GeoAccess and disruption analysis, and renewal projections.
• Support Financial Strategists with complex analytics and client deliverables.
• Conduct market research and funding analysis to support strategic recommendations.
• Mentor junior analysts and lead small projects, as appropriate.

Skills

Foundational financial modeling

Funding models

Self-funded health plans

Analytical and strategic thinking

Education

License eligibility: Life & Health within 90 days

Job description

IMA Financial Group is seeking a Financial Analyst to support benefit strategy through analytics, reporting, and modeling. You will perform claims projections, benchmarking, renewal analysis, and partner with senior Financial Strategists on client deliverables and strategic recommendations.

This remote-friendly role prefers candidates in IMA's Northeast market (NH, VT, MA, ME) and requires 3+ years of relevant experience, foundational financial modeling skills, and knowledge of self-funded