Remote Financial Strategy Analyst

IMA Financial Group, Inc.; Portsmouth (NH); Hybrid; USD 65,000 - 70,000; Full time

Benefits offered by this job

Annual Performance Bonus

Stock Purchase

Medical Plans

Dental

Vision

401(k)

Life/AD&D

Paid Time Off

Flexible Work Options

Paid Holidays

Sabbatical

Gift Matching

Well-Being Stipend

Personal and Professional Development

Job summary

IMA Financial Group, Inc. seeks a Financial Analyst to strengthen benefit strategy through foundational financial analytics, reporting, and modeling.

You will perform claims projections, benchmarking, renewal analysis, and other financial reporting while partnering with senior Financial Strategists on client deliverables and strategic recommendations. Location preference favors candidates in IMA’s Northeast market (NH, VT, MA, ME) with remote flexibility.

Qualifications

• Active Life & Health License or ability to obtain within 90 days of employment.
• Bachelor’s degree.
• 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.
• Facilitate renewal presentation meetings.
• Conduct market research and funding analysis to support strategic recommendations.
• Mentor junior analysts and lead small projects, as appropriate.

Skills

3+ years experience

Foundational financial modeling

Funding models

Carrier dynamics

Self-funded health plans knowledge

Education

Bachelor’s degree

Active Life & Health License or ability to obtain within 90 days

Job description

IMA Financial Group, Inc. seeks a Financial Analyst to strengthen benefit strategy through foundational financial analytics, reporting, and modeling.

You will perform claims projections, benchmarking, renewal analysis, and other financial reporting while partnering with senior Financial Strategists on client deliverables and strategic recommendations. Location preference favors candidates in IMA’s Northeast market (NH, VT, MA, ME) with remote flexibility.