Strategic Finance Analyst: Budgeting, Analytics & Insights

IMA Financial Group, Inc.

United States

On-site

USD 80,000 - 100,000

Full time

6 days ago

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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.