Financial Analyst – FP&A

🕒 September 29

🇺🇸 United States – Remote

💵 $80k - $100k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

💸 Financial Planning and Analysis (FP&A)

👻 Ghost score 10%

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Logo of IMA Financial Group, Inc.

IMA Financial Group, Inc.

1001 - 5000 employees

Founded 1980

🏗️ Construction

🏥 Healthcare

🏨 Hospitality

💰 Private Equity Round on 2020-11

Construction • Healthcare • Hospitality

IMA Financial Group, Inc. is a diversified financial and insurance services company providing specialized insurance solutions across various industries, including agribusiness, construction, digital risk, education, energy, healthcare, hospitality, life sciences, manufacturing, marine, private equity, real estate, and technology. The company offers a wide range of insurance services such as business insurance, employee benefits, personal insurance, retirement solutions, wholesale insurance, wealth management, and more. IMA is committed to protecting assets and foreseeing challenges, ensuring that clients are prepared for the future. They emphasize community impact, philanthropy, and customer-driven solutions, supporting both innovation and community betterment.

📋 Description

• Support the Accounting and Finance department on special projects • Assist 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 • Contribute to project/initiative, business case, and ad hoc scenario analyses • Provide data, insights, and analytics to support data-driven business decisions • Participate in Finance & Accounting systems evolution and achieve subject matter expert status for systems functionality and reporting • Participate in industry benchmarking studies • Assist with internal modeling structure for evaluating acquisition prospects • Analyze customer and product profitability • Understand and help develop management reporting for leaders • Assist in developing data integrity and consistency programs and structure • Support IMA’s core values and diversity, equity, and inclusion

🎯 Requirements

• Two + years of similar or related experience • Applicants must be authorized to work for any employer in the U.S.; employment visa sponsorship is unavailable • 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 • Strong critical thinking and problem-solving skills • Minimal travel required

🏖️ Benefits

• 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 insurance • Critical Illness insurance • Hospital Indemnity • Long Term Care • Short-term Disability • Long-term Disability • Business Travel Accident coverage • Identity Theft protection • Paid Time Off • Flexible Work Options • Paid Holidays • Sabbatical • Gift Matching • Well-Being Stipend • Personal and Professional Development

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