Associate Financial Strategist

IMA Financial Group•Brattleboro, VT

2d•$65,000 - $70,000•Remote

About The Position

The Financial Analyst supports benefit strategy through foundational financial analytics, reporting, and modeling. The role performs claims projections, benchmarking, renewal analysis, and other financial reporting while building technical expertise. It also partners with senior Financial Strategists to support client deliverables and strategic recommendations. The role offers remote flexibility, with a preference for candidates located in IMA’s Northeast market: New Hampshire, Vermont, Massachusetts, or Maine. The position may also facilitate renewal presentation meetings, conduct market research and funding analysis, and mentor junior analysts or lead small projects as appropriate.

Requirements

Active Life & Health License or ability to obtain one within 90 days of employment.
Bachelor’s degree.
At least 3 years of relevant experience.
Foundational financial modeling skills.
Understanding of funding models and carrier dynamics.
Working knowledge of self-funded health plans.
Strong analytical and strategic thinking skills.
Advanced analytical capabilities.
Strong attention to detail and commitment to quality assurance.
Focus on operational excellence and accuracy.
Coaching and knowledge-sharing mindset, with an interest in supporting the growth of others.

Responsibilities

Perform 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.