Associate

IMA Financial Group•Chicago, IL

10d•$75,000 - $85,000

About The Position

ESSENTIAL JOB RESPONSIBILITIES include but are not limited to: Supports and demonstrates IMA’s core values Interact professionally and timely with clients via email, phone, and in-person Perform detailed testing to analyze and validate information Create clear and concise documentation of testing results and exceptions Apply business, accounting, finance and analytical acumen to various client situations and practice disciplines including, but not limited to conduct due diligence on balance sheet and profit and loss statement items, select representative samples from data populations for detailed testing, prepare receivable/payable aging and roll-forwards from data provided, and financial modeling Prepare draft written analyses, presentations, quantitative exhibits, and other reports for third parties Create work products that are flexible, understandable, and usable by others Maintain communication with clients and staff members on engagements, while updating senior team members on progress and issues In-depth knowledge of all products and services provided by IMA Diligence Services Values and understands the importance of diversity, equity, and inclusion among all IMA associates

Requirements

Two to four years of public accounting or related transactional experience
Excellent interpersonal, organizational, oral, and written communication skills
Strong ability to maintain project deadlines and focus
High attention to detail
Experience with MS Office products required (specifically PowerPoint, Outlook, Word, Excel, and Teams)
Professional designation or license – Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), and/or Certified Fraud Examiner (CFE)
Moderate travel (25-50%)
Bachelor’s degree in finance and/or accounting

Responsibilities

Supports and demonstrates IMA’s core values
Interact professionally and timely with clients via email, phone, and in-person
Perform detailed testing to analyze and validate information
Create clear and concise documentation of testing results and exceptions
Apply business, accounting, finance and analytical acumen to various client situations and practice disciplines including, but not limited to conduct due diligence on balance sheet and profit and loss statement items, select representative samples from data populations for detailed testing, prepare receivable/payable aging and roll-forwards from data provided, and financial modeling
Prepare draft written analyses, presentations, quantitative exhibits, and other reports for third parties
Create work products that are flexible, understandable, and usable by others
Maintain communication with clients and staff members on engagements, while updating senior team members on progress and issues
In-depth knowledge of all products and services provided by IMA Diligence Services
Values and understands the importance of diversity, equity, and inclusion among all IMA associates