Financial Analyst (FP&A)

IMA Financial Group
•$80,000 - $100,000•Onsite

About The Position

This role supports the overall Accounting and Finance department on special projects and assists in the roll-up of the corporate annual budget and quarterly forecast. The Financial Analyst will own monthly financial and management reporting for assigned divisions and departments, providing careful attention to detail, thoughtful examination, insightful discussion, and accuracy. The position contributes to project/initiative, business case, and ad hoc scenario analyses to inform planning, providing data, insights, and analytics to support data-driven decisions. Involvement with Finance & Accounting systems evolution is key, aiming to achieve Subject Matter Expert status related to systems functionality and reporting. The role also assists in industry benchmarking studies, internal modeling structure for acquisition prospects, analysis of customer and product profitability, and the development of a data integrity and consistency program.

Requirements

  • Two + years of similar or related experience
  • Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time.
  • 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
  • Minimal travel required.

Nice To Haves

  • Professionalism
  • Self-Direction
  • Problem Solving
  • Communicating
  • Technology

Responsibilities

  • Supports and demonstrates IMA’s core values
  • Values and understands the importance of diversity, equity, and inclusion among all IMA associates.
  • Supports overall Accounting and Finance department on special projects as directed.
  • Assists 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, with careful attention to detail, thoughtful examination, insightful discussion, and accuracy.
  • Contributes to project/initiative, business case, and ad hoc scenario analyses to inform planning. Providing data, insights, and analytics to support the business in making the right data-driven decisions.
  • Involvement with Finance & Accounting systems evolution. Achieve Subject Matter Expert status related to systems functionality and reporting.
  • Assists in the participation of industry benchmarking studies.
  • Assists with internal modeling structure providing insight and recommendation to facilitate evaluation of acquisition prospects as directed.
  • Assists in the analysis of customer and product profitability.
  • Understand the relevant, meaningful management reporting requested by each leader and assist in the development of such reporting.
  • Assists in development of data integrity and consistency program and structure.

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