Financial Analyst

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

About The Position

The Financial Analyst will support the overall Accounting and Finance department on special projects as directed. This role will assist in the roll-up of the corporate annual budget and quarterly forecast, and in the execution of monthly financial and management reporting for all divisions and departments. The analyst will contribute to project/initiative, business case, and ad hoc scenario analyses, and will be involved with Finance & Accounting systems evolution, including system evaluation, selection, and integration. The position requires the development of analytical skills in valuation techniques and financial modeling, and the ability to understand and develop meaningful management reporting. The role also involves assisting in the development of a data integrity and consistency program.

Requirements

  • Zero to two years of similar or related experience
  • Systems skills – Applied Epic, SAP Concur
  • Experience with MS Office products preferred, specifically Outlook, Word, and Excel
  • 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.
  • Assists in the execution of monthly financial and management reporting for all 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 insight and recommendation as directed.
  • Involvement with Finance & Accounting systems evolution. Assists in system evaluation, selection, and integration, as needed. 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.
  • Development of analytical skills both in valuation techniques and financial modeling.

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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