Financial Analyst
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Job Description
Financial Analyst supporting budgeting, forecasting, reporting, and profitability analysis at IMA Financial Group. Contributing to financial modeling, acquisitions, and Finance & Accounting systems evolution.
Responsibilities:
- Support IMA’s core values
- Value and understand the importance of diversity, equity, and inclusion among IMA associates
- Support the Accounting and Finance department on special projects
- Assist with the corporate annual budget and quarterly forecast roll-up
- Assist with monthly financial and management reporting for all divisions and departments, including Board representatives
- Contribute to project, initiative, business case, and ad hoc scenario analyses, providing insights and recommendations
- Participate in Finance & Accounting systems evolution, including system evaluation, selection, and integration
- Develop subject matter expertise in systems functionality and reporting
- Participate in industry benchmarking studies
- Assist with internal modeling to evaluate acquisition prospects
- Analyze customer and product profitability
- Assist in developing management reporting tailored to leaders’ needs
- Assist in developing data integrity and consistency programs and structures
- Develop analytical skills in valuation techniques and financial modeling
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
- 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 insurance
- Identity Theft protection
- Paid Time Off
- Flexible Work Options
- Paid Holidays
- Sabbatical
- Gift Matching
- Well-Being Stipend
- Personal and Professional Development
- Employee ownership opportunity through stock purchase
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