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Financial Analyst
IMA Financial Group, Inc.. 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
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong analytical skills in financial modeling and valuation techniques while supporting the Accounting and Finance department with reporting and project initiatives. Develops subject matter expertise in systems functionality, particularly in Applied Epic and SAP Concur, to enhance data integrity and management reporting.
Highest-signal resume keywords
Financial ModelingAnalytical SkillsApplied EpicSAP ConcurCritical Thinking
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial ReportingValuation TechniquesBudgetingScenario AnalysisData Integrity
Soft Skills
Problem-SolvingCollaboration
Tools & Technologies
MS OfficeOutlookWordExcel
Certifications & Qualifications
Bachelor's Degree
Industry Keywords
DiversityEquityInclusionBenchmarkingAcquisition Evaluation
About the role
Key responsibilities & impact- 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
What you’ll need- 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
Comp & perks- 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