IMA Financial Group
Associate (Financial Due Diligence)
IMA Financial Group, Chicago, Illinois, United States, 60290
What You'll DoESSENTIAL JOB RESPONSIBILITIES
include but are not limited to:Supports and demonstrates IMA's core valuesValues and understands the importance of diversity, equity, and inclusion among all IMA associatesInteract professionally and timely with clients via email, phone, and in-personPerform detailed testing to analyze and validate informationCreate clear and concise documentation of testing results and exceptionsApply 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 agings and roll-forwards from data provided, and financial modelingPrepare draft written analyses, presentations, quantitative exhibits, and other reports for third partiesCreate work products that are flexible, understandable, and usable by othersMaintain communication with clients and staff members on engagements, while updating senior team members on progress and issuesIn depth knowledge of all products and services provided by RedRidgeYou Should HaveREQUIRED EXPERIENCE AND SKILLS
include but are not limited to:Two to four years of public accounting or related transactional experienceExcellent interpersonal, organizational, oral, and written communication skillsStrong ability to maintain project deadlines and focusHigh attention to detailExperience 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 accountingThis Job Description is not a complete statement of all duties and responsibilities comprising this position.Compensation & BenefitsBeing a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following: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, Health Club Reimbursement, Personal and Professional Development. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities.Why Join IMA?We've built a reputation for putting our associates firstWhat if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It's this unique ownership business model that makes working at IMA so appealing.We work in teams. We sell in teams. We win and prosper as a teamWe provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we're big enough to write business all over the world and small enough to implement your ideas quickly.We are recognized nationally as a leader in our industry2020-2023 Business Insurance Magazine Best Places to Work in Insurance2023 Inc. Magazine's Best Workplaces2023 Denver Business Journal's Best Places to Work2022-2023 Connecticut Top Work Places2021-2023 Inc. 5000's List of Fastest Growing Companies2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies2022-2023 Kansas City Business Journal's Best Places to Work2021-2023 Charlotte Business Journal's Best Places to Work2021-2023 Los Angeles Business Journal's Best Places to Work2021-2023 The Salt Lake City Tribune Top Work Places2021-2022 Puget Sound Business Journal's Washington's Best Workplaces2021-2022 Wichita Business Journal's Best Places to Work, #1 in extra-large category2021 Dallas Business Journal's Best Places to Work2021 Alaska Journal of Commerce's Best Workplaces in AlaskaThis Job Description is not a complete statement of all duties and responsibilities comprising this position.
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include but are not limited to:Supports and demonstrates IMA's core valuesValues and understands the importance of diversity, equity, and inclusion among all IMA associatesInteract professionally and timely with clients via email, phone, and in-personPerform detailed testing to analyze and validate informationCreate clear and concise documentation of testing results and exceptionsApply 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 agings and roll-forwards from data provided, and financial modelingPrepare draft written analyses, presentations, quantitative exhibits, and other reports for third partiesCreate work products that are flexible, understandable, and usable by othersMaintain communication with clients and staff members on engagements, while updating senior team members on progress and issuesIn depth knowledge of all products and services provided by RedRidgeYou Should HaveREQUIRED EXPERIENCE AND SKILLS
include but are not limited to:Two to four years of public accounting or related transactional experienceExcellent interpersonal, organizational, oral, and written communication skillsStrong ability to maintain project deadlines and focusHigh attention to detailExperience 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 accountingThis Job Description is not a complete statement of all duties and responsibilities comprising this position.Compensation & BenefitsBeing a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following: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, Health Club Reimbursement, Personal and Professional Development. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities.Why Join IMA?We've built a reputation for putting our associates firstWhat if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It's this unique ownership business model that makes working at IMA so appealing.We work in teams. We sell in teams. We win and prosper as a teamWe provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we're big enough to write business all over the world and small enough to implement your ideas quickly.We are recognized nationally as a leader in our industry2020-2023 Business Insurance Magazine Best Places to Work in Insurance2023 Inc. Magazine's Best Workplaces2023 Denver Business Journal's Best Places to Work2022-2023 Connecticut Top Work Places2021-2023 Inc. 5000's List of Fastest Growing Companies2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies2022-2023 Kansas City Business Journal's Best Places to Work2021-2023 Charlotte Business Journal's Best Places to Work2021-2023 Los Angeles Business Journal's Best Places to Work2021-2023 The Salt Lake City Tribune Top Work Places2021-2022 Puget Sound Business Journal's Washington's Best Workplaces2021-2022 Wichita Business Journal's Best Places to Work, #1 in extra-large category2021 Dallas Business Journal's Best Places to Work2021 Alaska Journal of Commerce's Best Workplaces in AlaskaThis Job Description is not a complete statement of all duties and responsibilities comprising this position.
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