Associate

What You'll Do

You'll work directly with senior team members and clients to:

• Analyze balance sheets, P&Ls, and cash flow to assess business performance and sustainability
• Evaluate working capital, AR/AP, and inventory trends to identify risk and deal considerations
• Perform targeted financial testing to validate key assumptions
• Build and interpret financial analyses, exhibits, and models used in transaction decisions
• Support diligence on behalf of:
• Buyers evaluating acquisitions
• Lenders assessing loan risk
• Create clear, client-ready deliverables that translate data into actionable insights
• Present findings to internal teams and external stakeholders

What Makes This Opportunity Different

• More exposure in 6 months than 2-3 years in traditional accounting roles
• Work directly on transactions and high-impact decisions
• High-touch, boutique environment (small team, real ownership)
• Strong work-life balance vs. traditional deal environments
• Opportunity to grow into a trusted financial advisor, not just an accountant

Who We're Looking For

We are intentionally targeting candidates who go beyond traditional audit:

• Active CPA license strongly preferred
• 2-4 years of experience in Big 4 or similar public accounting / consulting environment
• Experience that includes analysis, problem-solving, or advisory
• Strong understanding of financial statements and how businesses operate
• Exposure to:
• Financial analysis, modeling, or transaction-related work (preferred)
• Working capital, AR, or inventory analysis (a plus)
• Clear, confident communicator who can present financial insights effectively
• Calm, professional presence in client environments
• Thrives in environments where:
• You are pushed to learn quickly
• You take ownership early
• You are expected to think critically, not just execute

What Will Set You Apart

• Experience in Deals Advisory, Transaction Services (TAS), or consulting
• Background in manufacturing or inventory-heavy industries
• Demonstrated ability to turn analysis into insight and recommendations
• Experience working directly with clients or stakeholders in high-stakes situations

What You'll Gain

• Direct exposure to buyers, investors, and lenders
• Deep understanding of how transactions work end-to-end
• Accelerated development in financial analysis and business judgment
• A team that prioritizes growth, mentorship, and long-term development

This role offers a competitive base salary plus the opportunity for discretionary annual

Salary Range

$75,000-$85,000 USD

Compensation & Benefits

Being 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, Well-Being Stipend, 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.


*These benefits do not apply to internship roles.

Why Join IMA?

We've built a reputation for putting our associates first

What 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 team

We 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 industry

• 2020-2023 Business Insurance Magazine Best Places to Work in Insurance
• 2023 Inc. Magazine's Best Workplaces
• 2023 Denver Business Journal's Best Places to Work
• 2022-2023 Connecticut Top Work Places
• 2021-2023 Inc. 5000's List of Fastest Growing Companies
• 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
• 2022-2023 Kansas City Business Journal's Best Places to Work
• 2021-2023 Charlotte Business Journal's Best Places to Work
• 2021-2023 Los Angeles Business Journal's Best Places to Work
• 2021-2023 The Salt Lake City Tribune Top Work Places
• 2021-2022 Puget Sound Business Journal's Washington's Best Workplaces
• 2021-2022 Wichita Business Journal's Best Places to Work, #1 in extra-large category
• 2021 Dallas Business Journal's Best Places to Work
• 2021 Alaska Journal of Commerce's Best Workplaces in Alaska

This Job Description is not a complete statement of all duties and responsibilities comprising this position.

The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.