What You’ll Do:
Responsible for reconciling various balance sheet accounts
Responsible for various treasury functions including, but not limited to:
Positive pay review and approval
ACH and wire verification, approval, processing
NACHA processing
Calculate and record various monthly journal entries
Assist market controllers in ensuring that partnership financial records are in compliance with GAAP and IMA Policy
Work closely with market controllers to coordinate IMA subsidiary accounting records
Assist in coordination of audit workpapers and testing support
Assist with Producer compensation analysis, as needed
Records Fixed Asset transactions and runs Depreciation Reports for internal and tax purposes
Completes special projects as assigned by management
Supports and demonstrates IMA’s core values
Values and understands the importance of diversity, equity, and inclusion among all IMA associates
You Should Have::
Bachelor's Degree or equivalent experience
Two to five years of accounting experience with progressive responsibility
Proficient in using Microsoft Office suite including intermediate to advanced knowledge of Excel (pivot tables, vlookup, sumlf, etc.
) required
Strong understanding of US GAAP required
Systems skills – Applied Epic, SAP Concur
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.
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, EcoPass, Monthly Parking Reimbursement, 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, Paid Holidays, Sabbatical, Gift Matching, Health Club Reimbursement, and Personal and Professional Development.
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
2021 Wichita Business Journal’s Fastest Growing Companies List