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IMA Financial Group, Inc. · 11 hours ago

Associate Director, Financial Due Diligence

Chicago, IL

Full-time

Hybrid

Mid, Senior Level, Lead/Staff

7+ years exp

IMA Financial Group, Inc. is a reputable company recognized nationally as a leader in the industry. The Associate Director of Financial Due Diligence will be responsible for applying financial and analytical acumen to conduct due diligence, prepare financial analyses, and mentor junior team members while ensuring effective communication with clients.

Financial ServicesInsuranceRisk ManagementWealth Management

Growth Opportunities

Responsibilities

Supports and demonstrates IMA’s core values

Values and understands the importance of diversity, equity, and inclusion among all IMA associates

Interact professionally and timely with clients via email, phone, and in-person

Apply 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 modeling

Assess risk of liquidation of assets in the context of an Asset Based Loan, primarily through detailed testing of transactions and development of a liquidation waterfall to ensure lenders are properly secured against deteriorating performance of a borrower

Develop and review Quality of Earnings and Net Working Capital adjustments based on accounting principles, financial trends, and discussions with management

Prepare and review written analyses, presentations, quantitative exhibits, and other reports for third parties

Create work products that are flexible, understandable, and usable by others

Prepare budgets and specific scope procedures for new projects

Maintain communication with clients and staff members on engagements, while updating senior team members on progress and issues

Constructively review, mentor, and lead junior team members in all areas of responsibility

In depth knowledge of all products and services provided by RedRidge

Ability to cross sell and identify additional opportunities across all business lines

Qualification

Financial modelingQuality of EarningsCertified Public Accountant (CPA)Chartered Financial Analyst (CFA)MS Office proficiencyInterpersonal skillsOrganizational skillsCommunication skillsAttention to detailProject management

Required

Seven years of public accounting or related transactional experience

Excellent interpersonal, organizational, oral, and written communication skills

Strong ability to maintain project deadlines and focus

High attention to detail

Experience with MS Office products required (specifically PowerPoint, Outlook, Word, Excel, and Teams)

Moderate travel (25-50%)

Bachelor's degree in finance and/or accounting

Preferred

Professional designation or license (preferred) – Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), and/or Certified Fraud Examiner (CFE)

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

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

Company

IMA Financial Group, Inc.

With over four decades of experience in the industry, IMA has become a trusted leader in commercial insurance, risk management, surety, and employee benefits brokerage and consulting.

Founded in 1974

Denver, Colorado, USA

1001-5000 employees