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Associate

IMA Financial Group
CompanyIMA Financial Group
CategoryUncategorised
LocationChicago
RemoteOn-site (inferred)
EmploymentNot stated
LevelEntry
SalaryNot stated by the employer
Posted30 Mar 2026
Last verified30 Jul 2026
SourceEmployer career page (greenhouse)
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Description
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
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