Financial Planning & Analysis Manager

We are seeking a hands-on FP&A leader to oversee the day-to-day operations of the FP&A function within a growing and evolving finance organization. This role will be responsible for facilitating monthly reporting, forecasting, budgeting, and variance analysis, while providing operational leadership and development support to the FP&A team.

This position is ideal for a strong FP&A manager or experienced senior analyst looking to step into broader ownership and leadership responsibility. The role will report to the Head of Corporate Finance, and partner closely with senior finance leadership including Finance Business Partners to build scalable processes, improve reporting quality, and create greater accountability across the organization.

Key Responsibilities

• Lead day-to-day FP&A operations including forecasting, budgeting, monthly reporting, and variance analysis

• Manage and support FP&A team members, helping drive accountability, prioritization, and development

• Improve financial reporting processes and planning discipline

• Partner with finance leadership and business partners to deliver actionable financial insights and support decision-making

• Coordinate monthly and quarterly financial review processes

• Help establish scalable FP&A processes, reporting standards, and operating rhythms

• Collaborate cross-functionally with Accounting, Treasury, HR, and operational leadership teams

Qualifications

• 5+ years of FP&A, corporate finance, or financial reporting experience

• Prior experience leading projects, processes, or team members within a finance organization

• Strong financial modeling, forecasting, and analytical skills

• Ability to operate in a fast-paced, evolving environment with a hands-on approach

• Strong communication and organizational skills

• Advanced Excel skills and experience working with financial systems/reporting tools

• Bachelor’s degree in finance, Accounting, Economics, or related field preferred

Ideal Candidate Profile

• High-performing FP&A Manager, Finance Manager, or experienced Senior Financial Analyst ready for broader ownership

• Strong operator who enjoys building structure and improving processes

• Self-starter comfortable working in a growing organization with evolving processes

Salary Range
$110,600—$137,800 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.