IMA Financial Group, Inc.

Operations

• Supports and demonstrates IMA’s core values
• Values and understands the importance of diversity, equity, and inclusion among all IMA associates
• Process Improvement: supports the establishment and implementation of new procedures
• Quality Control: establishes measures and methodology for adhering to standards
• Data Intelligence: assists in the development and utilization of standardized reports
• System training: conducts Agency Management Systems training for associates
• System support: conducts Agency Management and workflow troubleshooting
• Assists with the development and creation of standard products/deliverables as part of the employee experience (training materials, standard work definitions)
• Liaison to IMA IT Groups
• Assists in due diligence review for potential acquisitions
• Other duties as assigned

Operations Manager, Employee Benefits

Data Engineer

• Supports and demonstrates IMA’s core values
• Values and understands the importance of diversity, equity, and inclusion among all IMA associates.
• Plan and implement capacity and resource expansion to ensure data lake scalability for cost and performance with minimal guidance. This includes but is not limited to an ability to architect and implement scalable BI solutions using Azure Data Lake and industry standard integration tools (i.e. Azure Data Factory/Data Flows, and Power BI).
• Design and implement redundant systems, policies, and procedures for disaster recovery, governance and data archiving to ensure effective availability, protection, and integrity of data assets independently.
• Develop a technology roadmap aligned with desired capabilities and requirements in conjunction with data users, department managers, clients, and other key stakeholders with moderate guidance to drive data-driven decision making.
• Assess and cultivate long-term strategic goals for the data lake in conjunction with data users, department managers, clients, and other key stakeholders with moderate guidance.
• Guide the development, implementation, and maintenance of change control and testing processes on data lake independently.
• Conduct research and make recommendations on data lake products, services, protocols, and standards in support of procurement and development efforts independently.
• Develop and execute a strategy for ingestion and utilization of disparate data sources into the data lake with minimal guidance.
• Evaluate, recommend, and select data warehouse components, including hardware, database management systems, ETL (extract, transform, load) software and meta data management tools independently.
• Evaluate, design and maintain: data models, incremental data loading, ETL pipelines, and reporting solutions to support business operations and strategic decision-making with minimal guidance.
• Monitor system details within the data warehouse, including stored procedures and execution time, and implement efficiency improvements with minimal oversight.
• Develop and execute a strategy that supports and enables advanced analytics and automation with minimal guidance.
• Manage, coach and lead other technical members of the team independently.

BI Data Architect Lead

Director

• The Associate Director leads the execution of due diligence engagements and is responsible for delivering high-quality work to clients.
• This role combines technical expertise, project management, and people leadership.
• Supports and demonstrates IMA’s core values
• Serve as the day-to-day lead on due diligence engagements, managing timelines, workstreams, and client communications.
• Supervise and review analyses related to working capital trends, revenue quality, expense normalization, and balance sheet integrity.
• Perform root cause analysis of fluctuations and anomalies in financial performance.
• Translate raw client data into clear, defensible ineligibles and reserves for BBC presentation, adjustments to EBITDA, net working capital, and net debt.
• Provide detailed insight into the implications of accounting policies, customer concentrations, deferred revenue, and other risk areas.
• Assess internal controls around financial and collateral reporting for clients.
• Prepare and present deliverables that highlight key findings, risks, and deal considerations.
• Liaise directly with borrowers, target companies, and external advisors to gather data and resolve open items.
• Ensure engagement quality and compliance with internal standards across multiple simultaneous projects.
• Actively participate in client relationship building and contribute to business development efforts.
• Provide quality updates internally and externally on a frequent basis.
• Identify and contribute ways to add value to the organization outside of traditional diligence work.
• Conduct formal report and workpaper reviews
• Values and understands the importance of diversity, equity, and inclusion among all IMA associates