Consulting Director – Medical Surgical
Vizient, Inc
Associate Director
IMA Financial Group, Inc.
full-time
Posted on:
Location: Illinois • 🇺🇸 United States
Visit company websiteSalary
💰 $110,000 - $170,000 per year
Job Level
Senior
Tech Stack
SaltStack
About the role
- 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
Requirements
- 5-8 years of transaction services or field exam experience, ideally with exposure to both ABL and M&A environments.
- CPA or equivalent designation required.
- Proven ability to lead teams and manage multiple complex engagements.
- Strong presentation and relationship management skills.
