IMA Financial Group, Inc.

Data Analyst

IMA Financial Group, Inc.

full-time

Posted on:

Location Type: Remote

Location: CaliforniaUnited States

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Salary

💰 $75,000 - $98,000 per year

Tech Stack

About the role

  • Execute a range of standard and ad hoc analytical projects using SQL, Python, Excel, and Power BI, applying structured problem-solving approaches to meet business needs with minimal guidance.
  • Research, hypothesize, and develop analytical approaches to identify, analyze, and interpret trends and patterns in complex datasets.
  • Translate analytical problem statements and data requirements into scalable analytical deliverables, including the development, automation, standardization, and maintenance of reports, dashboards, analyses, and supporting datasets.
  • Analyze and interpret data using a range of analytical techniques, including descriptive, diagnostic, and predictive methods.
  • Apply data validation, quality checks, and analytical best practices to ensure outputs are accurate, reproducible, and fit for purpose.
  • Design and deliver clear data visualizations and technical summaries that support effective data storytelling and interpretation.
  • Create technically accurate, executive ready presentations and slide decks that communicate analytical results, assumptions, limitations, and implications of findings.
  • Document and communicate analytical findings, assumptions, and limitations to technical and non-technical audiences as appropriate.
  • Partner with stakeholders and analytics teammates to clarify analytical objectives, validate assumptions, and deliver technically sound analytics solutions that support business decisions.
  • Contribute to the advancement of IMA’s data culture through collaboration, knowledge sharing, and effective use of analytics in decision-making.

Requirements

  • Demonstrated analytical experience extracting, manipulating, analyzing, and communicating insights from large and complex datasets, with strong attention to detail and accuracy.
  • Strong critical-thinking and problem-solving skills, with the ability to prioritize work and manage multiple analytical initiatives simultaneously.
  • High learning agility and the ability to independently identify, learn, and apply new tools, technologies, and processes as needed.
  • Advanced proficiency in Excel and advanced SQL skills including CTEs and window functions, with demonstrated experience using Python to write efficient queries and scripts involving multiple tables and complex logic to aggregate, transform, and prepare analytical datasets.
  • Ability to own and manage analytical work from initial concept and scoping through execution and delivery.
  • Ability to identify and succinctly communicate technical roadblocks, constraints, and trade-offs, propose potential solutions, and drive work toward resolution.
  • Strong interpersonal skills with the ability to build effective working relationships across the organization and translate analytical needs into technical solutions.
  • Bachelor’s degree required; degree in a business or quantitative field (e.g., analytics, finance, economics, mathematics, engineering) preferred.
  • Experience with Power BI preferred.
  • Experience with Databricks is a plus.
  • Familiarity with Jira and modern analytics development practices (e.g., CI/CD, orchestration, version control) is a plus.
  • Minimum 2–4 years of full-time professional experience in a data analysis or analytics role required.
  • Limited travel required (less than 25%).
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
  • Well-Being Stipend
  • Personal and Professional Development
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
SQLPythonExcelPower BIdata validationdescriptive analysisdiagnostic analysispredictive analysisdata visualizationanalytical techniques
Soft Skills
critical-thinkingproblem-solvingattention to detaillearning agilitycommunicationinterpersonal skillscollaborationtime managementanalytical thinkingstakeholder engagement