Associate Financial Strategist

Role Description

The Financial Analyst supports benefit strategy through foundational financial analytics, reporting, and modeling. This role performs claims projections, benchmarking, renewal analysis, and other financial reporting while continuing to build technical expertise. The position also partners with senior Financial Strategists to support client deliverables and strategic recommendations.

Location Preference: This role offers remote flexibility, with a preference for candidates located within IMA’s Northeast market, including New Hampshire, Vermont, Massachusetts, or Maine.

Essential responsibilities include, but are not limited to:

• Perform core financial analytics to support benefit strategy, renewals, and client decision-making. • Execute claims reporting, data warehouse and utilization reporting, contribution modeling, benchmarking, stop-loss analysis, GeoAccess and disruption analysis, and renewal projections. • Support Financial Strategists with complex analytics and client deliverables. • Facilitate renewal presentation meetings. • Conduct market research and funding analysis to support strategic recommendations. • Mentor junior analysts and lead small projects, as appropriate.

Key Strengths and Traits

• Strong analytical and strategic thinking skills • Advanced analytical capabilities • Strong attention to detail and commitment to quality assurance • Focus on operational excellence and accuracy • Coaching and knowledge-sharing mindset with an interest in supporting the growth of others

Qualifications

• Active Life & Health License or ability to obtain within 90 days of employment • Bachelor’s degree • 3+ years of relevant experience • Foundational financial modeling skills • Understanding of funding models and carrier dynamics • Working knowledge of self-funded health plans

Salary Range $65,000-$70,000 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.