IMA Financial Group
Financial Services
FinanceBusinessPartner
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Finance Business Partner at IMA Financial Group. Skills: Financial modeling, Business partnering, Financial analysis, Strategic planning. Partner with business line leadership. Provide financial insights”
What You'll Achieve.
Enhance forward-looking planning; Align local execution; Support aligned planning; Support disciplined planning; Support aligned forecasting; Support disciplined forecasting; Support aligned performance management; Support disciplined performance management; Support aligned decision support; Support disciplined decision support; Connect insights to processes; Reinforce common standards; Contribute to unified narrative; Elevate decision quality; Ensure enterprise-wide consistency; Meet methodologies; Meet standards; Meet timelines; Promote accountability for performance; Ensure accurate consolidation; Ensure accurate interpretation; Ensure accurate communication; Improve speed of decision-making; Improve quality of decision-making; Build deep trust; Drive performance improvement; Drive operational discipline
Industry & Context.
Diagnose root causes; Corrective actions; Simplify complex data; Translate complex data
What They're Looking For.
Must Have
5+ years finance experience, Bachelor's degree in Finance, Bachelor's degree in Accounting, Bachelor's degree in Economics, Experience in Corporate Finance, Experience in financial planning, Experience in consulting, Experience in operational finance, Track record of business partnering
Nice to Have
Insurance Brokerage industry experience
What You'll Do.
Partner with business line leadership, Provide financial insights, Evaluate business cases, Evaluate investments, Evaluate pricing decisions, Evaluate new opportunities, Translate strategy into outcomes, Translate strategy into scenarios, Translate strategy into risks, Translate strategy into recommendations, Challenge assumptions, Ensure transparency, Support enterprise consistency, Lead budgeting process, Lead forecasting process, Ensure alignment between plans and targets, Build scenario models, Identify risks, Identify opportunities, Monitor performance vs.
budget, Monitor performance vs.
forecast, Monitor performance vs.
prior periods, Analyze revenue, Analyze expenses, Analyze margins, Analyze operational drivers, Diagnose root causes of variances, Propose corrective actions, Promote accountability, Collaborate to ensure consolidation, Collaborate to ensure interpretation, Collaborate to ensure communication, Support business reviews, Communicate results, Highlight key trends, Highlight risks, Highlight opportunities, Support executive presentations, Support board materials, Enable leaders to tell story, Coordinate reporting alignment.
How You'll Work.
Team & Collaboration
Corporate Finance organization; Operational leadership; Business leadership; Senior leadership; Corporate Finance partners
Communication Scope
Executive presence; Business-focused language; Executive presentations; Financial storytelling
Full Job Description
Position Summary The Finance Business Partner (FBP) serves as the lead finance partner to a designated region, market, or business unit. This role has a direct line to Finance, and a dotted line to the business, working closely with operational leadership to support financial performance, inform strategic decision-making, and enhance forward-looking planning. The FBP brings business insight together with enterprise financial priorities, helping translate operational activity into actionable financial perspectives and ensuring local execution is aligned with broader company objectives. In close coordination with the Corporate Finance organization, the FBP supports an aligned and disciplined approach to planning, forecasting, performance management, and financial decision support. This role helps connect region and business-line insights to enterprise financial processes, reinforces common financial standards and KPI definitions, and contributes to a unified financial narrative across the organization. Key Responsibilities: Strategic Partnership & Decision Support Serve as the key finance partner region/market/business line leadership. Provide forward‑looking financial insights to inform strategy and growth initiatives. Evaluate business cases, investments, pricing decisions, and new opportunities. Translate strategy into financial outcomes, scenarios, risks, and recommendations. Constructively challenge assumptions to elevate decision quality. Ensure transparency and alignment with Corporate Finance to support enterprise-wide consistency in financial guidance and standards. Planning, Budgeting & Forecasting Lead the annual budgeting process and forecasting process for the assigned business area. Ensure alignment between operational plans and corporate financial targets. Build scenario models to support planning under uncertainty. Identify risks and opportunities relative to plan. Partner closely with Corporate Finance to ensure methodologies, standards, and timelines
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