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 are met consistently across the organization.
Performance Management & Analysis
- Monitor performance vs. budget, forecast, and prior periods.
- Analyze revenue, expenses, margins, and operational drivers.
- Diagnose root causes of variances and propose corrective actions.
- Promote accountability for financial performance across the leadership team.
- Collaborate with Corporate Finance to ensure accurate consolidation, interpretation, and communication of enterprise financial results.
Financial Storytelling & Reporting
- Support monthly and quarterly business reviews.
- Communicate results in clear, accessible, business‑focused language.
- Highlight key trends, risks, and opportunities.
- Support executive presentations and board materials.
- Enable leaders to tell a compelling financial story.
- Coordinate with Corporate Finance to ensure business‑unit reporting aligns with enterprise narratives and standards.
Qualifications:
Education & Experience
- Bachelor’s degree in Finance, Accounting, Economics, or related field
- Typically 5+ years of progressive finance experience.
- Experience in Corporate Finance, financial planning, consulting, or operational finance.
- Strong track record of business partnering with senior leadership.
- Industry experience in Insurance Brokerage is a plus.
Skills & Capabilities
- Advanced financial modeling and analytical capabilities.
- Ability to simplify and translate complex financial data into actionable insights.
- Strong communication skills with executive presence.
- Strategic thinker with practical, hands‑on operating style.
- Influencing skills and the ability to lead without authority.
- High business acumen and curiosity about operational drivers.
- Comfortable managing multiple priorities in a dynamic environment.
- Ability to balance the needs of the business with enterprise requirements set by Corporate Finance.
Leadership & Behavioral Competencies
- Operates as a trusted advisor to business leaders.
- Demonstrates courage to challenge constructively and offer objective viewpoints.
- Collaborative, low‑ego approach that builds strong relationships.
- Ownership mentality with strong accountability for results.
- Strong judgment, integrity, and discretion.
- Thrives in ambiguous, fast‑changing environments.
- Acts as a bridge between Corporate Finance and business leadership.
Success Profile: What Great Looks Like
A high‑performing FBP:
- Is included early in strategic conversations.
- Anticipates issues before they appear in financial results.
- Connects financial metrics to operational performance.
- Improves the speed and quality of decision‑making.
- Builds deep trust with operational and Corporate Finance partners.
- Drives measurable performance improvement and operational discipline.
The anticipated posting timeline for this opportunity is 6/8/2026-7/8/2026.
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.
*These benefits do not apply to internship roles.
Why Join IMA?
We’ve built a reputation for putting our associates first
What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It’s this unique ownership business model that makes working at IMA so appealing.
We work in teams. We sell in teams. We win and prosper as a team
We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we’re big enough to write business all over the world and small enough to implement your ideas quickly.
We are recognized nationally as a leader in our industry
- 2020-2023 Business Insurance Magazine Best Places to Work in Insurance
- 2023 Inc. Magazine’s Best Workplaces
- 2023 Denver Business Journal’s Best Places to Work
- 2022-2023 Connecticut Top Work Places
- 2021-2023 Inc. 5000’s List of Fastest Growing Companies
- 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
- 2022-2023 Kansas City Business Journal’s Best Places to Work
- 2021-2023 Charlotte Business Journal’s Best Places to Work
- 2021-2023 Los Angeles Business Journal’s Best Places to Work
- 2021-2023 The Salt Lake City Tribune Top Work Places
- 2021-2022 Puget Sound Business Journal’s Washington’s Best Workplaces
- 2021-2022 Wichita Business Journal’s Best Places to Work, #1 in extra-large category
- 2021 Dallas Business Journal’s Best Places to Work
- 2021 Alaska Journal of Commerce’s Best Workplaces in Alaska
This Job Description is not a complete statement of all duties and responsibilities comprising this position.
The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.
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