I

IMA Financial Group

Insurance, risk management, and wealth advisory

Finance Intern

Corporate Finance & FP&APosted on Nov 10
Internship · Summer 2027Denver, CO, USA$18 - $22In-person

About the Job

Requirements

  • Currently pursuing an undergraduate or graduate degree in Finance, Accounting, Economics, Business, Data Analytics, Risk Management and Insurance, or a related field.
  • Expected graduation in December 2027 or Spring 2028.
  • Strong working knowledge of Microsoft Excel and PowerPoint.
  • A foundational understanding of financial statements, budgeting, forecasting, accounting, statistics, or business analytics through coursework or prior experience.
  • Strong analytical and problem-solving skills, including curiosity to investigate results rather than simply report them.
  • Clear written and verbal communication skills and the ability to organize analysis into a concise, professional form.
  • Attention to detail, sound judgment, and comfort working with deadlines, ambiguity, and multiple priorities.
  • A collaborative, proactive working style and willingness to ask thoughtful questions, receive feedback, and take ownership of assigned work.

Responsibilities

  • Support recurring financial reporting and performance analysis by organizing data, maintaining Excel-based models, performing calculations, and investigating material trends or variances.
  • Assist with budgeting, forecasting, and scenario analysis across revenue, operating expenses, workforce costs, and other business drivers.
  • Help prepare clear, executive-ready materials such as financial summaries, presentations, dashboards, and decision-support analyses for Finance and business leaders.
  • Partner with Finance Business Partners to connect financial results with market and operational context, including identifying key drivers, risks, opportunities, and follow-up questions.
  • Support Corporate FP&A initiatives involving enterprise reporting, planning processes, data validation, forecast consolidation, and management.
  • Contribute to special projects such as financial modeling, process improvement, reporting standardization, KPI development, workforce planning, and investment analysis.

Desired Qualifications

  • Experience with Power BI, Tableau, SQL, Power Query, or other analytics tools.

About the Company

IMA Financial Group

Insurance, risk management, and wealth advisory

IMA Financial Group is a diversified financial services company that provides insurance, risk management, and wealth management services to individuals and large corporations in the U.S. It helps clients protect assets, manage risk, and grow wealth through customized solutions backed by data-driven insights. Its offerings include tailored insurance products, risk-Management strategies, and comprehensive wealth management, with revenue coming from insurance premiums, advisory fees, and wealth management fees. A key differentiator is Towerstone, its subsidiary focused on specialty insurance brokerage for niche markets such as energy, allowing IMA to serve complex risk needs beyond traditional insurance. The company aims to deliver practical, customized financial protection and guidance that reduces risk and supports long-term financial security and growth for its clients.

Company size
1,001-5,000
Company stage
Debt Financing
Total funding
$1.6B
Headquarters
Denver, CO
Founded
1974

Recently Posted Jobs

Explore more opportunities at IMA Financial Group

See more jobs