Analyst- National Real Estate

What You'll Do

• Supports and demonstrates IMA’s core values
• Values and understands the importance of diversity, equity, and inclusion among all IMA associates
• Hold meetings with the Service team to go over renewal strategy and any changes from the last renewal
• Create and manage renewal policies and trackers in EPIC, including tracking expected payments and midterm changes
• Prepare client entity invoices using mail merge and create corresponding placeholder invoices in EPIC
• Bill carrier invoices in EPIC, ensuring alignment with service team billing instructions
• Monitor incoming client payments, apply them in EPIC, and update trackers accordingly
• Follow up weekly with service teams on outstanding balances by location
• Transfer funds in EPIC to carrier invoices based on due dates and coordinate with payables for timely disbursements
• Reconcile all balances at renewal close, coordinating with service teams on refunds or return payments as needed
• Manage midterm changes by updating trackers, preparing invoices, billing carriers, and applying payments
• Ensure midterm change accounts reconcile properly and support client refunds or corrections
• Serve as the main contact for real estate accounting questions from internal teams
• Generate and distribute monthly accounts receivable (AR) reports to real estate service teams
• Train new service team members on real estate accounting processes and tools
• Support service teams in resolving carrier statement discrepancies and assist with quoters and account reconciliations
• Receive and compile weekly sales data from various sources
• Analyze sales performance metrics and summarize key insights
• Organize data into Excel-based reports and dashboards to support decision-making by senior management
• Provide clear point-in-time snapshots and historical comparisons to help identify trends, patterns, and opportunities for improvement
• Completion of special projects as needed

Requirements

• 5+ years of similar or related experience
• Prioritize college graduate, 4-year degree or equivalent experience
• Proficiency with MS Office Suites with expert required
• Advanced MS Excel Knowledge
• Limited travel required (less than 25%)
• Strong quantitative and qualitative abilities
• Excellent interpersonal skills, both internally and externally
• EFFECTIVELY MANAGES MULTIPLE PROJECTS WHILE MEETING TIMELINES
• Communicate ideas in a clear and concise manner
• Ability to think critically and negotiate when needed
• Mentor and peer review analyst work
• Handles sensitive information with confidentiality

Qualifications

• Financial Acumen
• Professionalism
• Agility/Flexibility
• Self-Direction
• Problem Solving

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
• Health Club Reimbursement
• Personal and Professional Development

Compensation & Benefits

The anticipated posting timeline for this opportunity is 07/02/2025 - 08/06/2025. Salary Range: $65,000 USD - $90,000 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
• Health Club Reimbursement
• Personal and Professional Development

About the Role

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.