Business Analyst - Excel & SQL

About IMA360 IMA360 is a leading provider of B2B rebate management, chargeback processing, pricing optimization, and gross-to-net solutions. Our platform empowers manufacturers, distributors, and enterprise organizations to manage complex incentive programs, automate pricing workflows, and gain real-time visibility into margin performance. We are seeking a Business Analyst with a strong accounting or finance background to join our solutions team. In this role, you will serve as the bridge between our clients' business processes and our software platform. Your understanding of financial concepts—such as accruals, journal entries, revenue recognition, and cost accounting—will allow you to quickly learn the IMA360 platform and translate complex rebate, chargeback, and pricing scenarios into clear requirements and configurations.
This is an excellent opportunity for someone who wants to transition from traditional accounting into the world of enterprise software and B2B incentive management.

Gather, analyze, and document business requirements from clients related to B2B rebates, chargebacks, special pricing agreements (SPAs), and gross-to-net calculations.

• Configure and test rebate programs, pricing rules, chargeback workflows, and accrual calculations within the software.
• Serve as a subject matter expert on accounting-related aspects of rebate management, including accruals, true-ups, deductions, and settlement processes.
• Support user acceptance testing (UAT) by creating test plans, executing test cases, and managing defect resolution.
• Provide training and knowledge transfer to clients during onboarding and implementation.
• Analyze data to identify trends, discrepancies, and opportunities to improve rebate and pricing programs.
• Create and maintain documentation including process guides, configuration manuals, and best-practice templates.

Bachelor's degree in accounting or finance.

• 5-7 years of experience in accounting, financial analysis, or a related analytical role.
• Strong understanding of core accounting principles: accruals, journal entries, accounts payable/receivable, revenue recognition, and general ledger concepts.
• Ability to translate complex financial and business processes into clear, actionable documentation.
• comfortable presenting to both technical and non-technical audiences.
• Proficiency in Microsoft Excel (pivot tables, VLOOKUP, data analysis).
• Self-starter with the ability to learn new software platforms quickly.

CPA, CMA, or other relevant accounting certifications.

• Experience with ERP systems (SAP, Oracle, Microsoft Dynamics, NetSuite, or similar).
• Familiarity with B2B rebate programs, distributor chargebacks, special pricing agreements, or channel incentive management.
• Exposure to gross-to-net processes in manufacturing or distribution environments.
• Experience with business intelligence or reporting tools (Power BI, Tableau, SQL).
• Prior experience as a business analyst, implementation consultant, or solutions consultant.
• At IMA360, we invest heavily in training and professional development. End-to-end B2B rebate lifecycle management—from program setup through accrual, claim validation, and settlement.
• Pricing optimization strategies include contract pricing, matrix pricing, customer-specific pricing, and deal management.
• Gross-to-net analytics and waterfall reporting for margin visibility.
• Enterprise software implementation methodologies and client engagement best practices.