Sr. Client Financial Analyst
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What you'll do
- Serve as the primary finance partner for assigned client accounts, supporting client leads in managing budgets, forecasts and profitability.
- Develop financial models to track client revenue, expenses and margins, ensuring alignment with contract terms and scopes of work.
- Review Client Statements of Work (SOWs) and pricing proposals to provide financial guidance and ensure profitability targets are met.
- Monitor revenue recognition and ensure compliance with accounting standards and internal policies.
- Prepare and maintain monthly, quarterly and annual revenue forecasts at the client level
What they're looking for
- 4 - 6 years of experience in Finance or Accounting, ideally within a professional services or client -facing environment
- Bachelor’s degree in Finance, Accounting, Economics, or related field preferred, and/ or equivalent work experience
- Proficient in Google Workspace and MS Office with an emphasis on Excel
- Familiarity using financial reporting systems
- Strong understanding of revenue forecasting, client profitability and financial modeling
- Excellent communication and presentation skills, with the ability to translate financial insights into actionable recommendations.
- Strong attention to detail with the ability to manage multiple priorities, meet deadlines and work effectively with cross functional teams
- Solid organizational skills
Nice to have
- Netsuite ERP & SPP background a plus
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
At MERGE, we are Built Different. We are a marketing and technology agency purpose-built for the intersection of health and wellness—where human impact matters most. By weaving storytelling through technology, we move beyond traditional engagement to Whole Human Marketing. This approach recognizes that humans are multidimensional and complex, and uses AI to ensure every brand interaction feels natural, contextual, and relevant.
This commitment to human-first innovation is what brings us together and propels us forward. We are united by our North Star: to unite people and brands to empower healthier, happier lives.
Emerge to the Top of Your Career
At MERGE, we strive to create a superior work experience where talented and ambitious people grow. An experience that encourages people to think higher and feel deeper. An experience where people engage their minds and hearts to do the best work of their careers.
As our Sr. Client Finance Analyst, you will…
Play a critical role driving financial performance and supporting client teams by providing financial insights, analysis, and strategic recommendations. This role partners closely with Client Service and Operations to ensure accurate forecasting, revenue recognition and profitability management.
What You'll Do
- Serve as the primary finance partner for assigned client accounts, supporting client leads in managing budgets, forecasts and profitability.
- Develop financial models to track client revenue, expenses and margins, ensuring alignment with contract terms and scopes of work.
- Review Client Statements of Work (SOWs) and pricing proposals to provide financial guidance and ensure profitability targets are met.
- Monitor revenue recognition and ensure compliance with accounting standards and internal policies.
- Prepare and maintain monthly, quarterly and annual revenue forecasts at the client level
What You'll Bring
- 4 - 6 years of experience in Finance or Accounting, ideally within a professional services or client -facing environment
- Bachelor’s degree in Finance, Accounting, Economics, or related field preferred, and/ or equivalent work experience
- Proficient in Google Workspace and MS Office with an emphasis on Excel
- Netsuite ERP & SPP background a plus
- Familiarity using financial reporting systems
- Strong understanding of revenue forecasting, client profitability and financial modeling
- Excellent communication and presentation skills, with the ability to translate financial insights into actionable recommendations.
- Strong attention to detail with the ability to manage multiple priorities, meet deadlines and work effectively with cross functional teams
- Solid organizational skills
#LI-NT1
#LI-HYBRID
At MERGE, we’re committed to fostering an environment where our team members can thrive in both their careers and personal lives, ensuring they feel supported and empowered to succeed.
MERGE believes in transparency and equity. In accordance with state regulations, we’re proud to include salary ranges in our job postings to ensure fair compensation practices.
The salary range for this role is $55,000 - $70,000, based on the individual’s skills, experience, qualifications, location, and other relevant factors. The salary pay range is subject to change and may be modified at any time.
MERGE is proud to invest in benefits that include meaningful Medical, Dental, Vision, Life Insurance, 401K, Lifestyle Spending Account, Employer Paid Life & Disability Insurance, Flexible Time off & Holidays plus many other benefits and rewards.
Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States.
And here’s how we live our values at MERGE
- Ability. Mastering our craft
- Agility. Delivering with a growth mindset
- Humility. Collaborating for shared success
MERGE is proud to be an Equal Opportunity Employer
MERGE welcomes and celebrates diversity regardless of race, religion, color, national origin, gender, sexual orientation, veteran status or people with abilities. We believe that the more diverse we are, the more creative our work will be!
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