Sr. Client Financial Analyst

About MERGE

MERGE brings together the minds and passions of creative pioneers, tech innovators, and data explorers to help ambitious clients solve business challenges and rise to the top. With enduring client partnerships across industries, MERGE uses a talent‑to‑task process to elevate client thinking about their customers.

Be a key player steering the financial health and strategic direction of our client accounts. Partner closely with Client Service and Operations, translating complex financial data into actionable insights.

• Serve as the lead financial partner for a portfolio of client accounts, optimizing budgets, forecasts, and profitability to ensure we hit our targets.
• Develop and deploy sophisticated financial models to track client revenue, expenses, and margins, ensuring every decision is backed by data.
• Review and analyze SOWs and pricing proposals, providing crucial financial guidance that directly impacts profitability.
• Oversee revenue recognition, guaranteeing compliance with accounting standards and internal policies while building and maintaining robust financial forecasts.

• 4‑6 years of finance or accounting experience, ideally in a client‑facing or professional services environment.
• Bachelor's degree in Finance, Accounting, Economics, or related field, or equivalent experience.
• Proficiency in Google Workspace and MS Office, with advanced Excel skills; familiarity with financial reporting systems is a plus.
• Deep understanding of revenue forecasting, client profitability, and financial modeling.
• Excellent communication and presentation skills, enabling clear translation of insights to cross‑functional teams.
• Ability to manage multiple priorities, meet deadlines, and thrive in a fast‑paced environment.
• Organized, efficient, able to handle competing priorities with ease.

Salary range: $55,000 – $68,000
, based on skills, experience, qualifications and location. The range may be adjusted at any time.

Benefits include comprehensive Medical, Dental, Vision, Life Insurance, 401(k), Lifestyle Spending Account, Employer‑Paid Life & Disability Insurance, Flexible Time Off & Holidays, and many other 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.

MERGE is proud to be an Equal Opportunity Employer. We welcome and celebrate 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.