Sr. Client Financial Analyst

Be a key player, steering the financial health and strategic direction of our client accounts. You'll partner closely with Client Service and Operations, becoming a trusted advisor who translates complex financial data into powerful, 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 our 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.
• A Bachelor's degree in Finance, Accounting, Economics, or a related field, or equivalent experience.
• Proficiency in Google Workspace and MS Office, with a strong emphasis on advanced Excel skills. Familiarity with financial reporting systems is a plus.
• A deep understanding of revenue forecasting, client profitability, and financial modeling.
• Excellent communication and presentation skills. You can translate complex financial insights into clear, actionable recommendations for cross-functional teams.
• The ability to manage multiple priorities, meet deadlines, and thrive in a fast-paced environment.
• You’re organized, efficient, and able to manage competing priorities with ease.

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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 $64,000 - $74,500, 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.