Sr. Client Financial Analyst

MERGE uses a talent-to-task process that enables clients to think higher and feel deeper about their customers. We are committed to promoting health, wellness and happiness in the world by partnering with purpose-driven clients in purpose-driven industries in healthcare, life science, and consumer products. As our Sr. Client Finance Analyst, you will 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. What you'll do: 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. What we're looking for: 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. 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. 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. 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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