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    ME

    Merge

    Information Technology & Services

    Sr. Client Financial Analyst

    Chicago, United StatesRemoteFull-time5–6 yrs experience$55k – $70k / yearPosted 2w ago
    All Merge jobs

    Job description

    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!

    Job details are sourced from the employer's original posting.

    Open job posting
    ME

    About the company

    Merge

    Merge is one API to add hundreds of integrations to your product. Merge's platform makes secure data access easy by offering Unified APIs across key software categories, including HRIS, accounting, CRM, file storage, and more. Merge handles the full integrations lifecycle — from an easy initial build taking just weeks to providing integration observability tools ensuring customer delight, and fully owning the maintenance of integrations. Thousands of companies use Merge to power their integrations, enabling them to unblock sales, reduce customer churn, accelerate time to market for new products, and save engineering costs and resources. Merge is backed by $75 million in funding from Accel, NEA, and Addition. Merge was founded in 2020 by Shensi Ding and Gil Feig and is proudly built in San Francisco, New York City, and Berlin. We're hiring! Apply here: https://www.merge.dev/careers/

    View all Merge jobsLinkedIn
    Industry
    Information Technology & Services
    Founded
    2020
    Open roles
    114

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