Sr. Client Financial Analyst

Merge • Boston, MA

8h • $64,000 - $74,500 • Hybrid

About The Position

Merge Storytelling and Technology We bring 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. MERGE has enduring client partnerships with American Express, T-Mobile, Subway, Kate Spade NY, Coach, The North Face, Meta, Adobe, BlueCross BlueShield, Abbott, Astellas, Supernus, CSL, GE Healthcare, Broward Health, Indiana University Health, and Morgan Stanley. With offices in Atlanta, Boston, Chicago, Denver, Kansas City, Montreal, New York City and Los Angeles. MERGE uses a talent-to-task process that enables clients to think higher and feel deeper about their customers. Promote Health, Wellness & Happiness 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. Our deep vertical expertise and category insights stem from decade-long partnerships with our top clients. 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… 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.

Requirements

• 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.
• 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.

Nice To Haves

• Familiarity with financial reporting systems is a plus.

Responsibilities

• 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.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 501-1,000 employees