Sr. Client Financial Analyst

Merge•Chicago, KS

3d•Hybrid

About The Position

The Sr. Client Financial Analyst plays a critical role in driving financial performance and supporting client teams through financial insights, analysis, and strategic recommendations. The role partners closely with Client Service and Operations to support accurate forecasting, revenue recognition, and profitability management. The analyst serves as the primary finance partner for assigned client accounts, helping client leads manage budgets, forecasts, and profitability. The role also develops financial models, reviews Statements of Work and pricing proposals, monitors revenue recognition, and prepares client-level revenue forecasts.

Requirements

4–6 years of experience in Finance or Accounting; experience in a professional services or client-facing environment is ideal.
Proficiency in Google Workspace and Microsoft Office, especially Excel.
Familiarity with financial reporting systems.
Strong understanding of revenue forecasting, client profitability, and financial modeling.
Excellent communication and presentation skills, including the ability to translate financial insights into actionable recommendations.
Strong attention to detail and ability to manage multiple priorities, meet deadlines, and work effectively with cross-functional teams.
Solid organizational skills.

Nice To Haves

Bachelor’s degree in Finance, Accounting, Economics, or a related field, or equivalent work experience.
NetSuite ERP and SPP background.

Responsibilities

Serve as the primary finance partner for assigned client accounts and support 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, providing financial guidance and helping 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.