Sr. Client Financial Analyst

MERGE•Boston, MA

4d•$55,000 - $70,000•Hybrid

About The Position

MERGE is a marketing and technology agency focused on health and wellness. The Sr. Client Finance 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 position develops financial models for client revenue, expenses, and margins; reviews Statements of Work and pricing proposals; monitors revenue recognition; and prepares client-level revenue forecasts. The role is hybrid, with priority given to candidates in Chicago, Illinois, and possible consideration of candidates near other MERGE hubs based on team and role needs. Travel to a MERGE hub may be required for business needs.

Requirements

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 a related field preferred, and/or equivalent work experience.
Proficiency in Google Workspace and MS Office, with an emphasis on Excel.
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 and ability to manage multiple priorities, meet deadlines, and work effectively with cross-functional teams.
Solid organizational skills.
U.S. work authorization that does not now or in the future require visa sponsorship.

Nice To Haves

Netsuite ERP and SPP background.
Familiarity with financial reporting systems.

Responsibilities

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.