Sr. Client Financial Analyst

MERGE•Chicago, IL

4d•$55,000 - $70,000•Hybrid

About The Position

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.

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 related field preferred, and/ or equivalent work experience
Proficient in Google Workspace and MS Office with an emphasis on Excel
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

Nice To Haves

Netsuite ERP & SPP background a plus

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