Sr. Client Financial Analyst

MERGE•Boston, MA

1d•$64,000 - $74,500•Hybrid

About The Position

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. Familiarity with financial reporting systems is a plus.
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.