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MERGE · 22 hours ago

Sr. Client Financial Analyst

Chicago, IL

Full-time

Onsite

Mid, Senior Level

$59K/yr - $71K/yr

4+ years exp

MERGE is a company that combines storytelling and technology to help clients solve business challenges. The Sr. Client Financial Analyst will be responsible for steering the financial health and strategic direction of client accounts, optimizing budgets, forecasts, and profitability while providing financial guidance and insights.

AppsCRMDigital MarketingE-CommerceHealth CareInformation TechnologySEOSocial MediaSocial Media ManagementTechnical Support

No H1B

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

Qualification

Financial modelingRevenue forecastingClient profitabilityAdvanced ExcelFinancial reporting systemsCommunication skillsPresentation skillsOrganizational skillsTime management

Required

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