Hybrid Client Finance Partner for Strategic Accounts

mergeworld; Boston (MA); Hybrid; USD 55,000 - 70,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Life Insurance

401K

Lifestyle Spending Account

Disability Insurance

Flexible Time off

Holidays

Job summary

MERGE is seeking a Sr. Client Finance Analyst to drive financial performance for client accounts, providing insights, forecasts, and strategic recommendations.

You will collaborate with Client Service and Operations to ensure accurate revenue recognition and profitability management, while building robust financial models and performing variance analysis. Hybrid role with multiple US hubs; candidates in Boston or Chicago areas are preferred.

Qualifications

• 4 - 6 years of experience in Finance or Accounting.
• Bachelor’s degree in Finance, Accounting, Economics, or related field preferred.
• Proficient in Google Workspace and MS Office with an emphasis on Excel.
• Netsuite ERP & SPP background a plus.
• Familiarity with 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 and work with cross-functional teams.

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.

Skills

Financial analysis

Forecasting

Financial modeling

Communication

Attention to detail

Cross-functional collaboration

Presentation skills

Education

Bachelor's degree in Finance/Accounting/Economics

Tools

Google Workspace

MS Office (Excel)

Netsuite ERP

SPP background

Financial reporting systems

Job description

MERGE is seeking a Sr. Client Finance Analyst to drive financial performance for client accounts, providing insights, forecasts, and strategic recommendations.

You will collaborate with Client Service and Operations to ensure accurate revenue recognition and profitability management, while building robust financial models and performing variance analysis. Hybrid role with multiple US hubs; candidates in Boston or Chicago areas are preferred.