Senior Client Finance Analyst – Hybrid (Chicago)

MERGE; United States; Hybrid; USD 55,000 - 70,000; Full time

Benefits offered by this job

Medical, Dental, Vision

401K

Flexible Time Off

Job summary

MERGE, a marketing and technology agency at the intersection of health and wellness, seeks a Sr. Client Finance Analyst to drive financial performance for assigned client accounts.

You will forecast revenue, analyze profitability, and provide strategic recommendations in collaboration with Client Service and Operations. You'll build financial models, review SOWs and pricing, monitor revenue recognition, and prepare regular revenue forecasts at the client level.

Qualifications

• 4–6 years of experience in Finance or Accounting.
• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• Proficient in Google Workspace and MS Office with emphasis on Excel.

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

Excel proficiency

Financial modeling

Revenue forecasting

Client profitability

Financial reporting

Communication skills

Attention to detail

Cross-functional collaboration

Education

Bachelor’s degree in Finance, Accounting, Economics, or related field

Tools

Netsuite ERP

SPP

Job description

MERGE, a marketing and technology agency at the intersection of health and wellness, seeks a Sr. Client Finance Analyst to drive financial performance for assigned client accounts.

You will forecast revenue, analyze profitability, and provide strategic recommendations in collaboration with Client Service and Operations. You'll build financial models, review SOWs and pricing, monitor revenue recognition, and prepare regular revenue forecasts at the client level.