Senior Revenue Finance Analyst — Forecasting & Profitability

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

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

401K

Lifestyle Spending Account

Employer Paid Disability Insurance

Paid Time Off

Job summary

MERGE, a marketing and technology agency at the intersection of health and wellness, seeks a Sr. Revenue Finance Analyst to drive financial performance and provide strategic recommendations.

You’ll partner with Client Service and Operations to ensure accurate forecasting, revenue recognition, and profitability management. You will develop financial models, review SOWs, and monitor revenue to support multi-client accounts while communicating insights to leadership.

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 emphasis on Excel
• Netsuite ERP & SPP background a plus
• Strong revenue forecasting, client profitability and financial modeling
• Excellent communication and presentation skills
• Strong attention to detail and ability to manage multiple priorities
• Solid organizational skills

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

Finance/Accounting experience

Financial modeling

Forecasting

Communication skills

Cross-functional teamwork

Attention to detail

Time management

Education

Bachelor’s degree in Finance/Accounting/Economics

Tools

Google Workspace

MS Office (Excel)

Netsuite ERP

SPP

Financial reporting systems

Job description

MERGE, a marketing and technology agency at the intersection of health and wellness, seeks a Sr. Revenue Finance Analyst to drive financial performance and provide strategic recommendations.

You’ll partner with Client Service and Operations to ensure accurate forecasting, revenue recognition, and profitability management. You will develop financial models, review SOWs, and monitor revenue to support multi-client accounts while communicating insights to leadership.