Sr. Client Financial Analyst New Chicago, IL

MERGE; Chicago, Northern (IL, KY); Hybrid; USD 55,000 - 70,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

Life Insurance

401K

Lifestyle Spending Account

Employer Paid Life & Disability Ins.

Flexible time off

Job summary

MERGE is seeking a Sr. Client Finance Analyst to drive financial performance for client accounts and collaborate with Client Services and Operations on forecasts, revenue recognition, and profitability.

You will build models, review SOWs, monitor revenue, and deliver monthly to annual forecasts, working cross-functionally with teams to translate data into actionable recommendations.

Qualifications

• 4 - 6 years of experience in Finance or Accounting, ideally within a professional services or client-facing environment.
• Bachelor's degree in Finance, Accounting, Economics, or related field preferred, and/ or equivalent work experience.
• Proficient in Google Workspace and MS Office with an emphasis on Excel.
• Netsuite ERP & SPP background a plus.
• Familiarity using 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, meet deadlines and work effectively with cross functional teams
• 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 experience

Excel proficiency

Google Workspace

MS Office

Revenue forecasting

Profitability analysis

Financial modeling

Communication skills

Detail oriented

Cross-functional collaboration

Education

Bachelor's degree in Finance, Economics, or related field

Tools

Netsuite ERP & SPP

Job description

At MERGE, we are Built Different. We are a marketing and technology agency purpose-built for the intersection of health and wellness-where human impact matters most. By weaving storytelling through technology, we move beyond traditional engagement to Whole Human Marketing. This approach recognizes that humans are multidimensional and complex, and uses AI to ensure every brand interaction feels natural, contextual, and relevant.

This commitment to human-first innovation is what brings us together and propels us forward. We are united by our North Star: to unite people and brands to empower healthier, happier lives.

Emerge to the Top of Your Career

At MERGE, we strive to create a superior work experience where talented and ambitious people grow. An experience that encourages people to think higher and feel deeper. An experience where people engage their minds and hearts to do the best work of their careers.

As our Sr. Client Finance Analyst, you will...

Play a critical role driving financial performance and supporting client teams by providing financial insights, analysis, and strategic recommendations. This role partners closely with Client Service and Operations to ensure accurate forecasting, revenue recognition and profitability management.

What You'll Do

• 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

What You'll Bring

• 4 - 6 years of experience in Finance or Accounting, ideally within a professional services or client-facing environment
• Bachelor's degree in Finance, Accounting, Economics, or related field preferred, and/ or equivalent work experience
• Proficient in Google Workspace and MS Office with an emphasis on Excel
• Netsuite ERP & SPP background a plus
• Familiarity using 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, meet deadlines and work effectively with cross functional teams
• Solid organizational skills

#LI-NT1

#LI-HYBRID

At MERGE, we're committed to fostering an environment where our team members can thrive in both their careers and personal lives, ensuring they feel supported and empowered to succeed.

MERGE believes in transparency and equity. In accordance with state regulations, we're proud to include salary ranges in our job postings to ensure fair compensation practices.

The salary range for this role is $55,000 - $70,000, based on the individual’s skills, experience, qualifications, location, and other relevant factors. The salary pay range is subject to change and may be modified at any time.

MERGE is proud to invest in benefits that includemeaningful Medical, Dental, Vision, Life Insurance, 401K, Lifestyle Spending Account, Employer Paid Life & Disability Insurance, Flexible Time off & Holidays plus many other benefits and rewards.

Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States.

And here’s how we live our values at MERGE

• Ability. Mastering our craft
• Agility. Delivering with a growth mindset
• Humility. Collaborating for shared success

MERGE is proud to be an Equal Opportunity Employer

MERGE welcomes and celebrates diversity regardless of race, religion, color, national origin, gender, sexual orientation, veteran status or people with abilities. We believe that the more diverse we are, the more creative our work will be!

MERGE offers a hybrid work model. What that means to us, if you live in a city where we have an office (Chicago, Denver, Atlanta, New York, Boston, Kansas City), we are encouraging you to come into the office 2 days a week. What office are you able to go to? *

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey.Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file.

As set forth in MERGE's Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.