Sr. Revenue Finance Analyst

MERGE; Massachusetts; Hybrid; USD 55,000 - 70,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401K

Life Insurance

Disability Insurance

Paid Time Off

Job summary

MERGE is seeking a Sr. Revenue Finance Analyst to drive financial performance for assigned client accounts and support forecasting, revenue recognition, and profitability management.

You will partner with Client Service and Operations, develop models to track revenue, expenses and margins, review SOWs and pricing proposals, and produce monthly, quarterly, and yearly forecasts to guide strategic decisions.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics or related field preferred, and/or equivalent work experience.
• 4–6 years of experience in Finance or Accounting, ideally in a professional services or client-facing environment.
• Proficiency in Google Workspace and MS Office with emphasis on Excel.
• Netsuite ERP & SPP background is a plus.
• Strong understanding of revenue forecasting, client profitability and financial modeling.

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 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

Revenue forecasting

Financial modeling

Profitability analysis

Cross-functional collaboration

SOW pricing review

Excel

Google Workspace

Education

Bachelor’s degree in Finance, Accounting, Economics

Tools

NetSuite ERP

MS Office/Excel

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.

As our Sr. Revenue 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

Hybrid Philosophy

For this role, we prioritize hybrid candidates in Chicago, IL, but may consider candidates near other MERGE hubs based on the role and team’s needs. If fully remote is listed as an option, we are also open to U.S.-based candidates who would work remotely.

Hybrid work is our default approach. We value time together for collaboration, relationship building, and key moments. Managers and team leaders determine in-person expectations based on what best supports their team, clients, and business needs. Some teams and roles require more regular in-person presence than others.

MERGE has hubs in Chicago, New York City, Boston, Kansas City, Raleigh, Denver, Atlanta, and St. Louis. Regardless of work arrangement, team members may be required to travel to a MERGE hub for meetings, team gatherings, events, or other business needs.

Total Rewards

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 include meaningful 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!