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Sr. Client Financial Analyst

Boston, MA

Merge Storytelling and Technology

We bring together the minds and passions of creative pioneers, tech innovators, and data explorers to help ambitious clients solve business challenges and rise to the top. MERGE has enduring client partnerships with American Express, T-Mobile, LG, Subway, Kate Spade NY, Coach, The North Face, Meta, Adobe, BlueCross BlueShield, Abbott, Astellas, Supernus, CSL, GE Healthcare, Broward Health, Indiana University Health, Nationwide, and Morgan Stanley. With offices in Atlanta, Boston, Chicago, Denver, Kansas City, Montreal, New York City and Los Angeles. MERGE uses a talent-to-task process that enables clients to think higher and feel deeper about their customers. 

Promote Health, Wellness & Happiness

We are committed to promoting health, wellness and happiness in the world by partnering with purpose-driven clients in purpose-driven industries in healthcare, life science, and consumer products. Our deep vertical expertise and category insights stem from decade-long partnerships with our top clients.

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…

Be a key player, steering the financial health and strategic direction of our client accounts. You'll partner closely with Client Service and Operations, becoming a trusted advisor who translates complex financial data into powerful, actionable insights.

What you'll do:

  • Serve as the lead financial partner for a portfolio of client accounts, optimizing budgets, forecasts, and profitability to ensure we hit our targets.
  • Develop and deploy sophisticated financial models to track client revenue, expenses, and margins, ensuring every decision is backed by data.
  • Review and analyze SOWs and pricing proposals, providing crucial financial guidance that directly impacts our profitability.
  • Oversee revenue recognition, guaranteeing compliance with accounting standards and internal policies, while building and maintaining robust financial forecasts.

What we're looking for:

  • 4-6 years of finance or accounting experience, ideally in a client-facing or professional services environment.
  • A Bachelor's degree in Finance, Accounting, Economics, or a related field, or equivalent experience.
  • Proficiency in Google Workspace and MS Office, with a strong emphasis on advanced Excel skills. Familiarity with financial reporting systems is a plus.
  • A deep understanding of revenue forecasting, client profitability, and financial modeling.
  • Excellent communication and presentation skills. You can translate complex financial insights into clear, actionable recommendations for cross-functional teams.
  • The ability to manage multiple priorities, meet deadlines, and thrive in a fast-paced environment.
  • You’re organized, efficient, and able to manage competing priorities with ease.

#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 $64,000 - $74,500, 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!

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