Sr. Revenue Finance Analyst

HYBRID - Boston, MA; Chicago, IL; Kansas City, MO; Raleigh, NC / REMOTE - U.S. Based. Posted a month ago

The role

You will drive financial performance and support client teams by providing financial insights, analysis, and strategic recommendations. You will partner with Client Service and Operations to manage forecasting, revenue recognition, and profitability.

What you will do

Serve as the primary finance partner for assigned client accounts.
Support client leads in managing budgets, forecasts and profitability.
Develop financial models to track client revenue, expenses and margins.
Review Client Statements of Work (SOWs) and pricing proposals.
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.

Required qualifications

4 - 6 years of experience in Finance or Accounting, ideally within a professional services or client -facing environment
Proficient in Google Workspace and MS Office with an emphasis on Excel
Familiarity using financial reporting systems
Strong understanding of revenue forecasting, client profitability and financial modeling
Excellent communication and presentation skills
Strong attention to detail
Ability to manage multiple priorities, meet deadlines and work effectively with cross functional teams
Solid organizational skills

Nice to have

Bachelor’s degree in Finance, Accounting, Economics, or related field
Netsuite ERP & SPP background

Benefits

Medical
Dental
Vision
Life Insurance
401K
Lifestyle Spending Account
Employer Paid Life & Disability Insurance
Flexible Time off
Holidays

Before you apply

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.

About the company

MERGE is a marketing and technology agency for the intersection of health and wellness. They use a Whole Human Marketing approach to unite people and brands to empower healthier, happier lives.