Client Financial Analyst
Merge Storytelling and Technology
We MERGE storytelling and technology to promote health, wealth and happiness in the world. We help marketing and technology executives engage hearts and connect parts by offering full-service capabilities including strategy, creative communications, experience engineering, performance marketing, media, digital platform development and more.
Promote Health, Wealth & Happiness
We are committed to promoting health, wealth and happiness in the world by partnering with purpose-driven clients in purpose-driven industries such as healthcare, financial services and consumer products. Our health clients are literally on the front lines saving lives. Our wealth clients are changing the financial potential in people's lives. And our consumer clients make lives...a little bit happier every day.
Partner with Clients of Iconic Brands
MERGE has enduring client partnerships with American Express, T-Mobile, LG, Facebook, Adobe, Kate Spade NY, Coach, The North Face, Fidelity, Eaton Vance, BlueCross BlueShield, Abbott, Astellas, Seqirus, Supernus, Boston Scientific, Advocate Aurora Health, Indiana University Health and Marco’s Pizza to name a few.
Work with Poets and PHD’s
With 750+ employees across offices in Atlanta, Boston, Chicago, Denver, Kansas City, Los Angeles, Montreal and New York City, MERGE uses a talent-to-task process that connects our poets and PHD’s which enables clients to think higher and feel deeper about their customers.
Emerge to the Top of Your Career
At MERGE, we strive to create a superior work experience where people with ability, agility and humility can grow and do the best work of their careers.
As our Client Finance Analyst, you will…
Be Accountable and Responsible
You will be a motivated finance professional to partner with the team and take some responsibility for a wide variety of core FP&A functions, both analytical and strategic in nature.
- Responsible for completing project lifestyle (lock, reconcile, close projects timely).
- Determine run rates to monitor financial progress against budgets.
- Generate system reports and analyze data to provide commentary.
- Ensure complete and accurately formatted documents for manager review.
- Prepare client profitability reports.
- Maintain timely accurate client billing, including supporting documentation.
- Coordinate contract renewals and new agreements.
- Maintain information related to annual client contractual obligations.
- Ensure financial integrity of internal reporting and procedures.
- Manage certain management reports, including Missing Time, Utilization and (Over)/Under Service.
- Identify and communicate areas of concern.
- Suggest process improvements.
- Explain and translate financial reports to client teams.
- Prioritize tasks to ensure accuracy and efficiency.
These are the qualifications we’re looking for
- Bachelor’s degree (Finance or Accounting degree preferred) or equivalent work experience
- 2-4 years of experience in Finance or Accounting, including familiarity with the digital environment.
- Proficiency of MS Office with an emphasis on Excel
- Familiarity using financial reporting systems.
- Understanding of accounting concepts (debits/credits, revenue recognition, reserves/ absorptions).
- Interpersonal and communication skills.
- Strong attention to detail with ability to multitask.
- Strong organization skills.
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And here’s how we live our values at MERGE
- Mastering our craft
- Delivering with a growth mindset
- 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!