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 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!
Skills Required
- 4–6 years of experience in Finance or Accounting, ideally in a professional services or client-facing environment
- Bachelor’s degree in Finance, Accounting, Economics, or a related field, or equivalent work experience
- Proficiency in Google Workspace and Microsoft Office, especially Excel
- Familiarity with financial reporting systems
- Strong understanding of revenue forecasting, client profitability, and financial modeling
- Excellent communication and presentation skills, including the ability to translate financial insights into actionable recommendations
- Strong attention to detail and ability to manage multiple priorities, meet deadlines, and work cross-functionally
- Solid organizational skills
- NetSuite ERP and SPP experience
MERGE Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about MERGE and has not been reviewed or approved by MERGE.
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Healthcare Strength — Core medical, dental, vision, mental‑health, life, and disability coverage are described as comprehensive, with a recent carrier change noted alongside “good options.” Feedback suggests this coverage is broadly solid for a midsize agency.
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Retirement Support — A 401(k) with company match and immediate vesting is frequently highlighted and well regarded. Feedback suggests this program is a reliable cornerstone of the total rewards package.
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Wellbeing & Lifestyle Benefits — The “Benefits Built Different” program adds a Lifestyle Spending Account plus wellness tech access (Oura Ring, Function Health), signaling investment beyond basics. Feedback suggests these perks enhance the perceived value of the package.
MERGE Insights
What We Do
MERGE is a marketing and technology agency built at the intersection of Health & Wellness. We help brands navigate complex consumer journeys and unlock growth through data-driven storytelling, AI-powered personalization, and bold creativity. Decades of experience with health and consumer brands have taught us what truly drives decisions. As a marketing and technology agency, we use these insights to help brands reach the right people, in the right moments, with experiences that drive lasting, scalable growth. We do it by leading with curiosity, practicing with precision, and delivering with integrity.
Why Work With Us
At MERGE, we use storytelling through technology to help brands connect more meaningfully with the people they serve. Powered by human insight, creativity, and AI, we weave storytelling through technology to turn complexity into clarity - strengthening relationships between people and brands.
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