Sr. Client Financial Analyst
MERGE(1 month ago)
About this role
The Senior Client Finance Analyst at MERGE serves as a strategic financial advisor for a portfolio of client accounts, supporting the firm’s financial health and decision-making. The role partners closely with client service and operations teams to provide insight-driven financial perspective and support business outcomes. This position contributes to company objectives by ensuring financial transparency and alignment across stakeholder groups.
Required Skills
- Financial Modeling
- Forecasting
- Revenue Recognition
- Budgeting
- Profitability Analysis
- SOW Review
- Pricing Analysis
- Excel
- Google Workspace
- Financial Reporting
+4 more
Qualifications
- Bachelor's Degree in Finance, Accounting, or Economics
About MERGE
merge.devMerge provides fast, secure integration infrastructure and agent tooling that lets products and AI agents connect to thousands of third‑party tools. The platform offers customer‑facing integrations and an "Agent Handler" for securely connecting frontier LLMs, Fortune 500 customers, and B2B SaaS companies to external systems. Merge emphasizes speed, security, and pre‑built connectors to simplify embedding integrations into products and enabling agents to act on users' behalf.
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