Strategic Finance Lead

Overview

Merge is the leading provider of agentic tools and customer-facing integrations for frontier LLMs, Fortune 500 organizations, and B2B SaaS companies. Our platform offers two core products:
Merge Unified, which enables businesses to add hundreds of integrations to their products with a single API, and Merge Agent Handler, which empowers AI agents with secure access to thousands of third-party tools. Merge's enterprise-grade platform handles the entire integration lifecycle, from authentication and security to monitoring and maintenance. Thousands of companies trust Merge to accelerate product development, unblock sales, reduce customer churn, and save engineering resources—allowing them to focus on their core product.

• Function Leadership:
  Lead and scale the Strategic Finance team, overseeing the end-to-end execution of company-wide financial planning and strategic initiatives
• Executive & Board Partnership:
  Own the narrative for Board materials and investor relations, acting as a primary point of contact for the executive team
• Cross-Functional Strategy:
  Drive high-impact projects across all business units
• Capital & M&A Strategy:
  Lead capital raising efforts and evaluate M&A opportunities that align with our long-term roadmap
• Performance Architecture:
  Define and manage the company’s KPI framework, building the dashboards and deep-dives necessary to track and improve performance

• Professional Tenor:
  At least 8 years of total experience, including a foundation in Investment Banking or Management Consulting (2+ years)
• Management Expertise:
  Proven track record of managing and developing a Strategic Finance or Biz Ops team at a high-growth startup
• Technical & Analytical Rigor:
  Expert-level Excel and modeling skills with a "right is right" mentality and unyielding attention to detail
• SaaS Fluency:
  Deep understanding of enterprise SaaS unit economics and the operational levers that drive ARR and retention
• Strategic Execution:
  Demonstrated experience leading high-visibility projects from initial scoping through to final reporting and implementation

• The cash compensation range for this role is $185,000 - $210,000
• Actual compensation packages are based on a wide array of factors unique to each candidate, including but not limited to skill set, years & depth of experience, and certifications. In addition to cash compensation, all full time employees receive an equity compensation package

• Unlimited PTO + 10 company holidays
• Pre-Tax commuter benefits
• 100% covered health, vision, and dental insurance
• 401K Plan
• $200 one-time home office stipend
• In office snacks and free dinner when working past 7pm

Merge is an equal opportunity employer, and we value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, disability status, or any other protected class.