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Sr. Client Financial Analyst

Job in Raleigh, Wake County, North Carolina, 27601, USA
Listing for: MERGE
Full Time position
Listed on 2026-01-27
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Reporting
  • Business
    Financial Analyst
Salary/Wage Range or Industry Benchmark: 55000 - 68000 USD Yearly USD 55000.00 68000.00 YEAR
Job Description & How to Apply Below

Sr. Client Finance Analyst

Be a key player, steering the financial health and strategic direction of our client accounts. You'll partner closely with Client Service and Operations, becoming a trusted advisor who translates complex financial data into powerful, actionable insights.

What you’ll do:
  • Serve as the lead financial partner for a portfolio of client accounts, optimizing budgets, forecasts, and profitability to ensure we hit our targets.
  • Develop and deploy sophisticated financial models to track client revenue, expenses, and margins, ensuring every decision is backed by data.
  • Review and analyze SOWs and pricing proposals, providing crucial financial guidance that directly impacts our profitability.
  • Oversee revenue recognition, guaranteeing compliance with accounting standards and internal policies, while building and maintaining robust financial forecasts.
What we're looking for:
  • 4-6 years of finance or accounting experience, ideally in a client‑facing or professional services environment.
  • A Bachelor’s degree in Finance, Accounting, Economics, or a related field, or equivalent experience.
  • Proficiency in Google Workspace and MS Office, with a strong emphasis on advanced Excel skills. Familiarity with financial reporting systems is a plus.
  • A deep understanding of revenue forecasting, client profitability, and financial modeling.
  • Excellent communication and presentation skills. You can translate complex financial insights into clear, actionable recommendations for cross‑functional teams.
  • The ability to manage multiple priorities, meet deadlines, and thrive in a fast‑paced environment.
  • You’ve got the organization and efficiency to manage competing priorities with ease.
Salary

Salary range for this role: $55,000 – $68,000
, based on skills, experience, qualifications, location, and other relevant factors.

Benefits
  • Meaningful Medical, Dental, Vision, and Life Insurance coverage.
  • 401(k) with employer contributions.
  • Lifestyle Spending Account.
  • Employer‑Paid Life & Disability Insurance.
  • Flexible time off & holidays.
  • Other benefits and rewards.
Our Values
  • Ability – Mastering our craft.
  • Agility – Delivering with a growth mindset.
  • Humility – Collaborating for shared success.
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!

Seniority level

Mid‑Senior level

Employment type

Full‑time

Job function

Finance and Sales

Industries

Advertising Services

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