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Merge
Finance & Accounting 2d ago

Revenue Finance Analyst

Merge
BostonBoston
MoroccoMorocco
IsraelIsrael
🌍U
Hybrid
$55,000 - $70,000
Mid-Level
VT

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Job Description

Key Skills Required

Master these to land this role

Profitability ManagementFinancial ModelingRevenue ForecastingExcelFinancial Analyst

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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.

As our Revenue 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.
  • A Bachelor’s degree in Finance, Accounting, Economics, or a 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.

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Merge is a cutting-edge technology company that specializes in providing innovative solutions for streamlining business operations and enhancing customer experiences. With a strong focus on integration and collaboration, Merge empowers organizations to break down silos and unlock new opportunities for growth and success. By harnessing the power of cloud-based technologies and artificial intelligence, Merge helps businesses to automate processes, improve efficiency, and make data-driven decisions. Whether it's integrating disparate systems, enhancing customer engagement, or driving digital transformation, Merge's expertise and passion for innovation enable companies to achieve their goals and stay ahead of the competition. With a commitment to excellence and a customer-centric approach, Merge is dedicated to delivering exceptional results and building long-term partnerships with its clients. Through its innovative solutions and services, Merge is revolutionizing the way businesses operate and interact with their customers, and is poised to become a leader in the technology industry.

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