Senior Client Financial Analyst
New
M
MERGEMarketing agency
REMOTE - U.S. BasedFull-TimeSenior
Salary55,000 - 70,000 USD per year
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Job Details
- Experience
- 4 - 6 years of experience in Finance or Accounting
- Required Skills
- Microsoft ExcelMicrosoft OfficeAccountingFinanceGoogle Workspace
Requirements
- Bring 4–6 years of experience in Finance or Accounting, ideally in a professional services or client-facing environment.
- Have a bachelor’s degree in Finance, Accounting, Economics, or a related field, or equivalent work experience; a degree is preferred.
- Be proficient in Google Workspace and MS Office, with an emphasis on Excel.
- Have a strong understanding of revenue forecasting, client profitability, and financial modeling.
- Be familiar with financial reporting systems.
- Communicate and present financial insights as actionable recommendations.
- Manage multiple priorities and deadlines with strong attention to detail and organizational skills.
- Work effectively with cross-functional teams.
- Netsuite ERP and SPP background is a plus.
Responsibilities
- Serve as the primary finance partner for assigned client accounts, supporting client leads with budgets, forecasts, and profitability.
- Develop financial models to track client revenue, expenses, and margins in alignment with contract terms and scopes of work.
- Review Client Statements of Work (SOWs) and pricing proposals, providing financial guidance and supporting profitability targets.
- 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.
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