Revenue Finance Analyst

MERGE

. Serve as the primary finance partner for assigned client accounts, supporting client leads in managing budgets, forecasts and profitability .

Posted 10/9/2026full-timeUnited StatesMid-LevelSenior💰 $55,000 - $70,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial modeling, revenue forecasting, and profitability management while effectively collaborating with client teams to provide strategic financial insights and recommendations.

Highest-signal resume keywords

Financial ModelingRevenue ForecastingClient Profitability ManagementGoogle Workspace ProficiencyMS Excel Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisBudget ManagementRevenue RecognitionAccounting Standards ComplianceClient Statements of Work Review

Soft Skills

Excellent CommunicationStrong Attention to DetailOrganizational SkillsAbility to Manage Multiple Priorities

Tools & Technologies

Netsuite ERPFinancial Reporting SystemsMS Office

Industry Keywords

Professional ServicesClient-Facing EnvironmentForecastingProfitability Targets

Tech Stack

Tools & technologies

ERP

About the role

Key responsibilities & impact

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
Drive financial performance and support client teams with financial insights, analysis, and strategic recommendations
Partner closely with Client Service and Operations on forecasting, revenue recognition and profitability management

Requirements

What you’ll need

4 - 6 years of experience in Finance or Accounting, ideally within a professional services or client-facing environment
Bachelor’s degree in Finance, Accounting, Economics, or 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
Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States

Benefits

Comp & perks

Medical insurance
Dental insurance
Vision insurance
Life Insurance
401K
Lifestyle Spending Account
Employer Paid Life & Disability Insurance
Flexible Time off & Holidays
Other benefits and rewards
Hybrid work arrangements
Remote work option for U.S.-based candidates
Travel to MERGE hubs for meetings, team gatherings, events, or other business needs