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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial modeling, revenue forecasting, and profitability management within client-facing environments. Proficient in utilizing financial reporting systems and tools to provide actionable insights and ensure compliance with accounting standards.
Highest-signal resume keywords
Financial ModelingRevenue ForecastingClient Profitability ManagementGoogle Workspace ProficiencyMS Excel Expertise
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial ModelingRevenue ForecastingBudget ManagementProfitability AnalysisAccounting Standards Compliance
Soft Skills
Excellent CommunicationStrong Attention to DetailOrganizational SkillsAbility to Manage Multiple Priorities
Tools & Technologies
Google WorkspaceMS OfficeNetsuite ERPFinancial Reporting Systems
Industry Keywords
FinanceAccountingClient-Facing EnvironmentProfessional Services
Tech Stack
Tools & technologiesERP
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
- Partner closely with Client Service and Operations to support accurate 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
- Travel to a MERGE hub for meetings, team gatherings, events, or other business needs may be required
