Merge
Sr. Associate, Strategic Finance
New York City, NY · Senior · Full-time
Sponsorship not specified$140k-$160kDetected 96 days ago
LLMsAgentic AIFinancial ModelingFinancial AnalysisExcelFP&ACadenceCommunicationMentoring
About the role
- Merge is the leading provider of agentic tools and customer-facing integrations for frontier LLMs, Fortune 500 organizations, and B2B SaaS companies.
- Thousands of companies trust Merge to accelerate product development, unblock sales, reduce customer churn, and save engineering resources-allowing them to focus on their core product.
- At Merge, Strategic Finance is a core operational unit: we don't just report on the business; we provide the analytical framework for major decisions.
Responsibilities
- Financial Modeling & Analysis: Own and maintain complex models end-to-end - applying the same rigor you built in banking or investing to live operating decisions
- FP&A Ownership: Manage budgets across multiple departments, drive the rolling forecast, and own the monthly reporting package with clear variance narrative - you'll learn the full operating cadence of a scaling SaaS business
- SaaS Metrics & Performance: Build and maintain reporting across the full KPI stack with coaching on the operational context behind each metric
- Board & Investor Support: Independently produce analyses and financial narratives for board materials and investor updates - familiar territory, but now with a seat at the table when decisions get made
- Cross-Functional Partnership: Partner directly with department leads across the business to drive strategic decision-making, and build the stakeholder and communication skills that distinguish great operators from great analysts
- Communication & Drive: Strong written and verbal communication skills and a bias toward action - you follow through, you flag blockers early, and you take ownership of your work
- how a SaaS business actually works, what drives ARR and retention, and how financial analysis shapes day-to-day decisions at a high-growth company.
- Own and maintain complex models end-to-end - applying the same rigor you built in banking or investing to live operating decisions
- Manage budgets across multiple departments, drive the rolling forecast, and own the monthly reporting package with clear variance narrative - you'll learn the full operating cadence of a scaling SaaS business
- Build and maintain reporting across the full KPI stack with coaching on the operational context behind each metric
Requirements
- The ideal candidate will have:
Nice to have
- in-house finance experience is a plus but not required
Skills
- Merge's enterprise-grade platform handles the entire integration lifecycle, from authentication and security to monitoring and maintenance.
Compensation
- The cash compensation range for this role is $140,000 - $160,000
- Actual compensation packages are based on a wide array of factors unique to each candidate, including but not limited to skill set, years & depth of experience, and certifications.
- In addition to cash compensation, all full time employees receive an equity compensation package
Benefits
- Unlimited PTO + 10 company holidays
- Pre-Tax commuter benefits
- 100% covered health, vision, and dental insurance
- $200 one-time home office stipend
- We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, disability status, or any other protected class.
- 3-5 years of experience with a foundation in Investment Banking or Investing (PE, Growth Equity, VC, or similar); in-house finance experience is a plus but not required
- Professional Tenor: 3-5 years of experience with a foundation in Investment Banking or Investing (PE, Growth Equity, VC, or similar)
- In addition to cash compensation, all full time employees receive an equity compensation package
Equal opportunity
- Merge is an equal opportunity employer, and we value diversity at our company.
This listing is sourced directly from Merge's careers page and normalized into a canonical job model.