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Senior Associate, Strategic Finance

MergeNew York City, NY
On-site Full-time $140K/yr - $200K/yr

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Experience Level

Mid to Senior

Qualifications

Qualifications:Proven experience in investment banking, private equity, or a related field. Strong financial modeling and analytical skills. Ability to work under pressure and meet tight deadlines. Excellent communication skills, both written and verbal. Passion for understanding SaaS business operations and metrics.

About the job

Merge stands at the forefront of providing innovative tools and seamless integrations for cutting-edge LLMs, Fortune 500 companies, and B2B SaaS enterprises. Our platform features two primary offerings: Merge Unified, which allows businesses to integrate hundreds of applications through a single API, and Merge Agent Handler, which provides AI agents with secure access to a multitude of third-party tools. With an enterprise-grade approach, Merge manages the entire integration lifecycle—covering authentication, security, monitoring, and maintenance. Thousands of organizations rely on Merge to accelerate product development, streamline sales processes, minimize customer attrition, and optimize engineering resources, enabling them to concentrate on their core offerings.

 

We are seeking a motivated Senior Associate in Strategic Finance to become a vital analytical partner to our leadership team. At Merge, our Strategic Finance team is integral to our operations; we do not merely report on business performance but rather provide the analytical backbone for significant decision-making. This position is ideal for individuals transitioning from investment banking or similar fields, eager to apply their technical expertise to real-world operational challenges and gain insights into business management.

The ideal candidate will possess exceptional technical skills and a desire for intellectual growth. Your background in banking or investment will have equipped you to build models, assess businesses, and produce high-stakes materials under tight deadlines. Now, you are ready to explore the mechanics of running a business. You are detail-oriented, quick, and analytically sharp, with the ability to construct models and narrate data-driven stories. In this role, you will gain operational insights into how a SaaS business functions, the factors driving Annual Recurring Revenue (ARR) and retention, and how financial analysis influences daily decisions within a high-growth enterprise.

Your Responsibilities Include:

  • Financial Modeling & Analysis: Take ownership of complex models end-to-end, applying the rigorous standards you honed in banking or investment to ongoing operational decisions.
  • FP&A Management: Oversee budgets across various departments, drive the rolling forecast, and maintain the monthly reporting package with a comprehensive variance narrative, allowing you to understand the operational rhythm of a scaling SaaS company.
  • SaaS Metrics & Performance: Develop and manage reporting across the complete KPI spectrum, receiving guidance on the operational context behind each metric.
  • Board & Investor Relations: Independently generate analyses and financial narratives for board meetings and investor updates—this familiar territory now includes a seat at the decision-making table.
  • Cross-Functional Collaboration: Engage with various teams to facilitate data-driven decision-making and strategic initiatives.

About Merge

At Merge, we are dedicated to redefining how businesses leverage integrations and AI technology. Our innovative solutions empower clients to enhance their product offerings and drive growth, establishing us as a leader in the industry.

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