Merge Storytelling and Technology

We bring together the minds and passions of creative pioneers, tech innovators, and data explorers to help ambitious clients solve business challenges and rise to the top. MERGE has enduring client partnerships with American Express, T-Mobile, LG, Subway, Kate Spade NY, Coach, The North Face, Meta, Adobe, BlueCross BlueShield, Abbott, Astellas, Supernus, CSL, GE Healthcare, Broward Health, Indiana University Health, Nationwide, and Morgan Stanley. With offices in Atlanta, Boston, Chicago, Denver, Kansas City, Montreal, New York City and Los Angeles. MERGE uses a talent-to-task process that enables clients to think higher and feel deeper about their customers.

Promote Health, Wellness & Happiness

We are committed to promoting health, wellness and happiness in the world by partnering with purpose-driven clients in purpose-driven industries in healthcare, life science, and consumer products. Our deep vertical expertise and category insights stem from decade-long partnerships with our top clients.

Emerge to the Top of Your Career

At MERGE, we strive to create a superior work experience where talented and ambitious people grow. An experience that encourages people to think higher and feel deeper. An experience where people engage their minds and hearts to do the best work of their careers.

As our VP, Financial Planning & Analysis, you will…

Take responsibility for a wide variety of core FP&A functions, both analytical and strategic in nature. You will be a strategic partner for the CFO, business leaders, and ownership as they evaluate resource needs, plan the monthly business activity, and drive process improvements in the business. You will be at the center of preparing many of our critical financial analyses and executive and board-level presentations. You will also help provide insights and create business partnerships with MERGE functional leaders to improve efficiency and drive growth.

MERGE is in an accelerating phase of transformation with an increasing need for dynamic and actionable information and insights. Experience working in an entrepreneurial, fast-paced environment is an asset. All employees are expected to be active members of the growing team and be flexible in assisting the company as it grows organically and through M&A. The following duties provide a framework for the position as defined today with growth opportunities for tomorrow.

Be Accountable and Responsible

Executive Decision Support: Support the executive decision-making process by leading in-depth financial and strategic analyses, interpreting results, and articulating actionable recommendations.
Thought leadership: Recommend and implement KPI’s, metrics, and analysis to help leaders drive profitable growth and achieve business objectives.
Business Partner: Communicate and provide action-oriented insights to help the client service and project management teams increase efficiency and inform resource capacity. Partner with department leadership to ensure business decisions are made with all relevant information.
Drive accuracy and timeliness of forecasting, consolidation, and reporting of financial results: Analyze and report financial results at month-end, including financial statement preparation, revenue and cost variance analysis, and vertical and offering performance. Lead preparation of monthly reporting files for leadership, private equity ownership, and lenders.
Budget, Forecast, and Reporting: Key role in leading the annual budget and quarterly forecasting processes. Partner with business leaders to make key assumptions on revenue and expenses. Assist CFO in materials creation for leadership and board.
Systems assessment, and ownership: Oversee Power BI instance and make recommendations on financial and workflow management systems roadmap. Key role in all aspects of administration for the company-wide ERP and BI systems and intimate involvement in ongoing systems assessment.
Client finance & resource management support. Work closely with the client finance and project management function to support key clients in areas such areas as new and renewal contracts, pricing, and profitability.
Mergers and Acquisition Support: MERGE is in growth mode and acquisitions are a likely part of this role. You will partner with leadership and ownership to help assess potential acquisition targets along with developing the post-close integration plan.

These are the qualifications we’re looking for

10+ years of related FP&A experience
Relevant experience in marketing, technology services or private equity-backed businesses is a plus
Bachelor’s degree in finance or accounting
Experience with financial reporting/ budgeting tools a plus (e.g. Power BI)
Comfortable with and history as a power-user of GL/accounting/financial systems
Advanced Excel skills required (e.g. pivot tables, advanced functions, macros)
Proven ability to work with disparate data sets and synergies the data
Understanding of GAAP standards
Excellent communication (written & verbal) skills and a team player, pitching in to accelerate a more timely, accurate close
Ability to work independently in large teams
High attention to detail and strong problem-solving skills
Ability to be accountable to a timeline and deliver accurately
Skilled at finding more efficient ways to work, including helping others work smarter
Flexibility to meet continuously changing priorities and challenges
Ability to succeed in a fast-paced environment

#LI-DP1

#LI-HYBRID

At MERGE, we’re committed to fostering an environment where our team members can thrive in both their careers and personal lives, ensuring they feel supported and empowered to succeed.

MERGE believes in transparency and equity. In accordance with state regulations, we’re proud to include salary ranges in our job postings to ensure fair compensation practices.

The salary range for this role is $150,000 - $173,000, based on the individual’s skills, experience, qualifications, location, and other relevant factors. The salary pay range is subject to change and may be modified at any time.

MERGE is proud to invest in benefits that include meaningful Medical, Dental, Vision, Life Insurance, 401(k), Lifestyle Spending Account, Employer Paid Life & Disability Insurance, Flexible Time off & Holidays plus many other benefits and rewards.

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.

And here’s how we live our values at MERGE

Ability. Mastering our craft
Agility. Delivering with a growth mindset
Humility. Collaborating for shared success

MERGE is proud to be an Equal Opportunity Employer

MERGE welcomes and celebrates diversity regardless of race, religion, color, national origin, gender, sexual orientation, veteran status or people with abilities. We believe that the more diverse we are, the more creative our work will be!

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