SVP, Client Finance
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, Subway, Kate Spade NY, Coach, The North Face, Meta, Adobe, BlueCross BlueShield, Abbott, Astellas, Supernus, CSL, GE Healthcare, Broward Health, Indiana University Health, 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.
The Senior Vice President (SVP) of Client Finance is a pivotal leadership role responsible for the financial health and commercial strategy of our client portfolio. Reporting directly to the CFO, this individual will serve as a strategic business partner to client leadership, driving profitability and providing critical financial guidance. The SVP will oversee all aspects of client finance, including client forecasting & budgeting as well as performance analysis, and will play a key role in commercial deal structures and operational efficiency. This role requires a strong leader with financial expertise and a collaborative, client-focused mindset.
Key Responsibilities
● Financial Planning & Analysis: Lead the development of client-level budgets, forecasts, and long-range financial plans, ensuring alignment with agency goals and client needs.
● Operational Reporting & Close: Manage the month-end close process for the client portfolio, including revenue recognition, margin analysis, and variance reporting.
● Team Leadership: Lead, mentor, and develop a team of five finance professionals, fostering a culture of accountability, continuous improvement, and professional growth.
● Strategic Partnership: Act as a trusted financial and strategic partner to client business leaders, providing insights on commercial performance and identifying opportunities for growth and efficiency.
● Commercial Guidance: Provide expert financial and commercial guidance to the deal desk and project management, including pricing strategies, contract reviews, and profitability assessments for new and existing business.
● Contribution Margin Improvement: Identify and implement strategies to enhance client contribution margin and overall profitability, working closely with business leads and project management.
● Ad-Hoc Analysis & Reporting: Prepare and present detailed ad-hoc financial reports and analyses for clients and internal stakeholders, ensuring data-driven decision-making.
● Cross-Functional Collaboration: Partner with the project management team to ensure proper project setup, tracking, and billing, and to optimize resource allocation and project profitability.
● ERP Implementation: Actively assist in the implementation of a new ERP system, providing financial requirements, testing support, and change management guidance to ensure a successful rollout.
Qualifications
● A bachelor's degree in Finance, Accounting, or a related field; a Master's degree or professional certification (CPA, CMA) is preferred but not required.
● Minimum of 15 - 20 years of progressive experience in finance, with at least 10 years in a leadership role.
● Demonstrated experience in a client-facing finance role, preferably within the advertising, marketing, or professional services industries.
● Proven ability to manage and motivate a finance team.
● Strong analytical skills with the ability to interpret complex financial data and translate it into actionable business insights.
● Excellent communication and interpersonal skills, with the ability to build strong relationships with both internal and external stakeholders.
● Experience with ERP system implementations is a significant plus.
● Proficiency in financial modeling, forecasting, and budgeting tools.
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 is proud to invest in benefits that include meaningful Medical, Dental, Vision, Life Insurance, 401K, 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!
