Sr. Associate, Strategic Finance

Strategic Finance Senior Associate

Merge is the leading provider of agentic tools and customer-facing integrations for frontier LLMs, Fortune 500 organizations, and B2B SaaS companies. Our platform offers three core products: Merge Unified, which enables businesses to add hundreds of integrations to their products with a single API, Merge Agent Handler, which empowers AI agents with secure access to thousands of third-party tools, and Merge Gateway, the control plane for running AI in production. Merge's enterprise-grade platform handles the entire integration lifecycle, from authentication and security to monitoring and maintenance. 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.

Merge is looking for a driven Strategic Finance Senior Associate to grow into a core analytical partner to our business leaders. 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. This is an ideal role for someone coming out of investment banking or investing who is ready to apply their technical foundation to real operating problems - and learn what it actually means to run a business.

The ideal candidate is technically excellent and intellectually hungry. You've spent time in banking and/or at an investment firm building models, evaluating businesses, and producing high-stakes materials under pressure - and now you want to understand what happens on the other side of the table. You're precise, fast, and analytically rigorous. You know how to build a model and tell a story with numbers. What you'll develop here is the operational context: 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.

What you will do:

• 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

The ideal candidate will have:

• Professional Tenor: 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
• Technical & Analytical Rigor: Expert-level Excel and modeling skills with a "right is right" mentality - you produce work that reaches senior stakeholders with minimal revision
• Intellectual Curiosity: Genuine excitement to learn how a SaaS business operates - you ask why, not just what, and you're motivated by understanding the business behind the numbers
• 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

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
• 401K Plan
• $200 one-time home office stipend
• In office snacks and free dinner when working past 7pm