Strategic Finance Senior Associate, Merge
$140-160k
All full time employees receive an equity compensation package
5 days a week in office
Customer-facing integrations & agent tools
Be an early applicant
Customer-facing integrations & agent tools
101-200 employees
Be an early applicant
$140-160k
All full time employees receive an equity compensation package
5 days a week in office
101-200 employees
Company mission
To make secure data access easy.
Role
Who you are
- 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
- 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
What the job involves
- 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
- 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
- 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
Our take
To help B2B companies navigate the increasing number of APIs needed to integrate SaaS product, Merge supplies a unified API. This provides access to dozens of payroll, recruiting, accounting, and HR platforms using a single integration layer. This way, businesses can work with a large number of APIs without compromising on efficiency.
Merge was founded in 2020 and has already built a large client base for itself, including Deed, AngelList, Ramp and Reachdesk. It has also expanded into new areas, providing support for CRM tools, ticketing systems and project management functions. With an impressively escalating annual revenue, and considerable funding at its back, the company continues to build out its product into new verticals.
Steph
Company Specialist at Welcome to the Jungle
Insights
57% employee growth in 12 months
Company
Funding (last 2 of 3 rounds)
Oct 2022
$55m
SERIES B
Nov 2021
$15m
SERIES A
Total funding: $74.5m
Company benefits
- Healthcare
- Unlimited PTO
- Parental Leave
- 401k
Company HQ
SoMa, San Francisco, CA
Leadership
Shensi Ding
(Co-Founder)Studied Computer Science at Columbia before joining Credit Suisse as an Investment Banking Analyst. Previously Chief of Staff at Expanse.
Gil Feig
(Co-Founder)A Columbia graduate who has worked for LinkedIn and Wealthfront as a Software Engineer. Previously Head of Engineering at Canvas.
Salary benchmarks
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