Senior Associate, Financial Planning & Analysis

  • Full-time

Company Description

Merkle is a leading technology-enabled, data-driven customer experience management (CXM) company. For over 30 years, Fortune 1,000 companies and leading nonprofit organizations have partnered with us to build and maximize the value of their customer portfolios.

We are champions for meaningful progress, and we strive to be a force for good—for our people, for our clients, for the industry and for our society. We keep our people at the center, creating space for growth, understanding and learning so they can thrive. We embed diversity, in our mindset, in our solutions and in our teams to empower an inclusive, equitable and culturally fluent environment. Building this culture within our teams makes us better collaborators with each other and with our clients, driving better outcomes for all. Merkle is an agency of dentsu.

Job Description

The Sr. Associate FP&A is a key asset in the future growth of the company. This individual will be part of a team leading the Financial Planning & Analysis function which executes Merkle’s financial forecast, annual budgeting process, operating plan variance analysis, and special projects. This team also provides strategic support to senior management including preparing board presentations, financial presentations, acquisition analysis, and other projects requested by senior management. This function acts as the analytical engine of the company to provide insights and support ‘optimal’ business decision making. This role reports into the Senior Director, FP&A.

  • Analyze current and past trends in key performance indicators including all areas of revenue, cost of sales, expenses and capital expenditures.
  • Monitor performance indicators, highlighting trends and analyzing causes of unexpected variance.
  • Contribute to the continued development of Budgeting, Financial Forecasting, Operating Plan and Modeling tools.
  • Quarterly and Monthly Financial reports as well as Ad-Hoc Reporting and Analysis.
  • Improve performance by evaluating processes to drive efficiencies and understand ROI impacts.
  • Develop financial models and analyses to support strategic initiatives.
  • Analyze complex financial information and reports to provide accurate and timely financial recommendations to management for decision making purposes.
  • Supporting Senior Management Team and Departments heads with in-depth analysis
  • Prepare presentations to Dentsu and Merkle’s Senior Management Team.

Qualifications

  • Bachelor's Degree in Accounting or Finance.
  • 3+ years’ experience as Financial Planning and Analysis Analyst.
  • Experience with SAP BPC software 
  • Experience with Microsoft Power BI
  • Advanced Microsoft Excel and PowerPoint skills.
  • Highest standards of accuracy and precision; highly organized.
  • Articulate with excellent verbal and written communication skills.
  • Ability to think creatively, highly driven, and self-motivated.
  • Demonstrated ability to roll-up sleeves and jump right in to work with team members in a highly dynamic environment.

Additional Information

Employees from diverse or underrepresented backgrounds encouraged to apply.
Dentsu (the "Company") is committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee of the Company, on the basis of age, sex, sexual orientation, race, color, creed, religion, ethnicity, national origin, alienage or citizenship, disability, marital status, veteran or military status, genetic information, or any other legally-recognized protected basis under federal, state or local laws, regulations or ordinances. Applicants with disabilities may be entitled to reasonable accommodation under the terms of the Americans with Disabilities Act and/or certain state or local laws. A reasonable accommodation is a change in the way things are normally done that will ensure an equal employment opportunity without imposing an undue hardship on the Company. Please contact [email protected] if you need assistance completing any forms or to otherwise participate in the application process or to request or discuss an accommodation in connection with a job at the Company to which you are applying.

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