Build comprehensive financial models from scratch in Excel to quantify business impact, project ROI, and demonstrate the value proposition of proposed solutions to clients
Partner with our consulting teams to lead individual deliverables related to Business Value projection, transformation engagements, often coordinating with concurrent Merkle data, technology, or digital experience implementation teams.
Plan and facilitate client discovery through client interviews, document review, surveys / questionnaires, or marketing data analysis
Manage daily consulting delivery efforts, including client meetings, discussions, workshops, deliverable reviews, or readouts
Plan and manage business prioritization workshops applying a combination of quantitative and qualitative methodologies to select top recommendations
Use market and competitive research to uncover trends, benchmarks, and best practices to inform recommendations
Facilitate work sessions and interviews with our teams and partners to assess gaps, gather requirements, and validate recommendations
Develop executive-level presentations, summarize findings into common themes that inform client recommendations. Identify main data points and measurements to show the impact of our approach and strategy on our client's business
Support business development activities including identification, proposal development, and other pursuit activities
Collaborate and build relationships with our teams (account management, creative, analytics, operations) and partner agencies to determine feasibility and understanding of strategic plans
Requirements
A Bachelor's degree (this is required, but all majors will be considered. Preference for degrees in Business Administration, Finance, Marketing, Data Analytics, or related fields)
3+ years of experience in FP&A (Financial Planning & Analysis), corporate finance, strategy/consulting, business transformation, or digital transformation
3+ years of experience creating financial models, analyzing data, and working with large datasets in Excel or similar tools
Experience translating insights into relevant recommendations and presentations – proficiency in PowerPoint required
Comfortability and experience working within a matrixed organization in roles with a wide degree of latitude