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Sr. Financial Modeler job

MerkleincSouthfield, MI
Merkleinc jobs




Job Description

Job Description


As a part of our loyalty strategy team, you will work closely with members of the team across all aspects of loyalty consulting engagements. There will be a focus on business case development and financial modeling. You should have an analytic mindset, with great attention to detail and the ability to handle several projects at once. You will also need to have strong communication skills, as there will be key touch points with stakeholders and clients.

You will be joining a dynamic and growing team - we are unique in that we have the prowess of a consulting firm with the flair of a marketing agency. We are passionate about delivering great work that is actionable and valuable to clients and each member plays a truly significant role in supporting our ongoing growth and expansion.


  • Play a critical role in the development and optimization of loyalty and retention programs for leading global brands across a range of industries, including retail, CPG, financial services, entertainment, and technology
  • Provide leadership in defining and shaping the financial component of our market leading loyalty strategy practice
  • Build, optimize and update/maintain Excel based financial models to help clients understand the economic impact of a loyalty program and maximize contribution
  • Process and analyze customer data, such as transactional and promotional data, and extract insights in support of new loyalty program strategies and financial modeling
  • Bring a quantitative, data drive mindset to range of analyses, assessments and measurement frameworks that shape the identification of program opportunity
  • Support methodology and process development - driving opportunity for workflow optimization, fueling growth via practice development, and enabling efficiency at scale
  • Storyline our analysis: Data is only as useful as the story that delivers it. We re counting on you to define and narrate a story that engages both day-to-day partners and senior stakeholders
  • Deliver a strong client-facing presence in leading workshops and presenting deliverables: forging relationships that make you trusted advisor for your clients
  • Establish yourself as thought-leader and collaborative go-to resource across your internal partners (which include 30 + loyalty and retention strategists)
  • 5+ years experience in management consulting with data/finance experience or relevant client-side experience in loyalty program P&L management and modeling
  • Strategic thinker able to derive insight and provide actionable recommendations for client-facing presentations and client deliverables
  • Exceptional data analysis and analytical problem-solving skills, mastery of Excel are vital to the role
  • Talented and effective communicator, with experience presenting complex data in a clear, concise format and well-developed skills to create compelling financial presentations
  • Diligent and disciplined in managing client workflow; accountable in performing at high level in a dynamic deadline driven environment
  • Strong process orientation, experience in developing enhanced processes in financial modeling and working collaboratively
  • Strong leader and mentor, effective in facilitating and enabling the growth of others
  • Client-services mindset you are natural in forging business relationships and exceeding the expectations of clients
Additional Information

All your information will be kept confidential according to EEO guidelines.

HelloWorld is an equal opportunity employer and is committed to a policy of equal employment opportunity for all persons. HelloWorld recruits, employs, evaluates, and considers for promotion employees without regard to race, gender, religion, national origin, age, marital status, height, weight, medical condition or physical handicap or disability, or any other legally protected class, all as required by local, state, and/or federal law.

FLSA Status: Exempt

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  • Analyze credit data and financial statements to determine the degree of risk involved in extending credit or lending money.
  • Generate financial ratios, using computer programs, to evaluate customers' financial status.
  • Consult with customers to resolve complaints and verify financial and credit transactions.
  • Prepare reports that include the degree of risk involved in extending credit or lending money.


  • Reading ComprehensionUnderstanding written sentences and paragraphs in work related documents.
  • Active ListeningGiving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
  • WritingCommunicating effectively in writing as appropriate for the needs of the audience.
  • SpeakingTalking to others to convey information effectively.


  • Administration and ManagementKnowledge of business and management principles involved in strategic planning, resource allocation, human resources modeling, leadership technique, production methods, and coordination of people and resources.
  • ClericalKnowledge of administrative and clerical procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and other office procedures and terminology.
  • Economics and AccountingKnowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data.
  • Sales and MarketingKnowledge of principles and methods for showing, promoting, and selling products or services. This includes marketing strategy and tactics, product demonstration, sales techniques, and sales control systems.

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