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Sr. Manager - Strategy & Financial Modeling

Location: New York, NY.
Company Description:

Merkle is a leading data-driven, technology-enabled, global performance marketing agency that specializes in the delivery of unique, personalized customer experiences across platforms and devices. For more than 30 years, Fortune 1000 companies and leading nonprofit organizations have partnered with Merkle to maximize the value of their customer portfolios.

The agency’s heritage in data, technology, and analytics forms the foundation for its unmatched skills in understanding consumer insights that drive people-based marketing strategies. Its combined strengths in performance media, customer experience, customer relationship management, loyalty, and enterprise marketing technology drive improved marketing results and competitive advantage.

With 9,600+ employees, Merkle is headquartered in Columbia, Maryland, with 50+ additional offices throughout the US, EMEA, and APAC. In 2016, the agency joined the Dentsu Aegis Network. For more information, contact Merkle at 1-877-9-Merkle or visit www.merkleinc.com.

Job Description:

The Manager / Sr. Manager, Strategy & Financial Modeling will work alongside our experienced Strategy team playing key role in designing and delivering cutting-edge, interactive promotions & loyalty programs that enable our clients to build strong, enduring relationships with their most valued consumers. By combining marketing expertise, business analysis, and problem solving you will set the strategic direction for leading global brands – such as Coca-Cola, Starbucks, L’Oréal, and Samsung.

You will work collaboratively and cross-functionally across a team of strategists, analysts, engineering, and client stakeholders in delivering comprehensive consulting engagements across a dynamic portfolio of clients.

You will be joining an innovative and growing team that uniquely combines the strategic acumen of a consulting firm with the creative flair of a marketing agency. We are passionate about delivering great work that is actionable and valuable to clients and this role will play significant role in driving our continued growth and leadership in the market.


  • Lead project phases, own engagement deliverables and act as a key strategic advisor to senior client leadership
  • Develop and validate growth/acquisition and loyalty strategies across the customer life cycle that drive sustainable, emotional connections between consumers and brands
  • Build & optimize Excel-based financial models to help clients estimate economic implications of a loyalty programs
  • Run modeling scenarios, QA, sensitivity analyses, validate assumptions to ensure reliability in forecasts
  • Analyze customer data, such as transactional and promotional data, extract insights in support of strategic approach
  • Storyline quantitative data into clear, thoughtful slides for client presentation


  • 2-5 years experience in strategy / consulting, with data and/or finance modeling experience

  • Strong Excel & financial modeling skills with experience in analysis of large data sets

  • A quantitative background with a degree in Statistics, Mathematics, Economics, Finance, or Engineering

  • Strong communicator, with experience presenting complex data and financial results in clear, clean and concise formats

  • Analytical & critical thinking skills – able to interpret results, understand implications & take remedial measures

Additional Information:

Merkle fosters a diverse environment that encourages original thinking about our business and empowers us to communicate with a global world of customers. We embrace differences of opinion and diversity of thought as they help us challenge and refine our solutions. Merkle, as a best-in-class marketing agency, welcomes big ideas, and believes they can come from anywhere.

Perks & Benefits

Merkle offers a flexible vacation policy, retirement benefits, paid sick leave, generous health, dental and vision insurance options, parental leave, adoption benefits, and more. We recognize high-performers and provide long-term growth opportunities. We hope you'll join us!

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

FLSA Status: Exempt

More Information:

Students & Recent Graduates: Start your career at Merkle and get on the path to success. Experienced Hires: Leverage your expertise, challenge the status quo and grow your career at Merkle.