Note: The job is a remote job and is open to candidates in USA. NerdWallet is a financial technology company on a mission to bring clarity to life’s financial decisions. The Senior Financial Analyst serves as a finance partner for growth verticals, owning forecasting, financial modeling, reporting, and KPI analysis while providing strategic insights and recommendations to business leaders.
Responsibilities
- Serve as the primary finance partner for assigned growth verticals, partnering directly with business leaders to support strategic planning, investment decisions, and business performance
- Own the financial forecast for assigned business areas, including revenue and operating expense projections, while continuously improving forecast accuracy
- Develop, maintain, and enhance financial models to support scenario planning, pricing analyses, investment decisions, and evaluation of new business initiatives
- Prepare monthly and quarterly financial reporting packages, including variance analyses, executive summaries, and recommendations that clearly communicate key business drivers
- Monitor and analyze key business and financial performance indicators, proactively identifying emerging risks and opportunities before they materially impact results
- Partner cross-functionally with Product, Marketing, Operations, and other business teams to evaluate financial implications of strategic initiatives and support data-driven decision-making
- Identify opportunities to improve operational efficiency, resource allocation, and business performance through financial analysis and process improvements
- Communicate complex financial concepts to non-financial stakeholders, enabling leaders to make informed strategic decisions
- Continuously improve forecasting methodologies, reporting processes, and analytical tools to increase efficiency and enhance decision support
Skills
- • Bachelor's degree in Finance, Accounting, Economics, Business, or a related quantitative field
- • 4-6 years of progressive experience in Financial Planning & Analysis, Corporate Finance, Investment Banking, Consulting, or other highly analytical finance roles
- • Advanced financial modeling and forecasting experience with demonstrated ability to build scalable models for business planning and scenario analysis
- • Strong analytical and problem-solving skills with the ability to synthesize complex data into actionable business insights
- • Experience owning budgeting, forecasting, and monthly financial reporting processes
- • Proven ability to influence business decisions through data-driven recommendations and strong cross-functional partnerships
- • Excellent verbal and written communication skills, including the ability to present financial insights to senior business stakeholders
- • Advanced proficiency with Microsoft Excel and/or Google Sheets
- • Experience working with financial reporting systems and business intelligence tools
- • Demonstrated ability to work independently, prioritize effectively, and thrive in an ambiguous, fast-paced environment
- • Strong attention to detail while maintaining focus on broader business objectives
- • This role will be remote (based in the U.S.)
- • Experience supporting high-growth technology or fintech organizations
- • Experience partnering with Product, Marketing, or Growth organizations
- • Experience with SQL, Looker, Tableau, or other business intelligence and data visualization tools
- • Experience with Adaptive Planning, Anaplan, or similar FP&A platforms
- • Demonstrated experience improving financial planning processes through automation or process optimization
Benefits
- Remote work based in the U.S.
- Industry-leading medical, dental, and vision health care plans for employees and their dependents
- Rejuvenation Policy – Flexible Vacation Time Off + 11 holidays + holiday company shutdown
- New Parent Leave for employees with a newborn child or a child placed with them for adoption or foster care
- Mental health support
- Paid sabbatical after 5 years for Nerds to recharge, gain knowledge, and pursue their interests
- Health and Dependent Care FSA and HSA Plan with monthly NerdWallet contribution
- Monthly Wellness Stipend
- Cell Phone Stipend
- Wifi Stipend (Only remote Nerds are eligible)
- Work from home equipment stipend (Only remote Nerds are eligible)
- Co-working space subsidy (Only remote Nerds are eligible)
- Nerd-led group initiatives – Employee Resource Groups for Parents, Diversity, and Inclusion, Women, LGBTQIA, and other communities
- Hackathons and team events across all teams and departments
- Company-wide events like NerdLove (employee appreciation) and our annual Charity Auction
- Take 8 hours of volunteer time off per quarter and donate to your favorite causes with a company match
- 401K with 4% company match
- Be the first to test and benefit from our new financial products and tools
- Financial wellness, guidance, and unlimited access to a Certified Financial Planner (CFP) through Northstar
- Disability and Life Insurance with employer-paid premiums
Company Overview
Company H1B Sponsorship