The Senior Financial Analyst I role at NerdWallet exists to drive strategic and financial planning processes, providing crucial insights and support to their vertical. This position is pivotal in modeling business scenarios, tracking performance against KPIs, and ensuring alignment with the company's annual plan. Additionally, the analyst collaborates across departments within the vertical to optimize expense management and financial decision-making, contributing to NerdWallet's overall growth and success.
Projects you may be working on in this position include:
- Banking NW+ Post Launch Project
- Annual Plan
- Partner Pricing Strategic Analysis
Where you can make an impact:
- Lead financial partnership with the Wealth vertical, contributing to developing strategic and financial planning processes by collaborating closely with stakeholders to model various business scenarios, providing insights to inform decision-making.
- Track performance against key performance indicators (KPIs), annual plans, and budgets, highlighting areas of risk and opportunity.
- Manage budget movement across various expense accounts and departments, ensuring spending adheres to budgetary guidelines while liaising with Accounting during month-end close to reconcile accruals and ensure timely expense recognition.
- Support the completion of annual operating plans, leveraging business acumen and financial expertise to contribute to the company's strategic goals and objectives.
- Contribute to the development and maintenance of financial reporting infrastructure, providing business leaders with comprehensive insights and analysis into their P&Ls.
You are:
- Collaborative: Work closely with cross-functional teams and internal finance dept by contributing expertise and insights. Share knowledge and expertise with junior team members and provide guidance to colleagues on financial concepts, processes, and best practices.
- Analytical: Use finance and accounting principles to address financial challenges and to achieve desired business outcomes. Exhibit proactive problem-solving abilities, effective communication, and business acumen.
- Communicative: Participate in discussions, brainstorming sessions, and decision-making processes, leveraging their financial acumen to drive positive outcomes through financial modeling and analyses.
- Innovative: Take the lead on specific projects or initiatives with little supervision, ensuring alignment with strategic objectives and influencing the decision-making processes to help guide the team toward successful outcomes.
Your experience:
We recognize not everyone will meet all of the criteria. If you meet most of the criteria below and you’re excited about the opportunity and willing to learn, we’d love to hear from you.
- Bachelor’s Degree in Finance, Accounting, Economics, Business Administration, or a related field
- 5+ years of financial planning and analysis with a proven track record in business partnering
- Prior experience in financial analysis, strategic and financial planning, building and maintaining financial models, and financial systems
- Experience in cross-browser compatibility, responsive design, and media queries
- Experience in a high-growth technology company is considered a plus
Where:
- This role will be based in [San Francisco, CA or remote (based in the U.S.).
- We believe great work can be done anywhere. No matter where you are based, NerdWallet offers benefits and perks to support the physical, financial, and emotional well being of you and your family.
What we offer:
Work Hard, Stay Balanced (Life’s a series of balancing acts, eh?)
- Industry-leading medical, dental, and vision health care plans for employees and their dependents
- Rejuvenation Policy – Flexible Time Off + 13 holidays + 4 Mental Health Days Off
- New Parent Leave for employees with a newborn child or a child placed with them for adoption or foster care
- Mental health support through Headspace
- Financial wellness, guidance, and unlimited access to a Certified Financial Planner (CFP) through Northstar
- Paid sabbatical for Nerds to recharge, gain knowledge and pursue their interests
- Health and Dependent Care FSA and HSA Plan with monthly NerdWallet contribution
- Weekly Virtual Bootcamp, Yoga, and Mindfulness Meditation sessions
- Monthly Wellness Stipend, Cell Phone Stipend, and Wifi Stipend
Have Some Fun! (Nerds are fun, too)
- Nerd-led group initiatives – Intramural Sports, Employee Resource Groups for Parents, Diversity and Inclusion, Women, LGBTQIA, and other communities
- Hackathons, Happy Hours, and team events across all teams and departments
- Company-wide events like Little Nerds Day (aka bring your kids to work day, even if you're remote!) and our annual Charity Auction
Lifestyle (Be your best self - we’ll take care of the details)
- Our Nerds love to make an impact by paying it forward – Donate to your favorite causes with a company match
- Work from home equipment stipend and co-working space subsidy
- Anniversary recognition program – choose from different items and experiences
- Commuting stipend
Plan for your future (And when you retire on your island, remember the little people)
- 401K with company match
- Annual Enrichment Stipend for learning and development
- Be the first to test and benefit from our new financial products and tools
- Access to Rocket Lawyer for online legal support and resources
If you are based in California, we encourage you to read this important information for California residents linked here.
NerdWallet is committed to pursuing and hiring a diverse workforce and is proud to be an equal opportunity employer. We prohibit discrimination and harassment on the basis of any characteristic protected by applicable federal, state, or local law, so all qualified applicants will receive consideration for employment.
NerdWallet participates in the Department of Homeland Security U.S. Citizenship and Immigration Services E-Verify program for all US locations. For more information, please see:
- E-Verify Participation Poster (English+Spanish/Español)
- Right to Work Poster (English) / (Spanish/Español)
Base pay offered may vary within the posted range based on several factors, including but not limited to education, job-related knowledge, skills, experience, and location.
The pay range for this role is$88,000—$150,000 USD