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We are looking for a self-motivated and analytical Senior Financial Analyst II to be part of our growing finance team. This team member will be a hands-on contributor to the company’s Corporate FP&A function.  They are responsible for developing financial forecasts and models that help the company plan for the future, make informed business decisions, and allocate resources effectively.

The Senior Financial Analyst II is responsible for Financial Planning and Analysis by conducting detailed financial analysis and modeling to support decision-making, forecasting, budgeting, and strategic planning. Preparing and presenting financial reports to management, including variance analysis and performance metrics.  Data Analysis by analyzing financial data to identify trends, risks, and opportunities for improving financial performance.  Collaboration with various departments to provide financial insights and support for business initiatives and projects. 

Where you can make an impact: 

• Play a lead role in the development of NerdWallet’s corporate forecast and the overall financial outlook
• Assess known financial opportunities and risks, analyze business metric trends, and support management and Board of Directors reporting 
• In partnership with the business-facing FP&A team, support the monthly and quarterly close process, as well as annual and strategic planning
• Be the financial business partner to the G&A departments: support monthly forecasting and annual planning and provide strategic financial support for department-specific projects  
• Support the Investor Relations team through real-time and quarterly analysis of financial and non-financial trends
• Assist in the maintenance of our long-term financial model to ensure key strategic objectives are on track
• Provide actionable recommendations to senior management based on financial analysis
• Ensure compliance with financial regulations and internal controls, and contribute to process improvements

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.

• High attention to detail and high standards for quality and accuracy in your work 
• Fluency with Microsoft Excel and Powerpoint or Google Sheets and Slides
• Excellent time management, prioritization, and organizational skills
• Eagerness to build complex financial models 
• Ability to work across departments and levels to solve problems and achieve results 
• Working knowledge of US GAAP 
• 5+ years of work experience in a finance capacity
• Prior experience forecasting - building and maintaining financial models 
• Experience with financial systems (e.g., Pigment, Oracle ERP or similar)
• CPA and/or CFA designations

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:

1. E-Verify Participation Poster (English+Spanish/Español)
2. Right to Work Poster (English) / (Spanish/Español)

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