Senior Financial Analyst II

Role Summary: 

At NerdWallet, we're on a mission to provide clarity for all of life's financial decisions. As a Senior Financial Analyst II, you’ll play a pivotal role in shaping our financial future by managing budgeting, forecasting, and financial modeling processes. Join a collaborative and innovative Corporate Finance team where your insights will directly impact strategic decisions.

Where you can make an impact: 

• Manage Revenue and/or OPEX forecast and budget models. Prepare monthly budget vs. actual (BvA) reports, identify risks and opportunities, and conduct variance analysis for meetings with cost center leads.
• Load forecast scenarios into financial planning systems, build templates, and run queries using tools like Pigment, Looker and Oracle
• Analyze and recap data insights at an audience-appropriate level to inform decision-making.
• Partner with cost center leads to provide accurate forecasts, budgets, and financial recommendations.
• Anticipate evolving needs of business partners, exercising judgment to recommend and implement process improvements.
• Escalate issues with recommended solutions while reprioritizing workload as needed.
• Analyze and improve upon past processes and experiences to drive operational efficiency and workflow accuracy.
• Collaborate with managers to coach Financial Analysts, share best practices, and enhance team capabilities.
• Develop and refine operational processes to support better financial planning and reporting.
• Prepare and analyze budgets, forecasts, and financial models with a focus on identifying trends, risks, and opportunities.
• Proactively attempt to solve problems in the best interests of the consumer, the company, and the team.
• Partner with leadership to implement insights into strategic initiatives and long-term financial planning.

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, or a related field; 
• 5+ years of experience in financial analysis, budgeting, and forecasting, preferably in fintech or a technology-driven company.
• Proficiency in Excel and Google Docs Suite, including pivot tables, vLookups, Index Matching, and macros.
• Experience with financial planning software such as Host Analytics, Hyperion, or Oracle.
• Strong analytical skills with the ability to draw insights from data and communicate findings effectively.
• Experience managing P&L line items, including revenue and OPEX forecasts and budgets.
• Proactive problem solver who aligns solutions with consumer, company, and team priorities.
• Collaborative and communicative, able to work effectively across teams and levels of leadership.
• Detail-oriented with a commitment to accuracy and continuous improvement.
• MBA, CFA, CPA designation is a plus.

Where:

• 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 – Vacation Time Off + 11 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
• Paid sabbatical 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, and Wifi Stipend 
• Work from home equipment stipend and co-working space subsidy

Have Some Fun! (Nerds are fun, too)

• 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 
• Our Nerds love to make an impact by paying it forward – Take 8 hours of volunteer time off per quarter and donate to your favorite causes with a company match

Plan for your future (And when you retire on your island, remember the little people)

• 401K with 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

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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