Serve as a strategic thought partner to your vertical, helping translate data into clear, actionable insights that guide smarter business decisions.
Lead financial planning and modeling efforts, manage the vertical’s budget in close partnership with General Managers, and track performance against key KPIs to ensure alignment with NerdWallet’s annual plan.
Proactively identify risks and opportunities to help optimize investments, improve expense management, and shape the financial narrative that fuels sustainable growth.
Work cross-functionally within your vertical and alongside the broader Finance team, applying strong finance and accounting principles to solve complex business challenges and support informed decision-making.
Lead projects and initiatives with minimal oversight, contribute meaningfully to strategic discussions, and elevate outcomes through thoughtful modeling and analysis.
Mentor teammates and guide colleagues on financial best practices, supporting onboarding and learning opportunities.

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
Strong financial modeling, forecasting, and scenario analysis experience
Proven ability to identify and communicate business opportunities, risks, and insights in a fast-moving environment
Experience in revenue analytics, margin analysis, and strategic financial planning
Outstanding G-Suite (or Excel and PowerPoint skills); familiarity with FP&A tools (Pigment, Anaplan, etc.) and Looker

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, and Wifi Stipend (Only remote Nerds are eligible for the Wifi Stipend)
Work from home equipment stipend and co-working space subsidy (Only remote Nerds are eligible for these stipends)
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
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

Senior Financial Analyst

Key skills